Loading viewer...
investor_presentation
Format: PDF investor_presentation
TRIUMPH / Q1 FY’23 / AUG 3, 2022 First Quarter FY’23 Earnings Conference Call Daniel J. Crowley , Chairman, President and Chief Executive Officer James F. McCabe Jr. , Senior Vice President and Chief Financial Officer
TRIUMPH / Q1 FY’23 / AUG 3, 2022
Earnings Conference Call
Daniel J. Crowley , Chairman, President and Chief Executive Officer
James F. McCabe Jr. , Senior Vice President and Chief Financial Officer
TRIUMPH / Q1 FY’23 / AUG 3, 2022FORWARD LOOKING STATEMENTS
This presentation contains forward -looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 . Forward -looking statements are often,
but not always, identified by words such as “anticipate”, “believe”, “expect”, “plan”, “intend”, “project”, “may”, “will”, “s hould”, “could”, or similar words suggesting future
outcomes or outlooks. These forward -looking statements include, but are not limited to, statements of expectations of or assumpt ions about strategic actions, objectives,
expectations, intentions, aerospace market conditions, aircraft production rates, financial and operational performance, reve nueand earnings growth and profitability and
earnings results. These statements are based on the current projections, expectations and beliefs of TRIUMPH’s management. Th eseforward looking statements involve
known and unknown risks, uncertainties and other factors which could cause actual results to differ materially from any expec tedfuture results, performance or
achievements, including, but not limited to, competitive and cyclical factors relating to the aerospace industry, dependence on some of TRIUMPH’s business from key
customers, requirements of capital, uncertainties relating to the integration of acquired businesses, general economic condit ions affecting TRIUMPH’s business
segments, product liabilities in excess of insurance, technological developments, limited availability of raw materials or sk illed personnel, changes in governmental
regulation and oversight and international hostilities and terrorism. Further information regarding the important factors tha t could cause actual results, performance or
achievements to differ from those expressed in any forward -looking statements can be found in TRIUMPH’s reports filed with the S EC, including in the risk factors
described in TRIUMPH’s Annual Report on Form 10 -K for the fiscal year ended March 31, 2022.3
TRIUMPH / Q1 FY’23 / AUG 3, 2022
CONSOLIDATED HIGHLIGHTS
MRO , 14%Military MRO
3%SALES BY ENDMARKET (Q1 FY23)
69%Aerospace Structures
31%ADJUSTED OPERATING INCOME (Q1 FY23)
$49MQ1 FY’23 Takeaways
•Organic sales growth…Strong BtB…ramp up continuing
•Continuing backlog up 7% on commercial demand
•Proactively addressing supply chain / inflation risks
•Completed Stuart divestiture
•Updating revenue and earnings guidance while reiterating cash guidance+1%
Backlog as of 6/30/224
Preview truncated — download the full document for the complete content.
investor_presentation
25 Pages
investor_presentation
25 Pages
Pfizer