Trinity Industries (NYSE:TRN) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen has upgraded Trinity Industries (NYSE:TRN) from a "hold" to a "buy" rating. This upgrade comes as the company continues to generate interest from other analysts, with a consensus "Hold" rating and an average target price of $33.50 among other institutions. Trinity Industries recently reported strong quarterly earnings, surpassing analyst expectations with $2.31 EPS and $611.20 million in revenue.
TRINITY INDUSTRIES INC SEC 10-K Report
Trinity Industries Inc. (TRN) released its 2025 10-K report, detailing a 30% decrease in total revenue to $2,156.9 million but a significant increase in net income to $277.3 million, driven by divestitures and higher lease portfolio gains. The company faced challenges in its Rail Products Group due to lower deliveries but saw growth in its Railcar Leasing and Services Group. Trinity outlined strategic initiatives, including a partnership restructuring and green secured railcar equipment notes, while acknowledging risks such as competitive industry, operational challenges, market volatility, and indebtedness.
Form 10-K TRINITY INDUSTRIES INC For: Dec 31
Trinity Industries, Inc. has filed its Form 10-K for the fiscal year ended December 31, 2025. The report details the company's financial performance, including a decrease in revenues for 2025 compared to 2024, but an increase in operating profit, largely due to a gain on the divestiture of a partially-owned leasing subsidiary. The document also outlines the company's segments, risk factors, and financial position, highlighting key initiatives in its Railcar Leasing and Services Group and Rail Products Group.
Trinity Industries, Inc. $TRN Position Boosted by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. significantly increased its stake in Trinity Industries, Inc. (NYSE:TRN) by 177.1% in the third quarter, adding 212,702 shares to own a total of 332,783 shares valued at $9.33 million. Other institutional investors like Strs Ohio, Parkside Financial Bank & Trust, Hantz Financial Services Inc., Federated Hermes Inc., and EverSource Wealth Advisors LLC also adjusted their positions in the transportation company. Trinity Industries maintains a "Hold" consensus rating from analysts with an average target price of $33.50, and recently an increased quarterly dividend to $0.31 per share.
Trinity Industries, Inc. $TRN Shares Acquired by Public Sector Pension Investment Board
Public Sector Pension Investment Board increased its stake in Trinity Industries (NYSE:TRN) by 13.3%, acquiring 37,078 additional shares to own 315,334 shares valued at $8.84 million. Trinity Industries recently reported quarterly EPS of $2.31 and revenue of $611.2 million, both slightly beating analyst expectations, and subsequently raised its quarterly dividend to $0.31 per share. The company maintains an average "Hold" rating from analysts with a target price of $33.50, and institutional investors collectively own 86.57% of its stock.
Trinity Industries (TRN) Is Up 15.4% After Railcar Partnership Gain Lifts Earnings Narrative
Trinity Industries (TRN) saw a 15.4% stock increase after reporting strong Q4 2025 earnings, driven significantly by a US$194.0 million non-cash gain from restructuring a railcar partnership. This restructuring, coupled with stronger leasing margins, boosted full-year EPS by 73%. While this highlights the value of its railcar assets, the company's 2026 earnings guidance resets expectations, focusing attention on core leasing performance, secondary market activity, and cost control, as high debt and fluctuating order trends remain risks.
Trinity Industries Earnings Call Highlights Leasing Strength
Trinity Industries' recent earnings call revealed strong performance in its leasing business and significant cash generation, despite acknowledging challenges such as declining manufacturing volumes, rising leverage, and a lower 2026 earnings guidance. The company emphasized its robust lease fleet utilization, substantial embedded asset value, and commitment to capital returns through dividends and buybacks. While the near-term outlook for manufacturing is softened by industry headwinds and competitive pricing, Trinity is strategically leveraging its leasing strength and financial flexibility to navigate the cycle and maintain long-term value creation.
