Q2FY12-8-K


UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C.  20549
 
FORM 8-K
 
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(D) OF
THE SECURITIES EXCHANGE ACT OF 1934
 
Date of Report (Date of earliest event reported): November 3, 2011
 
TRIUMPH GROUP, INC.
(Exact name of registrant as specified in its charter)
 
Delaware
 
1-12235
 
51-0347963
(State or other jurisdiction of
incorporation)
 
(Commission File Number)
 
(IRS Employer Identification
No.)
 
 
 
 
 
899 Cassatt Road, Suite 210
 
19312
Berwyn, Pennsylvania
 
(Zip Code)
(Address of principal executive offices)
 
 
 
(610) 251-1000
(Registrant's telephone number, including area code)
 
Not Applicable
(Former name or former address, if changed since last report.)
 
 
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
 
o     Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
 
o     Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
 
o     Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
 
o     Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))






Item 2.02
 
Results of Operations and Financial Condition.
 
On October 31, 2011, Triumph Group, Inc. issued a press release announcing its financial results for the second fiscal quarter ended September 30, 2011 and the following day conducted a conference call to further discuss the financial results.  The full text of the press release is furnished as Exhibit 99.1 to this Current Report.
 
On the conference call, in addition to reviewing the information contained in the press release, the executive officers also discussed the following financial information:
 
•
For the fiscal quarter ended September 30, 2011, sales mix was as follows:  commercial was 50% (compared to 48% in the prior full fiscal year), military was 33% (compared to 37% in the prior full fiscal year), business jets were 13% (compared to 11% in the prior full fiscal year), regional jets were 1% (same as the prior full fiscal year) and non-aviation was 3% (compared to 3% in the prior full fiscal year).
 
•
The top ten programs represented in the backlog were the 747, G450/G550, 777, V-22, 737 NG, 787, C-17, C-130, UH60 and 767 programs, respectively.
 
•
For the fiscal quarter ended September 30, 2011, Boeing commercial, military and space accounted for 46% of net sales.
 
•
For the fiscal quarter ended September 30, 2011, OEM sales represented 87% (compared to 85% in the prior full fiscal year), Aftermarket sales represented 11% (compared to 12% in the prior full fiscal year), and Other was 2% (compared to 3% in the prior full fiscal year)
 
•
Same store sales for the fiscal quarter ended September 30, 2011 were $792.3 million, an increase of 3% over the comparable quarter in the prior fiscal year. Aerostructures same store sales for the fiscal quarter ended September 30, 2011 were $588.0 million, an increase of 2% over the comparable quarter in the prior fiscal year. Aerospace Systems same store sales for the fiscal quarter ended September 30, 2011 were $133.8 million, an increase of 8% over the comparable quarter in the prior fiscal year. Aftermarket Services same store sales for the fiscal quarter ended September 30, 2011 were $70.5 million, an increase of 3% over the comparable quarter in the prior fiscal year.
 
•
Export sales for the fiscal quarter ended September 30, 2011 were $111.8 million, an increase of 12% over the comparable quarter in the prior fiscal year.
 

 
 
 




The information in this Item 2.02 of this Report on Form 8-K and Exhibit 99.1 attached hereto shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.
 
Item 9.01
 
Financial Statements and Exhibits.
 
 
 
(d)       
 
Exhibits.
 
Exhibit No.
 
Description
 
 
 
99.1
 
Press Release dated October 31, 2011






SIGNATURE
 
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
Date:
November 3, 2011
TRIUMPH GROUP, INC.
 
 
 
 
 
 
By:
/s/ John B. Wright, II
 
 
 
John B. Wright, II
 
 
 
Vice President, General Counsel and Secretary





TRIUMPH GROUP, INC.
CURRENT REPORT ON FORM 8-K
 
EXHIBIT INDEX
 
Exhibit No.
 
Description
 
 
 
99.1
 
Press Release dated October 31, 2011






TRIUMPH GROUP, INC.
CURRENT REPORT ON FORM 8-K
EXHIBIT INDEX

Exhibit No.
 
Description
 
 
 
99.1
 
Press Release dated October 31, 2011