10 Best Performing Defense Stocks So Far in 2025

4. Triumph Group, Inc. (NYSE:TGI)

YTD Gains as of March 25: 36.55%

Triumph Group, Inc. (NYSE:TGI) is an aerospace and defense company that designs, engineers, manufactures, repairs, and overhauls complex aerospace structures and systems for both the commercial and military markets.

It is one of the best performing stocks this year, with year-to-date gains of 36.55%, as of the close of business on March 25. There has been a major spike in Triumph Group, Inc. (NYSE:TGI)’s share price following the February 3 announcement that the company had signed an agreement to be acquired by affiliates of Berkshire Partners and Warburg Pincus for an enterprise value of $3 billion.

Under the terms of the agreement, Triumph Group, Inc. (NYSE:TGI) will become a privately held company after the completion of the acquisition, with its shareholders receiving $26 per share in cash. According to the press release shared by the company, the purchase price represented a 123% premium over TGI’s closing stock price for the 90 days prior to January 31.

On February 24, Triumph Group, Inc. (NYSE:TGI) expanded its role in the M777 Howitzer program by extending its agreement with BAE Systems and the US Army as a strategic supplier of critical components. The company has shipped 2,365 units since 2022 and has 938 units on order. The partnership is expected to open more doors for future military projects, positioning TGI well for further growth in the long run.

Triumph Group, Inc. (NYSE:TGI) recently declared strong results for the third quarter of fiscal 2025. The company reported net sales of $315.6 million, up 11% from last year. Adjusted earnings per share came in at $0.27 and exceeded analyst expectations of $0.24. It had an adjusted EBITDAP margin of 18% and generated $32.3 million in free cash flow during the quarter.