Trinity Industries, Inc. (TRN) AI Stock Analysis

Operating under the brand name TrinityRail, Trinity Industries, Inc. is a provider in North America's rail transportation sector. The business is organized into two segments: the Railcar Leasing and Management Services Group and the Rail Products Group. Railcar Leasing and Management Services leases freight and tank railcars, manages third-party investor fleets, and provides maintenance, with a managed fleet of 106,970 owned or leased railcars as of the end of 2021. The Rail Products Group manufactures freight and tank railcars for liquids, gases, and dry cargo, while providing maintenance and modification services to industrial shippers and railroads.

Between FY2020 and FY2025, Trinity Industries recorded a 5-year revenue CAGR of 4.3%. Annual revenue grew from $1.52B in FY2021 to a peak of $3.08B in FY2024 before decreasing 30.0% to $2.16B in FY2025. Despite lower revenue, net income increased to $253.1M in FY2025 from $138.4M in FY2024, as gross margin widened from 21.7% to 26.6% and operating margin reached 16.6%. Over the trailing twelve months, revenue totaled $2.04B with an operating margin of 12.1% and a profit margin of 16.6%. In the latest quarter ending June 30, 2026, quarterly revenue fell 4.2% year-over-year, while quarterly earnings grew 619.5%.

As of June 30, 2026, Trinity Industries held $155.7M in cash and short-term investments against $5.23B in total debt, resulting in net debt of $5.07B. Total assets stood at $8.23B and shareholders' equity was $1.14B, reflecting a debt-to-equity ratio of 4.57 and a current ratio of 2.09. In FY2025, operating cash flow generated $359.7M, while capital expenditures of $794.9M led to free cash flow of -$435.2M. Capital allocation in FY2025 included $98.7M paid in dividends and $80.0M directed to share buybacks.

At a last close of $25.22, Trinity Industries trades at a trailing P/E of 5.9x, well below the 24.8x median of its US-listed Industrials peers. Its forward P/E of 20.1x is higher than the peer median of 17.2x. The enterprise value stands at $7.29B, with an EV/EBITDA multiple of 6.9x compared to the sector peer median of 13.9x, and a price-to-sales ratio of 1.0x versus the peer median of 1.5x. Over the past year, the stock fell 6.3%, trailing the S&P 500 (SPY) return of 16.8%. Over five years, the stock returned 5.1% versus 83.0% for SPY.

Trinity Industries has paid consecutive dividends for 54 years. The forward annual dividend is $1.24 per share, providing a dividend yield of 4.92% with a payout ratio of 46.8%. Dividends are distributed on a quarterly frequency and have achieved a 5-year annualized dividend growth rate of 9.6%. The company's last ex-dividend date was October 15, 2026.

Wall Street coverage includes 2 Hold ratings, with 0 Strong Buy, Buy, Sell, or Strong Sell ratings. The mean price target is $33.00, representing 30.8% upside compared to the last close of $25.22. For the fiscal year ending December 31, 2026, analysts estimate revenue of $2.05B and EPS of $2.23, which is a 29.1% decline in EPS. Over the last four quarters, the company delivered 2 EPS beats. The next earnings date is October 29, 2026.

This page is an AI-written research summary of Trinity Industries, Inc. (TRN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: TRN income statement, TRN balance sheet, TRN key metrics, TRN analyst forecast, TRN chart. See the TRN stock overview for the latest quote and news.