TransDigm Group Incorporated (TDG) Q3 2026 Earnings Call Transcript

SA Transcripts 161.46K Followers Follow TransDigm Group Incorporated ( TDG ) Q3 2026 Earnings Call August 4, 2026 11:00 AM EDT Company Participants Mary Hartman - Director of Investor Relations Michael Lisman - CEO, President & Director Patrick Murphy - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Conference Call Participants Robert Stallard - Vertical Research Partners, LLC Kenneth Herbert - RBC Capital Markets, Research Division Gavin Parsons - UBS Investment Bank, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Kristine Liwag - Morgan Stanley, Research Division David Strauss - Wells Fargo Securities, LLC, Research Division Myles Walton - Wolfe Research, LLC Scott Mikus - Melius Research LLC Gautam Khanna - TD Cowen, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Alexander Christian Preston - BofA Securities, Research Division Scott Deuschle - Deutsche Bank AG, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the TransDigm Group Third Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I'd now like to hand the conference over to Mary Hartman, Director of Investor Relations. Please go ahead. Mary Hartman Director of Investor Relations Thank you, and welcome to TransDigm's Fiscal 2026 Third Quarter Earnings Conference Call. Presenting on the call this morning are TransDigm's President and Chief Executive Officer, Mike Lisman; Co-Chief Operating Officer, Patrick Murphy; and Chief Financial Officer, Sarah Wynne. Also present for the call today is our Co-Chief Operating Officer, Joel Reiss. Please visit our website at transdigm.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