How did TRS's Q1 2025 EPS forecast compare to past trends?
4/3/2025 03:14pm
**Trimas' Q1 2025 EPS forecast is below the recent past trend.**
1. **Current Forecast**: Trimas expects adjusted EPS of $1.70 to $1.85 for full-year 2025, which is below the analyst consensus of $2.01.
2. **Recent Performance**: In Q4 2024, TriMas reported an adjusted EPS of $0.43, which is lower than the expected Q1 2025 EPS range.
3. **Trends in Specific Segments**:
- **Aerospace Segment**: Expected strong sales in 2025 due to robust market demand and backlog.
- **Packaging Segment**: Expect a reversion to a more normalized market growth rate after market recovery and channel fill in 2024.
- **Specialty Products Segment**: Anticipated flat to slightly increasing sales in 2025 as customers work through inventories.
4. **Insider Activity**: Recent insider purchases by directors Shawn Sedaghat and Thomas Amato indicate confidence in the company's future performance.
5. **Market Conditions**: The company's Q4 results showed strong sales growth in Packaging and Aerospace segments, which may indicate challenges in the Specialty Products segment.
In conclusion, while there are positive indicators such as strong sales in key segments and insider buying, the EPS forecast for Q1 2025 is lower than the recent past, suggesting that the company may face some challenges or uncertainties in the coming quarter.