NYSE$TGI

Triumph Group Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Reported strong results and raised FY25 guidance.

Triumph Group reported a net sales of $287.5 million with a 1% growth and an operating income of $32.4 million. The company's adjusted EBITDAP stood at $42.6 million. Due to the strong aftermarket demand and the interiors improvements, Triumph raised its fiscal 2025 earnings and cash flow guidance.

  • Net sales of $287.5 million, a 1% year-over-year increase.
  • Operating income of $32.4 million with an 11% operating margin.
  • Adjusted EBITDAP reached $42.6 million, reflecting a 15% margin.
  • Cash used in operations was ($38.4) million, with free cash use of ($44.7) million.

Headline financials

Total Revenue

$287M

Previous: $354M-18.8%
EPS (adj)

$0.20

Previous: $0.01+1900.0%
Adj. EBITDAP Margin

14.9%

Previous: 13.1%+13.7%
Capital Expenditures

-$6.29M

Previous: -$4.63M-35.9%
Net Income

$11.9M

Previous: -$1.3M+1015.4%
Operating Income

$32.4M

Previous: $34.3M-5.5%
Gross Profit

$94.6M

Previous: $92.7M+2.1%
Stock-Based Comp

$3.35M

No prior period

Revenue & EPS history

Triumph Group · Revenue · Quarterly

$287M

Q2 2025-18.8%vs Q2 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Triumph Group · $35.3M total across 1 segment · Q2 2024

  • Interiors
    $35.3M

Forward guidance

Triumph Group is raising its fiscal 2025 earnings and cash flow guidance, while maintaining sales guidance.

Tailwinds

  • Net sales of approximately $1.2 billion.
  • Operating income to a range of $140.5 million to $145.5 million, reflecting operating margin of 12%.
  • Adjusted EBITDAP to a range of $190.0 million to $195.0 million, reflecting Adjusted EBITDAP margin of 16%.
  • 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.
  • Cash flow from operations to a range of $40.0 million to $55.0 million, and free cash flow to a range of $20.0 million to $30.0 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.1%

Avg return

Earnings day

-3.2%

Avg return

5 days after

-1.6%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+39.8%

Q4 2017

Best reaction

-34.9%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+0.5%+0.4%+0.2%
Q3 2025+0.0%+0.7%+0.6%
Q2 2025+12.5%+10.8%+14.7%
Q1 2025-11.7%-15.5%-15.3%
Q4 2024-6.8%-6.5%+0.8%
Q3 2024-8.7%-8.9%-10.8%
Q2 2024+16.3%
Q1 2024-26.3%
Q4 2023+15.5%
Q3 2023+7.3%
Q2 2023+20.6%
Q1 2023-11.4%
Q4 2022-34.9%
Q3 2022+2.7%
Q2 2022-2.6%
Q1 2022-8.0%
Q4 2021-8.1%
Q3 2021+17.1%
Q2 2021+4.3%
Q1 2021+5.4%
Q4 2020-8.4%
Q3 2020+5.3%
Q2 2020+21.7%
Q1 2020+13.3%
Q4 2019-2.2%
Q3 2019+9.7%
Q2 2019+1.2%
Q1 2019+18.2%
Q4 2018-8.5%
Q3 2018-11.3%
Q2 2018-0.2%
Q1 2018-25.1%
Q4 2017+39.8%
Q3 2017+5.5%
Q2 2017+4.8%
Q1 2017-21.6%
Q4 2016+3.8%
Q3 2016-16.0%
Q2 2016+4.6%
Q1 2016-9.3%
Q4 2015+13.9%
Q3 2015-7.1%
Q2 2015+6.7%
Q1 2015-0.5%
Q4 2014-0.6%
Q3 2014-11.8%
Q2 2014-1.2%
Q1 2014-7.4%
Q4 2013-7.4%
Q3 2013-1.7%
Q2 2013+6.2%
Q1 2013-2.8%
Q4 2012+4.6%
Q3 2012+2.3%
Q2 2012-2.7%
Q1 2012+2.2%
Q4 2009+0.8%
Q4 2011+0.8%
Q3 2010+0.3%
Q3 2011+0.3%
Q2 2010-0.9%
Q2 2011-0.9%
Q4 2010-2.1%
Q1 2010-2.1%
Q1 2011-2.1%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro