This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsTriumph Group（TG7）株式概要は、航空機、航空機部品、付属品、サブアッセンブリー、システムの設計、エンジニアリング、製造、修理、オーバーホール、販売を世界中で行っています。 詳細TG7 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績2/6財務の健全性0/6配当金0/6報酬当社が推定した公正価値より32.2%で取引されている 収益は年間36.53%増加すると予測されています 今年は黒字化を達成 リスク分析マイナスの株主資本 利払いは収益で十分にカバーされない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るTG7 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€21.803.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b4b2016201920222025202620282031Revenue US$1.8bEarnings US$51.1mAdvancedSet Fair ValueView all narrativesTriumph Group, Inc. 競合他社FrequentisSymbol: XTRA:FQTMarket cap: €982.0mHensoldtSymbol: XTRA:HAGMarket cap: €10.3bMTU Aero EnginesSymbol: XTRA:MTXMarket cap: €15.9bRheinmetallSymbol: XTRA:RHMMarket cap: €57.1b価格と性能株価の高値、安値、推移の概要Triumph Group過去の株価現在の株価US$21.8052週高値US$24.4052週安値US$10.60ベータ2.261ヶ月の変化0%3ヶ月変化-0.91%1年変化44.37%3年間の変化48.70%5年間の変化279.13%IPOからの変化36.68%最新ニュースお知らせ • Jul 29+ 27 more updatesTriumph Group, Inc.(NYSE:TGI) dropped from Russell Small Cap Comp Growth BenchmarkTriumph Group, Inc.(NYSE:TGI) dropped from Russell Small Cap Comp Growth Benchmarkお知らせ • Jul 25+ 1 more updateWarburg Pincus LLC and Berkshire Partners LLC Completed the acquisition of Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP.Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP for $2.1 billion on February 2, 2025. Under the terms of the agreement, Triumph shareholders will receive $26.00 per share in cash. Upon completion of the transaction, Triumph Group will become a privately held Company, jointly controlled by Warburg Pincus and Berkshire Partners. Upon completion of the transaction, Triumph will no longer be traded on the New York Stock Exchange. In case of termination, Triumph Group will be required to pay Warburg Pincus and Berkshire Partners a termination fee of $80 million. The merger agreement also contains reverse termination fee where Warburg Pincus and Berkshire Partners will be required to pay a fee of $135 million. The transaction is subject to customary closing conditions, including approval by Triumph shareholders and the receipt of approvals, or the expiration or termination of waiting periods (and any extension thereof), under certain regulatory laws or from certain regulatory authorities (including the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and certain other regulatory processes under applicable foreign direct investment and competition laws). The transaction is not contingent upon financing. Triumph's Board of Directors unanimously approved the definitive agreement. The board of directors of Warburg Pincus LLC and Berkshire Partners LLC also approved the agreement. The transaction is expected to close in the second half of calendar year 2025. The required waiting period under the HSR Act with respect to the Transaction expired at 11:59 p.m. Eastern Time on March 10, 2025. As of April 16, 2025 Triumph Group shareholders has approved the transaction. The transaction also received approval from UK Investment Security Unit. Goldman Sachs & Co. LLC is serving as exclusive financial advisor as well as fairness opinion provider and Marie L. Gibson of Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal counsel to Triumph. Triumph Group will pay a fee of approximately $53 million to Goldman Sachs for its services. Lazard is serving as financial advisor and Jai Agrawal, Marshall P. Shaffer, Adam Shapiro, Omar Raddawi, Michael Krasnovsky, Karsten Busby, David M. Grenker, Vivek Ratnam and Daniel Yip of Kirkland & Ellis LLP and Covington & Burling LLP are acting as legal counsel to Berkshire Partners and Warburg Pincus. Triumph Group retained Saratoga Proxy Consulting, LLC to solicit proxies at a cost of $15,000 as a base fee with additional fees to be charged for specific services. Computershare Trust Company, National Association is the transfer agent for Triumph Group. Warburg Pincus LLC and Berkshire Partners LLC Completed the acquisition of Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP on July 24, 2025. With this acquisition TRIUMPH will become an independent privately-held company. Jorge L. Valladares III will become Chief Executive Officer, succeeding Daniel J. Crowley who joined the Company as Chief Executive Officer in 2016.お知らせ • Feb 04Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) for $2.1 billion.Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) for $2.1 billion on February 2, 2025. Under the terms of the agreement, Triumph shareholders will receive $26.00 per share in cash. Upon completion of the transaction, Triumph Group will become a privately held Company, jointly controlled by Warburg Pincus and Berkshire Partners. Upon completion of the transaction, Triumph will no longer be traded on the New York Stock Exchange. In case of termination, Triumph Group will be required to pay Warburg Pincus and Berkshire Partners a termination fee of $80 million. The merger agreement also contains reverse termination fee where Warburg Pincus and Berkshire Partners will be required to pay a fee of $135 million. The transaction is subject to customary closing conditions, including approval by Triumph shareholders and the receipt of approvals, or the expiration or termination of waiting periods (and any extension thereof), under certain regulatory laws or from certain regulatory authorities (including the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and certain other regulatory processes under applicable foreign direct investment and competition laws). The transaction is not contingent upon financing. Triumph's Board of Directors unanimously approved the definitive agreement. The board of directors of Warburg Pincus LLC and Berkshire Partners LLC also approved the agreement. The transaction is expected to close in the second half of calendar year 2025. Goldman Sachs & Co. LLC is serving as exclusive financial advisor as well as fairness opinion provider and Marie L. Gibson of Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal counsel to Triumph. Lazard is serving as financial advisor and Jai Agrawal, Marshall P. Shaffer and Daniel Yip of Kirkland & Ellis LLP and Covington & Burling LLP are acting as legal counsel to Berkshire Partners and Warburg Pincus.お知らせ • Jan 27Triumph Group, Inc. to Report Q3, 2025 Results on Feb 10, 2025Triumph Group, Inc. announced that they will report Q3, 2025 results on Feb 10, 2025お知らせ • Nov 13Triumph Group, Inc. Revises Earnings Guidance for the Fiscal 2025Triumph Group, Inc. revised earnings guidance for the fiscal 2025. For the period, the company expects net sales of approximately $1.2 billion, operating income of approximately $140.5 million to $145.5 million, reflecting operating margin of 12%, and earnings per diluted share to a range of $0.47 to $0.53, and adjusted earnings per diluted share to a range of $0.70 - $0.76.