DonCorleone77 Posted - 1 month ago

$TFIN Triumph Financial reports Q3 EPS 19c, consensus 18c Reports Q3 revenue $106.2M, consensus $107.3M. Reports Q3 tangible book value per share $25.22. Reports Q3 CET1 capital ratio 11.85%. Reports Q3 net charge-offs .08%. The company said, "We don't give forward guidance. We do give investors near-term guidance on expenses, because that is something we largely control. We expect expenses for Q4 to be below $97 million once again. One caveat I will add to that - it is possible we will negotiate an exit with some of the tenants in our recently acquired headquarters building to accommodate our future occupancy needs. That could show up as a one-time item next quarter. The other general piece of guidance I will give relates to Q1 2025. The freight market is soft right now. Catastrophic weather events and geopolitics will add volatility, but they alone will not be a permanent fix for the supply/demand imbalance in the market. I expect seasonality to make it softer in Q1. As a reminder, we typically see a reduction in factoring volumes in the first quarter of somewhere between 4% and 6%. At the same time, we will fight expense pressures that come up in Q1 every year tied to compensation resets, health insurance premium changes, etc. In other words, I do not expect Q1 2025 earnings to be great. We have options to make them better, but each of those would involve taking undue risk or pulling back on the investments we need to make in order to create the network we want to build. We will not do that. We will stick to the long-term plan. I know some investors with shorter investment horizons might not like that - my job is not to make it easy to like what I say, my job is to make sure you never have reason to doubt what I say."

StockInvest_us Posted - 2 months ago

Signal alert: $TFIN - Possible Runner https://stockinvest.us/l/p3nXWcUxEN

NVDAMillionaire Posted - 07/30/24

$TFIN Triumph Financial (TFIN): Navigating the Freight Recession with Resilience and Innovation http://beyondspx.com/2024/07/30/triumph-financial-tfin-navigating-the-freight-recession-with-resilience-and-innovation/

Shlobby Posted - 07/23/24

$TFIN this is a perfect example of trusting rules and staying with the trend

DonCorleone77 Posted - 4 months ago

$TFIN Triumph Financial reports Q2 EPS 8c, consensus 22c Reports Q2 revenue $105.08M, consensus $104.08M. Reports Q2 tangible book value per share $24.60. Reports Q2 net charge-offs .06%. The company said, "Second quarter earnings were as expected in light of the now 30th month of a freight recession. However, it also included some significant wins for Triumph that will create future shareholder value. As I said in my opening remarks last quarter, unless and until seasonal patterns change, I do not see the outlook for earnings changing through year-end. We will continue to accrue capital and watch for opportunities to deploy it. Our pipeline remains full, and I remain excited about our long-term momentum and our ability to win."

Stock_Titan Posted - 4 months ago

$TFIN Triumph Financial Releases Second Quarter 2024 Financial Results https://www.stocktitan.net/news/TFIN/triumph-financial-releases-second-quarter-2024-financial-kj9rjspt7pww.html

insiderbuyingselling Posted - 4 months ago

$TFIN new insider selling: 4598 shares. http://insiderbuyingselling.com/?t=TFIN

Stock_Titan Posted - 4 months ago

$TFIN Triumph Financial Announces Schedule for Second Quarter 2024 Earnings Release and Conference Call https://www.stocktitan.net/news/TFIN/triumph-financial-announces-schedule-for-second-quarter-2024-xz9deahgi73b.html

BigMac789 Posted - 5 months ago

$TFIN possible short

Shlobby Posted - 5 months ago

$TFIN Decent r/r here on a curl up

Stock_Titan Posted - 5 months ago

$TFIN Triumph Financial and C.H. Robinson Announce Strategic Relationship https://www.stocktitan.net/news/TFIN/triumph-financial-and-c-h-robinson-announce-strategic-7c755ys0gi6v.html

TickerDD_com Posted - 05/24/24

From 5/8/2024, looking back across 22 Month-Ends for TFIN, Percentage Change of Average Monthly Price had More Positives (55%) while Percentage Change of Average Monthly Volume had All Positives (100%) $TFIN #TFIN #TFINStock #TickerDD https://www.youtube.com/watch?v=9dwCAXuQIck

Stock_Titan Posted - 04/22/24

$TFIN Triumph Financial to Live Stream Annual Meeting https://www.stocktitan.net/news/TFIN/triumph-financial-to-live-stream-annual-w8r9o3o4qmni.html

Fullratio Posted - 7 months ago

$TFIN debt to equity has plunged by 75% YoY and by 55% from the previous quarter: https://fullratio.com/stocks/nasdaq-tfin/triumph-financial

