View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 향후 성장Future 기준 점검 5/6Triumph Group (는) 각각 연간 36.5% 및 7.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 112% 로 예상됩니다.핵심 정보36.5%이익 성장률35.27%EPS 성장률Aerospace & Defense 이익 성장27.1%매출 성장률7.3%향후 자기자본이익률112.05%애널리스트 커버리지Good마지막 업데이트16 Jul 2025최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%.공시 • 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.모든 업데이트 보기Recent updates공시 • 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 Benchmark공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • Jun 26Triumph Group, Inc., Annual General Meeting, Aug 08, 2024Triumph Group, Inc., Annual General Meeting, Aug 08, 2024.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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%.공시 • 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, 2024공시 • 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.공시 • 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, 2023공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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 Index공시 • 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.공시 • 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.공시 • 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, 2022공시 • 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.이익 및 매출 성장 예측DB:TG7 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20281,58014613415543/31/20271,47111811714663/31/20261,384986910253/31/20251,262361938N/A12/31/20241,24313-53-32N/A9/30/20241,212-13-63-38N/A6/30/20241,209-32-55-31N/A3/31/20241,192-34-129N/A12/31/20231,159-64-33-8N/A9/30/20231,136-47-60-36N/A6/30/20231,04561-47-23N/A3/31/20231,13172-73-52N/A12/31/20221,19286-95-79N/A9/30/20221,24988-83-64N/A6/30/20221,413-23-101-81N/A3/31/20221,263-50-157-137N/A12/31/20211,540-106-169-147N/A9/30/20211,647-181-139-119N/A6/30/20211,771-205-145-125N/A3/31/20211,870-451-198-173N/A12/31/20202,096-453-170-138N/A9/30/20202,375-398-168-132N/A6/30/20202,665-322-145-106N/A3/31/20202,900-295797N/A12/31/20193,076-1541858N/A9/30/20193,179-171-2812N/A6/30/20193,262-228-147-104N/A3/31/20193,365-327-222-174N/A12/31/20183,393-427N/A-284N/A9/30/20183,360-509N/A-187N/A6/30/20183,250-500N/A-256N/A3/31/20183,199-425N/A-289N/A12/31/20173,222-247N/A256N/A9/30/20173,292-105N/A114N/A6/30/20173,421-65N/A267N/A3/31/20173,533-43N/A282N/A12/31/20163,671-1,000N/A86N/A9/30/20163,740-1,118N/A131N/A6/30/20163,820-1,091N/A148N/A3/31/20163,886-1,048N/A84N/A12/31/20153,909119N/A-17N/A9/30/20153,912167N/A30N/A6/30/20153,951173N/A371N/A3/31/20153,889239N/A467N/A12/31/20143,745198N/A412N/A9/30/20143,743273N/A350N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TG7 의 연간 예상 수익 증가율(36.5%)이 saving rate(1.3%)보다 높습니다.수익 vs 시장: TG7 의 연간 수익(36.5%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: TG7 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: TG7 의 수익(연간 7.3%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TG7 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TG7의 자본 수익률은 3년 후 112%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/07/24 17:54종가2025/07/24 00:00수익2025/03/31연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Triumph Group, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Peter ArmentBairdKenneth HerbertCanaccord GenuityJ. B. GrohD.A. Davidson & Co.15명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • Jun 26Triumph Group, Inc., Annual General Meeting, Aug 08, 2024Triumph Group, Inc., Annual General Meeting, Aug 08, 2024.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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%.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.