TriMas Spins Off Aerospace for a Leaner Future—But Is Wall Street Buying It?

TriMas Corporation’s first quarter of 2025 demonstrated solid financial performance with notable growth in its key segments: Packaging and Aerospace. The company achieved a year-over-year increase in consolidated net sales of 6.4%, reaching $241.7 million. Organic revenue growth, when excluding currency impacts, acquisitions, and dispositions, was over 8%. The acquisition of GMT Aerospace, completed in February 2025, contributed to $3.3 million of sales growth, nearly offsetting the $3.6 million sales impact from the January divestiture of Arrow Engine. In the Aerospace segment, TriMas witnessed significant organic growth of 27.8%, driven by robust demand in aerospace and defense markets, bolstered operational efficiency, and the addition of GMT Aerospace, now integrated as TriMas Aerospace Germany (TAG). The segment’s operating profit increased, with a margin improvement of 650 basis points, showcasing successful operational strategies and an optimistic long-term growth trajectory. The Packaging segment experienced more moderate organic growth of 3.