TransDigm Group Incorporated (NYSE:TDG) Q1 2022 Earnings Conference Call February 8, 2022 11:00 AM ET Company Participants Jaimie Stemen - Director, IR Kevin Stein - President, CEO and Director Jorge Valladares - COO Mike Lisman - CFO Conference Call Participants Myles Walton - UBS Elizabeth Grenfell - Bank of America Merrill Lynch David Strauss - Barclays Ken Herbert - RBC Capital Markets Robert Spingarn - Melius Research Robert Stallard - Vertical Research Partners Peter Arment - Robert W. Baird Matt Aker ...

FY 2022 Q1 Earnings Call February 8, 2022 Agenda TransDigm Overview, Highlights and Outlook Kevin Stein President and CEO Market Review Jorge L. Valladares III COO Operating Performance and Financial Results Mike Lisman CFO Q&A 1 Forward Looking Statements & Special Notice Regarding Pro Forma and Non‐GAAP Information FORWARD LOOKING STATEMENTS This presentation contains forward‐looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including information regarding our ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended January 1, 2022 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-32833 TransDigm Group Incorporated (Exact name of registrant as specified in its charter) Delaware (State or other jurisdic ...

FY 2021 Q4 Earnings Call November 16, 2021 Agenda TransDigm Overview, Highlights and Outlook Kevin Stein President and CEO Market Review Jorge L. Valladares III COO Operating Performance and Financial Results Mike Lisman CFO Q&A 1 Forward Looking Statements & Special Notice Regarding Pro Forma and Non‐GAAP Information FORWARD LOOKING STATEMENTS This presentation contains forward‐looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including information regarding our ...

TransDigm Group Incorporated (NYSE:TDG) Q4 2021 Results Conference Call November 16, 2021 11:00 AM ET Company Participants Kevin Stein - President and Chief Executive Officer Jorge Valladares - Chief Operating Officer Mike Lisman - Chief Financial Officer Jaimie Stemen - Director of Investor Relations Conference Call Participants Noah Poponak - Goldman Sachs Robert Stallard - Vertical Research Myles Walton - UBS Ken Herbert - RBC Kristine Liwag - Morgan Stanley David Strauss - Barclays Seth Seifman - JPMorg ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-32833 TransDigm Group Incorporated (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or org ...

FY 2021 Q3 Earnings Call August 10, 2021 Agenda TRANSDIGM TransDigm Overview and Highlights Nick Howley Chairman Operating Performance, Market Review Kevin Stein and Outlook President and CEO Financial Results Mike Lisman CFO Q&A 1 Forward Looking Statements & Special Notice Regarding Pro Forma and Non‐GAAP Information FORWARD LOOKING STATEMENTS This presentation contains forward‐looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including information regarding ou ...

Financial Data and Key Metrics Changes - The company reported EBITDA of approximately $559 million for Q3, up 32% compared to the prior year [34] - The EBITDA margin for the quarter was approximately 45.9%, showing sequential improvement from Q2 [34] - Organic growth was positive 15% for the quarter, indicating a return to positive growth territory [44] Business Line Data and Key Metrics Changes - Total commercial OEM revenue increased approximately 1% in Q3 compared to the same period last year, with bookings solidly outpacing sales [24] - Commercial aftermarket revenues increased by approximately 33% in Q3 compared to the prior year, driven by increased demand in the passenger submarket [26] - Defense market revenue grew by approximately 12% in Q3 compared to the prior year, with a strong order book expected to expand [33] Market Data and Key Metrics Changes - Domestic air traffic has shown consistent improvement, with airlines experiencing strong demand for domestic travel, particularly in the U.S. [29] - International air traffic recovery has been slow, with only slight improvements in international revenue passenger miles [30] - Cargo demands have recovered quicker than commercial travel, with global cargo volumes surpassing pre-COVID levels [31] Company Strategy and Development Direction - The company focuses on proprietary aerospace businesses with significant aftermarket content, aiming for private equity-like returns with public market liquidity [9][10] - The company is actively looking for M&A opportunities while being cautious with capital allocation [12] - The management emphasizes a decentralized organization structure and a unique compensation system aligned with shareholder interests [9] Management's Comments on Operating Environment and Future Outlook - The management expressed optimism about the recovery in the commercial aerospace market, although uncertainty remains regarding the pace of recovery [41] - The company anticipates continued growth in defense revenue in the mid-single-digit percent range for fiscal 2021 [38] - The management is cautious about issuing formal guidance for the remainder of fiscal 2021 due to market uncertainties [37] Other Important Information - The company completed the sale of three less proprietary businesses for about $240 million during Q3 [12] - The company ended Q3 with $4.5 billion in cash, up from $4.1 billion at the end of the previous quarter [47] - The net debt to LTM EBITDA ratio improved to 7.6x, down from 8.2x at the end of the previous quarter [48] Q&A Session Summary Question: Expectations for EBITDA margins in the last quarter - Management is hopeful that the 44% EBITDA margin target is conservative and does not anticipate detrimental impacts in Q4 [52] Question: Changes in cost structure ratios - The cost structure remains largely unchanged, with approximately 50% materials, 35% overhead, and 15% other costs [54] Question: Factors driving cash generation improvements - Improved accounts receivable management has been a significant driver of better cash generation [61] Question: Trends in bookings for the quarter - Bookings were down 7% sequentially but still outpaced shipments, indicating a positive trend overall [70] Question: Update on the DoD IG audit - A rough draft of the audit is expected in the fall, with anticipated similar conclusions to prior audits [72] Question: Insights on defense business growth - The defense business is expected to continue modest growth due to geopolitical unrest, with no specific program driving the growth [85] Question: Outlook for commercial aftermarket recovery - Recovery is expected to be lumpy, with improvements anticipated but not seamless [86] Question: Trends in business jet utilization - Business jet activity has rebounded significantly, primarily driven by leisure travel [94] Question: Impact of wide-body versus narrow-body aircraft on aftermarket revenues - Wide-body aircraft have shown better performance than expected, contributing positively to aftermarket revenues [103]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the quarterly period ended July 3, 2021 ☐ Transition Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-32833 TransDigm Group Incorporated 41-2101738 (I.R.S. Employer Identification No.) 1301 East 9th Street, Suite 3000, Cleveland ...

TransDigm Group Incorporated (NYSE:TDG) Q2 2021 Results Conference Call May 11, 2021 11:00 AM ET Company Participants Jaimie Stemen - Director, IR Nick Howley - Executive Chairman Kevin Stein - President and CEO Mike Lisman - CFO Conference Call Participants Myles Walton - UBS Robert Spingarn - Crédit Suisse David Strauss - Barclays Carter Copeland - Melius Research Ken Herbert - Canaccord Hunter Keay - Hunter Keay Sheila Kahyaoglu - Jefferies Gautam Khanna - Cowen and Company Robert Stallard - Vertical Res ...