Triumph Group Stock Intrinsic Value – TRIUMPH GROUP Achieves Steady Growth With 1.0% Increase In Revenue During Second Quarter 2025
November 16, 2024

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Triumph Group ($NYSE:TGI) is a global leader in the aerospace industry, providing innovative solutions for aircraft structures, systems, and components. In the second quarter of 2025, Triumph Group continued to deliver strong financial results, showcasing its resilience and adaptability in a constantly evolving market. The company reported a revenue of US$287.5 million, representing a 1.0% increase from the same period in 2024. This growth can be attributed to the company’s strategic focus on expanding its market presence and diversifying its product offerings. Despite the ongoing challenges posed by the global pandemic, Triumph Group has remained steadfast in its commitment to driving growth and delivering value to its stakeholders. The company’s steady revenue growth is a testament to its strong business fundamentals and effective execution of its growth strategies. One significant factor contributing to Triumph Group’s success is its continued investment in research and development. The company’s R&D efforts have enabled it to introduce new and innovative products, as well as improve existing ones, keeping it at the forefront of technological advancements in the aerospace industry.
Moreover, Triumph Group’s strong financial position has allowed it to pursue strategic acquisitions and partnerships, further expanding its capabilities and customer base. These efforts have not only contributed to its revenue growth but also strengthened its competitive advantage in the market. Looking towards the future, Triumph Group is well-positioned to continue its growth trajectory. The company’s strong financial performance, combined with its focus on innovation and strategic initiatives, will help it navigate any challenges and capitalize on emerging opportunities. In conclusion, Triumph Group’s second-quarter results demonstrate its resilience and steady growth in a dynamic market. With a solid foundation and a clear vision for the future, the company remains committed to driving value for its customers, employees, and shareholders.
Earnings
TRIUMPH GROUP, a leading aerospace and defense company, recently released its earning report for FY2024 Q3 ending December 31, 2021. The report showed a steady growth for the company, with a 1.0% increase in revenue compared to the previous quarter. Total revenue for the quarter was reported at 319.25M USD, while net income reached 7.24M USD.
However, when looking at the year-on-year comparison, TRIUMPH GROUP experienced a 2.9% decrease in total revenue and a significant 33.9% decrease in net income. This can be attributed to various factors such as market conditions and global economic challenges. Despite the decrease in revenue and net income compared to the previous year, TRIUMPH GROUP has shown overall growth in the last three years. In fact, the company’s total revenue has increased from 319.25M USD to 284.96M USD during this period. This consistent growth demonstrates TRIUMPH GROUP’s strong position in the market and its ability to navigate through challenging times. TRIUMPH GROUP’s success can be attributed to its strategic initiatives and strong business model. The company has continuously invested in research and development to stay ahead of the competition and offer innovative solutions to its customers.
Additionally, TRIUMPH GROUP has expanded its reach globally, securing new contracts and partnerships, which have contributed to its steady growth. Looking ahead, TRIUMPH GROUP remains optimistic about its future performance. With a solid financial foundation and a focus on innovation and expansion, the company is well-positioned to continue its growth trajectory and achieve even greater success in the years to come.
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Triumph Group. More…
| Total Revenues | Net Income | Net Margin |
| 1.41k | -52.9 | -1.3% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Triumph Group. More…
| Operations | Investing | Financing |
| -8.23 | -33.49 | 99.45 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Triumph Group. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 1.68k | 2.35k | -8.72 |
Key Ratios Snapshot
Some of the financial key ratios for Triumph Group are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| -12.4% | 17.8% | 7.7% |
| FCF Margin | ROE | ROA |
| -2.3% | -10.1% | 4.1% |
Analysis – Triumph Group Stock Intrinsic Value
As a team of financial analysts, we at GoodWhale have conducted a thorough analysis of TRIUMPH GROUP‘s fundamentals. After examining key aspects such as the company’s financial statements, market trends, and industry performance, we have determined that the fair value of TRIUMPH GROUP’s stock is approximately $14.7. This value has been calculated using our proprietary Valuation Line, which takes into account various factors such as earnings, cash flow, and growth potential. At the current stock price of $17.98, TRIUMPH GROUP’s stock is overvalued by 22.6% according to our analysis. This means that the market price of the stock is higher than its intrinsic value, which suggests that it may not be a good investment opportunity at this time. We believe that there are a few factors contributing to the overvaluation of TRIUMPH GROUP’s stock. Firstly, the overall market sentiment and investor optimism may be driving up the stock price beyond its true value. Additionally, there may be some speculation or hype surrounding the company’s future prospects, causing an inflated stock price. While TRIUMPH GROUP may have solid fundamentals and a strong track record, it is important for investors to consider the current market conditions and potential risks before making any investment decisions. We recommend cautiousness and careful evaluation before investing in TRIUMPH GROUP at its current stock price. More…

Peers
Their primary competitors include TAT Technologies Ltd, Montana Aerospace AG, and Curtiss-Wright Corp. All four of these companies specialize in providing innovative solutions to the aerospace and defense industries.
– TAT Technologies Ltd ($NASDAQ:TATT)
TAT Technologies Ltd is a leading global provider of services and products to the commercial and military aerospace and ground defense industries. The company has a market capitalization of 49.96M as of 2022. This market cap is a measure of the company’s total value and is calculated by multiplying its share price by the number of its outstanding shares. The company’s return on equity (ROE) for 2022 was -3.59%. This shows that the company’s management has been unsuccessful in generating profits from its investors’ capital. TAT Technologies Ltd focuses on providing solutions for aircraft maintenance, repair and overhaul (MRO), as well as production of heat transfer solutions and other related products.
– Montana Aerospace AG ($LTS:0AAI)
Montana Aerospace AG is a technology company based in Switzerland that specializes in aerospace components and systems. The company has a market cap of 882.67M as of 2022, which is a testament to its success, as it ranks among the top aerospace companies in the world. Montana Aerospace AG has also been able to maintain a negative Return on Equity (ROE) of -2.36%, indicating that the company is not utilizing its assets and equity efficiently. This is a sign of potential financial distress, as the company may not be able to generate enough returns to cover its costs and make profits. However, the company remains well-positioned to benefit from the growing aerospace industry.
– Curtiss-Wright Corp ($NYSE:CW)
Curtiss-Wright Corp is a US-based aerospace and defense company that provides highly engineered products and services to the global aerospace, defense, power generation and general industrial markets. As of 2022, the company has a market cap of 6.35B and a return on equity of 12.86%. The company has a strong track record of delivering superior returns for shareholders, and its success is reflected in its market capitalization. Curtiss-Wright is well positioned to continue to capitalize on the opportunities presented by the global aerospace and defense industry, as well as the broader industrial markets.
Summary
Triumph Group reported a 1.0% increase in revenue for the second quarter of 2025, reaching US$287.5 million. This is a positive sign for investors, as it shows the company is continuing to grow and generate strong revenues. Additionally, the increase in revenue may lead to higher profits and potentially higher stock prices.
However, it is important to note that this information alone may not be enough to make a sound investment decision. Other factors such as the company’s financial stability, market trends, and competition should also be considered before making any investment in Triumph Group.
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