Triumph Group Reports Strong Fourth Quarter, Projects Growth for Fiscal 2025

Triumph

RADNOR, PA — Triumph Group, Inc. (NYSE: TGI) announced robust financial results for its fourth quarter and fiscal year 2024, ending March 31, 2024. The aerospace and defense company highlighted significant achievements and laid out optimistic projections for the coming year.

In the fourth quarter, Triumph achieved net sales of $358.6 million, representing an 11% organic sales growth. The company reported an operating income of $44.8 million, with an operating margin of 12.5%. Adjusted figures showed an even better performance, with an adjusted operating income of $55.8 million and an adjusted operating margin of 15.6%.

Net income from continuing operations stood at $5.5 million, or $0.07 per diluted share. On an adjusted basis, net income was $23.3 million, or $0.31 per diluted share. Adjusted EBITDAP reached $58.3 million, reflecting a margin of 16.3%. Cash provided by operations was strong at $77.7 million, and the company generated free cash flow of $72.1 million.

For the full fiscal year 2024, Triumph’s net sales totaled $1.19 billion, marking a 13% organic sales growth. Operating income for the year was $86.5 million, with an operating margin of 7.3%. Adjusted operating income was higher at $114.9 million, with an adjusted operating margin of 9.6%.

Despite these gains, Triumph reported a net loss from continuing operations of $34.5 million, or $(0.46) per share, for the year. Adjusted net loss was significantly lower at $4.4 million, or $(0.06) per share. Adjusted EBITDAP for the year was $144.3 million, with a margin of 12.1%. The company reported cash provided by operations of $9.4 million and a free cash use of $12.4 million.

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Looking ahead to fiscal 2025, Triumph forecasts net sales of approximately $1.2 billion. The company expects an operating income of around $140 million, reflecting an operating margin of 12%. Adjusted EBITDAP is projected to reach $182 million, with an adjusted EBITDAP margin of 15%. Earnings per diluted share are expected to be around $0.42. Triumph also anticipates cash flow from operations to range between $30 million and $50 million, with free cash flow between $10 million and $25 million.

“TRIUMPH took important strategic actions during fiscal 2024 to create a more streamlined, value-added, and IP-based business with a much stronger balance sheet,” said Dan Crowley, TRIUMPH’s chairman, president, and CEO. “We completed the divestiture of our third-party Product Support MRO business during the fourth quarter and retired over $550 million of debt with the sale proceeds, materially accelerating our de-leveraging as committed to our shareholders during our September 2023 Investor Day.”

Crowley highlighted that the company reported its eighth consecutive quarter of year-over-year organic growth. He noted that while sales in the Interiors business increased, profit and cash flow were impacted by external cost drivers. However, he expressed optimism that these headwinds would subside as narrowbody aircraft rates recover. Overall, Triumph generated positive free cash flow and achieved its strongest margins of the fiscal year due to higher sales and a strong aftermarket mix.

“TRIUMPH accelerated new business capture with a year-to-date book-to-bill rate of 1.28, lifting our backlog 22% year over year to the highest level since March 2020,” Crowley added. “Our fiscal 2025 guidance reflects the strength of TRIUMPH’s portfolio, helping to offset short-term end market headwinds while enabling improvement across our key financial metrics, notably an estimated 300 basis point expansion in adjusted EBITDAP margins. With the anticipated market demand from the coming aerospace and defense upcycle, we expect to deliver top and bottom-line growth rates at or above the market as we benefit from a focus on OEM and related aftermarket product lines.”

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Triumph Group’s strategic actions and strong financial performance position the company well for future growth. As the aerospace and defense markets rebound, the company aims to capitalize on new opportunities and drive further improvements in profitability and cash flow.

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