Update shared on 14 Dec 2025
Analysts have modestly raised their price target on TriMas from 41.50 dollars to 41.50 dollars, reflecting slightly higher long term margin expectations that more than offset a softer near term revenue growth outlook.
What's in the News
- TriMas appointed longtime company veteran Paul Swart as Chief Financial Officer, effective December 15, 2025, succeeding interim CFO and board member Teresa M. Finley, who will remain on the board (Key Developments).
- Swart returns to TriMas after serving as Senior Vice President of Finance and Chief Accounting Officer at RealTruck, bringing more than 25 years of strategic finance and accounting experience (Key Developments).
- TriMas raised its full year 2025 guidance and now expects consolidated sales growth at the high end of its 8% to 10% outlook versus 2024 (Key Developments).
- The company now forecasts 2025 diluted earnings per share (GAAP) in a higher range of 1.14 dollars to 1.24 dollars, indicating greater confidence in profitability (Key Developments).
- TriMas has fully completed the share repurchase program announced in 2015, buying back 6,672,784 shares, or about 15.38% of its outstanding shares, for 184.62 million dollars (Key Developments).
Valuation Changes
- Fair Value Estimate: Unchanged at 41.50 dollars per share, indicating no shift in the analyst view of intrinsic value.
- Discount Rate: Risen slightly from 7.23% to 7.25%, reflecting a modestly higher required return.
- Revenue Growth: Forecast has fallen significantly, with the long term growth rate moving from approximately negative 14.1% to about negative 18.1%.
- Net Profit Margin: Improved meaningfully from roughly 6.4% to about 7.4%, signaling higher expected profitability.
- Future P/E: Essentially unchanged, edging up only marginally from 49.55x to 49.57x.
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