Stockchase Opinions

Stockchase Insights Tornado Infrastructure Equipment TGH-X BUY Apr 30, 2025

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

TGH now has a market cap of $189M, with the stock up 25% YTD. P/E is 15X. EPS was 2.4c, beating estimates of 2.0c. Revenue of $38.1M beat estimates of $35M. EBITDA of $5.59M beat estimates by 27%. Profit did decline year over year as there was a one-time item the prior year. Revenue rose 14.1%. 89 trucks vs sold vs 71. The outlook commentary was positive, with new production and new product lines expected to increase revenue. Things look good here. The balance sheet remains strong. Insiders remain committed with 30% of the stock.
Unlock Premium - Try 5i Free

$1.360

Stock price when the opinion was issued

Energy Infrastructure, Industrials & Utilities
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

BUY

Growth is good given infrastructure spending. They will introduce other products to diversity products. It's a new, small holding for him.

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

We would consider it a nice little small cap, and priced well at 11X earnings. One analyst covers it. It is a competitive, cyclical business but TGH has managed to grow consistently and keep its balance sheet strong. Gross margin is 18%. Net 7%. Tariffs may be a concern, and in its breakdown the autosector is a big customer which is another cyclical/tariff risk. Insiders own 30% which is good. We could see it owned as part of a small cap basket along with several other small companies. 
Unlock Premium - Try 5i Free