Trinity Industries, Inc.

Informe acción NYSE:TRN

Capitalización de mercado: US$2.7b

Trinity Industries Dirección

Dirección controles de criterios 4/4

El CEO de Trinity Industries es E. Savage , nombrado en Feb 2020, tiene una permanencia de 6.25 años. compensación anual total es $7.48M, compuesta por 13.4% salario y 86.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.34% de las acciones de la empresa, por valor de $9.14M. La antigüedad media del equipo directivo y de la junta directiva es de 4.2 años y 6.6 años, respectivamente.

Información clave

E. Savage

Chief Executive Officer (CEO)

US$7.5m

Compensación total

Porcentaje del salario del CEO13.37%
Permanencia del CEO6.3yrs
Participación del CEO0.3%
Permanencia media de la dirección4.2yrs
Promedio de permanencia en la Junta Directiva6.6yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 15

TRN: Future Returns Will Rely On EPS Delivery And Ongoing Share Repurchases

Analysts have raised their price target on Trinity Industries from $33.50 to $35.50, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E that they believe better reflect the company’s current risk and return profile. What's in the News Trinity Industries raised its 2026 earnings guidance, now expecting EPS of $2.20 to $2.40, with the midpoint 16% above the prior range of $1.85 to $2.10, excluding items outside core operations (Key Developments).
Seeking Alpha May 03

Trinity Industries: Estimates Remain Too Low

Summary 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. With a clean balance sheet, best-in-class 3.4% dividend yield, and potential for multiple expansion, I see 28% upside to a $46 price target. Read the full article on Seeking Alpha
Actualización de narrativa Apr 27

TRN: Future Returns Will Depend On EPS Delivery And Completed Buybacks

Analysts have kept their $33.50 price target for Trinity Industries unchanged, citing only slight adjustments in revenue growth and profit margin assumptions while maintaining the same forward P/E outlook. What's in the News Completion of a share repurchase program announced on December 8, 2022, with a total of 3,268,235 shares bought back for US$92.6 million, representing 4.02% of the company.
Actualización de narrativa Apr 13

TRN: Future Returns Will Rely On EPS Delivery And Ongoing Share Repurchases

Analysts have maintained their $33.50 price target for Trinity Industries, citing steady assumptions for revenue growth, profit margin, and future P/E as the basis for keeping their outlook unchanged. What's in the News Trinity Industries reported that from October 1, 2025 to December 31, 2025, it repurchased 455,768 shares for US$12.13 million, representing 0.57% of shares under its existing buyback plan (Key Developments).
Actualización de narrativa Mar 30

TRN: Future Returns Will Depend On Executing EPS Guidance And Buyback Execution

Analysts maintained their price target for Trinity Industries at $33.50, citing unchanged assumptions around the discount rate, revenue growth, profit margin, and future P/E as the basis for their view. What's in the News Trinity Industries updated investors on its share repurchase activity, buying back 455,768 shares between October 1, 2025 and December 31, 2025 for $12.13 million.
Actualización de narrativa Mar 16

TRN: Future Upside Will Rely On Executing EPS Guidance And Buyback Plan

Analysts have kept their price target for Trinity Industries steady at $33.50, reflecting largely unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Trinity Industries reported that between October 1, 2025 and December 31, 2025 it repurchased 455,768 shares, or 0.57% of shares, for US$12.13 million under its existing buyback program (Key Developments).
Actualización de narrativa Mar 01

TRN: Future Returns Will Depend On EPS Guidance Delivery And Dividend Continuity

Analysts have maintained their price target for Trinity Industries at $33.50, reflecting largely unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Trinity Industries issued new earnings guidance for 2026, expecting EPS in a range of $1.85 to $2.10.
Actualización de narrativa Feb 15

