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TransDigm Group Incorporated's CEO Discusses Q3 2012 Results - Earnings Call Transcript

TransDigm Group Incorporated (TDG)

Q3 2012 Results Earnings Call

August 7, 2012 11:00 AM ET


Nick Howley – Chairman and CEO

Greg Rufus – EVP and CFO

Ray Laubenthal – President and COO

Liza Sabol – IR


Carter Copeland – Barclays Capital

Myles Walton – Deutsche Bank

David Strauss – UBS

Robert Spingarn – Credit Suisse

Joe Nadol – JPMorgan

Rama Bondada – Royal Bank of Canada

Noah Poponak – Goldman Sachs

Gautam Khanna - Cowen and Company

Carter Leake – BB&T Capital Markets

Michael Ciarmoli – KeyBanc Capital Markets

J. B. Groh – D.A. Davidson & Co.



Good day, ladies and gentlemen, and welcome to the Quarter Three TransDigm Group Incorporated Earnings Conference Call. My name is Kelly, and I will be your operator for today. At this time, all participants are in listen-only mode. We will conduct a question-and-answer session towards the end of the conference. (Operator Instructions). As a reminder, this call is being recorded for replay purposes.

Now I would like to turn the call over to Liza Sabol. Please proceed, Lisa.

Liza Sabol

Thank you. I would like to thank all for calling in today, and welcome to TransDigm's fiscal 2012 third quarter earnings conference call. With me on the call this morning are TransDigm's Chairman and Chief Executive Officer, Nick Howley; President and Chief Operating Officer, Ray Laubenthal; and our Executive Vice President and Chief Financial Officer, Greg Rufus.

A replay of today's broadcast will be available for the next two weeks. Replay information is contained in this morning's press release and on our website at

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