Transdigm Group Incorporated (TDG) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, and welcome to the Q1 2026 TransDigm Group Incorporated Earnings Conference Call. At this time, all participants are in listen-only mode. After the speaker presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1 1 on your telephone. You will then hear an automated message advising your hand has been raised. To withdraw your question, please press star 1 1 again. Please be advised that today's conference is being recorded. It is now my pleasure to introduce Director of Investor Relations, Jamie Steeman. Thank you, and welcome to Transdyn's Fiscal 2026 First Quarter Earnings Conference Call. Presenting on the call this morning are Transdyn Chief Executive Officer Mike Lisman, Co-Chief Operating Officer Patrick Murphy, and Chief Financial Officer Sarah Wynn. Also present for the call today is our Co-Chief Operating Officer Joel Reese. Please visit our website at transdime.com to obtain a supplemental slide deck and call replay information. Before we begin, the company would like to remind you that statements made during this call, which are not historical in fact, are forward-looking statements. For further information about important factors that could cause actual results to differ materially from those expressed or implied in the forward-looking statements, please refer to the company's latest filings with the SEC available through the investor section of our website or sec.gov. The company would also like to advise you that during the course of the call, we will be referring to EBITDA, specifically EBITDA as defined, adjusted net income, and adjusted earnings per share, all of which are non-GAAP financial measures. Please see the tables and related footnotes in the earnings release for a p...