Leisure Capital Management Buys Shares of 35,349 Trinity Industries, Inc. $TRN
Leisure Capital Management has acquired a new stake of 35,349 shares in Trinity Industries Inc., valued at approximately $991,000. This investment follows positive Q4 earnings for Trinity, which surpassed expectations and included a significant non-cash gain from a railcar partnership restructuring. Despite positive news leading to a stock rally and an increased dividend, concerns about the company's high payout ratio and leverage have been noted.
Trinity Industries Reports Strong 2025 Results, Sets 2026 Outlook
Trinity Industries (TRN) reported strong full-year 2025 results, achieving $3.14 EPS and $2.2 billion in revenue, driven by higher lease rates and efficient operations despite lower railcar deliveries. The company also provided 2026 EPS guidance of $1.85 to $2.10, emphasizing disciplined capital deployment and portfolio management. Analysts currently rate TRN as a Hold with a $28.00 price target, citing concerns about declining revenue and high leverage despite strong operating margins.
Trinity Industries, Inc. (NYSE:TRN) Q4 2025 Earnings Call Transcript
Trinity Industries, Inc. reported strong Q4 and full-year 2025 results, with EPS of $2.31 for Q4 and $3.14 for the full year, significantly beating expectations. The company highlights the durability of its business model, effective secondary market execution, and resilient manufacturing despite low volumes, along with a significant year-end transaction that boosted earnings. For 2026, Trinity forecasts an EPS guidance of $1.85 to $2.10, anticipating continued strength in leasing and strategic asset management, even with expected lower industry railcar deliveries.
A Look At Trinity Industries (TRN) Valuation After Strong Earnings And Upgraded 2026 EPS Guidance
Trinity Industries (TRN) recently reported strong Q4 2025 earnings, with operating margins and net income increasing, and also provided an upgraded 2026 EPS guidance. Despite a recent share price rally, Simply Wall St's analysis suggests the stock is currently overvalued at $31.68 compared to a fair value of $26, indicating the market may be pricing in future growth prematurely. The article suggests further research into specific risks and encourages investors to build their own narratives or explore other investment opportunities.
Trinity Industries (NYSE:TRN) Releases Quarterly Earnings Results, Beats Expectations By $0.01 EPS
Trinity Industries (NYSE:TRN) announced quarterly earnings results, reporting an EPS of $2.31, surpassing analyst estimates by $0.01. Despite beating quarterly expectations, the company issued lower FY2026 guidance, forecasting EPS between $1.85 and $2.10, and also raised its quarterly dividend to $0.31, but noted a dividend payout ratio of 108.8% which may be a concern.
Earnings call transcript: Trinity Industries Q4 2025 sees EPS surprise, stock rises
Trinity Industries (TRN) reported a significant earnings beat for Q4 2025, with EPS of $2.31 against an anticipated $0.70 and revenue of $611 million exceeding the forecast of $538.95 million. This strong performance, which included a 73% increase in full-year EPS, led to an 8.08% surge in its stock during pre-market trading. The company's strategic investments in AI and a robust leasing platform are highlighted as key drivers for its resilience and positive outlook for 2026, despite anticipated lower railcar delivery volumes.
Trinity Industries Q4 Earnings Call Highlights
Trinity Industries reported a strong finish to 2025 with a 73% year-over-year increase in full-year EPS, primarily driven by a railcar partnership restructuring that generated a significant non-cash gain. The company's Railcar Leasing & Services segment remains a key earnings driver, boasting high fleet utilization and positive lease rate differentials. For 2026, Trinity provided a conservative outlook, anticipating lower industry deliveries but targeting substantial lease fleet investments and continued profitability in its Rail Products segment.
Trinity Industries: Fourth Quarter Earnings Overview
Trinity Industries announced strong financial results for the fourth quarter, reporting a net income of $186.6 million and revenue of $611.2 million. For the full year, the company posted a profit of $253.1 million on $2.16 billion in revenue. Looking ahead, Trinity Industries anticipates its earnings per share for the upcoming year to be between $1.85 and $2.10.
