In aerospace, commercial airline utilization rates continue to rise with U.S., Europe, and China domestic passenger traffic now surpassing 2019 levels. In addition, international travel continues to improve nearing 2019 levels.
Jul 31, 2023 / receipt, needs a key / Chip Blankenship, CEO | earnings call 2023-07-31 | transcript ff35e529-196d-43cc-9c93-631c596802ac | chars 3574-3801 | segment 3
In addition, international travel continues to improve.
May 1, 2023 / receipt, needs a key / Chip Blankenship, CEO | earnings call 2023-05-01 | transcript c949b254-7118-4dbe-908f-14ce03925edd | chars 6223-6278 | segment 6
Rising global passenger traffic is driving increased utilization of commercial aircraft fleets. U.S. and European domestic passenger traffic is nearly at pre-COVID levels, and China domestic passenger traffic is now rebounding. International travel continues to improve as well.
Aug 1, 2022 / receipt, needs a key / Chip Blankenship, CEO | earnings call 2022-08-01 | transcript ddc2c404-bf25-4c94-aa9f-ccf4114f1ed7 | chars 7627-7905 | segment 8
U.S. domestic passenger traffic is nearly at pre-COVID levels, while international travel continues to improve primarily as a result of the easing of travel restrictions between the U.S. and Europe in November.
Jan 31, 2022 / receipt, needs a key / Tom Gendron, CEO | earnings call 2022-01-31 | transcript b925a2fa-40f2-413d-824e-8e96e7de3c82 | chars 4344-4554 | segment 4
Domestic travel is nearing pre-COVID levels, while international travel, although steadily improving, is still significantly lagging.
Nov 18, 2021 / receipt, needs a key / Tom Gendron, CEO | earnings call 2021-11-18 | transcript d655beca-5f2d-4898-806f-dd6218362850 | chars 5008-5141 | segment 5
U.S. domestic travel is returning to near pre-pandemic COVID levels, while international remains weak.
Aug 2, 2021 / receipt, needs a key / Tom Gendron, CEO | earnings call 2021-08-02 | transcript 17844a83-146c-45e0-80ed-339f883e55c6 | chars 4155-4257 | segment 4
Good afternoon, and congrats again to Bob, and I definitely will miss our travels together.
Aug 2, 2021 / receipt, needs a key / Chris Howe, other | earnings call 2021-08-02 | transcript 17844a83-146c-45e0-80ed-339f883e55c6 | chars 34529-34620 | segment 35
Growth in Aerospace, Core Industrial, and China On-Highway
ir_statement / Sep 15, 2026 / receipt
Automation to enable growth and drive long-term workforce efficiencies
ir_statement / Sep 15, 2026 / receipt
Lean Transformation starting to drive productivity improvements
ir_statement / Sep 15, 2026 / receipt
Optimizing footprint
ir_statement / Sep 15, 2026 / receipt
+20% Defense Services: Price and volume
ir_statement / Sep 15, 2026 / receipt
+24% Commercial Services: Continued legacy aircraft servicing and growing LEAP/GTF activity
ir_statement / Sep 15, 2026 / receipt
+34% Commercial OEM: Increasing aircraft build rates and price
ir_statement / Sep 15, 2026 / receipt
Inflation and unfavorable mix
ir_statement / Sep 15, 2026 / receipt
China on-highway sales were $40M
ir_statement / Sep 15, 2026 / receipt
Price realization
ir_statement / Sep 15, 2026 / receipt
Margin down 10 bps
ir_statement / Sep 15, 2026 / receipt
Raising sales & earnings guidance based on strong Q2 performance and confidence in the second half outlook
ir_statement / Sep 15, 2026 / receipt
| Bill Lacey | CFO | - | receipt |
| Bob Weber | CFO | - | receipt |
| Chip Blankenship | CEO | - | receipt |
| Mark D. Hartman | Chief Financial Officer | - | receipt |
| Tom G. (CFO) | CFO | - | receipt |
| Tom Gendron | CEO | - | receipt |
| W. Thayer | Vice Chairman | - | receipt |
| William F. Lacey | Chief Financial Officer | - | receipt |
| 2026-11-23 | earnings call | scheduled | ir |
| 2023-04-05 | Chief Financial Officer, appointed | sec_8k |
| 2021-04-28 | Chief Financial Officer, appointed | sec_8k |
| 2019-01-07 | Vice Chairman, appointed | sec_8k |