お知らせ • Oct 22Triumph Group, Inc. to Report Q2, 2025 Results on Nov 04, 2024Triumph Group, Inc. announced that they will report Q2, 2025 results on Nov 04, 2024最新情報をもっと見るRecent updatesお知らせ • Jul 29+ 27 more updatesTriumph Group, Inc.(NYSE:TGI) dropped from Russell Small Cap Comp Growth BenchmarkTriumph Group, Inc.(NYSE:TGI) dropped from Russell Small Cap Comp Growth Benchmarkお知らせ • Jul 25+ 1 more updateWarburg Pincus LLC and Berkshire Partners LLC Completed the acquisition of Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP.Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP for $2.1 billion on February 2, 2025. Under the terms of the agreement, Triumph shareholders will receive $26.00 per share in cash. Upon completion of the transaction, Triumph Group will become a privately held Company, jointly controlled by Warburg Pincus and Berkshire Partners. Upon completion of the transaction, Triumph will no longer be traded on the New York Stock Exchange. In case of termination, Triumph Group will be required to pay Warburg Pincus and Berkshire Partners a termination fee of $80 million. The merger agreement also contains reverse termination fee where Warburg Pincus and Berkshire Partners will be required to pay a fee of $135 million. The transaction is subject to customary closing conditions, including approval by Triumph shareholders and the receipt of approvals, or the expiration or termination of waiting periods (and any extension thereof), under certain regulatory laws or from certain regulatory authorities (including the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and certain other regulatory processes under applicable foreign direct investment and competition laws). The transaction is not contingent upon financing. Triumph's Board of Directors unanimously approved the definitive agreement. The board of directors of Warburg Pincus LLC and Berkshire Partners LLC also approved the agreement. The transaction is expected to close in the second half of calendar year 2025. The required waiting period under the HSR Act with respect to the Transaction expired at 11:59 p.m. Eastern Time on March 10, 2025. As of April 16, 2025 Triumph Group shareholders has approved the transaction. The transaction also received approval from UK Investment Security Unit. Goldman Sachs & Co. LLC is serving as exclusive financial advisor as well as fairness opinion provider and Marie L. Gibson of Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal counsel to Triumph. Triumph Group will pay a fee of approximately $53 million to Goldman Sachs for its services. Lazard is serving as financial advisor and Jai Agrawal, Marshall P. Shaffer, Adam Shapiro, Omar Raddawi, Michael Krasnovsky, Karsten Busby, David M. Grenker, Vivek Ratnam and Daniel Yip of Kirkland & Ellis LLP and Covington & Burling LLP are acting as legal counsel to Berkshire Partners and Warburg Pincus. Triumph Group retained Saratoga Proxy Consulting, LLC to solicit proxies at a cost of $15,000 as a base fee with additional fees to be charged for specific services. Computershare Trust Company, National Association is the transfer agent for Triumph Group. Warburg Pincus LLC and Berkshire Partners LLC Completed the acquisition of Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP on July 24, 2025. With this acquisition TRIUMPH will become an independent privately-held company. Jorge L. Valladares III will become Chief Executive Officer, succeeding Daniel J. Crowley who joined the Company as Chief Executive Officer in 2016.お知らせ • Feb 04Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) for $2.1 billion.Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) for $2.1 billion on February 2, 2025. Under the terms of the agreement, Triumph shareholders will receive $26.00 per share in cash. Upon completion of the transaction, Triumph Group will become a privately held Company, jointly controlled by Warburg Pincus and Berkshire Partners. Upon completion of the transaction, Triumph will no longer be traded on the New York Stock Exchange. In case of termination, Triumph Group will be required to pay Warburg Pincus and Berkshire Partners a termination fee of $80 million. The merger agreement also contains reverse termination fee where Warburg Pincus and Berkshire Partners will be required to pay a fee of $135 million. The transaction is subject to customary closing conditions, including approval by Triumph shareholders and the receipt of approvals, or the expiration or termination of waiting periods (and any extension thereof), under certain regulatory laws or from certain regulatory authorities (including the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and certain other regulatory processes under applicable foreign direct investment and competition laws). The transaction is not contingent upon financing. Triumph's Board of Directors unanimously approved the definitive agreement. The board of directors of Warburg Pincus LLC and Berkshire Partners LLC also approved the agreement. The transaction is expected to close in the second half of calendar year 2025. Goldman Sachs & Co. LLC is serving as exclusive financial advisor as well as fairness opinion provider and Marie L. Gibson of Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal counsel to Triumph. Lazard is serving as financial advisor and Jai Agrawal, Marshall P. Shaffer and Daniel Yip of Kirkland & Ellis LLP and Covington & Burling LLP are acting as legal counsel to Berkshire Partners and Warburg Pincus.お知らせ • Jan 27Triumph Group, Inc. to Report Q3, 2025 Results on Feb 10, 2025Triumph Group, Inc. announced that they will report Q3, 2025 results on Feb 10, 2025お知らせ • Nov 13Triumph Group, Inc. Revises Earnings Guidance for the Fiscal 2025Triumph Group, Inc. revised earnings guidance for the fiscal 2025. For the period, the company expects net sales of approximately $1.2 billion, operating income of approximately $140.5 million to $145.5 million, reflecting operating margin of 12%, and earnings per diluted share to a range of $0.47 to $0.53, and adjusted earnings per diluted share to a range of $0.70 - $0.76.