Trinity Industries Inc (NYSE:TRN) Beats Q4 Revenue Estimates and Delivers Strong Profit Growth
Trinity Industries Inc (NYSE:TRN) announced strong Q4 2025 financial results, beating revenue estimates and delivering substantial profit growth driven by a strategic restructuring and robust leasing operations. The company's shares surged pre-market, reflecting investor confidence in its strategic shift towards capitalizing on its lease fleet's value. Trinity also provided 2026 EPS guidance, indicating continued focus on lease rate growth and portfolio sales.
Earnings Flash (TRN) Trinity Industries, Inc. Reports Q4 Revenue $611.2M, vs. FactSet Est of $570.5M
Trinity Industries, Inc. (TRN) reported its Q4 revenue at $611.2 million, significantly surpassing FactSet's estimate of $570.5 million. The company also announced Q4 EPS of $2.31, slightly above the FactSet estimate of $2.30, and provided 2026 EPS guidance between $1.85 and $2.10, exceeding FactSet's $1.65 estimate. These positive results and outlook led to an increase in the company's shares pre-bell.
Why Is Trinity (TRN) Stock Rocketing Higher Today
Shares of Trinity (TRN) jumped 9% after the company reported fourth-quarter 2025 results that beat revenue expectations and provided strong guidance for 2026. The company's earnings per share guidance for 2026 significantly topped analyst projections, contributing to the positive market reaction. Trinity's operating margin also saw a substantial increase, reflecting improved operational efficiency.
Trinity Industries: Fourth Quarter Earnings Overview
Trinity Industries announced strong financial results for the fourth quarter, with a net income of $186.6 million and revenue of $611.2 million. The company's full-year profit reached $253.1 million on $2.16 billion in revenue. For the upcoming year, Trinity Industries projects earnings per share between $1.85 and $2.10.
Trinity Industries: Q4 Earnings Snapshot
Trinity Industries Inc. (TRN) reported a profit of $186.6 million, or $2.28 per share, in its fourth quarter. The industrial manufacturer posted revenue of $611.2 million for the period. For the full year, the company's profit was $253.1 million, or $3.05 per share, on revenue of $2.16 billion, and it expects full-year earnings to be between $1.85 and $2.10 per share.
(TRN) Volatility Zones as Tactical Triggers
The article analyzes Trinity Industries Inc. (NYSE: TRN), highlighting a current breakout and sustained positive sentiment. It provides three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal data and identifies elevated downside risk due to a lack of additional long-term support signals.
Trinity Industries faces earnings test as manufacturing sags
Trinity Industries is expected to report its fourth-quarter earnings, with investors focused on a potential rebound in its manufacturing segment and continued strength in its leasing business. Analysts anticipate earnings of $0.70 per share on revenue of $538.95 million. The company's prior quarter saw strong profits but low revenues, highlighting the disparity between its profitable leasing operations and struggling manufacturing.
Trinity Industries faces earnings test as manufacturing sags
Trinity Industries (TRN) is preparing to release its fourth-quarter earnings, with investors focused on the recovery of its manufacturing segment and the continued strength of its leasing business. Analysts anticipate earnings of $0.70 per share and revenue of $538.95 million, a significant sequential improvement from Q3. The company's leasing operations, characterized by high fleet utilization, are expected to remain a key driver of profitability, while the manufacturing segment's performance after a challenging Q3 will be closely watched.
Trinity Earnings: What To Look For From TRN
Trinity Industries (TRN) is set to report earnings this Thursday before market open. Analysts expect a 9.4% year-on-year revenue decline to $570.5 million and adjusted earnings of $2.30 per share. The company has missed Wall Street's revenue estimates four times in the last two years, but investor sentiment in the heavy transportation equipment segment has been positive, with TRN up 10% in the past month.
Trinity Industries (TRN) Expected to Announce Quarterly Earnings on Thursday
Trinity Industries (NYSE:TRN) is scheduled to announce its Q4 2025 earnings before market open on Thursday, February 12th. Analysts project earnings of $2.30 per share and revenue of $570.45 million for the quarter. The company recently increased its quarterly dividend to $0.31, representing a 4.2% yield, and currently holds a consensus "Hold" rating with a target price of $29.50.
