KeyBanc upgrades TriMas stock to Overweight on aerospace demand momentum

Published 13/08/2025, 06:44
KeyBanc upgrades TriMas stock to Overweight on aerospace demand momentum

Investing.com - KeyBanc upgraded TriMas Corp . (NASDAQ:TRS) from Sector Weight to Overweight on Wednesday, setting a price target of $45.00. The stock, currently trading at $35.67, has shown remarkable momentum with a 50% gain over the past year, according to InvestingPro data.

The upgrade follows virtual investor meetings with TriMas’s new CEO, Tom Snyder, and Head of Investor Relations, Sherry Lauderback, which left KeyBanc with increased optimism about the company’s aerospace demand momentum and potential for improved packaging segment margins over the long term. The company’s solid financial position is evident in its healthy current ratio of 2.59 and steady revenue growth of 6.72% in the last twelve months.

KeyBanc acknowledged that TriMas’s portfolio might eventually shift toward a pure-play packaging mix as the board continues its strategic review, but expressed cautious optimism that any transformation could proceed more slowly given solid aerospace demand visibility into fiscal years 2026 and 2027.

The research firm suggested that if aerospace remains a strategic component of TriMas’s portfolio in the near to intermediate term, it could help the company unlock the full potential of what KeyBanc considers an underappreciated multiple.

KeyBanc’s updated sum-of-the-parts analysis implies a share price of approximately $48 for TriMas, supporting the new Overweight rating and $45 price target. With the stock trading at a P/E ratio of 38.5x, InvestingPro analysis suggests the stock is currently trading above its Fair Value. Discover 12 additional exclusive ProTips and comprehensive valuation metrics with an InvestingPro subscription.

In other recent news, TriMas Corporation reported its second-quarter earnings for 2025, surpassing analyst expectations. The company achieved an adjusted earnings per share (EPS) of $0.61, significantly higher than the forecasted $0.47. Revenue also exceeded predictions, reaching $275 million compared to the anticipated $248.81 million. Additionally, BWS Financial has raised its price target for TriMas from $40 to $45 while maintaining a Buy rating. This adjustment was influenced by stronger-than-expected performance in TriMas’s packaging and aerospace divisions. Consequently, the company has increased its sales and earnings guidance for the current year. These developments reflect recent positive momentum for TriMas.

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