TRS · Trimas Corp
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. TriMas (TRS) posted Q2 2026 net sales of $174.6 million (+1.6% YoY), adjusted operating profit up 29% to $14.9 million and adjusted EPS of $0.52 vs. $0.20, raised the low end of full-year 2026 adjusted EPS guidance to $1.60–$1.70, while Specialty Products operating margin guidance of 6%–8% reflects higher costs from labor ramp-up challenges.
- + Raised low end of full-year 2026 adjusted EPS guidance to $1.60–$1.70 (from $1.50–$1.70).
- + Q2 adjusted operating profit increased 29% to $14.9 million with margin expanding 180 bps to 8.5%.
- + Adjusted diluted EPS grew 160% to $0.52 from $0.20, supported by interest income and share repurchases.
- + Repurchased more than 5 million shares since November 2025, reducing share count to ~35.9 million.
- + Strong balance sheet with $1.24 billion cash and $846 million net cash position providing deployment flexibility.
- + Specialty Products full-year sales growth guidance raised to 6%–9% (from prior 3%–6%) on strong order activity.
- − Specialty Products Q2 operating margin declined to 2.2% from 4.4% due to labor ramp-up and manufacturing inefficiencies.
- − Specialty Products full-year operating margin guidance of 6%–8% reflects higher second-quarter costs.
- − Q2 free cash flow was a use of $12.9 million vs. a $7.7 million source in prior year period.
- − Resin cost under-recovery pressured Q2 packaging margins by ~100 bps.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Packaging & Containers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TRS
this stock
Trimas Corp
|
$1.40B | +10.4% | +2.4% | 1.6 | 9.9% |
|
SW
Smurfit Westrock plc
|
$24.34B | +10.0% | +47.7% | 49.4 | 4.6% |
|
PKG
Packaging Corp Of America
|
$21.13B | +10.8% | +7.2% | 30.8 | 3.8% |
|
AMCR
Amcor plc
|
$19.78B | — | +56.6% | 18.0 | 4.7% |
|
IP
International Paper Co /New/
|
$18.55B | -18.8% | +49.3% | — | 8.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TRS | -0.1% | +0.7% | +0.7% | +1.4% | +10.4% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +0.1% | +1.2% | -11.5% | +0.4% | -2.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.