TRN: Future Returns Will Rely On EPS Delivery And Dividend Stability

Analysts have raised their price target on Trinity Industries from $26.00 to $33.50, citing updated assumptions around revenue growth, profit margin, and a higher future P/E multiple. What's in the News Trinity Industries issued new earnings guidance for 2026, with expected EPS in a range of $1.85 to $2.10 (company guidance).
Actualización de narrativa Jan 20

TRN: Future Returns Will Depend On Dividends Buybacks And Margin Stability

Analysts have nudged their price target on Trinity Industries up by $0.50 to $26.00, reflecting updated views that combine more moderate revenue growth expectations with slightly higher profit margin and future P/E assumptions. What's in the News Trinity Industries raised its full year 2025 EPS guidance to a range of $3.05 to $3.20, citing an anticipated 2025 EPS impact of $1.50 (Corporate Guidance).
Artículo de análisis Jan 06

Trinity Industries (NYSE:TRN) Is Increasing Its Dividend To $0.31

Trinity Industries, Inc. ( NYSE:TRN ) has announced that it will be increasing its dividend from last year's comparable...
Actualización de narrativa Jan 05

TRN: Steady Outlook Will Rely On Dividends And Buybacks To Support Price

Analysts have kept their price target for Trinity Industries steady at US$25.50, indicating that their updated assumptions around discount rate, revenue growth, profit margin and future P/E are essentially unchanged for now. What's in the News Trinity Industries raised its quarterly dividend on common stock to US$0.31 per share from US$0.30, marking seven consecutive years of dividend increases and the 247th consecutive quarterly payment.
Actualización de narrativa Dec 15

TRN: Future Share Repurchases Will Likely Fail To Justify Elevated Price

Analysts raised their price target on Trinity Industries slightly to $25.50, reflecting modestly lower perceived risk and stable long term growth and profitability assumptions. What's in the News Raised full year 2025 earnings guidance to a tighter range of $1.55 to $1.70 per share, signaling improving profit expectations and operational visibility (company guidance) Increased the quarterly dividend to $0.31 per share from $0.30, marking seven consecutive years of dividend growth and the 247th straight quarterly payout (company announcement) Completed repurchase of 2,812,467 shares, or about 3.45% of shares outstanding, for $80.47 million under the December 2022 buyback authorization, including 753,924 shares repurchased in the latest quarter (company filing) Valuation Changes Fair Value: Unchanged at $25.50 per share, indicating stable long term valuation assumptions.
Actualización de narrativa Dec 01

TRN: Future Earnings Guidance And Share Repurchases Will Sustain Fair Value Outlook

Analysts have revised their price target for Trinity Industries downward from $27.00 to $25.50. They cited a more tempered outlook for future revenue growth and valuation multiples.
Artículo de análisis Nov 29

Cautious Investors Not Rewarding Trinity Industries, Inc.'s (NYSE:TRN) Performance Completely

It's not a stretch to say that Trinity Industries, Inc.'s ( NYSE:TRN ) price-to-earnings (or "P/E") ratio of 20.6x...
Actualización de narrativa Nov 17

TRN: Full-Year EPS Guidance Will Support Stable Fair Value Outlook

Analysts have maintained their price target for Trinity Industries at $27.00. They cite consistent expectations for the company’s fair value and stable underlying financial projections.
Artículo de análisis Nov 07

Trinity Industries' (NYSE:TRN) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Investors were disappointed by Trinity Industries, Inc.'s ( NYSE:TRN ) latest earnings release. We did some analysis...
Actualización de narrativa Nov 02

TRN: Revenue Expansion And Lower Margins Will Offset Market Improvements Ahead

Analysts have revised their fair value estimate for Trinity Industries downward from $28.50 to $27.00. This change reflects updated expectations for increased revenue growth, lower profit margins, and a higher projected price-to-earnings ratio.
Actualización de narrativa Aug 20

Rail Leasing Will Benefit From Renewed Market Stability

Upward revisions in both Trinity Industries' revenue growth forecasts and net profit margin have driven an increase in the consensus analyst price target from $26.00 to $28.50. What's in the News Trinity Industries provided 2025 EPS guidance of $1.40 to $1.60.
Artículo de análisis Jul 30

Improved Earnings Required Before Trinity Industries, Inc. (NYSE:TRN) Shares Find Their Feet

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Artículo de análisis May 23

Here's Why Trinity Industries (NYSE:TRN) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Apr 17

What Does Trinity Industries, Inc.'s (NYSE:TRN) Share Price Indicate?