DonCorleone77 Posted - 7 months ago

$TFIN Triumph Financial reports Q1 EPS 14c, consensus 34c Reports Q1 tangible book value per share $24.42. Reports Q1 net charge-offs .05%. The company said, "Freight continues to be softer than most people predicted. We shared this in our last letter, and it continues to be our view. We are in the 24th month of the longest freight recession in history. It is a grind and there is no way to cheat the grind. We are watching many freight providers go out of business in slow-motion. Going out of business - whether quickly or slowly - is terrible and sad for those to whom it happens. The slow-motion part of this cycle is what makes it a grind. The consensus is that there will be a rebound ("stay alive until '25"), so companies are limping along. In order for the limping to stop, we likely need to see more capacity leave the system. It is happening, but slowly. Credit noise is a steady hum in the background. Total credit expense for the quarter was just under $6 million. This is a real number and a drag on earnings. If you dig deeper; however, you will see that not all of that expense was due to deterioration in credit conditions. Some of it was due to opportunistic growth. I will go into this in more detail below. We are likely seeing the trough in the transportation credit cycle where bankruptcies and asset liquidations are increasing. This is happening both among carriers and brokers. We are likely to see some further migration in our equipment lending portfolio and the one-off reserve here and there. This will continue until the market rebounds. Earnings headwinds are real, but they are not forever. In our last letter, I addressed the two topics above. I also mentioned that we thought freight would be softer, interest rates would remain high, and credit would thus be affected. This is proving to be true. I pointed out that the first quarter is seasonally the weakest quarter for freight. Finally, I also said that we would continue to invest for the future. Some of that expense showed up this quarter and pulled TriumphPay back into negative EBITDA margin as well as affecting our overall profitability. No one at Triumph would claim that 30 basis points of ROA is worth celebrating. It's not. We own that, but I would like to take this opportunity to remind you that we have a plan and we intend to stick to that plan even during this elongated cycle. Borrowing from our chairman's words, we are neither distraught nor distracted. We see the opportunity to forego short-term profits to create long-term value, and we will not deviate from pursuing it. The silver lining is that this freight recession has opened doors for us that were not open in prior years."

Stock_Titan Posted - 7 months ago

$TFIN Triumph Financial Releases First Quarter 2024 Financial Results https://www.stocktitan.net/news/TFIN/triumph-financial-releases-first-quarter-2024-financial-lk2442sc631v.html

Stock_Titan Posted - 7 months ago

$TFIN Triumph Financial Announces Schedule for First Quarter 2024 Earnings Release and Conference Call https://www.stocktitan.net/news/TFIN/triumph-financial-announces-schedule-for-first-quarter-2024-earnings-xej4d2vzbh35.html

eWhispers Posted - 9 months ago

What a difference a quarter makes. The stories tend to change each earnings season as reality meets expectations. The Regional Banks $KRE were the leaders last quarter, but as soon as everyone got excited about the group's breakout as they reported earnings, reality set in. Now that they have all reported, they've become the laggards. If you own $TFIN $TBBK $BOKF, then you are still outperforming the overall market, but 95% of these stocks are lagging the market since reporting. http://eps.sh/wrs

TickerDD_com Posted - 9 months ago

From 2/6/2024, looking back across 22 Month-Ends for TFIN, Percentage Change of Average Monthly Price had Equal (50%) while Percentage Change of Average Monthly Volume had More Positives (95%) $TFIN #TFIN #TFINStock #TickerDD #TFINPrice https://www.youtube.com/watch?v=IJ3nRkHxO_w

DonCorleone77 Posted - 01/23/24

$TFIN Triumph Financial reports Q4 EPS 37c, consensus 40c Reports Q4 revenue $106.15M, consensus $106.92M. Reports Q4 tangible book value per share $24.12. Reports Q4 CET1 capital ratio 11.94%. Reports Q4 net charge-offs .13%.

Last10K Posted - 01/23/24

$TFIN just filed with the SEC a Earnings Release and a Financial Exhibit https://last10k.com/sec-filings/TFIN/0001628280-24-001945.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=8K&utm_term=TFIN

risenhoover Posted - 01/23/24

$TFIN / Triumph Financial files form 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): January 23, 2024 TRIUMPH FINANCIA https://fintel.io/doc/sec-triumph-financial-inc-1539638-8k-2024-january-23-19745-6680?utm_source=stocktwits.com&utm_medium=referral&utm_campaign=filing

tickeron Posted - 01/22/24

Triumph Financial to report earnings on January 23, 2024. Earnings per share (EPS) estimate: $0.37 $TFIN https://srnk.us/go/4975366

Stock_Titan Posted - 10 months ago

$TFIN Triumph Financial Announces Schedule for Fourth Quarter 2023 Earnings Release and Conference Call https://www.stocktitan.net/news/TFIN/triumph-financial-announces-schedule-for-fourth-quarter-2023-6s7ikm2dp06e.html

dividendinvestorbyeagle Posted - 12/29/23

$TFIN hit 52 week high (Triumph Financial Inc) https://www.dividendinvestor.com/dividend-news/?symbol=tfin http://dlvr.it/T0lm96

risenhoover Posted - 11 months ago

$TFIN / Triumph Financial files S-8 registration statement (stock option plan) https://fintel.io/doc/sec-triumph-financial-inc-1539638-s8-2023-december-18-19709-6760?utm_source=stocktwits.com&utm_medium=referral&utm_campaign=filing

InsiderPeek Posted - 11 months ago

$TFIN CEO Graft Aaron P sold 25k shares for $1.8 millions (ownership down 12.75%) insiderpeek.com/company/TFIN

risenhoover Posted - 11 months ago

Insider Carlos M Sepulveda reports selling 13,500 shares of $TFIN for a total cost of $1,027,350.00 https://fintel.io/n/us/tfin/sepulveda-carlos-m?utm_source=stocktwits.com&utm_medium=referral&utm_campaign=insider

risenhoover Posted - 11 months ago

Insider Aaron P Graft reports selling 25,000 shares of $TFIN for a total cost of $1,823,000.00 https://fintel.io/n/us/tfin/graft-aaron-p?utm_source=stocktwits.com&utm_medium=referral&utm_campaign=insider

MarketBeatInsiderTrades Posted - 11 months ago

Triumph Financial Insider Todd Ritterbusch Sells $141,540.00 in $TFIN www.marketbeat.com/stocks/NASDAQ/TFIN/insider-trades/