Workflow
Triumph (TGI)
icon
Search documents
TRIUMPH to Webcast Third Quarter Fiscal Year 2025 Earnings Conference Call
Prnewswire· 2025-01-27 12:00
Live Webcast scheduled for 8:30 AM ET on February 10, 2025RADNOR, Pa., Jan. 27, 2025 /PRNewswire/ -- Triumph Group, Inc. (NYSE: TGI) will release third quarter fiscal year 2025 earnings on February 10, 2025, and will host a conference call that day at 8:30 a.m. ET. A slide presentation will be included with the audio portion of the webcast. What: TRIUMPH Third Quarter Fiscal Year 2025 Earnings Conference Call When: 8:30 a.m. ET on Monday, February 10, 2025 <td ...
TRIUMPH ACTUATION DELIVERS RECORD SHIPMENTS
Prnewswire· 2025-01-24 20:45
RADNOR, Pa., Jan. 24, 2025 /PRNewswire/ -- Triumph Group, Inc. (TRIUMPH) [NYSE: TGI] Actuation Products and Services business delivered over $28M in aftermarket shipments in its Fiscal Year to date in support of Boeing 787 and Airbus A380 Landing Gear overhaul activity, the highest level achieved to date. TRIUMPH designed, provides, and services the entire landing gear hydraulic actuation suite for both the B787 and A380 aircraft. TRIUMPH's Boeing 787 landing gear system includes nose wheel steering, extend ...
Triumph Financial (TFIN) Lags Q4 Earnings and Revenue Estimates
ZACKS· 2025-01-22 23:20
Company Performance - Triumph Financial reported quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.26 per share, and down from $0.37 per share a year ago, representing an earnings surprise of -50% [1] - The company posted revenues of $103.56 million for the quarter ended December 2024, missing the Zacks Consensus Estimate by 6.04%, and down from $106.15 million year-over-year [2] - Over the last four quarters, Triumph Financial has surpassed consensus EPS estimates just once and topped consensus revenue estimates only once [2] Future Outlook - The sustainability of the stock's immediate price movement will depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the coming quarter is $0.29 on revenues of $110.6 million, and for the current fiscal year, it is $1.71 on revenues of $473.2 million [7] - The estimate revisions trend for Triumph Financial is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Financial - Miscellaneous Services industry, to which Triumph Financial belongs, is currently in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]
Triumph Financial (TFIN) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
ZACKS· 2025-01-20 15:21
Wall Street analysts expect Triumph Financial (TFIN) to post quarterly earnings of $0.26 per share in its upcoming report, which indicates a year-over-year decline of 29.7%. Revenues are expected to be $110.21 million, up 3.8% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 11.5% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's ear ...
Triumph Financial (TFIN) Expected to Beat Earnings Estimates: Should You Buy?
ZACKS· 2025-01-15 16:06
Core Viewpoint - Triumph Financial (TFIN) is expected to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended December 2024, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus estimate for Triumph Financial's quarterly earnings is $0.26 per share, reflecting a year-over-year decrease of 29.7%, while revenues are anticipated to reach $110.21 million, representing a 3.8% increase from the previous year [3] Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 11.54% higher, indicating a collective reassessment by analysts regarding the company's earnings prospects [4] Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model suggests that a positive Earnings ESP reading, which for Triumph Financial is +5.19%, indicates a higher likelihood of beating the consensus EPS estimate [10][11] Historical Performance - In the last reported quarter, Triumph Financial was expected to post earnings of $0.17 per share but exceeded expectations with actual earnings of $0.19, resulting in a surprise of +11.76% [12] Overall Assessment - Triumph Financial is viewed as a compelling candidate for an earnings beat, but investors are advised to consider other factors that may influence stock performance beyond just earnings results [16]
Rivian Defies Doubters: Delivery Triumph Fuels Stock Surge
MarketBeat· 2025-01-03 16:50
Rivian Automotive TodayRIVNRivian Automotive$16.12 +2.87 (+21.66%) 52-Week Range$8.26▼$20.30Price Target$15.74Add to WatchlistRivian Automotive Inc. NASDAQ: RIVN stock is up more than 15% the morning after the company announced fourth-quarter deliveries that came in well above analysts’ estimates. Better still, the electric vehicle (EV) manufacturer announced that it is no longer experiencing a component shortage that was limiting production for select models.Get Rivian Automotive alerts:The company annou ...
Why Is Triumph Group (TGI) Up 3.4% Since Last Earnings Report?
ZACKS· 2024-12-12 17:36
It has been about a month since the last earnings report for Triumph Group (TGI) . Shares have added about 3.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Triumph Group due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Triumph Group Q2 Earnings Beat Estimates, ...
