Triumph Group raises FY25 adjusted EPS view to 70c-76c from 52c

Consensus 41c. Backs FY25 revenue view $1.2B, consensus $1.21B. Raises FY25 adjusted EBITDAP view to $190M-$195M from $182M. Crowley continued, “TRIUMPH is raising its fiscal 2025 earnings and cash flow guidance on strong aftermarket demand and the improvement in Interiors, while maintaining sales guidance despite lower short-term OEM production rates which we expect to recover in our fourth quarter. Our strong aftermarket growth and operating performance, and historical seasonality will accelerate our free cash flow generation in the second half of FY25. We expect to deliver top and bottom-line growth rates at or above the market as we benefit from continuing strong aftermarket demand.”