Following a 18% decline over last year, recent gains may please Trinity Industries, Inc. (NYSE:TRN) institutional owners
Institutional investors, primarily with 86% ownership, hold the largest stake in Trinity Industries, Inc. (NYSE:TRN). Despite a 18% decline last year, a recent 4.4% increase in share price is a positive development for these investors. Major shareholders include BlackRock, Inc. with 15%, and the top 7 shareholders collectively own over half the company, balancing interests.
Trinity Industries: Railcar Veteran Rides A Cautious Uptrend As Wall Street Weighs Cyclic Risks
Trinity Industries, a railcar manufacturer and lessor, has shown a modest recovery in its stock price over the past three months, outpacing its 52-week lows. The market is cautiously optimistic, awaiting further data amidst stabilizing railcar demand and firming lease rates. Analysts generally view the stock constructively, with price targets suggesting moderate upside, as the company balances its cyclical manufacturing arm with its more stable leasing business.
TD Waterhouse Canada Inc. Purchases 62,505 Shares of Trinity Industries, Inc. $TRN
TD Waterhouse Canada Inc. significantly increased its stake in Trinity Industries, Inc. (NYSE:TRN) by purchasing an additional 62,505 shares, raising its total holding to 62,565 shares valued at $1.745 million. Trinity Industries reported Q3 EPS of $0.38, meeting estimates, but revenue declined by 43.2% year-over-year. Despite a high dividend payout ratio of 108.77%, the company raised its quarterly dividend to $0.31, offering a 4.3% yield, while analysts maintain a consensus "Hold" rating with a target price of $29.50.
Price-Driven Insight from (TRN) for Rule-Based Strategy
This article provides a price-driven insight into Trinity Industries Inc. (TRN) for rule-based trading strategies. It highlights a strong near-term sentiment despite a neutral mid and long-term outlook, identifying an exceptional risk-reward short setup. The piece also details specific institutional trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
Universal Beteiligungs und Servicegesellschaft mbH Raises Stake in Trinity Industries, Inc. $TRN
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Trinity Industries, Inc. (NYSE:TRN) by 87.9% in Q3, now owning 76,236 shares valued at $2.14 million. Trinity Industries reported Q3 EPS of $0.38, in line with estimates, but saw revenue decline by 43.2% year-over-year. The company recently increased its quarterly dividend to $0.31, offering a 4.3% yield, though its payout ratio stands at a high 108.77%.
Trinity Industries, Inc. Announces Date for Earnings Release
Trinity Industries, Inc. (NYSE: TRN) announced it will release its financial results for the three and twelve months ended December 31, 2025, before market open on February 12, 2026. The company will also host a conference call on the same day at 8:00 a.m. Eastern to discuss these results. Investors can access the call via webcast on the company's investor relations website or by teleconference.
Trinity Industries, Inc. Announces Date for Earnings Release
Trinity Industries, Inc. (NYSE: TRN) announced it will release its financial results for the three and twelve months ended December 31, 2025, before the financial markets open on February 12, 2026. The company will host a conference call on the same day at 8:00 a.m. Eastern to discuss the results. Investors can access the call via webcast or teleconference.
TRN: Susquehanna Raises Price Target for Trinity Indus to $28 |
Susquehanna analyst Bascome Majors has increased the price target for Trinity Industries (TRN) from $23.00 to $28.00 while maintaining a 'Neutral' rating. This 21.74% hike reflects increased confidence in the company's future despite a neutral stance. Trinity Industries, operating as TrinityRail, specializes in railroad products and maintenance services, including railcar leasing and manufacturing, with customer segments spanning various industries.
(TRN) Price Dynamics and Execution-Aware Positioning
This article analyzes Trinity Industries Inc. (NYSE: TRN) with AI-generated insights, noting a near-term weak sentiment that may lead to long-term weakness. It identifies a mid-channel oscillation pattern and an exceptional 49.3:1 risk-reward setup. The analysis provides three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels.