Trinity Industries, Inc. ( NYSE:TRN ), might not be a large cap stock, but it received a lot of attention from a...
Artículo de análisis Apr 02

Trinity Industries, Inc.'s (NYSE:TRN) Intrinsic Value Is Potentially 25% Below Its Share Price

Key Insights Using the Dividend Discount Model, Trinity Industries fair value estimate is US$21.09 Current share price...
Artículo de análisis Mar 06

Trinity Industries, Inc.'s (NYSE:TRN) Share Price Could Signal Some Risk

It's not a stretch to say that Trinity Industries, Inc.'s ( NYSE:TRN ) price-to-earnings (or "P/E") ratio of 16x right...
Artículo de análisis Jan 07

Trinity Industries (NYSE:TRN) Use Of Debt Could Be Considered Risky

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Dec 24

Is It Too Late To Consider Buying Trinity Industries, Inc. (NYSE:TRN)?

Trinity Industries, Inc. ( NYSE:TRN ), is not the largest company out there, but it saw significant share price...
Artículo de análisis Dec 11

Do Trinity Industries' (NYSE:TRN) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Nov 19

Solid Growth And Good Prospects Make Trinity Industries Attractive

Summary Trinity Industries has a Strong Buy rating from Seeking Alpha’s Quant system and a Buy rating from me, with a modest price gain expected. Trinity's revenue, EBITDA, and net income have risen steadily over the past four quarters, with no indication of troubles ahead for the company or the railcar industry. Trinity's Q3 earnings beat estimates, and the company has a strong dividend yield of 3.01%, with a five-year dividend growth rate averaging 11.84%. Despite aggressive competition, Trinity's long-term customer relationships and institutional ownership provide stability, with a projected share price increase of nearly 7.0% in the next year. Read the full article on Seeking Alpha
Artículo de análisis Sep 13

Trinity Industries, Inc.'s (NYSE:TRN) Low P/E No Reason For Excitement

Trinity Industries, Inc.'s ( NYSE:TRN ) price-to-earnings (or "P/E") ratio of 14.4x might make it look like a buy right...
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Nueva narrativa Sep 09

Enhancing Railcar Leasing And Efficiency Drives Profitability And Investor Confidence

Enhanced leasing rates and future lease differentials forecast increased revenue and profitability in the leasing segment.
Seeking Alpha Sep 08

Taking Some Profits In Trinity Industries

Summary About 10 months ago, I recommended Trinity Industries Inc., and the shares have since returned about 55%, outperforming the S&P 500's 30.25% gain. Despite strong financial results, including significant revenue and net income growth, the company's increased debt and interest expenses raise concerns for future dividend growth. The dividend yield is now 3.6%, lower than the 10 Year Treasury Note's 3.7%, making the investment less compelling compared to last year. I’m selling my original capital to invest in Treasuries but letting my gains ride, as the investment is still reasonably valued but not a "slam dunk.". Read the full article on Seeking Alpha
Artículo de análisis Aug 30

Here's Why Trinity Industries (NYSE:TRN) Is Weighed Down By Its Debt Load

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Aug 13

Here's Why Trinity Industries (NYSE:TRN) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de E. Savage en comparación con los beneficios de Trinity Industries?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$262m

