We continue to benefit from growing commercial travel demand, up 28% through August year-over-year, and increased MRO demand as aircraft return from peak summer use, commercial transport aircraft new orders more than 2,000 year-to-date, and planned OEM rate step-ups.

Nov 7, 2023 / receipt, needs a key / Dan Crowley, CEO | earnings call 2023-11-07 | transcript f11de5d6-1819-43ce-a431-463600029fca | chars 3640-3907 | segment 3

Travel demand continues to strengthen.

Nov 8, 2022 / receipt, needs a key / Dan Crowley, CEO | earnings call 2022-11-08 | transcript 76bc841f-cd03-43bb-8f58-b7b18384e260 | chars 7159-7197 | segment 7

A lot of folks predicted that international travel wouldn't pick up until 24, 25. Well, it's already back within 20% of 2019 levels and ramping steadily. So I think we're going to hit 2019 levels in the calendar year and then blow through that in 23, 24. So we're bullish on this.

Aug 3, 2022 / receipt, needs a key / Michael Carmoli, other | earnings call 2022-08-03 | transcript 4a325592-6493-4f15-acaf-7383c08c9f8b | chars 29861-30141 | segment 30

Long-haul markets are down 55 to 75 percent to 2019, depending on region, but the good news here is that there are announcements from Singapore removing restrictions for vaccinated travelers as of October 19th. Qantas resumed international travel November 1st, and the U.S. removed restrictions for vaccinated European international travelers from November 8th. All these together should result in near-term benefits, as transatlantic travel is expected to rise to two-thirds of 2019 levels by the end of November, with accelerated recovery to follow, which will provide additional MRR opportunities for triumph over time.

Nov 9, 2021 / receipt, needs a key / Daniel J. Crowley, CEO | earnings call 2021-11-09 | transcript 8b60943e-2af7-40f6-a7d1-6f523a22e947 | chars 6240-6862 | segment 6

I've been one of the more bullish CEOs about the timing of an international business travel recovery. A lot of folks said, hey, it's going to be 24, 25. I see it sooner. And I think with the borders reopening, we'll have data to support that.

Nov 9, 2021 / receipt, needs a key / Dan (CFO), CFO | earnings call 2021-11-09 | transcript 8b60943e-2af7-40f6-a7d1-6f523a22e947 | chars 35040-35282 | segment 35

The demand for travel in China in particular, I mean, they're already above the 2019 levels domestically. It's already happened. They broke through. And, you know, I know Boeing is anxious to get approvals to start selling again and shipping aircraft into China, and assuming that that happens, that'll be another tailwind.

May 20, 2021 / receipt, needs a key / Dan, CEO | earnings call 2021-05-20 | transcript 4f3a399e-e092-4791-bb7d-f7a8daa1cbcf | chars 58994-59317 | segment 60