お知らせ • Oct 22Triumph Group, Inc. to Report Q2, 2025 Results on Nov 04, 2024Triumph Group, Inc. announced that they will report Q2, 2025 results on Nov 04, 2024お知らせ • Oct 12Triumph Group Reportedly Explores Potential SaleTriumph Group, Inc. (NYSE:TGI) is exploring options including a sale of the company, in what would be the latest in a string of deals involving aerospace and defense manufacturers, according to people familiar with the situation. Triumph, an aircraft components maker, is working with a financial adviser to solicit acquisition interest from strategic buyers as well as private equity firms, said the people, who asked not to be identified discussing confidential matters. Deliberations are in the early stage and the company could decide to remain independent, the people said. A representative for Triumph declined to comment.Board Change • Aug 31High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Mark Cherry was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 21Triumph Group, Inc. Appoints Mark Cherry as Independent DirectorTriumph Group, Inc. announced that Mark C. Cherry was elected to the Board of Directors as an independent director at its Annual Meeting of Stockholders on August 8, 2024. Mr. Cherry currently serves as Chief Executive Officer of Align Precision Group, a manufacturer of precision-milled structural components for the Aerospace, Defense, and Semi-Conductor industries. Mr. Cherry previously worked at Boeing, serving as Vice President and General Manager of Vertical Lift from April 2021 to December 2022 and Vice President and General Manager of Phantom Works from November 2017 to April 2021. From September 2012 to November 2017, he was President and Chief Operating Officer at Aurora Flight Sciences. He previously held leadership roles at Sikorsky Aircraft, Teradyne, and the Boston Consulting Group. Mr. Cherry received a Bachelor of Science in Engineering Mechanics from the United States Air Force Academy, a Master of Science in Aeronautical and Systems Engineering from the Air Force Institute of Technology, and a Master of Business Administration from Stanford University.お知らせ • Aug 07Triumph Group, Inc. Revises Earnings Guidance for the Fiscal 2025Triumph Group, Inc. revised earnings guidance for the fiscal 2025. The company expects net sales of approximately $1.2 billion, operating income of approximately $132.5 million, reflecting operating margin of 11%, updated from prior guidance due to $7.5 million in legal contingencies loss, and earnings per diluted share of approximately $0.33.Board Change • Jul 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Patrick Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 24Triumph Group, Inc. to Report Q1, 2025 Results on Aug 07, 2024Triumph Group, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024お知らせ • Jul 20Triumph Announces Executive ChangesTriumph Group, Inc. recently selected Mike Boland, formerly President, Actuation Products and Services (APS), to fill a newly created Chief Operating Officer with responsibility for Operations, Quality, Execution Assurance, and the TRIUMPH Operating System. Mike also assumes responsibility for the Supply Chain function formerly led by Craig Cooper. Natasha Trudeau, previously General Manager, TRIUMPH APS at Yakima, Washington assumed the role of President, Actuation Products and Services as Mike transitioned to the COO new role.お知らせ • Jun 26Triumph Group, Inc., Annual General Meeting, Aug 08, 2024Triumph Group, Inc., Annual General Meeting, Aug 08, 2024.お知らせ • Jun 02Triumph Group, Inc. announced delayed annual 10-K filingOn 05/31/2024, Triumph Group, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.Reported Earnings • May 24Full year 2024 earnings released: US$0.47 loss per share (vs US$1.38 profit in FY 2023)Full year 2024 results: US$0.47 loss per share (down from US$1.38 profit in FY 2023). Revenue: US$1.19b (down 14% from FY 2023). Net loss: US$34.5m (down 139% from profit in FY 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 24Triumph Group, Inc. Provides Earnings Guidance for the Fiscal 2025Triumph Group, Inc. provides earnings guidance for the fiscal 2025. For the period, the company expects net sales of approximately $1.2 billion. Operating income of approximately $140.0 million, reflecting operating margin of 12%. Earnings per diluted share of approximately $0.42.お知らせ • May 15Triumph Group, Inc. to Report Q4, 2024 Results on May 23, 2024Triumph Group, Inc. announced that they will report Q4, 2024 results on May 23, 2024お知らせ • Mar 09Triumph Group, Inc. Reaffirms Earnings Guidance for the Full Fiscal Year Ending March 31, 2024Triumph Group, Inc. reaffirmed earnings guidance for the full fiscal year ending March 31, 2024. For the full fiscal year 2024, the company reaffirmed net sales guidance in the range of $1.17 billion to $1.20 billion, operating income in the range of $100.0 million to $110.0 million.Reported Earnings • Feb 08Third quarter 2024 earnings released: US$0.15 loss per share (vs US$0.17 profit in 3Q 2023)Third quarter 2024 results: US$0.15 loss per share (down from US$0.17 profit in 3Q 2023). Revenue: US$285.0m (down 13% from 3Q 2023). Net loss: US$11.9m (down 209% from profit in 3Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 07Triumph Group, Inc. Provides Earnings Guidance for the Year 2024Triumph Group, Inc. provided earnings guidance for the year 2024. For the year, the company is updating net sales to a range of $1.17 billion to $1.20 billion, reflecting 11% - 14% organic growth, and updating operating income to a range of $100.0 million to $110.0 million, reflecting operating margin of 9%.お知らせ • Jan 23Triumph Group, Inc. to Report Q3, 2024 Results on Feb 07, 2024Triumph Group, Inc. announced that they will report Q3, 2024 results on Feb 07, 2024お知らせ • Nov 09Triumph Group, Inc. Provides Earnings Guidance for the Fiscal 2024Triumph Group, Inc. provided earnings guidance for the fiscal 2024. For the year, company expects organic growth of 10% to 13% in fiscal '24, with revenue in the range of $1.43 billion to $1.47 billion and sales guidance to a range of $216 million to $231 million.Board Change • Nov 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Patrick Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 20Triumph Group, Inc. to Report Q2, 2024 Results on Nov 07, 2023Triumph Group, Inc. announced that they will report Q2, 2024 results on Nov 07, 2023お知らせ • Aug 12Triumph Group, Inc. Revises Earning Guidance for the Year Fiscal 2024Triumph Group, Inc. revised earning guidance for the year fiscal 2024. For the year, the company expects operating income from the previously stated range of $159.0 million to $174.0 million, to an updated range of $150.0 million to $165.0 million.お知らせ • Aug 10Triumph Group, Inc. announced delayed 10-Q filingOn 08/09/2023, Triumph Group, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.Reported Earnings • Aug 03First quarter 2024 earnings released: US$0.19 loss per share (vs US$0.16 loss in 1Q 2023)First quarter 2024 results: US$0.19 loss per share (further deteriorated from US$0.16 loss in 1Q 2023). Revenue: US$327.1m (down 6.4% from 1Q 2023). Net loss: US$12.8m (loss widened 23% from 1Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 03Triumph Group, Inc. Reaffirms Earnings Guidance for the Fiscal 2024Triumph Group, Inc. reaffirmed earnings guidance for the fiscal 2024. The company reaffirms expected net sales of $1.39 billion to $1.43 billion, reflecting 7 - 10% organic growth. Updated operating income of $159.0 million to $174.0 million, reflecting operating margin of 11 - 12%.