The 75-Year-Old Aerospace Supplier That Refused to Die

When a mid-tier aerospace parts supplier lost 90% of its revenue after the 737 MAX grounding and then COVID grounded global fleets, most analysts wrote its obituary. This episode tells the story of Triumph Group — a company founded in 1950 with roots in military aircraft — that was drowning in debt by 2020. We trace how a new CEO slashed 25% of the product lines, renegotiated union contracts in Wichita and Seattle, and pivoted to aftermarket services just as the supply chain for new aircraft seized up. By 2025, the company had stabilized its free cash flow and was even generating buzz as a potential acquisition target. We also connect this to today's market rotation — the Dow up nearly 1% in the last five days, the Nasdaq lagging — as investors flee high-growth chips for industrials with real earnings. A concrete look at how a 75-year-old manufacturer survived the aviation downturn without bankruptcy. #TriumphGroup #Aerospace #SupplyChain #Restructuring #Manufacturing #Aviation #Turnaround #Aftermarket #CashFlow #DebtRestructuring #Wichita #Boeing #737MAX #Industrial #Business #FexingoBusiness #BusinessPodcast #TurnaroundPodcast Keep every episode free: buymeacoffee.com/fexingo