Triumph Financial Stock Breakout: Why It's Just the Beginning
MarketBeat· 2024-12-04 12:01
The hedge fund industry and some trading desks at the big investment banks are usually mystified for always knowing where and when to be. Most of what they do is obscure, but the little that has come to light can easily be adopted by retail traders and investors today. To go through one example, today's breakout stock in the financial sector offers just that. Triumph Financial TodayTFINTriumph Financial$104.46 -2.56 (-2.39%) 52-Week Range$66.85▼$110.58P/E Ratio133.92Price Target$71.60Add to WatchlistShares ...
Triumph Group Q2 Earnings Beat Estimates, Sales Increase Y/Y
ZACKS· 2024-11-13 14:36
Triumph Group, Inc. (TGI) reported second-quarter fiscal 2025 (ended Sept. 30, 2024) adjusted earnings of 20 cents per share, which beat the Zacks Consensus Estimate of 3 cents by a massive 566.7%. The bottom line also improved from the adjusted loss of 5 cents per share in the prior-year quarter.Including one-time adjustments, TGI reported GAAP earnings of 15 cents per share in the second quarter of fiscal 2025 against the loss of 8 cents in the prior-year quarter.Stay up-to-date with all quarterly release ...
Triumph (TGI) - 2025 Q2 - Earnings Call Transcript
2024-11-12 17:40
Financial Data and Key Metrics Changes - Triumph Group reported consolidated revenue of $287 million for Q2, reflecting a year-over-year increase driven by a 13% growth in aftermarket revenue, which more than offset temporary OEM revenue headwinds [11][12] - Adjusted operating income rose to $36 million, up 44% from the previous year, with an adjusted operating margin of 11%, expanding 338 basis points [11][12] - Adjusted EBITDA increased by 26% to $43 million, with an EBITDA margin of 15%, up approximately 300 basis points from the prior year [11][12] Business Line Data and Key Metrics Changes - Aftermarket revenue surged 13% year-over-year, contributing over 60% of the company's profit, with commercial aftermarket growth at 34% due to an aging fleet [5][12] - Military OEM revenues increased, representing over 20% of total revenue, with military backlog growing 4% in the first half [6][12] - Commercial OEM revenues included sales across more than 30 programs, contributing 40% to total sales but only 13% to profitability, indicating potential margin upside as the market recovers [6][12] Market Data and Key Metrics Changes - The aftermarket segment is expected to grow due to a shortage of new aircraft and the emerging 787 landing gear overhaul cycle, with gross margins of 57% in this segment [5][12] - Total backlog increased by 7% year-over-year to $1.9 billion, driven by military and commercial platform growth [10][12] - The company anticipates continued strong demand in the aftermarket, with a significant contribution from proprietary products driving profitability [12][12] Company Strategy and Development Direction - Triumph Group is focusing on organic growth by expanding solutions in addressable markets, with strategic investments in new development labs and upgraded production capabilities [8][10] - The company aims to enhance shareholder value by streamlining operations and focusing on a robust inventory of IP-based products, positioning itself as an aftermarket-driven company [16][12] - The management is optimistic about the future, citing strong demand across a diversified customer base and the potential for a super cycle in the aerospace market [39][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving updated fiscal '25 objectives, driven by strong aftermarket demand and improved operational efficiency [16][12] - The company has successfully restored its interiors business to profitability through cost reductions and a favorable settlement with Boeing, which is expected to enhance margins moving forward [11][12] - Management highlighted that the current strong commercial aftermarket demand is expected to continue for years, supported by a growing installed base of proprietary products [12][12] Other Important Information - Triumph Group's net debt was reported at $868 million, a 43% decrease from the previous year, with leverage down to 5.5 times [14][12] - The company raised its fiscal '25 guidance for both earnings and cash flow, expecting net sales of approximately $1.2 billion and an EBITDA range of $190 million to $195 million [15][12] - The company is not actively seeking to divest any operating companies, focusing instead on strengthening its core businesses [32][12] Q&A Session Summary Question: Focus on guidance and profitability drivers - Management emphasized that the aftermarket is the key driver of profitability, with solid double-digit growth expected to continue [18][19] Question: Cash flow guidance and working capital - Management indicated that cash flow is expected to be positive in the second half, primarily driven by strong aftermarket performance and improved profitability [19][20] Question: Equitable adjustment on interiors - Management confirmed that the adjustment is part of ongoing negotiations and is expected to positively impact future pricing [21][22] Question: Future portfolio shaping strategy - Management stated that there are no current plans for significant divestitures, focusing on growing core businesses [32][34] Question: Production rates and supply chain pressures - Management expressed confidence in maintaining production rates despite supply chain challenges, with expectations for gradual ramp-up in production [40][48]