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Patrick Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 13Triumph Group, Inc. to Report Q1, 2024 Results on Aug 02, 2023Triumph Group, Inc. announced that they will report Q1, 2024 results on Aug 02, 2023New Risk • Jul 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Negative equity (-US$797m). High level of non-cash earnings (28% accrual ratio). Minor Risk Shareholders have been diluted in the past year (19% increase in shares outstanding).Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Ed Eberhart was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 12Triumph Group, Inc., Annual General Meeting, Jul 20, 2023Triumph Group, Inc., Annual General Meeting, Jul 20, 2023, at 09:00 US Eastern Standard Time. Agenda: To elect nine nominees for director for the coming year; to ratify the selection of Ernst & Young LLP as company's independent registered public accounting firm for the fiscal year ending March 31, 2024; to approve, by advisory vote, the compensation paid to company's named executive officers for fiscal year 2023; to approve the frequency of future advisory votes on executive compensation; to approve an amendment to company's Amended and Restated Certificate of Incorporation to increase company's authorized shares of common stock from 100,000,000 to 200,000,000 shares; to approve an amendment to company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by recent amendments to the General Corporation Law of the State of Delaware; and to consider other matters.Board Change • Jun 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Voting Board Observer Patrick Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €11.10, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 50% over the past three years.Reported Earnings • May 18Full year 2023 earnings released: EPS: US$1.38 (vs US$0.66 loss in FY 2022)Full year 2023 results: EPS: US$1.38 (up from US$0.66 loss in FY 2022). Revenue: US$1.38b (down 5.5% from FY 2022). Net income: US$89.6m (up US$132.4m from FY 2022). Profit margin: 6.5% (up from net loss in FY 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • May 18Triumph Group, Inc. Provides Earnings Guidance for the Fiscal Year 2024Triumph Group, Inc. provided earnings guidance for the fiscal year 2024. For the year, the company expected net sales of $1.39 billion to $1.43 billion and operating income of $165.0 million to $180.0 million.Recent Insider Transactions • Mar 15Chairman of the Board recently bought €104k worth of stockOn the 13th of March, Daniel Crowley bought around 10k shares on-market at roughly €10.36 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Daniel's only on-market trade for the last 12 months.Buying Opportunity • Mar 03Now 21% undervaluedOver the last 90 days, the stock is up 8.2%. The fair value is estimated to be €14.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is forecast to decline by 1.4% per annum over the same time period.Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: US$0.17 (vs US$0.11 in 3Q 2022)Third quarter 2023 results: EPS: US$0.17 (up from US$0.11 in 3Q 2022). Revenue: US$328.9m (up 3.0% from 3Q 2022). Net income: US$11.0m (up 51% from 3Q 2022). Profit margin: 3.3% (up from 2.3% in 3Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.お知らせ • Feb 02Triumph Group, Inc. Updates Earnings Guidance for the Year of 2023Triumph Group, Inc. Updates its earnings guidance for the year of 2023. For the year, the company raised net sales to a range of $1.30 billion to $1.35 billion, up from prior guidance of approximately $1.3 billion GAAP earnings per diluted share to a range of $1.59 to $1.79, down from prior guidance of $1.66 to $1.86 due to additional share count from the warrant distribution.お知らせ • Jan 20Triumph Group, Inc. to Report Q3, 2023 Results on Feb 01, 2023Triumph Group, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2023Buying Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock is up 3.4%. The fair value is estimated to be €12.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is forecast to decline by 3.1% per annum over the same time period.お知らせ • Dec 24+ 11 more updatesTriumph Group, Inc.(OTCPK:TGID.W) dropped from Russell 2500 Dynamic IndexTriumph Group, Inc.(OTCPK:TGID.W) dropped from Russell 2500 Dynamic Indexお知らせ • Dec 23+ 6 more updatesTriumph Group, Inc.(OTCPK:TGID.W) dropped from S&P TMI IndexTriumph Group, Inc.(OTCPK:TGID.W) dropped from S&P TMI IndexBuying Opportunity • Dec 16Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €13.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is forecast to decline by 3.1% per annum over the same time period.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: US$1.64 (vs US$0.14 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.64 (up from US$0.14 loss in 2Q 2022). Revenue: US$307.6m (down 14% from 2Q 2022). Net income: US$106.5m (up US$115.6m from 2Q 2022). Profit margin: 35% (up from net loss in 2Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Nov 09Triumph Group, Inc. Provides Earnings Guidance for the Fiscal Year 2023Triumph Group, Inc. provided earnings guidance for the fiscal year 2023. For the year, the company expected net sales of approximately $1.3 billion and GAAP earnings per diluted share of $1.66 to $1.86.お知らせ • Oct 20Triumph Group, Inc. to Report Q2, 2023 Results on Nov 08, 2022Triumph Group, Inc. announced that they will report Q2, 2023 results on Nov 08, 2022お知らせ • Sep 28Triumph Group, Inc. Appoints Cynthia M. Egnotovich as Independent DirectorTriumph Group, Inc. announced that Cynthia M. Egnotovich has joined its Board of Directors as an independent director, effective September 22, 2022. With this addition, TRIUMPH's board has expanded to nine directors, eight of whom are independent, and five of whom have been appointed to the Board in the last five years. Ms. Egnotovich most recently served as President of Aerospace Systems Customer Service at United Technologies Corporation ("UTC"), a multinational conglomerate until her retirement in November 2013. Prior to joining UTC, she held various leadership roles of increasing significance at Goodrich Corporation, an aerospace manufacturer which was acquired by UTC in 2012. Ms. Egnotovich is an experienced director, currently serving also on the Board of Directors of Hexcel Corporation, an industrial materials company, since January 2015. She served as Chair and member of the Board of Directors of Welbilt, Inc., a global manufacturer of food service equipment, from 2016 until July of 2022, when it was acquired by Ali Holding S.r.l. From 2008 to 2016, she served on the Board of Directors of The Manitowoc Company. Ms. Egnotovich received a Bachelor of Science in Biology from Immaculata University and a Bachelor of Business Administration in Accounting from Kent State University.株主還元TG7DE Aerospace & DefenseDE 市場7D-0.9%11.5%2.4%1Y44.4%-15.0%1.2%株主還元を見る業界別リターン: TG7過去 1 年間で-15 % の収益を上げたGerman Aerospace & Defense業界を下回りました。リターン対市場: TG7過去 1 年間で1.2 % の収益を上げたGerman市場を上回りました。