TRN · Trinity Industries Inc
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Backlog value | $1.59B | Three Months Ended June 30 | — |
| Cash flow from operations with net gains on lease portfolio sales non-GAAP | $202.6M | Six Months Ended June 30 | — |
| EBITDA non-GAAP | $272.2M | Three Months Ended June 30 | — |
| Fleet utilization | 97.3% | Three Months Ended June 30 | — |
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| FLRD | 3.5% | Three Months Ended June 30 | — |
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| investor-owned lease fleet | 50,650 | Three Months Ended June 30 | — |
| Net gains on lease portfolio sales | $30M | Six Months Ended June 30 | — |
| New railcar orders | 1,560 | Three Months Ended June 30 | — |
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| Order value | $189.3M | Three Months Ended June 30 | — |
| Railcar deliveries | 1,570 | Three Months Ended June 30 | — |
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| Returns of capital to stockholders | $71.3M | Six Months Ended June 30 | — |
| Sustainable railcar conversions backlog | 370 | Three Months Ended June 30 | — |
| Sustainable railcar conversions backlog value | $28.2M | Three Months Ended June 30 | — |
| Sustainable railcar conversions deliveries | 115 | Three Months Ended June 30 | — |
| Wholly-owned lease fleet | 96,280 | Three Months Ended June 30 | — |
| Adjusted ROE non-GAAP | 24.6% | first quarter ended March 31, 2026 | — |
| Backlog | 1.6B | first quarter ended March 31, 2026 | — |
| Lease fleet utilization | 97.3% | first quarter ended March 31, 2026 | — |
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| LTM ROE | 23.1% | first quarter ended March 31, 2026 | — |
| Net fleet investment | $181.2M | Full Year 2025 | — |
| Quarterly railcar deliveries | 2,945 | Q4 2025 | — |
| Total committed liquidity | 1.1B | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Railroads — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TRN
this stock
Trinity Industries Inc
|
$2.36B | +11.9% | -30.0% | 7.1 | 4.6% |
|
UNP
Union Pacific Corp
|
$174.47B | +27.0% | -10.0% | 23.8 | 4.4% |
|
CSX
Csx Corp
|
$92.92B | +38.4% | +17.6% | 29.0 | 2.0% |
|
CP
Canadian Pacific Kansas City Ltd/Cn
|
$82.19B | +27.0% | — | — | 2.1% |
|
CNI
Canadian National Railway Co
|
$76.73B | +28.3% | — | — | 0.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TRN | -1.0% | -18.9% | -14.5% | -5.3% | +11.9% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -1.4% | -23.3% | -28.3% | -9.2% | -1.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.