| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 74 | 1.6x | 17.8x | Top tier | |
Growth | 69 | 36.3% | 7.1% | Top tier | |
Quality | 48 | 5.8% | 4.5% | Around median | |
Safety | 59 | — | 2.6x | Around median | |
Capital Return | 68 | 0.40% | 2.12% | Top tier | |
Momentum | 61 | 5.6% | 2.9% | Around median | |
Sentiment | 63 | 2 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
TriMas Corporation is an industrial company that became more focused after divesting TriMas Aerospace and now operates through two main segments. TriMas Packaging generated revenue of $143 million in Q2 fiscal 2026 from packaging solutions serving markets including industrial products, life sciences, beauty and personal care, and food and beverage, while Specialty Products, which benefits from demand for Norris Cylinder products, generated approximately $32 million. Packaging therefore represented about 82% of the company’s quarterly revenue, compared with about 18% for Specialty Products.
In Q2 fiscal 2026, revenue increased 1.6% year over year to $174.6 million, but organic growth was nearly flat, as growth in the industrial and life sciences markets was offset by weakness in beauty and personal care and food and beverage. Gross profit according to EDGAR data was approximately $35.3 million, equivalent to a gross margin of about 20.2%, while net income was $13.4 million and diluted earnings per share were $0.37. On an adjusted basis, operating profit increased 29% to $14.9 million, operating margin expanded 180 basis points to 8.5%, and adjusted earnings per share rose from $0.20 to $0.52.
During the first six months of fiscal 2026, revenue increased 5.8% to $342.9 million, including organic growth of 3.4%, adjusted operating profit increased by more than 30%, and adjusted earnings per share more than doubled to $0.75. The improvement in earnings came from cost reductions, higher interest income on the proceeds from the Aerospace sale, and a lower share count, rather than from a strong acceleration in quarterly revenue alone. The company ended the quarter with more than $1.2 billion in cash and net cash of $846 million, giving it flexibility for organic investment, targeted acquisitions, or returning capital to shareholders.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” but the average, high, and low targets are identical at $38, meaning the data reflect a single target with no dispersion that can be used to assess differences in opinion. This target lies within the 52-week range of $30.43–$45.43; it is approximately 24.9% above the bottom of the range and approximately 16.4% below its peak. A reliable price-to-earnings ratio is not available in the data, and part of the improvement in fiscal 2026 earnings came from interest income and share repurchases, so the positive consensus should be weighed against slow organic growth and the execution risks of the margin improvement plan.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Following the divestiture of Aerospace, TriMas focuses on TriMas Packaging and Specialty Products. Packaging generated revenue of $143 million in Q2 fiscal 2026 from markets including industrial products, life sciences, beauty and personal care, and food and beverage. Specialty Products generated approximately $32 million, driven by demand and market share gains at Norris Cylinder.
Revenue increased only 1.6% to $174.6 million, and organic growth was nearly flat, but adjusted operating profit increased 29% to $14.9 million. Cost-reduction and efficiency-improvement measures expanded the adjusted operating margin by 180 basis points to 8.5%. Adjusted earnings per share, which increased from $0.20 to $0.52, also benefited from interest income on the proceeds from the Aerospace sale and from the lower share count following repurchases.
Management expects company sales growth of 3%–6% and an operating margin improvement of more than 300 basis points compared with fiscal 2025. It raised the low end of its adjusted earnings per share guidance by $0.10 to a range of $1.60–$1.70. The guidance includes growth of 3%–6% in Packaging and growth of 6%–9% with a margin of 6%–8% in Specialty Products.
The process of transferring capacity from the Atkins facility temporarily disrupted part of the production capacity, pressuring food and beverage sales in Q2 fiscal 2026. Management said on July 30, 2026, that the asset transfer had been completed and the facility had been closed, after production ramp-up began at the receiving sites in late June and July 2026. The company expects the consolidation to support additional savings and margin improvement during the second half of fiscal 2026, while fulfilling demand that could not be converted into sales during the transfer.
TriMas ended Q2 fiscal 2026 with more than $1.2 billion in cash and net cash of $846 million. Management and the Strategic Investment Committee are evaluating organic growth opportunities and targeted acquisitions in packaging and life sciences, but they have not announced a transaction or specific timing. By the end of the quarter, the company had spent $175 million to repurchase more than 5 million shares, with $76 million remaining under the current authorization, while invested funds generated an average yield of 3.7% during the quarter.
Sales at Specialty Products, which benefits from Norris Cylinder, increased 10.2% to approximately $32 million in Q2 fiscal 2026. However, difficulties in increasing staffing and production capacity raised temporary labor costs, overtime, and overhead, causing the operating margin to fall to 2.2% from 4.4%. The company has begun adjusting staffing levels, spending, and production scheduling and is evaluating further automation, but the fiscal 2026 margin guidance of 6%–8% remains dependent on improved efficiency and execution.
