The company said net sales for the third quarter ended June 29, 2024 were $2,046 million, up 17.3% from $1,744 million a year earlier, and net income rose 31.0% to $461 million.

1. 01

   The company said net sales for the third quarter ended June 29, 2024 were $2,046 million, up 17.3% from $1,744 million a year earlier, and net income rose 31.0% to $461 million.

2. 02

   TransDigm said third-quarter EBITDA As Defined rose 19.2% to $1,091 million from $915 million a year earlier, and its EBITDA As Defined margin was 53.3% compared with 52.5% a year earlier.

3. 03

   The company said it completed the acquisition of SEI Industries on May 22, 2024 and the CPI Electron Device Business on June 6, and it completed the acquisition of Raptor Scientific on July 31 after the quarter ended. It said it deployed over $2.2 billion of capital across the three acquisitions in the past 3 months.

4. 04

   The company set its fiscal 2024 net sales outlook at $7,870 million to $7,930 million, raising the midpoint by $160 million from its prior outlook. Its EBITDA As Defined outlook is $4,100 million to $4,160 million, with the midpoint raised by $85 million.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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