TransDigm reaffirms FY2024 guidance at Analyst Day; revenue $7.74B, EBITDA margin 52.3%

TransDigm Group INC

FY2024 midpoint guidance: revenue $7,740M, EBITDA as Defined $4,045M (52.3% margin), reaffirmed from May 7, 2024.
FY2023 pro forma revenue mix: commercial aftermarket 35%, commercial OEM 27%, defense 38%. Proprietary products ~90%.
Since 1993, acquired 92 businesses (77 since IPO); recent acquisitions include Chelton, DART, Calspan, GKN-FPT, SEI, CPI.
Long-term commercial aftermarket drivers: passenger traffic CAGR +6.5% (2023-2029E), installed base CAGR +3%.
No capital structure or dividend update; net debt/EBITDA leverage historically ranges 2-7x.

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