TransDigm Group Inc at UBS Global Industrials and Transportation Conference (Virtual) Transcript

Jan 23, 2024

Jun 03, 2020 / 03:40PM GMT
Myles Alexander Walton - UBS Investment Bank, Research Division - MD & Senior Analyst

All right. Welcome to the UBS Industrials and Transportation Conference. I'm Myles Walton, I am the aerospace and defense and airlines analyst here at UBS. It's a pleasure to continue the conference with the management team of TransDigm, including the CEO, Kevin Stein; and the CFO, Mike Lisman.

I'm going to go ahead and kick it right off into Q&A, but welcome Kevin, welcome Mike.

Kevin M. Stein - TransDigm Group Incorporated - President, CEO & Director

Thanks. So Mike is here. We're ready to go.

Questions and Answers:

Myles Alexander Walton - UBS Investment Bank, Research Division - MD & Senior Analyst

All right. All right. Full team. So maybe we can just start up. Others in the supply chain and airlines in particular have pointed out that April, May, they felt it couldn't get much worse and it doesn't look like it's getting much worse. And so we're kind of -- here we are bouncing off at the bottom. Is

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