Core Viewpoint - Triumph Group, Inc. (TGI) presents a strong investment opportunity in the Zacks Aerospace Defense Equipment industry due to rising earnings estimates, improved solvency, strong liquidity, a robust backlog, and a growing aftermarket business [1] Growth Forecast & Surprise History - The Zacks Consensus Estimate for TGI's fiscal 2026 earnings per share (EPS) has increased by 2.9% to $1.06 per share over the past 60 days [2] - The revenue estimate for fiscal 2026 is projected at $1.33 billion, indicating a year-over-year increase of 11.6% [2] - TGI has delivered an average earnings surprise of 159.38% over the trailing four quarters [2] Liquidity Position - TGI's current ratio at the end of the third quarter of fiscal 2025 was 2.50, exceeding the industry average of 1.79, indicating the company's capability to meet future short-term liabilities [3] Solvency - The times interest earned (TIE) ratio for TGI at the end of the third quarter of fiscal 2025 was 1.2, suggesting the company can meet its interest payment obligations in the near term [4] Solid Backlog - TGI has a solid backlog of $1.87 billion as of December 31, 2024, supported by a consistent stream of orders from a diversified customer base, including manufacturers of commercial aircraft and military agencies [5] Aftermarket Business Performance - TGI's Actuation Products and Services division achieved over $28 million in aftermarket shipments for Boeing 787 and Airbus A380 Landing Gear overhaul activities year to date for fiscal 2025, marking the largest shipping volume in the company's history [6] - Military aftermarket sales increased by 31.5% in the last reported quarter, driven by higher repair volume on the UH-60 platform and spare volume on the CH-47 [7] - Commercial aftermarket sales rose by 42.3% year over year in the third quarter of fiscal 2025, attributed to increased spares and repair sales across multiple platforms, including Boeing 737 and 787 programs [7] Stock Price Performance - TGI shares have increased by 35.5% over the past six months, significantly outperforming the industry's return of 1.3% [8]
Reasons to Include Triumph Group Stock in Your Portfolio Now