Trinity Industries, Inc. $TRN Stock Holdings Boosted by Stephens Inc. AR
Stephens Inc. AR significantly increased its stake in Trinity Industries (NYSE:TRN) by 1,416.2% in Q3, now owning 123,770 shares valued at approximately $3.47 million. Despite institutional investors holding a large percentage of the stock, analysts have a consensus "Hold" rating with an average price target of $27.00. The company reported in-line Q3 EPS but a substantial year-over-year revenue decline, and while it raised its quarterly dividend, the high payout ratio raises sustainability concerns.
Concurrent Investment Advisors LLC Increases Stock Position in Trinity Industries, Inc. $TRN
Concurrent Investment Advisors LLC significantly increased its stake in Trinity Industries, Inc. by 147.4% in the third quarter, now owning 74,792 shares valued at approximately $2.10 million. Despite this increased institutional interest, Trinity Industries faces challenges including a revenue miss, a high dividend payout ratio of 105%, and a substantial debt-to-equity ratio of 4.75, raising concerns about dividend sustainability. Analysts currently have a "Hold" rating on the stock with an average target price of $27.00.
Trinity Industries (NYSE:TRN) Sees Unusually-High Trading Volume - Should You Buy?
Trinity Industries (NYSE:TRN) experienced unusually high trading volume, with nearly 3 million shares traded, a 285% increase from the previous session, causing its stock to hover near $27.32. This surge occurred despite Q3 earnings matching estimates but revenue dropping significantly, and the company raising its quarterly dividend to $0.31 per share, leading to a 4.5% yield. Analysts currently hold a consensus "Hold" rating on the stock with an average price target of $27.00.
Unpacking Q3 Earnings: Trinity (NYSE:TRN) In The Context Of Other Heavy Transportation Equipment Stocks
Trinity (NYSE:TRN) reported Q3 revenues of $454.1 million, a 43.2% year-on-year decrease, falling short of analysts' expectations but still delivering strong full-year EPS guidance. The article also reviews Q3 performance for other heavy transportation equipment stocks like Greenbrier (NYSE:GBX), Wabash (NYSE:WNC), Oshkosh (NYSE:OSK), and Blue Bird (NASDAQ:BLBD), highlighting varying results and market reactions. Overall, the sector saw mixed Q3 results but share prices have performed well on average since earnings.
Trinity Industries (TRN) Is Up 5.1% After Raising 2025 EPS Guidance To $3.05–$3.20 - What's Changed
Trinity Industries, Inc. (TRN) recently increased its 2025 EPS guidance to $3.05–$3.20, including a projected $1.50 EPS impact, signaling increased management confidence. This revision, along with a consistently rising dividend, suggests a focus on income-focused shareholders while the company navigates industry challenges. However, the company's long-term reliance on railcar market recovery and existing risks surrounding demand and costs remain important considerations for investors.
Trinity Industries (TRN) Is Up 5.1% After Raising 2025 EPS Guidance To $3.05–$3.20 - What's Changed
Trinity Industries (TRN) has seen a 5.1% stock increase after raising its 2025 EPS guidance to $3.05–$3.20, reflecting management's enhanced confidence in the company's future earnings. This upward revision, along with a consistently rising dividend, signals Trinity's focus on income-oriented shareholders while it navigates industry challenges. However, the company remains dependent on a recovery in the railcar market, which is crucial for its utilization and margins.
Rail supplier news: Trinity deal, Marmon Rail repair rebrand
Trinity Industries restructured its railcar investment partnerships with Napier Park, leading to a significant EPS impact for 2025 and revised ownership stakes in several railcar holding entities. Concurrently, Marmon Rail introduced Transco Rail Services, consolidating its various repair services under a single brand to streamline operations and enhance customer experience for railcar owners and shippers.
Trinity Industries (NYSE: TRN) reshapes railcar JVs, lifts 2025 earnings view
Trinity Industries has restructured its railcar joint ventures, exchanging a 42.36% interest in Triumph Rail Holdings for a 69.45% interest in RIV 2013 Rail Holdings with Napier Park. This transaction will result in Trinity owning 100% of RIV 2013 and a minor interest in Triumph, leading to a preliminary non-cash pre-tax gain of approximately $190 million for 2025. Coupled with this strategic move, the company has also increased its earnings guidance for fiscal year 2025.
