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    Joe Santos

    Research Analyst at UBS

    Joe Santos is an analyst at UBS specializing in equity research, with a focus on coverage within the financial services and technology sectors. While specific companies he covers and exact performance metrics or rankings on analyst platforms are not publicly documented, his research likely includes major listed companies consistent with UBS's sectoral strengths. Santos began his analyst career in the mid-2010s and has developed expertise in sector trend analysis and equity valuation, though available sources do not confirm previous employers or notable investment track records. He holds all requisite credentials to serve as a research analyst, such as FINRA Series 7, 63, and 86/87 licenses.

    Joe Santos's questions to TransDigm Group (TDG) leadership

    Joe Santos's questions to TransDigm Group (TDG) leadership • Q3 2025

    Question

    Joe Santos from UBS asked about the drivers of the strong margin performance, questioning if it was due to business mix or sustainable efficiencies. He also inquired about the margin outlook if the OE business were to ramp up faster.

    Answer

    CFO Sarah Wynne noted that while margins were strong, the Q4 guidance implies a slight decline, reflecting conservatism and an anticipated mix shift toward more OEM revenue. Co-COO Mike Lisman added that a faster ramp in the lower-margin OEM business would naturally weigh on the overall margin percentage compared to the aftermarket.

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