TriMas Q4 sales rise 12.5%, boosts buyback

TriMas

26/02/2026 13:09

Overview

Industrial products maker's Q4 net sales rose 12.5% yr/yr

Company repurchased over 3 mln shares, increased buyback authorization

Aerospace segment moved to discontinued operations, divestiture on track for Q1 2026

Outlook

TriMas expects 2026 sales growth of 3% to 6% year-over-year

Company anticipates over 300 basis points improvement in operating profit margin in 2026

TriMas plans to use Aerospace sale proceeds for growth investments and share repurchases

Result Drivers

PACKAGING GROWTH - Q4 sales growth driven by higher demand in industrial and life science markets, offset by softer demand in food and beverage packaging

COST REDUCTION - TriMas implemented cost reduction initiatives expected to generate $15 million in annualized savings

AEROSPACE DIVESTITURE - Aerospace segment moved to discontinued operations; divestiture on track to close in Q1 2026

Company press release: ID:nBwc21b4wa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$256.50 mln
$143.11 mln (1 Analyst)
Q4 Adjusted EPS
Beat
$0.40
$0.002 (1 Analyst)
Q4 EPS
$2.03


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the non-paper containers & packaging peer group is "buy"

Wall Street's median 12-month price target for TriMas Corp is $41.50, about 12.6% above its February 25 closing price of $36.85

The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)