価格変動Is TG7's price volatile compared to industry and market?TG7 volatilityTG7 Average Weekly Movement1.6%Aerospace & Defense Industry Average Movement8.8%Market Average Movement6.1%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.7%安定した株価: TG7 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TG7の 週次ボラティリティ は、過去 1 年間で8%から2%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト19933,696Dan Crowleywww.triumphgroup.comは、航空機、航空機部品、付属品、サブアセンブリー、システムの設計、エンジニアリング、製造、修理、オーバーホール、販売を世界中で行っている。トライアンフ・システム＆サポートとトライアンフ・インテリアの2つのセグメントで事業を展開。同社は、航空機およびエンジン搭載アクセサリードライブ、熱制御システムおよびコンポーネント、貨物フック、高揚力アクチュエーション、コックピットコントロールレバー、油圧システムおよびコンポーネント、制御システムバルブボディ、着陸装置アクチュエーションシステム、電子エンジン制御、着陸装置コンポーネントおよびアセンブリ、サイバー保護プロセスコントローラ、メインエンジンギアボックスアセンブリ、ギアードトランスミッションおよびドライブトレインコンポーネント、メイン燃料ポンプ、燃料測定ユニット、プライマリおよびセカンダリ飛行制御システム、振動吸収材を提供しています。また、熱音響絶縁システム、環境制御システムダクト、その他の航空機内装部品も提供している。同社は民間航空機、地域航空機、軍用航空機の相手先商標製品メーカーにサービスを提供している。トライアンフ・グループは1993年に設立され、ペンシルベニア州ラドナーに本社を置く。もっと見るTriumph Group, Inc. 基礎のまとめTriumph Group の収益と売上を時価総額と比較するとどうか。TG7 基礎統計学時価総額€1.71b収益（TTM）€30.48m売上高(TTM)€1.07b56.4xPER（株価収益率1.6xP/SレシオTG7 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TG7 損益計算書（TTM）収益US$1.26b売上原価US$863.83m売上総利益US$398.14mその他の費用US$362.28m収益US$35.86m直近の収益報告Mar 31, 2025次回決算日該当なし一株当たり利益（EPS）0.46グロス・マージン31.55%純利益率2.84%有利子負債／自己資本比率-1,242.2%TG7 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/07/24 08:10終値2025/07/24 00:00収益2025/03/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Triumph Group, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Peter ArmentBairdKenneth HerbertCanaccord GenuityJ. B. GrohD.A. Davidson & Co.15 その他のアナリストを表示
お知らせ • Jul 29+ 27 more updatesTriumph Group, Inc.(NYSE:TGI) dropped from Russell Small Cap Comp Growth BenchmarkTriumph Group, Inc.(NYSE:TGI) dropped from Russell Small Cap Comp Growth Benchmark
お知らせ • Jul 25+ 1 more updateWarburg Pincus LLC and Berkshire Partners LLC Completed the acquisition of Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP.Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP for $2.1 billion on February 2, 2025. Under the terms of the agreement, Triumph shareholders will receive $26.00 per share in cash. Upon completion of the transaction, Triumph Group will become a privately held Company, jointly controlled by Warburg Pincus and Berkshire Partners. Upon completion of the transaction, Triumph will no longer be traded on the New York Stock Exchange. In case of termination, Triumph Group will be required to pay Warburg Pincus and Berkshire Partners a termination fee of $80 million. The merger agreement also contains reverse termination fee where Warburg Pincus and Berkshire Partners will be required to pay a fee of $135 million. The transaction is subject to customary closing conditions, including approval by Triumph shareholders and the receipt of approvals, or the expiration or termination of waiting periods (and any extension thereof), under certain regulatory laws or from certain regulatory authorities (including the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and certain other regulatory processes under applicable foreign direct investment and competition laws). The transaction is not contingent upon financing. Triumph's Board of Directors unanimously approved the definitive agreement. The board of directors of Warburg Pincus LLC and Berkshire Partners LLC also approved the agreement. The transaction is expected to close in the second half of calendar year 2025. The required waiting period under the HSR Act with respect to the Transaction expired at 11:59 p.m. Eastern Time on March 10, 2025. As of April 16, 2025 Triumph Group shareholders has approved the transaction. The transaction also received approval from UK Investment Security Unit. Goldman Sachs & Co. LLC is serving as exclusive financial advisor as well as fairness opinion provider and Marie L. Gibson of Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal counsel to Triumph. Triumph Group will pay a fee of approximately $53 million to Goldman Sachs for its services. Lazard is serving as financial advisor and Jai Agrawal, Marshall P. Shaffer, Adam Shapiro, Omar Raddawi, Michael Krasnovsky, Karsten Busby, David M. Grenker, Vivek Ratnam and Daniel Yip of Kirkland & Ellis LLP and Covington & Burling LLP are acting as legal counsel to Berkshire Partners and Warburg Pincus. Triumph Group retained Saratoga Proxy Consulting, LLC to solicit proxies at a cost of $15,000 as a base fee with additional fees to be charged for specific services. Computershare Trust Company, National Association is the transfer agent for Triumph Group. Warburg Pincus LLC and Berkshire Partners LLC Completed the acquisition of Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP on July 24, 2025. With this acquisition TRIUMPH will become an independent privately-held company. Jorge L. Valladares III will become Chief Executive Officer, succeeding Daniel J. Crowley who joined the Company as Chief Executive Officer in 2016.
お知らせ • Feb 04Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) for $2.1 billion.Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) for $2.1 billion on February 2, 2025. Under the terms of the agreement, Triumph shareholders will receive $26.00 per share in cash. Upon completion of the transaction, Triumph Group will become a privately held Company, jointly controlled by Warburg Pincus and Berkshire Partners. Upon completion of the transaction, Triumph will no longer be traded on the New York Stock Exchange. In case of termination, Triumph Group will be required to pay Warburg Pincus and Berkshire Partners a termination fee of $80 million. The merger agreement also contains reverse termination fee where Warburg Pincus and Berkshire Partners will be required to pay a fee of $135 million. The transaction is subject to customary closing conditions, including approval by Triumph shareholders and the receipt of approvals, or the expiration or termination of waiting periods (and any extension thereof), under certain regulatory laws or from certain regulatory authorities (including the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and certain other regulatory processes under applicable foreign direct investment and competition laws). The transaction is not contingent upon financing. Triumph's Board of Directors unanimously approved the definitive agreement. The board of directors of Warburg Pincus LLC and Berkshire Partners LLC also approved the agreement. The transaction is expected to close in the second half of calendar year 2025. Goldman Sachs & Co. LLC is serving as exclusive financial advisor as well as fairness opinion provider and Marie L. Gibson of Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal counsel to Triumph. Lazard is serving as financial advisor and Jai Agrawal, Marshall P. Shaffer and Daniel Yip of Kirkland & Ellis LLP and Covington & Burling LLP are acting as legal counsel to Berkshire Partners and Warburg Pincus.
