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1. Company Snapshot

1.a. Company Description

Triumph Group, Inc.designs, engineers, manufactures, repairs, overhauls, and distributes aerostructures, aircraft components, accessories, subassemblies, and systems worldwide.It operates in two segments, Triumph Systems & Support, and Triumph Aerospace Structures.


The company offers aircraft and engine-mounted accessory drives, thermal control systems and components, cargo hooks, high lift actuations, cockpit control levers, hydraulic systems and components, control system valve bodies, landing gear actuation systems, electronic engine controls, landing gear components and assemblies, exhaust nozzles and ducting, main engine gearbox assemblies, geared transmissions and drive train components, main fuel pumps, fuel-metering units, primary and secondary flight control systems, and vibration absorbers.It also designs, manufactures, and repairs composite and metal bonding, flight control surfaces, engine nacelles, empennages, wing flaps, acoustic and thermal insulation systems, and composite ducts and floor panels, as well as provides integrated testing and certification services; and fuselage panels, horizontal and vertical tails, and floor grids.In addition, the company offers air cycle machines, blades and vanes, auxiliary power units, constant speed drives, combustors, engine and airframe accessories, stators, flight control surfaces, transition ducts, integrated drive generators, sidewalls, nacelles, light assemblies, remote sensors, overhead bins, thrust reversers, and fuel bladder cells, as well as cabin panes, shades, light lenses, and other components.


It serves original equipment manufacturers of commercial, regional, and military aircraft; and aircraft components, as well as business jets and regional airlines, and air cargo carriers.Triumph Group, Inc.was incorporated in 1993 and is headquartered in Berwyn, Pennsylvania.

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1.b. Last Insights on TGI

Triumph Group's recent performance was driven by strong Q3 fiscal 2025 earnings and revenue beat, surpassing the Zacks Consensus Estimate by 10.1%. The company's total sales increased 10.7% from the year-ago level, driven by solid growth prospects and a robust backlog. Additionally, the company's acquisition by private equity firms, Warburg Pincus and Berkshire Partners, at a substantial premium to the previous closing price, has contributed to the stock's momentum.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Triumph Announces Dividend for 7.125% Series C Fixed-Rate Non-Cumulative Perpetual Preferred Stock

Nov -28

Source: globenewswire.com

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Triumph to Present at the Stephens Annual Investment Conference on November 18, in Nashville, Tennessee

Nov -14

Source: globenewswire.com

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Jefferies Group's Strategic Move: Vanguard Information Technology ETF Takes Center Stage

Nov -13

Source: gurufocus.com

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Elon Musk's $1 trillion pay deal: Triumph, theatre and the Tesla paradox

Nov -07

Source: proactiveinvestors.co.uk

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Triumph Earns Top 5 Spot on the 2026 FreightTech 25

Oct -23

Source: globenewswire.com

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Triumph Financial: One Of The Last 8.5% Yielding Preferred Shares Remaining

Oct -20

Source: seekingalpha.com

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Triumph Financial, Inc. (TFIN) Q3 2025 Earnings Call Transcript

Oct -16

Source: seekingalpha.com

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TSMC's Q3 Triumph: The Wall Street Underestimated The Chip King

Oct -16

Source: seekingalpha.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (2.65%)

6. Segments

Systems & Support

Expected Growth: 2.5%

Triumph Group's Systems & Support segment growth is driven by increasing demand for military and commercial aircraft maintenance, repair, and overhaul (MRO) services, as well as the company's strategic investments in digitalization and supply chain optimization. Additionally, the segment benefits from long-term contracts with major OEMs and government agencies, ensuring a stable revenue stream.

Interiors

Expected Growth: 3.5%

Triumph Group's Interiors segment growth of 3.5% is driven by increasing demand for lightweight, fuel-efficient aircraft interior solutions, coupled with the company's strategic investments in innovative product development and expanding aftermarket services. Additionally, growing passenger traffic and airline fleet modernization efforts contribute to the segment's growth momentum.

7. Detailed Products

Aerostructures

Triumph Group's Aerostructures segment designs, develops, and manufactures complex structural components and assemblies for the aerospace industry.

Aerospace Systems

Triumph Group's Aerospace Systems segment provides a range of systems and components for the aerospace industry, including hydraulic, mechanical, and electromechanical systems.

Aftermarket Services

Triumph Group's Aftermarket Services segment provides maintenance, repair, and overhaul (MRO) services for aircraft components and systems.

8. Triumph Group, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Triumph Group, Inc. is medium due to the availability of alternative products and services in the aerospace and defense industry.

Bargaining Power Of Customers

The bargaining power of customers for Triumph Group, Inc. is high due to the concentration of buyers in the aerospace and defense industry, giving them significant negotiating power.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Triumph Group, Inc. is low due to the company's large size and diversified supply chain, reducing the dependence on individual suppliers.

Threat Of New Entrants

The threat of new entrants for Triumph Group, Inc. is low due to the high barriers to entry in the aerospace and defense industry, including significant capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry for Triumph Group, Inc. is high due to the competitive nature of the aerospace and defense industry, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 110.73%
Debt Cost 9.05%
Equity Weight -10.73%
Equity Cost 16.61%
WACC 8.24%
Leverage -1031.86%

11. Quality Control: Triumph Group, Inc. passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Value: 2.9

Growth: 9.2

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Momentum: 8.5

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Triumph Group

A-Score: 4.6/10

Value: 4.2

Growth: 3.4

Quality: 4.4

Yield: 0.0

Momentum: 9.0

Volatility: 6.3

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Growth: 3.0

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Value: 5.1

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Quality: 2.3

Yield: 0.0

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Volatility: 2.0

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Value: 8.0

Growth: 3.3

Quality: 4.4

Yield: 0.0

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CPI Aerostructures

A-Score: 3.0/10

Value: 5.2

Growth: 5.2

Quality: 2.4

Yield: 0.0

Momentum: 2.0

Volatility: 3.3

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

26.01$

Current Price

26.01$

Potential

-0.00%

Expected Cash-Flows