On the commercial side, we remain cautiously optimistic that aircraft utilization will remain strong, supporting continued aftermarket demand. but of course we will closely monitor consumer sentiment as we approach the busy summer travel season.

Apr 22, 2025 / receipt, needs a key / Chris Calio, CEO | earnings call 2025-04-22 | transcript 5adc3dbf-5a0c-462b-b202-bc7ab64daa67 | chars 9973-10218 | segment 10

We're coming on a really important part of the travel season, and as those aircraft fly, they require parts, they require maintenance, and the slots coming into the shops are obviously constrained, and I think our customers are going to want to maintain their position in line.

Apr 22, 2025 / receipt, needs a key / Chris, CEO | earnings call 2025-04-22 | transcript 5adc3dbf-5a0c-462b-b202-bc7ab64daa67 | chars 32367-32644 | segment 33

Air travel has returned to, and in some cases surpassed, pre-pandemic levels, and the global threat environment is driving unprecedented demand, especially in air defense systems.

Jan 23, 2024 / receipt, needs a key / Chris Callia, CEO | earnings call 2024-01-23 | transcript 4a9d3cbd-d82c-4e45-b326-a4e28eb61efa | chars 4832-5011 | segment 4

Growth was primarily driven by strong demand across our commercial OE and aftermarket businesses as OEMs continued to ramp production and airlines supported the busy summer travel season.

Oct 24, 2023 / receipt, needs a key / Neil Mitchell, CFO | earnings call 2023-10-24 | transcript 69227d44-215a-4448-b938-123f77103f4d | chars 16487-16674 | segment 16

On the commercial aero side, air travel demand remains strong. We're seeing solid air traffic growth with global revenue passenger miles essentially back to 2019 levels and domestic air travel well above 2019 levels. We also expect strong demand for holiday and business travel for the remainder of the year, supporting continued aftermarket strength for both wide-body and narrow-body aircraft.

Oct 24, 2023 / receipt, needs a key / Greg Hayes, CEO | earnings call 2023-10-24 | transcript 69227d44-215a-4448-b938-123f77103f4d | chars 2105-2500 | segment 2

The financial impact associated with these removals is still being analyzed, It will depend on a number of factors, including the result of the inspections, the amount of work needed to be done in our network shops, and, of course, the impact on our customers. This is obviously a difficult situation for our customers, especially given the strong demand for travel. We're truly sorry for the impact of this disruption, and we will do all we can to support our customers.

Jul 25, 2023 / receipt, needs a key / Chris Calio, COO | earnings call 2023-07-25 | transcript b5ca124b-939a-4390-ba8f-5637e943cf58 | chars 15473-15944 | segment 15

Global commercial air traffic remains on track with our projections with a very robust summer travel season driven by incredibly strong consumer demand. This dynamic is supporting strength in the aftermarket and growth across the globe, with revenue passenger kilometers now tracking at about 95% of 2019 levels. And long haul international, which has lagged in the recovery, is showing strong growth with passenger flight hours up 18 points year over year, a good indicator of increasing demand for wide body travel.

Jul 25, 2023 / receipt, needs a key / Greg Hayes, CEO | earnings call 2023-07-25 | transcript b5ca124b-939a-4390-ba8f-5637e943cf58 | chars 2027-2544 | segment 2

On the commercial side, we saw strong aftermarket growth in the quarter as airlines were preparing to support the busy summer travel season. With air traffic increasing and retirements remaining very low, we continue to see strength in parts, repair, provisioning, and maintenance across our end markets.

Apr 25, 2023 / receipt, needs a key / Chris Calio, COO | earnings call 2023-04-25 | transcript 26f35a23-a814-480e-ac42-2fbf9f47967d | chars 9652-9956 | segment 9

So even with some near-term challenges, we continue to invest in innovation for continued growth in air travel and to meet the strong defense demand.

Oct 25, 2022 / receipt, needs a key / Greg Hayes, CEO | earnings call 2022-10-25 | transcript 1d776516-727f-4661-bc2d-bda039995791 | chars 7595-7744 | segment 7

Geographically, U.S. domestic demand has remained strong, while China domestic travel has lagged our expectations so far this year. That said, domestic air traffic in China began to rebound as lockdowns eased throughout the second quarter.

Jul 26, 2022 / receipt, needs a key / Neal Mitchell, CFO | earnings call 2022-07-26 | transcript ec322ce6-4d1a-4cb0-9d20-8a6f97b645a1 | chars 11408-11647 | segment 11

And then we'll see the wide body. Thanks so much for the detail. You bet. Your next question is from the line of Seth Seifman with J.P. Morgan. Hey, thanks very much. And good morning, everyone. Maybe I'll continue along the aftermarket line of questioning. I guess the sequential growth at Collins was in line with the outlook. But I think, Greg, you've spoken in September. And I think, correctly or not, people came away with maybe a little bit more optimism. And was the pace of growth, did it kind of slow toward toward the end of the quarter um and then if you could give us at collins you know are you still looking for that mid single digit in the fourth quarter is there any kind of provisioning uh ahead of international travel um returning in the u.s that that might help the way that domestic did earlier this year or or any kind of update on how much the you know the trends in collins aftermarket improvement are being affected by both um you know kind of demand and supply issues?

Oct 26, 2021 / receipt, needs a key / Greg, other | earnings call 2021-10-26 | transcript 0c11e1a5-1659-4b2e-94d1-1dcc4082ffcd | chars 25613-26608 | segment 26

And here in the U.S., passenger traffic through TSA checkpoints averaged about 1.9 million travelers per day in Q3. That's up from about 1.6 million per day in Q2.

Oct 26, 2021 / receipt, needs a key / Greg Hayes, CEO | earnings call 2021-10-26 | transcript 0c11e1a5-1659-4b2e-94d1-1dcc4082ffcd | chars 2467-2630 | segment 2