お知らせ • Jan 27Triumph Group, Inc. to Report Q3, 2025 Results on Feb 10, 2025Triumph Group, Inc. announced that they will report Q3, 2025 results on Feb 10, 2025
お知らせ • Nov 13Triumph Group, Inc. Revises Earnings Guidance for the Fiscal 2025Triumph Group, Inc. revised earnings guidance for the fiscal 2025. For the period, the company expects net sales of approximately $1.2 billion, operating income of approximately $140.5 million to $145.5 million, reflecting operating margin of 12%, and earnings per diluted share to a range of $0.47 to $0.53, and adjusted earnings per diluted share to a range of $0.70 - $0.76.
お知らせ • Oct 22Triumph Group, Inc. to Report Q2, 2025 Results on Nov 04, 2024Triumph Group, Inc. announced that they will report Q2, 2025 results on Nov 04, 2024
お知らせ • Jul 29+ 27 more updatesTriumph Group, Inc.(NYSE:TGI) dropped from Russell Small Cap Comp Growth BenchmarkTriumph Group, Inc.(NYSE:TGI) dropped from Russell Small Cap Comp Growth Benchmark
お知らせ • Jul 25+ 1 more updateWarburg Pincus LLC and Berkshire Partners LLC Completed the acquisition of Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP.Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP for $2.1 billion on February 2, 2025. Under the terms of the agreement, Triumph shareholders will receive $26.00 per share in cash. Upon completion of the transaction, Triumph Group will become a privately held Company, jointly controlled by Warburg Pincus and Berkshire Partners. Upon completion of the transaction, Triumph will no longer be traded on the New York Stock Exchange. In case of termination, Triumph Group will be required to pay Warburg Pincus and Berkshire Partners a termination fee of $80 million. The merger agreement also contains reverse termination fee where Warburg Pincus and Berkshire Partners will be required to pay a fee of $135 million. The transaction is subject to customary closing conditions, including approval by Triumph shareholders and the receipt of approvals, or the expiration or termination of waiting periods (and any extension thereof), under certain regulatory laws or from certain regulatory authorities (including the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and certain other regulatory processes under applicable foreign direct investment and competition laws). The transaction is not contingent upon financing. Triumph's Board of Directors unanimously approved the definitive agreement. The board of directors of Warburg Pincus LLC and Berkshire Partners LLC also approved the agreement. The transaction is expected to close in the second half of calendar year 2025. The required waiting period under the HSR Act with respect to the Transaction expired at 11:59 p.m. Eastern Time on March 10, 2025. As of April 16, 2025 Triumph Group shareholders has approved the transaction. The transaction also received approval from UK Investment Security Unit. Goldman Sachs & Co. LLC is serving as exclusive financial advisor as well as fairness opinion provider and Marie L. Gibson of Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal counsel to Triumph. Triumph Group will pay a fee of approximately $53 million to Goldman Sachs for its services. Lazard is serving as financial advisor and Jai Agrawal, Marshall P. Shaffer, Adam Shapiro, Omar Raddawi, Michael Krasnovsky, Karsten Busby, David M. Grenker, Vivek Ratnam and Daniel Yip of Kirkland & Ellis LLP and Covington & Burling LLP are acting as legal counsel to Berkshire Partners and Warburg Pincus. Triumph Group retained Saratoga Proxy Consulting, LLC to solicit proxies at a cost of $15,000 as a base fee with additional fees to be charged for specific services. Computershare Trust Company, National Association is the transfer agent for Triumph Group. Warburg Pincus LLC and Berkshire Partners LLC Completed the acquisition of Triumph Group, Inc. (NYSE:TGI) from BlackRock, Inc. (NYSE:BLK), The Vanguard Group, Inc., State Street Corporation (NYSE:STT), Goldman Sachs & Co. LLC and Hill City Capital Master Fund LP managed by Hill City Capital LP on July 24, 2025. With this acquisition TRIUMPH will become an independent privately-held company. Jorge L. Valladares III will become Chief Executive Officer, succeeding Daniel J. Crowley who joined the Company as Chief Executive Officer in 2016.
お知らせ • Feb 04Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) for $2.1 billion.Warburg Pincus LLC and Berkshire Partners LLC entered into a definitive agreement to acquire Triumph Group, Inc. (NYSE:TGI) for $2.1 billion on February 2, 2025. Under the terms of the agreement, Triumph shareholders will receive $26.00 per share in cash. Upon completion of the transaction, Triumph Group will become a privately held Company, jointly controlled by Warburg Pincus and Berkshire Partners. Upon completion of the transaction, Triumph will no longer be traded on the New York Stock Exchange. In case of termination, Triumph Group will be required to pay Warburg Pincus and Berkshire Partners a termination fee of $80 million. The merger agreement also contains reverse termination fee where Warburg Pincus and Berkshire Partners will be required to pay a fee of $135 million. The transaction is subject to customary closing conditions, including approval by Triumph shareholders and the receipt of approvals, or the expiration or termination of waiting periods (and any extension thereof), under certain regulatory laws or from certain regulatory authorities (including the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, and certain other regulatory processes under applicable foreign direct investment and competition laws). The transaction is not contingent upon financing. Triumph's Board of Directors unanimously approved the definitive agreement. The board of directors of Warburg Pincus LLC and Berkshire Partners LLC also approved the agreement. The transaction is expected to close in the second half of calendar year 2025. Goldman Sachs & Co. LLC is serving as exclusive financial advisor as well as fairness opinion provider and Marie L. Gibson of Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal counsel to Triumph. Lazard is serving as financial advisor and Jai Agrawal, Marshall P. Shaffer and Daniel Yip of Kirkland & Ellis LLP and Covington & Burling LLP are acting as legal counsel to Berkshire Partners and Warburg Pincus.
お知らせ • Jan 27Triumph Group, Inc. to Report Q3, 2025 Results on Feb 10, 2025Triumph Group, Inc. announced that they will report Q3, 2025 results on Feb 10, 2025
お知らせ • Nov 13Triumph Group, Inc. Revises Earnings Guidance for the Fiscal 2025Triumph Group, Inc. revised earnings guidance for the fiscal 2025. For the period, the company expects net sales of approximately $1.2 billion, operating income of approximately $140.5 million to $145.5 million, reflecting operating margin of 12%, and earnings per diluted share to a range of $0.47 to $0.53, and adjusted earnings per diluted share to a range of $0.70 - $0.76.
お知らせ • Oct 22Triumph Group, Inc. to Report Q2, 2025 Results on Nov 04, 2024Triumph Group, Inc. announced that they will report Q2, 2025 results on Nov 04, 2024
お知らせ • Oct 12Triumph Group Reportedly Explores Potential SaleTriumph Group, Inc. (NYSE:TGI) is exploring options including a sale of the company, in what would be the latest in a string of deals involving aerospace and defense manufacturers, according to people familiar with the situation. Triumph, an aircraft components maker, is working with a financial adviser to solicit acquisition interest from strategic buyers as well as private equity firms, said the people, who asked not to be identified discussing confidential matters. Deliberations are in the early stage and the company could decide to remain independent, the people said. A representative for Triumph declined to comment.
