TriMas (NASDAQ:TRS) Posts Quarterly Earnings Results, Misses Expectations By $0.01 EPS

Posted by Renee Jackson on Feb 27th, 2026

TriMas (NASDAQ:TRS – Get Free Report) issued its earnings results on Thursday. The industrial products company reported $0.40 earnings per share for the quarter, missing analysts’ consensus estimates of $0.41 by ($0.01), Briefing.com reports. TriMas had a net margin of 4.35% and a return on equity of 12.39%. The business had revenue of $155.49 million during the quarter, compared to analyst estimates of $192.96 million. During the same period in the prior year, the business posted $0.43 EPS. The company’s revenue for the quarter was up 12.4% compared to the same quarter last year.

Here are the key takeaways from TriMas’ conference call:

TriMas is selling TriMas Aerospace for about $1.45 billion (≈$1.2 billion net after-tax proceeds) with the deal expected to close in mid‑to‑late March, leaving a more focused two‑segment company and reporting Aerospace as discontinued operations.
2025 results beat expectations: adjusted EPS was $2.09 (up 27% YoY), total company net sales rose ~12.7% to just over $1 billion, and adjusted segment operating profit increased >30% to $149 million, driven by sales growth and operational execution.
Management has deployed capital aggressively and signaled shareholder returns: it repurchased >3 million shares for ≈$100 million, increased the remaining buyback authorization to $150 million, and intends to use Aerospace proceeds to pay down revolver borrowings and fund buybacks, M&A, and growth initiatives.
Companywide transformation underway — a Lean Six Sigma‑based operational excellence program, a January realignment, and a restructured commercial model are expected to deliver >$10 million of cost reductions in 2026 and >$15 million on an annualized basis, supporting management’s target of 3%–6% sales growth and >300 bps of operating margin improvement in 2026.
Near‑term headwinds include a Q1 2026 guidance caveat that Q1 will be the lowest quarter for margins and EPS, packaging had Q4 margin pressure from mix and seasonality, and net leverage rose to 2.6x after using revolver borrowings to fund repurchases (to be partly paid down with sale proceeds).

TriMas Stock Up 1.4%

Shares of TriMas stock traded up $0.54 on Friday, hitting $38.54. The company had a trading volume of 109,494 shares, compared to its average volume of 415,625. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.42 and a current ratio of 2.68. The stock has a 50 day moving average of $35.54 and a 200-day moving average of $35.97. TriMas has a 1 year low of $19.45 and a 1 year high of $42.00. The stock has a market capitalization of $1.57 billion, a price-to-earnings ratio of 35.66 and a beta of 0.57.

TriMas Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Friday, February 27th will be paid a $0.04 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.16 annualized dividend and a dividend yield of 0.4%. TriMas’s dividend payout ratio is 14.81%.

More TriMas News

Here are the key news stories impacting TriMas this week:

Positive Sentiment: Board increased share repurchase authorization to $150 million, expanding an already active buyback program that returned $103.3M in 2025 — a clear capital-allocation move that supports EPS and shareholder value. TriMas Announces Increased Share Repurchase Authorization to $150 Million
Positive Sentiment: Management outlined a strategic transformation targeting 3%–6% sales growth and more than $10M of cost reductions in 2026, which, if realized, should improve margins and justify a higher multiple. TriMas outlines 3-percent–6-percent sales growth and 10M cost reductions in 2026 amid strategic transformation
Positive Sentiment: Q4 revenue rose ~12.4% year-over-year, indicating demand strength in parts of the business despite other weaknesses — a sign investors can point to for top-line resilience. TriMas Corp (TRS) Q4 2025 Earnings Call Highlights: Strong Sales Growth Amidst Challenges
Neutral Sentiment: Analyst consensus and earnings outlook coverage are being updated following the prints; sell-side estimates are being reevaluated and will influence near-term sentiment depending on revisions. Earnings Outlook For TriMas
Negative Sentiment: Q4 EPS missed expectations ($0.40 vs. $0.41) and revenue missed materially ($155.5M reported vs. ~$193M consensus), which likely drove the immediate negative reaction as investors focused on the shortfall. TriMas (TRS) Lags Q4 Earnings Estimates
Negative Sentiment: FY2026 revenue guidance was issued notably below Wall Street’s prior consensus, creating concern about near-term growth expectations and explaining downward pressure despite buybacks and cost saves. (See the company’s Q4 presentation and call transcript for details.) TriMas Corporation (TRS) Q4 2025 Earnings Call Transcript

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of TriMas in a research report on Monday, December 29th. BWS Financial restated a “buy” rating and issued a $45.00 price objective on shares of TriMas in a report on Friday, December 5th. KeyCorp restated an “overweight” rating and set a $38.00 price target on shares of TriMas in a report on Thursday. Wall Street Zen downgraded TriMas from a “buy” rating to a “hold” rating in a research note on Saturday, December 6th. Finally, Zacks Research cut TriMas from a “strong-buy” rating to a “hold” rating in a research note on Thursday, December 11th. Two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $41.50.

View Our Latest Report on TRS

Hedge Funds Weigh In On TriMas

Hedge funds and other institutional investors have recently modified their holdings of the business. Invesco Ltd. boosted its holdings in shares of TriMas by 2.5% in the 4th quarter. Invesco Ltd. now owns 76,578 shares of the industrial products company’s stock worth $2,715,000 after buying an additional 1,854 shares during the last quarter. Beartown Capital Management LLC purchased a new stake in shares of TriMas in the fourth quarter worth about $354,000. XTX Topco Ltd boosted its holdings in TriMas by 308.7% in the 4th quarter. XTX Topco Ltd now owns 82,214 shares of the industrial products company’s stock valued at $2,914,000 after purchasing an additional 62,100 shares during the period. Voloridge Investment Management LLC grew its position in TriMas by 11.3% during the fourth quarter. Voloridge Investment Management LLC now owns 74,590 shares of the industrial products company’s stock worth $2,644,000 after buying an additional 7,600 shares in the last quarter. Finally, Twinbeech Capital LP bought a new position in shares of TriMas in the fourth quarter worth approximately $1,267,000. Hedge funds and other institutional investors own 99.42% of the company’s stock.

TriMas Company Profile

(Get Free Report)

TriMas Corporation is a diversified industrial company headquartered in Bloomfield Hills, Michigan. Established in 1980, TriMas has built a global reputation for designing and manufacturing specialized products that serve a wide array of end markets. The company operates through multiple segments, each focused on high-demand niches where engineered solutions and rigorous quality standards are essential.

The Packaging segment supplies closures, dispensing systems and related components for the personal care, household chemicals, food and beverage, and pharmaceutical markets.