TRIUMPH continuing IP-based Aftermarket was ~26% of Q3 sales • FORWARD LOOKING STATEMENT TRIUMPH / Q3 FY'24 / Feb 7, 2024 | 2 TRIUMPH Product Support is an industry leader in the Maintenance, Repair and Overhaul (MRO) of structures and airframe and engine accessories. Purchase price for $725 M (approximately 14.5x TTM 9/30 earnings) • Transaction allows TRIUMPH to meaningfully de-lever and focus on IP-based businesses Expected close this quarter…straight-forward carve out • Product Support Sale Transformati ...

United States Securities and Exchange Commission Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended September 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Period From _________ to ________ Commission File Number: 1-12235 TRIUMPH GROUP, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inco ...

In Q2, Triumph's commercial OEM shipments were up 70% year-over-year, while commercial aftermarket revenues rose 48% year-over-year. Military OEM sales were consistent with prior year, while military MRO rose 24% year-over-year on the strength of many programs, led by V-22 pylon conversion actuators. As production demand increases, we are working closely with our customers to derisk the supply chain by securing alternate sources where necessary to keep cost competitive and to in-sourcing more work as rates ...

United States Securities and Exchange Commission Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended June 30, 2023 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Period From _________ to ________ Commission File Number: 1-12235 TRIUMPH GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 51-0347963 (State or other juris ...

The following table shows our Adjusted EBITDA and Adjusted EBITDAP reconciled to our net income for the indicated periods (in thousands): | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------|---------------|-------|------------------------------------|--------------|-------------|-------------------------------------------| | Cash used in operating activities | $ in millions | $ | Three Months Ended \n2023 (63.7) | June 30, \n$ | 2022 (93.0) | Fiscal 2024 Guidance \n$ 60.0 - $ 80 ...

Company Participants Welcome to Triumph Group's First Quarter Fiscal Year 2024 Results Conference Call. Today, all participants will be in a listen-only mode. [Operator Instructions] Please note that todayÂ's event is being recorded. Thomas Quigley Daniel Crowley '23. This will offset the anticipated 4% reduction of still high cargo volumes compared to calendar '22. The increased orders for Airbus and Boeing commercial aircraft benefits all Triumph's operating companies. The mood of the air show was very up ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 1-12235 Triumph Group, Inc. (Exact name of registrant as specified in its charter) Delaware 51-0347963 (State or other jurisdiction of (I.R.S. ...

Turning to Slide 3, I'll summarize the highlights for the quarter. First, we generated organic sales growth of 21% over the prior year quarter, with increased sales reported across all our end markets. Year-over-year sales growth was 14%, driven by improving commercial OEM and MRO demand. Note that aftermarket accounted for 41% of our Q4 sales, while military programs account for 37, both up from prior years. Key drivers for the increased Q4 revenue included higher volume on the Boeing 737 and 787, OEM and ...

FORWARD LOOKING STATEMENTS 2 TRIUMPH / Q4 FY'23 / MAY 17, 2023 • Organic sales growth…21% quarter over quarter…14% YTD • Backlog up 11% on commercial demand • Extended debt maturities for 5 years Commercial OEM 37% Military OEM 20% Commercial MRO, 24% Military MRO 16% Non-Aviation 3% SALES BY ENDMARKET (Q4 FY23) $0.3B OEM Production, 38% Aftermarket, 59% Non-Aviation, 3% RELATIVE PROFIT ALLOCATION (Q4 FY23) 3 TRIUMPH / Q4 FY'23 / MAY 17, 2023 $1.6B Backlog as of 3/31/23 Q4 Bookings & Revenue Highest in Fisc ...

United States Securities and Exchange Commission Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended December 31, 2022 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Period From _________ to ________ Commission File Number: 1-12235 TRIUMPH GROUP, INC. (Exact name of registrant as specified in its charter) Delaware 51-0347963 (State or other j ...