Robust demand for travel persists and global air traffic continues to surpass pre-pandemic levels.

Aug 6, 2024 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2024-08-06 | transcript 8ca38df5-b514-41c3-b71b-c10c0beb76b6 | chars 3903-4001 | segment 3

Global air traffic is closing in on pre-pandemic levels and demand for travel remains high.

Feb 8, 2024 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2024-02-08 | transcript 1b5bb46c-d3df-4166-b011-552da895abf5 | chars 4011-4102 | segment 4

We continue to see recovery in the commercial aerospace market and trends are still favorable as demand for travel remains high.

Aug 8, 2023 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2023-08-08 | transcript 502f5c38-47ae-4a34-a7e7-b6f9bf46b252 | chars 6387-6515 | segment 6

Global domestic air traffic continues to lead the recovery and has surpassed pre-pandemic levels. International travel is also making progress and catching up to domestic travel. However, total air travel demand remains slightly below pre-COVID levels.

Aug 8, 2023 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2023-08-08 | transcript 502f5c38-47ae-4a34-a7e7-b6f9bf46b252 | chars 6516-6768 | segment 6

We continue to see recovery in the commercial aerospace market, and trends are still favorable as demand for travel remains robust.

May 9, 2023 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2023-05-09 | transcript bc67edcc-65f0-499e-9e5a-d468f6a9feaf | chars 3817-3948 | segment 3

International air traffic is closing in on the domestic travel recovery, and China reopened its air travel in January with the lifting of its pandemic restrictions. However, there is still progress to be made for the industry as our results to continue to be adversely affected in comparison to pre-pandemic levels since the demand for air travel is still depressed.

Feb 7, 2023 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2023-02-07 | transcript c57d9346-01e6-4df6-9831-a996bd5e2d97 | chars 3789-4155 | segment 3

We continue to expect COVID-19 to have an adverse impact on our financial results compared to pre-pandemic levels in our final quarter of fiscal 2022, under the assumption that both our commercial OEM and aftermarket customer demand will remain depressed due to lower worldwide air travel. Although recent positive trends in commercial air traffic could impact us favorably.

Aug 9, 2022 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2022-08-09 | transcript be856774-2246-40b4-958a-525894cddae9 | chars 8144-8518 | segment 8

Even the travel restrictions reimposed by certain governments during the months of December due to the Omicron variant are now starting to ease, which is again an encouraging sign.

Feb 8, 2022 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2022-02-08 | transcript d1f92be2-9e9f-431f-905f-59c8a69f0372 | chars 4660-4840 | segment 4

The recovery has remained primarily driven by domestic leisure travel, though we are optimistic for the recovery of international travel as more governments across the world soften travel restrictions.

Nov 16, 2021 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2021-11-16 | transcript 8b9f49b6-3c7a-4bac-836b-6c15ff24e17c | chars 5158-5359 | segment 5

IATA does forecast a strong second half of calendar 2021 with a rebound in domestic travel in the U.S. back at 2019 levels of revenue passenger miles and China well above that level.

May 11, 2021 / CEO / receipt, needs a key / Kevin Stein, CEO | earnings call 2021-05-11 | transcript d5bc25db-ad15-451f-a87a-f22d12c70552 | chars 9630-9812 | segment 9