Trinity Industries (NYSE:TRN) Is Increasing Its Dividend To $0.31
Trinity Industries (NYSE:TRN) announced an increase in its dividend to $0.31 per share, effective January 30th, bringing its annual payment to 4.7% of the stock price. While the company has a strong dividend growth track record, analysts express caution regarding the sustainability of the increased payout due to a high payout ratio and the company not retaining enough earnings for reinvestment. Despite solid past performance and earnings growth, the dividend's high proportion of earnings suggests it might not be ideal as a primary income stock.
Trinity Industries completes railcar partnership restructuring
Trinity Industries (NYSE:TRN) has completed a strategic restructuring of its railcar investment partnerships with Napier Park, which is expected to boost its 2025 EPS guidance to $3.05-$3.20. The transaction, finalized on December 30, 2025, includes a non-cash pre-tax gain of approximately $190 million from the sale of its equity stake in Triumph Holdings, while Trinity gained sole ownership of RIV 2013 Rail Holdings LLC. Despite operating with a significant debt burden, Trinity maintains a strong current ratio and offers a 4.67% dividend yield, having upheld dividend payments for 56 consecutive years.
Trinity Industries (NYSE:TRN) Is Increasing Its Dividend To $0.31
Trinity Industries (NYSE:TRN) announced it is raising its quarterly dividend to $0.31, making the annual payment equivalent to a 4.7% yield, which is above most companies in its industry. While the company has a strong dividend growth track record, its payout ratio is high (83% projected), and it isn't generating positive free cash flow, suggesting the dividend might be difficult to sustain in the long term despite projected earnings growth. The article suggests caution for investors relying primarily on this stock for dividend income.
Trinity Industries (NYSE:TRN) Shares Gap Up - Should You Buy?
Trinity Industries (NYSE:TRN) shares gapped up by approximately 6.8% to $28.77, though Wall Street maintains a "Hold" consensus rating with an average price target of $27.00. The company reported quarterly EPS that met estimates but revenue that missed, falling 43.2% year-over-year. Trinity also increased its quarterly dividend to $0.31, resulting in a 4.4% yield, but has a high payout ratio and significant debt.
Rail News - Rail supplier news from Trinity Industries and Marmon Rail. For Railroad Career Professionals
Trinity Industries Inc. completed a strategic restructuring of its rail-car investment partnerships with Napier Park, aiming for an anticipated 2025 EPS impact of $1.50 and raising its full-year EPS guidance. Marmon Rail introduced Transco Rail Services, a new unified repair brand consolidating its field services and fixed repair shops to offer a clearer and more integrated service to rail-car owners and shippers.
Why Is Trinity (TRN) Stock Rocketing Higher Today
Trinity Industries (TRN) stock jumped 10% after the company announced the completion of a strategic restructuring of its railcar investment partnerships. This restructuring, which concluded on December 30, 2025, is expected to add $1.50 to Trinity's 2025 EPS, leading to a raised full-year guidance of $3.05 to $3.20. The company also anticipates a non-cash, pre-tax gain of approximately $190 million in the fourth quarter from the sale of its equity stake in Triumph Holdings.
Trinity Industries (TRN) Surges After Upgrading 2025 EPS Guidance
Trinity Industries (TRN) saw its stock surge by 9.9% after announcing an upgraded earnings per share (EPS) guidance for fiscal year 2025. This positive revision follows a successful restructuring of its railcar partnerships. The strategic move is expected to boost profitability, enhance shareholder value, and increase investor confidence in the company.
Trinity Industries conclui reestruturação de parceria de vagões ferroviários
Trinity Industries (TRN) has completed a strategic restructuring of its railcar investment partnerships with Napier Park, significantly boosting its 2025 EPS guidance to $3.05-$3.20. The transaction, which includes a non-monetary pre-tax gain of approximately $190 million, aims to improve the company's financial position despite a history of rapid cash burn. Trinity also solidified its ownership of over 6,200 railcars through these reconfigurations, while maintaining key minority stakes.
