TGI Earnings Prediction
The chart below shows how TGI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TGI sees a +4.72% change in stock price 10 days leading up to the earnings, and a +2.05% change 10 days following the report. On the earnings day itself, the stock moves by -5.64%. This data can give you a slight idea of what to expect for the next quarter's release.
TGI Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
287.50M
0.99%
2.31%
Gross Margin
30.30%
27.79%
27.90%
Operating Margin
12.52%
40.52%
104.58%
Net Margin
4.13%
286.04%
-161.83%
EPS
0.15
850.00%
-183.33%
No Data Available
TGI Earnings Analysis
Triumph Group, Inc. Corporation (TGI.N) Earnings Conference Call
Positive
Cash Guidance Exceeded: We exceeded our cash guidance by $35 million in the quarter and derisked our fully year free cash flow target.
Aftermarket Growth Acceleration: We accelerated aftermarket growth, leasing expert Aeer Cap expects this trend to continue through at least 2030 as older aircraft return to service.
Interiors Business Profitability Restored: We restored our interiors business to profitability in Q2 through a settlement with Boeing and deep cost reductions.
Consecutive Quarter Growth: This led to year-over-year sales growth as we marked our 10th consecutive quarter of organic growth.
Strong Second Half Outlook: We expect a strong second half driven by favorable seasonality and operating leverage.
Negative
Backlog Increase Analysis: Total backlog continues to rise, up 7% year-over-year to $1.9 billion, as military and other commercial platform growth offsets the push out of narrow body orders.
Market Backlog Increase: The total after market backlog worth approximately $100 million is up 12% from the fiscal year end.
Military OEM Revenue Increase: Military OEM revenues were up across several of the programs in the fiscal second quarter, these sales represented over 20% of our total revenue and contributed a similar amount to our profitability.
Military Backlog Increase: Military backlog grew 4% in the first half.
Aftermarket Sales Importance: The after market sales are important to maintaining fleet readiness and the T-55 engine FADEC upgrade program will support this end market for the next several years.
TGI FAQs
How does TGI typically perform around its earnings report dates?
Is Triumph Group, Inc. (TGI) Q2 2025 Earnings Call Summary positive or negative?
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TGI Earning Call Sentiment
Triumph Group, Inc. (TGI) Q2 2025 Earnings Call Transcript
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00:00
00:00
TGI.N
0%Positive
The earnings call summary indicates strong financial performance with revenue and EBITDA growth, reduced net debt, and a rising backlog. The Q&A section revealed management's confidence in profitability and cash flow improvements, despite some unclear responses. The raised EBITDA guidance and positive cash flow expectations further support a positive outlook. The stock price is likely to see a moderate increase, driven by strong aftermarket sales and financial health.
