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TriMas Earnings Miss Estimates in Q4, Revenues Increase 9% Y/Y

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TriMas Corporation TRS reported fourth-quarter 2024 adjusted earnings per share (EPS) of 43 cents, missing the Zacks Consensus Estimate of 48 cents. The bottom line increased 13.2% from the prior-year quarter. 

Find the latest EPS estimates and surprises on Zacks Earnings Calendar.

Including the impacts of one-time items, the company reported an EPS of 14 cents compared with the year-ago quarter's 19 cents.

TriMas Corporation Price, Consensus and EPS Surprise

 

TriMas Corporation Price, Consensus and EPS Surprise
TriMas Corporation Price, Consensus and EPS Surprise

TriMas Corporation price-consensus-eps-surprise-chart | TriMas Corporation Quote

TRS's revenues increased 8.8% year over year to $228 million, attributed to growth in the Packaging and Aerospace segments. This was offset by the Specialty Products segment. The top line missed the Zacks Consensus Estimate of $229 million.

TriMas’ Q4 Costs & Margins

Cost of sales increased 12.4% year over year to $187 million in the reported quarter. Gross profit fell 4.9% year over year to $41 million. The gross margin was 18% compared with 20.6% in the prior-year quarter.

Selling, general and administrative expenses rose 6.6% year over year to $32 million. Adjusted operating profit increased 23.5% year over year to $23 million. The adjusted operating margin was 10.2% compared with the prior-year quarter’s 9%.

TRS’ Q4 Segmental Performances

Packaging: Net sales were $123 million compared with the year-ago quarter’s $114 million. We predicted net sales to be $118 million for the quarter. Adjusted operating profit decreased 2.5% year over year to $15.7 million in the reported quarter. The figure missed our estimate of $23 million.

Aerospace: Net sales increased 22.3% year over year to $78 million in the fourth quarter. The figure beat our estimate of $72 million. The segment reported an adjusted operating profit of $10.9 million compared with the year-ago quarter’s $6 million. We predicted the segment’s adjusted operating profit to be $9 million for the quarter.

Specialty Products: The segment's revenues decreased 16.8% year over year to $27 million. We predicted net sales to be $42 million for the quarter. The segment reported an adjusted operating profit of $0.76 million compared with the year-ago quarter’s $4 million. The figure missed our estimate of $3.7 million.

TriMas’ Q4 Cash Flow & Balance Sheet Updates

In 2024, the company repurchased approximately 771,067 shares of its outstanding common stock for $19.3 million. As of Dec. 31, 2024, the company had $23.1 million of cash on hand and $239.8 million of available borrowing capacity.

TriMas generated $64 million in cash flow from operations in 2024 compared with $88 million in the prior year.