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Sep 30, 2021

Triumph Group Q2 2022 Earnings Report

Reported improved margins and cash flow, raised adjusted earnings guidance.

Key Takeaways

Triumph Group reported second quarter fiscal year 2022 results with improved margins and cash flows. The company secured over $1 billion in new contracts and invested in its newly formed joint venture with Air France Industries KLM Engineering & Maintenance, xCelle Americas.

Net sales of $357.4 million

Operating income of $16.5 million with operating margin of 5%; adjusted operating income of $28.0 million with adjusted operating margin of 8%

Net loss of $9.1 million, or ($0.14) per share; adjusted net income of $6.4 million, or $0.10 per diluted share

Cash flow used in operations of $36.0 million; free cash use of $41.4 million

Total Revenue
$357M
Previous year: $482M
-25.8%
EPS
$0.1
Previous year: -$0.08
-225.0%
Adj. EBITDAP Margin
10%
Gross Profit
$95.1M
Previous year: $99.7M
-4.7%
Cash and Equivalents
$194M
Previous year: $440M
-55.9%
Free Cash Flow
-$41.4M
Previous year: -$47.3M
-12.5%
Total Assets
$1.8B
Previous year: $2.53B
-28.9%

Triumph Group

Triumph Group

Forward Guidance

The Company continues to expect GAAP fiscal year 2022 earnings per diluted share of ($0.15) to $0.05 and updated its adjusted earnings per diluted share to $0.68 to $0.88, up $0.27 from prior guidance. The Company continues to expect fiscal year 2022 cash used in operations of $110.0 million to $125.0 million and free cash use of $135.0 million to $150.0 million.