Triumph Group Stock Price, News & Analysis

Triumph Group (NYSE: TGI) has completed its previously announced acquisition by private equity firms Warburg Pincus and Berkshire Partners, transitioning from a public to a private company. As part of this transition, Jorge L. Valladares III, former COO of TransDigm, will succeed Daniel J. Crowley as CEO.

TRIUMPH will continue operating independently as a provider of mission-critical engineered systems and components for aerospace and defense companies. The acquisition leverages Warburg Pincus's $86 billion in assets under management and Berkshire Partners' expertise, with the latter currently investing from their Fund XI with approximately $7.8 billion in commitments.

Triumph Group (NYSE:TGI) and Divergent Technologies have partnered to qualify critical manned aircraft components manufactured using Divergent's Adaptive Production System (DAPS™). The partnership focuses on producing safety-critical gearbox components through advanced digital manufacturing and AI-driven design. The program will deliver approximately 100 units over two years, amounting to multiple tons of qualified additive manufacturing material. TRIUMPH is leveraging Divergent's digital toolchain for design, engineering, and prototyping, enabling first-time-right production structures. The collaboration aims to resolve supply chain constraints posed by traditional casting methods and represents a significant advancement in implementing digital manufacturing technologies for high-performance aerospace applications.

TRIUMPH (NYSE: TGI) reported strong Q4 FY2025 results with net sales of $377.9M, representing 5% growth. The company achieved operating income of $59.6M with a 16% margin and adjusted operating income of $68.9M. Q4 income from continuing operations was $28.2M ($0.36/share). For full FY2025, TRIUMPH posted net sales of $1.26B (6% growth) and operating income of $139.4M. The company marked its twelfth consecutive quarter of year-over-year sales growth, with commercial and military aftermarket sales growing by 7% and OEM sales up 10%. Notably, TRIUMPH announced a pending acquisition by Warburg Pincus and Berkshire Partners for an enterprise value of approximately $3B, expected to close in H2 2025. The company's backlog stands at $1.9B.

Triumph Group [NYSE:TGI] has extended its strategic supplier agreement with BAE Systems and the US Army for the M777 Lightweight Howitzer program, focusing on critical spare Primer Feed Mechanism components. Since 2022, the company has delivered 2,365 units and currently has 938 units on order, including a recent additional order of 525 units.

The company's Systems, Electronics and Controls division specializes in designing, developing, manufacturing, repairing, and overhauling aviation and defense components, accessories, subassemblies, systems, and aircraft thermal management systems. They collaborate with original equipment manufacturers and operators of commercial, regional, and military aircraft worldwide.

Triumph Group (NYSE: TGI) reported strong Q3 FY2025 results with net sales of $315.6 million, representing 11% growth. Operating income reached $39.3 million with a 12% margin, while adjusted operating income was $45.7 million with a 14% margin. The company achieved $0.19 EPS, or $0.27 adjusted.

Notable performance includes 36% growth in commercial and military aftermarket sales and 24% growth in military OEM sales. Commercial OEM sales decreased 11.8% due to Boeing 737MAX program work stoppage. The company generated $33.1 million in operating cash flow and maintained a backlog of $1.87 billion.

On February 3, 2025, Triumph announced a definitive agreement to be acquired by Warburg Pincus and Berkshire Partners for an enterprise value of approximately $3 billion. The transaction is expected to close in H2 2025, subject to shareholder and regulatory approvals.

Triumph Group (NYSE: TGI) has announced a definitive agreement to be acquired by private equity firms Warburg Pincus and Berkshire Partners in an all-cash transaction valued at approximately $3 billion. Shareholders will receive $26.00 per share, representing a 123% premium over the unaffected closing stock price and a 58% premium over the 90-day VWAP prior to January 31, 2025.

Upon completion of the transaction, expected in the second half of 2025, Triumph will become a privately held company and will be delisted from the NYSE. The deal has received unanimous approval from Triumph's Board of Directors and is subject to shareholder and regulatory approvals. The transaction is not contingent upon financing.

The company will release its third quarter fiscal 2025 earnings and file Form 10-Q by February 10, 2025, but has cancelled its previously scheduled earnings conference call.

Triumph Group (NYSE: TGI) has announced it will release its third quarter fiscal year 2025 earnings on February 10, 2025, followed by a conference call at 8:30 a.m. ET. The presentation will include slides and will be accessible via webcast.

The company will provide a replay option available for 90 days for those unable to attend the live broadcast. Triumph Group, based in Radnor, Pennsylvania, specializes in designing, developing, manufacturing, repairing, and overhauling aerospace and defense systems and components, serving both original equipment manufacturers and military and commercial aircraft operators.

Triumph Group (NYSE: TGI) has achieved record aftermarket shipments of over $28M in its fiscal year to date, supporting Boeing 787 and Airbus A380 landing gear overhaul activities. The company designs and services complete landing gear hydraulic actuation systems for both aircraft models.

As early B787 production units reach their 12-year service mark, mandatory heavy landing gear overhaul requirements are triggering increased demand. Over 500 aircraft are expected to undergo landing gear maintenance in the next 5 years. The company is also benefiting from expanded A380 platform usage due to increasing commercial air traffic.

TRIUMPH anticipates continued growth driven by these higher-margin aftermarket work packages and rising Boeing 787 OEM ramp rates. The company has invested in additional MRO capacity to support customer landing gear maintenance cycles.

Triumph Group (NYSE: TGI) reported strong Q2 FY2025 results with net sales of $287.5 million, representing 1% growth. The company achieved operating income of $32.4 million with 11% margin, and net income from continuing operations of $11.9 million ($0.15 per share). Commercial aftermarket sales grew by 34%, offsetting OEM and supply chain challenges.

Based on strong performance, TRIUMPH raised its FY2025 guidance, projecting net sales of $1.2 billion, operating income of $140.5-145.5 million, and free cash flow of $20-30 million. The company's backlog stands at $1.90 billion, showing increases across all end markets.