Board Change • Aug 31High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Mark Cherry was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 21Triumph Group, Inc. Appoints Mark Cherry as Independent DirectorTriumph Group, Inc. announced that Mark C. Cherry was elected to the Board of Directors as an independent director at its Annual Meeting of Stockholders on August 8, 2024. Mr. Cherry currently serves as Chief Executive Officer of Align Precision Group, a manufacturer of precision-milled structural components for the Aerospace, Defense, and Semi-Conductor industries. Mr. Cherry previously worked at Boeing, serving as Vice President and General Manager of Vertical Lift from April 2021 to December 2022 and Vice President and General Manager of Phantom Works from November 2017 to April 2021. From September 2012 to November 2017, he was President and Chief Operating Officer at Aurora Flight Sciences. He previously held leadership roles at Sikorsky Aircraft, Teradyne, and the Boston Consulting Group. Mr. Cherry received a Bachelor of Science in Engineering Mechanics from the United States Air Force Academy, a Master of Science in Aeronautical and Systems Engineering from the Air Force Institute of Technology, and a Master of Business Administration from Stanford University.
お知らせ • Aug 07Triumph Group, Inc. Revises Earnings Guidance for the Fiscal 2025Triumph Group, Inc. revised earnings guidance for the fiscal 2025. The company expects net sales of approximately $1.2 billion, operating income of approximately $132.5 million, reflecting operating margin of 11%, updated from prior guidance due to $7.5 million in legal contingencies loss, and earnings per diluted share of approximately $0.33.
Board Change • Jul 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Patrick Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 24Triumph Group, Inc. to Report Q1, 2025 Results on Aug 07, 2024Triumph Group, Inc. announced that they will report Q1, 2025 results on Aug 07, 2024
お知らせ • Jul 20Triumph Announces Executive ChangesTriumph Group, Inc. recently selected Mike Boland, formerly President, Actuation Products and Services (APS), to fill a newly created Chief Operating Officer with responsibility for Operations, Quality, Execution Assurance, and the TRIUMPH Operating System. Mike also assumes responsibility for the Supply Chain function formerly led by Craig Cooper. Natasha Trudeau, previously General Manager, TRIUMPH APS at Yakima, Washington assumed the role of President, Actuation Products and Services as Mike transitioned to the COO new role.
お知らせ • Jun 26Triumph Group, Inc., Annual General Meeting, Aug 08, 2024Triumph Group, Inc., Annual General Meeting, Aug 08, 2024.
お知らせ • Jun 02Triumph Group, Inc. announced delayed annual 10-K filingOn 05/31/2024, Triumph Group, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
Reported Earnings • May 24Full year 2024 earnings released: US$0.47 loss per share (vs US$1.38 profit in FY 2023)Full year 2024 results: US$0.47 loss per share (down from US$1.38 profit in FY 2023). Revenue: US$1.19b (down 14% from FY 2023). Net loss: US$34.5m (down 139% from profit in FY 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 24Triumph Group, Inc. Provides Earnings Guidance for the Fiscal 2025Triumph Group, Inc. provides earnings guidance for the fiscal 2025. For the period, the company expects net sales of approximately $1.2 billion. Operating income of approximately $140.0 million, reflecting operating margin of 12%. Earnings per diluted share of approximately $0.42.
お知らせ • May 15Triumph Group, Inc. to Report Q4, 2024 Results on May 23, 2024Triumph Group, Inc. announced that they will report Q4, 2024 results on May 23, 2024
お知らせ • Mar 09Triumph Group, Inc. Reaffirms Earnings Guidance for the Full Fiscal Year Ending March 31, 2024Triumph Group, Inc. reaffirmed earnings guidance for the full fiscal year ending March 31, 2024. For the full fiscal year 2024, the company reaffirmed net sales guidance in the range of $1.17 billion to $1.20 billion, operating income in the range of $100.0 million to $110.0 million.
Reported Earnings • Feb 08Third quarter 2024 earnings released: US$0.15 loss per share (vs US$0.17 profit in 3Q 2023)Third quarter 2024 results: US$0.15 loss per share (down from US$0.17 profit in 3Q 2023). Revenue: US$285.0m (down 13% from 3Q 2023). Net loss: US$11.9m (down 209% from profit in 3Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 112% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 07Triumph Group, Inc. Provides Earnings Guidance for the Year 2024Triumph Group, Inc. provided earnings guidance for the year 2024. For the year, the company is updating net sales to a range of $1.17 billion to $1.20 billion, reflecting 11% - 14% organic growth, and updating operating income to a range of $100.0 million to $110.0 million, reflecting operating margin of 9%.
お知らせ • Jan 23Triumph Group, Inc. to Report Q3, 2024 Results on Feb 07, 2024Triumph Group, Inc. announced that they will report Q3, 2024 results on Feb 07, 2024
お知らせ • Nov 09Triumph Group, Inc. Provides Earnings Guidance for the Fiscal 2024Triumph Group, Inc. provided earnings guidance for the fiscal 2024. For the year, company expects organic growth of 10% to 13% in fiscal '24, with revenue in the range of $1.43 billion to $1.47 billion and sales guidance to a range of $216 million to $231 million.
Board Change • Nov 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Patrick Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 20Triumph Group, Inc. to Report Q2, 2024 Results on Nov 07, 2023Triumph Group, Inc. announced that they will report Q2, 2024 results on Nov 07, 2023
お知らせ • Aug 12Triumph Group, Inc. Revises Earning Guidance for the Year Fiscal 2024Triumph Group, Inc. revised earning guidance for the year fiscal 2024. For the year, the company expects operating income from the previously stated range of $159.0 million to $174.0 million, to an updated range of $150.0 million to $165.0 million.
