Triumph (TFIN) Q2 2025 Earnings Call Transcript

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Thursday, July 17, 2025, astatine 10:30 a.m. ET

• Chief Executive Officer — Aaron P. Graft

• President of Intelligence — Dawn Favier

• Chief Operating Officer — Todd N. Ritterbusch

• Chief Financial Officer — William Bradley Voss

• Chief Credit Officer — Kimberly Fisk

Aaron P. Graft: Thank you, Luke. Good morning, and welcome. Not definite however galore of you made it done each 34 pages of the missive that was published past evening. If not, possibly you got an AI summary that did it justice. We usage AI successful our business, but we bash not usage AI to draught this missive due to the fact that frankly, we worth the subject and the grind to enactment it together. We don't draught it conscionable for investors, we bash it to recalibrate internally to absorption connected our goals and our strategy. And we enactment hard to not person immoderate throwaway phrases oregon sections, and we debar legales arsenic overmuch arsenic possible.

So I anticipation you find it arsenic invaluable to work arsenic we bash arsenic a squad to prepare. Now arsenic you saw, determination was a batch of sound successful the quarter. The loudest sound was owed to the palmy solution of the 5-year curfuffle with the United States Postal Service. It was agelong overdue. But successful the end, it's what we expected. Beyond the fiscal recoupment of each that we were owed, I anticipation investors tin spot that arsenic conscionable 1 portion of grounds that you tin instrumentality Triumph that it's worked. We volition enactment deliberately to present connected our promises.

Now immoderate investors don't ever similar what we person to say, what our strategy is, but we enactment precise hard to ne'er springiness you a crushed to uncertainty what we person to say. And we said we would retrieve that -- those funds from the USPS and we did. Turning backmost to halfway results and strategy. The halfway proscription concern had a large 4th of gross growth, and I spot tons of accidental successful beforehand of us. Second, recognition prime besides improved materially. And finally, with respect to strategy, I would promote investors who privation to recognize our strategy wage adjacent attraction to the worth concatenation conception successful the shareholder letter.

It helps framework what we person been moving connected for rather immoderate time, but lone precocious publically revealed. With that instauration and my idiosyncratic invited to Dawn Favier, our President of Intelligence to the call, we volition crook it implicit for questions.

Operator: [Operator Instructions] Our archetypal question volition travel from Matt Olney with Stephens.

Matthew Covington Olney: I privation to commencement connected the Greenscreens acquisition. Now that the woody has closed, immoderate aboriginal observations that you tin see. And conscionable punctual america of the timing of the integration of Greenscreens and what your archetypal expectations are arsenic acold arsenic lawsuit adoption pursuing the integration.