Trinity Industries: Estimates Remain Too Low

Trinity delivered a strong Q1, raising full-year EPS guidance by 16% and signaling further upside as street estimates remain conservative. TRN benefits from robust industrial production, a $1.6B backlog, and a diversified railcar portfolio, positioning both leasing and product segments for growth. The leasing segment maintains high 35%+ margins and stability, while the rail products segment is rebounding from last year's downturn as secondary market activity improves.

Seeking Alpha • May 3, 2026

Trinity Industries, Inc. (TRN) Q1 2026 Earnings Call Transcript

Trinity Industries, Inc. (TRN) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 30, 2026

Trinity Industries, Inc. Announces First Quarter 2026 Results

DALLAS--(BUSINESS WIRE)--Trinity Industries, Inc. (NYSE:TRN) today announced earnings results for the first quarter ended March 31, 2026. Financial and Operational Highlights – First Quarter Quarterly total company revenues of $492 million Quarterly income from continuing operations per common diluted share ("EPS") of $0.32; $0.03 improvement in EPS year over year Lease fleet utilization of 97.3% and FLRD of positive 1.2% at quarter-end Railcar deliveries of 1,970 and new railcar orders of 1,66.

Business Wire • Apr 30, 2026

Trinity Industries, Inc. Announces Date for Earnings Release

DALLAS--(BUSINESS WIRE)--Trinity Industries, Inc. (NYSE: TRN) (“Trinity”) announced today that it will report its financial results for the three months ended March 31, 2026 before the financial markets open on April 30, 2026. Trinity will conduct a conference call shortly thereafter at 8:00 a.m. Eastern on April 30, 2026 to discuss its results. Investors may listen to the conference call via the following live and replay methods: Webcast: To listen to the fourth quarter earnings conference cal.

Business Wire • Apr 8, 2026

Trinity Industries, Inc. Declares Quarterly Dividend

DALLAS--(BUSINESS WIRE)--Trinity Industries, Inc. (NYSE:TRN) has declared a quarterly dividend of 31 cents per share on its $0.01 par value common stock. The quarterly cash dividend, representing Trinity's 248th consecutively paid dividend, is payable April 30, 2026 to stockholders of record on April 15, 2026. About Trinity Industries Trinity Industries, Inc., headquartered in Dallas, Texas, owns businesses that are leading providers of rail transportation products and services in North America.

Business Wire • Mar 5, 2026

Trinity Industries, Inc. (TRN) Q4 2025 Earnings Call Transcript

Trinity Industries, Inc. (TRN) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 12, 2026

Trinity Industries, Inc. Announces Fourth Quarter and Full Year 2025 Results

DALLAS--(BUSINESS WIRE)--Trinity Industries, Inc. (NYSE:TRN) today announced earnings results for the fourth quarter and year ended December 31, 2025. Financial and Operational Highlights – Fourth Quarter Quarterly total company revenues of $611 million Quarterly income from continuing operations per common diluted share ("EPS") of $2.31; $1.93 improvement in EPS year over year Non-cash pre-tax gain on railcar partnership restructuring of $194 million Lease fleet utilization of 97.1% and FLRD o.

Business Wire • Feb 12, 2026

Top 5 Railroad Equipment & Railcar Leasing Stocks: Picks & Shovels of Logistics

The railroad industry is a logistics artery, but the companies supplying the equipment that moves freight are where the real money gets made.

24/7 Wall Street • Feb 1, 2026

Trinity Industries, Inc. Completes Railcar Partnership Restructuring; Raises EPS Guidance

DALLAS--(BUSINESS WIRE)--Trinity Industries, Inc. (NYSE: TRN) (“Trinity” or the “Company”) today announced that on December 30, 2025 it completed a strategic restructuring of its railcar investment partnerships with Napier Park, a leading alternative credit platform. These transactions deliver an anticipated 2025 EPS impact of $1.50. As a result, Trinity is raising its full year EPS guidance to a range of $3.05 to $3.20. Before the restructuring, Trinity held a 43% stake in TRIP Rail Holdings L.

Business Wire • Jan 6, 2026

Chevron, Kimberly-Clark Among 16 Companies To Kick Off 2026 With Annual Dividend Increases In January

Chevron (CVX) is expected to extend its dividend growth streak to 39 years, but with a muted 3–4% increase amid lower oil prices. CVX's earnings remain under pressure from declining oil prices despite cost-saving initiatives and the Hess acquisition, leading to subdued dividend growth. Dividend increases in January will generally be modest, with select companies like Fastenal, S&P Global, and Cincinnati Financial likely to deliver higher single-digit boosts.

Seeking Alpha • Dec 27, 2025