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TriMas (TRS) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Net sales increased by 14.2% from $240.5 million in Q2 2024 to $274.8 million in Q2 2025[16] - Adjusted EBITDA increased by 31.0% from $36.6 million in Q2 2024 to $47.9 million in Q2 2025[16] - Adjusted earnings per share increased by 41.9% from $0.43 in Q2 2024 to $0.61 in Q2 2025[16] - Aerospace segment sales grew by 32.5% year-over-year[13, 28] - Packaging segment sales grew by 8.4% year-over-year[13, 23] Segment Results - Packaging segment net sales increased to $143.0 million, up 8.4% from $131.9 million in Q2 2024[23] - Aerospace segment net sales increased to $103.0 million, up 32.5% from $77.7 million in Q2 2024[28] - Specialty Products segment net sales decreased to $28.7 million, down 6.8% from $30.9 million in Q2 2024, primarily due to the Arrow Engine divestiture[32, 35] Outlook - The company is raising its full-year 2025 sales growth outlook from 4%-6% to 8%-10%[37] - The company is raising its full-year 2025 adjusted EPS outlook from $1.70-$1.85 to $1.95-$2.10[37]