Dec 31 2025US$7mUS$1m

US$260m

Sep 30 2025n/an/a

US$103m

Jun 30 2025n/an/a

US$109m

Mar 31 2025n/an/a

US$149m

Dec 31 2024US$7mUS$970k

US$153m

Sep 30 2024n/an/a

US$189m

Jun 30 2024n/an/a

US$177m

Mar 31 2024n/an/a

US$140m

Dec 31 2023US$6mUS$930k

US$119m

Sep 30 2023n/an/a

US$89m

Jun 30 2023n/an/a

US$94m

Mar 31 2023n/an/a

US$86m

Dec 31 2022US$5mUS$900k

US$86m

Sep 30 2022n/an/a

US$64m

Jun 30 2022n/an/a

US$56m

Mar 31 2022n/an/a

US$50m

Dec 31 2021US$6mUS$850k

US$40m

Sep 30 2021n/an/a

-US$128m

Jun 30 2021n/an/a

-US$124m

Mar 31 2021n/an/a

-US$336m

Dec 31 2020US$7mUS$741k

-US$172m

Sep 30 2020n/an/a

US$2m

Jun 30 2020n/an/a

US$26m

Mar 31 2020n/an/a

US$270m

Dec 31 2019US$267kn/a

US$122m

Compensación vs. Mercado: La compensación total ($USD7.48M) de E. está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.03M).

Compensación vs. Ingresos: La compensación de E. ha sido consistente con los resultados de la empresa en el último año.


CEO

E. Savage (61 yo)

6.3yrs
Permanencia
US$7,480,164
Compensación

Ms. E. Jean Savage serves as an Independent Director of Parker-Hannifin Corporation since July 10, 2024. She served as an Independent Director at WestRock Company since January 28, 2022 until 2024. She ser...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
E. Savage
President6.3yrsUS$7.48m0.34%
$ 9.1m
Eric Marchetto
Executive VP & CFO6.1yrsUS$2.74m0.33%
$ 9.0m
Kevin Poet
Executive Vice President of Operations & Support Services4.6yrsUS$2.00m0.077%
$ 2.1m
Scott Ewing
Executive VP & Chief Legal Officer2.7yrsUS$1.57m0.076%
$ 2.0m
Gregory Mitchell
Executive Officer7.3yrsUS$2.01m0.13%
$ 3.5m
Christina Maldonado
VP & Chief Accounting Officer2.1yrssin datos0.031%
$ 826.9k
Heidi Cox
Chief Information Officer2.7yrssin datossin datos
Leigh Mann
Vice President of Investor Relations5.3yrssin datossin datos
Matt Pittman
Chief Ethics2.7yrssin datossin datos
David DelVecchio
VP & Chief Human Resources Officer7.5yrssin datossin datos
Luis Pardo
Executive VP of Mexico3.8yrssin datossin datos
Steven McDowell
VP & Chief Audit Executive2.1yrsUS$771.33ksin datos
4.2yrs
Permanencia media
58yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TRN se considera experimentado (4.2 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
E. Savage
President7.5yrsUS$7.48m0.34%
$ 9.1m
Dunia Shive
Independent Director12.2yrsUS$259.51k0%
$ 0
Samuel Maclin
Independent Director5.7yrsUS$276.16k0.041%
$ 1.1m
Leldon Echols
Independent Non-Executive Chairman18.7yrsUS$492.72k0.093%
$ 2.5m
William Ainsworth
Independent Director5.2yrsUS$263.01k0.035%
$ 944.3k
John Diez
Independent Director7.5yrsUS$255.51k0.032%
$ 868.8k
Robert Biesterfeld
Independent Director3.7yrsUS$255.39k0.0046%
$ 123.0k
Veena Lakkundi
Independent Director3.7yrsUS$240.51k0.0064%
$ 172.9k
6.6yrs
Permanencia media
62.5yo
Promedio de edad

Junta con experiencia: La junta directiva de TRN se considera experimentada (6.6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 15:09
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Trinity Industries, Inc. está cubierta por 14 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mehvish RahmanCitigroup Inc
Kristine KubackiCLSA
Andrzej TomczykGoldman Sachs