お知らせ • Aug 10Triumph Group, Inc. announced delayed 10-Q filingOn 08/09/2023, Triumph Group, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
Reported Earnings • Aug 03First quarter 2024 earnings released: US$0.19 loss per share (vs US$0.16 loss in 1Q 2023)First quarter 2024 results: US$0.19 loss per share (further deteriorated from US$0.16 loss in 1Q 2023). Revenue: US$327.1m (down 6.4% from 1Q 2023). Net loss: US$12.8m (loss widened 23% from 1Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 03Triumph Group, Inc. Reaffirms Earnings Guidance for the Fiscal 2024Triumph Group, Inc. reaffirmed earnings guidance for the fiscal 2024. The company reaffirms expected net sales of $1.39 billion to $1.43 billion, reflecting 7 - 10% organic growth. Updated operating income of $159.0 million to $174.0 million, reflecting operating margin of 11 - 12%.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Patrick Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 13Triumph Group, Inc. to Report Q1, 2024 Results on Aug 02, 2023Triumph Group, Inc. announced that they will report Q1, 2024 results on Aug 02, 2023
New Risk • Jul 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Negative equity (-US$797m). High level of non-cash earnings (28% accrual ratio). Minor Risk Shareholders have been diluted in the past year (19% increase in shares outstanding).
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Ed Eberhart was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 12Triumph Group, Inc., Annual General Meeting, Jul 20, 2023Triumph Group, Inc., Annual General Meeting, Jul 20, 2023, at 09:00 US Eastern Standard Time. Agenda: To elect nine nominees for director for the coming year; to ratify the selection of Ernst & Young LLP as company's independent registered public accounting firm for the fiscal year ending March 31, 2024; to approve, by advisory vote, the compensation paid to company's named executive officers for fiscal year 2023; to approve the frequency of future advisory votes on executive compensation; to approve an amendment to company's Amended and Restated Certificate of Incorporation to increase company's authorized shares of common stock from 100,000,000 to 200,000,000 shares; to approve an amendment to company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by recent amendments to the General Corporation Law of the State of Delaware; and to consider other matters.
Board Change • Jun 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Voting Board Observer Patrick Allen was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €11.10, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 50% over the past three years.
Reported Earnings • May 18Full year 2023 earnings released: EPS: US$1.38 (vs US$0.66 loss in FY 2022)Full year 2023 results: EPS: US$1.38 (up from US$0.66 loss in FY 2022). Revenue: US$1.38b (down 5.5% from FY 2022). Net income: US$89.6m (up US$132.4m from FY 2022). Profit margin: 6.5% (up from net loss in FY 2022). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • May 18Triumph Group, Inc. Provides Earnings Guidance for the Fiscal Year 2024Triumph Group, Inc. provided earnings guidance for the fiscal year 2024. For the year, the company expected net sales of $1.39 billion to $1.43 billion and operating income of $165.0 million to $180.0 million.
Recent Insider Transactions • Mar 15Chairman of the Board recently bought €104k worth of stockOn the 13th of March, Daniel Crowley bought around 10k shares on-market at roughly €10.36 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Daniel's only on-market trade for the last 12 months.
Buying Opportunity • Mar 03Now 21% undervaluedOver the last 90 days, the stock is up 8.2%. The fair value is estimated to be €14.61, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 30% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings is forecast to decline by 1.4% per annum over the same time period.
Reported Earnings • Feb 02Third quarter 2023 earnings released: EPS: US$0.17 (vs US$0.11 in 3Q 2022)Third quarter 2023 results: EPS: US$0.17 (up from US$0.11 in 3Q 2022). Revenue: US$328.9m (up 3.0% from 3Q 2022). Net income: US$11.0m (up 51% from 3Q 2022). Profit margin: 3.3% (up from 2.3% in 3Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
お知らせ • Feb 02Triumph Group, Inc. Updates Earnings Guidance for the Year of 2023Triumph Group, Inc. Updates its earnings guidance for the year of 2023. For the year, the company raised net sales to a range of $1.30 billion to $1.35 billion, up from prior guidance of approximately $1.3 billion GAAP earnings per diluted share to a range of $1.59 to $1.79, down from prior guidance of $1.66 to $1.86 due to additional share count from the warrant distribution.
お知らせ • Jan 20Triumph Group, Inc. to Report Q3, 2023 Results on Feb 01, 2023Triumph Group, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2023
Buying Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock is up 3.4%. The fair value is estimated to be €12.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is forecast to decline by 3.1% per annum over the same time period.
お知らせ • Dec 24+ 11 more updatesTriumph Group, Inc.(OTCPK:TGID.W) dropped from Russell 2500 Dynamic IndexTriumph Group, Inc.(OTCPK:TGID.W) dropped from Russell 2500 Dynamic Index
お知らせ • Dec 23+ 6 more updatesTriumph Group, Inc.(OTCPK:TGID.W) dropped from S&P TMI IndexTriumph Group, Inc.(OTCPK:TGID.W) dropped from S&P TMI Index
Buying Opportunity • Dec 16Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €13.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is forecast to decline by 3.1% per annum over the same time period.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: US$1.64 (vs US$0.14 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.64 (up from US$0.14 loss in 2Q 2022). Revenue: US$307.6m (down 14% from 2Q 2022). Net income: US$106.5m (up US$115.6m from 2Q 2022). Profit margin: 35% (up from net loss in 2Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09Triumph Group, Inc. Provides Earnings Guidance for the Fiscal Year 2023Triumph Group, Inc. provided earnings guidance for the fiscal year 2023. For the year, the company expected net sales of approximately $1.3 billion and GAAP earnings per diluted share of $1.66 to $1.86.
お知らせ • Oct 20Triumph Group, Inc. to Report Q2, 2023 Results on Nov 08, 2022Triumph Group, Inc. announced that they will report Q2, 2023 results on Nov 08, 2022
お知らせ • Sep 28Triumph Group, Inc. Appoints Cynthia M. Egnotovich as Independent DirectorTriumph Group, Inc. announced that Cynthia M. Egnotovich has joined its Board of Directors as an independent director, effective September 22, 2022. With this addition, TRIUMPH's board has expanded to nine directors, eight of whom are independent, and five of whom have been appointed to the Board in the last five years. Ms. Egnotovich most recently served as President of Aerospace Systems Customer Service at United Technologies Corporation ("UTC"), a multinational conglomerate until her retirement in November 2013. Prior to joining UTC, she held various leadership roles of increasing significance at Goodrich Corporation, an aerospace manufacturer which was acquired by UTC in 2012. Ms. Egnotovich is an experienced director, currently serving also on the Board of Directors of Hexcel Corporation, an industrial materials company, since January 2015. She served as Chair and member of the Board of Directors of Welbilt, Inc., a global manufacturer of food service equipment, from 2016 until July of 2022, when it was acquired by Ali Holding S.r.l. From 2008 to 2016, she served on the Board of Directors of The Manitowoc Company. Ms. Egnotovich received a Bachelor of Science in Biology from Immaculata University and a Bachelor of Business Administration in Accounting from Kent State University.
