Q3 2026 Earnings

Total Segment EBITDA As Defined

$1.47B

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Total Company EBITDA As Defined Margin

52.8%

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Total Company EBITDA As Defined

$1.45B

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Unallocated Corporate EBITDA As Defined

$27.0M

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Unallocated Corporate EBITDA As Defined as a Percentage of Sales

1.0%

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

EBITDA

$1.34B

The following table sets forth a reconciliation of net income to EBITDA and EBITDA As Defined (in millions): Thirteen Week Periods Ended Thirty-Nine Week Periods Ended June 27, 2026 June 28, 2025 June 27, 2026 June 28, 2025 Net Income $ 540 $ 493 $ 1,521 $ 1,465 Adjustments: Depreciation and amortization expense 118 91 324 271 Interest expense-net 514 397 1,472 1,152 Income tax provision 173 142 464 411 EBITDA 1,345 1,123 3,781 3,299 Adjustments: Acquisition transaction and integration-related expenses (1) 35 9 66 32 Non-cash stock and deferred compensation expense (2) 65 51 118 124 Other, net (3) 2 34 16 (14) EBITDA As Defined $ 1,447 $ 1,217 $ 3,981 $ 3,441

Organic Sales Year-over-Year Growth

12.6%

Net organic sales and acquisition sales and the related dollar and percentage changes for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended % Change Net Sales June 27, 2026 June 28, 2025 Change Organic sales $ 2,521 $ 2,237 $ 284 12.6 % Acquisition sales 220 — 220 9.8 % Net sales $ 2,741 $ 2,237 $ 504 22.5 % Organic sales represent net sales from existing businesses owned by the Company, excluding sales from acquisitions. Acquisition sales represent net sales from acquired businesses for the period up to one year from the respective acquisition date. We believe this measure provides investors with a supplemental understanding of underlying sales trends by providing sales growth on a consistent basis.

Organic Sales

$2.52B

Net organic sales and acquisition sales and the related dollar and percentage changes for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended % Change Net Sales June 27, 2026 June 28, 2025 Change Organic sales $ 2,521 $ 2,237 $ 284 12.6 % Acquisition sales 220 — 220 9.8 % Net sales $ 2,741 $ 2,237 $ 504 22.5 % Organic sales represent net sales from existing businesses owned by the Company, excluding sales from acquisitions. Acquisition sales represent net sales from acquired businesses for the period up to one year from the respective acquisition date. We believe this measure provides investors with a supplemental understanding of underlying sales trends by providing sales growth on a consistent basis.

Airframe EBITDA As Defined Margin

54.4%

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Non-aviation EBITDA As Defined Margin

45.7%

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Power & Control EBITDA As Defined Margin

53.5%

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Airframe EBITDA As Defined

$645.0M

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Non-aviation EBITDA As Defined

$21.0M

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.

Power & Control EBITDA As Defined

$808.0M

EBITDA As Defined by segment for the thirteen week periods ended June 27, 2026 and June 28, 2025 were as follows (amounts in millions): Thirteen Week Periods Ended June 27, 2026 % of Segment Net Sales June 28, 2025 % of Segment Net Sales Change % Change Power & Control $ 808 53.5 % $ 646 56.7 % $ 162 25.1 % Airframe 645 54.4 % 569 53.8 % 76 13.4 % Non-aviation 21 45.7 % 17 42.5 % 4 23.5 % Total segment EBITDA As Defined 1,474 53.8 % 1,232 55.1 % 242 19.6 % Less: Unallocated corporate EBITDA As Defined 27 1.0 % (1) 15 0.7 % (1) 12 80.0 % Total Company EBITDA As Defined $ 1,447 52.8 % (1) $ 1,217 54.4 % (1) $ 230 18.9 % (1) Calculated as a percentage of consolidated net sales.