Trinity Industries Gestione
Criteri Gestione verificati 4/4
Trinity Industries Il CEO è E. Savage, nominato in Feb2020, e ha un mandato di 6.25 anni. la retribuzione annua totale è $ 7.48M, composta da 13.4% di stipendio e 86.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.34% delle azioni della società, per un valore di $ 9.14M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.2 anni e 6.6 anni.
Informazioni chiave
E. Savage
Amministratore delegato
US$7.5m
Compenso totale
| Percentuale dello stipendio del CEO | 13.37% |
| Mandato del CEO | 6.3yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 4.2yrs |
| Durata media del Consiglio di amministrazione | 6.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...
Nuova narrazione • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$262m |
| Dec 31 2025 | US$7m | US$1m | US$260m |
| Sep 30 2025 | n/a | n/a | US$103m |
| Jun 30 2025 | n/a | n/a | US$109m |
| Mar 31 2025 | n/a | n/a | US$149m |
| Dec 31 2024 | US$7m | US$970k | US$153m |
| Sep 30 2024 | n/a | n/a | US$189m |
| Jun 30 2024 | n/a | n/a | US$177m |
| Mar 31 2024 | n/a | n/a | US$140m |
| Dec 31 2023 | US$6m | US$930k | US$119m |
| Sep 30 2023 | n/a | n/a | US$89m |
| Jun 30 2023 | n/a | n/a | US$94m |
| Mar 31 2023 | n/a | n/a | US$86m |
| Dec 31 2022 | US$5m | US$900k | US$86m |
| Sep 30 2022 | n/a | n/a | US$64m |
| Jun 30 2022 | n/a | n/a | US$56m |
| Mar 31 2022 | n/a | n/a | US$50m |
| Dec 31 2021 | US$6m | US$850k | US$40m |
| Sep 30 2021 | n/a | n/a | -US$128m |
| Jun 30 2021 | n/a | n/a | -US$124m |
| Mar 31 2021 | n/a | n/a | -US$336m |
| Dec 31 2020 | US$7m | US$741k | -US$172m |
| Sep 30 2020 | n/a | n/a | US$2m |
| Jun 30 2020 | n/a | n/a | US$26m |
| Mar 31 2020 | n/a | n/a | US$270m |
| Dec 31 2019 | US$267k | n/a | US$122m |
Compensazione vs Mercato: La retribuzione totale di E. ($USD 7.48M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 7.03M ).
Compensazione vs guadagni: La retribuzione di E. è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
E. Savage (61 yo)
6.3yrs
Mandato
US$7,480,164
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 6.3yrs | US$7.48m | 0.34% $ 9.1m | |
| Executive VP & CFO | 6.1yrs | US$2.74m | 0.33% $ 9.0m | |
| Executive Vice President of Operations & Support Services | 4.6yrs | US$2.00m | 0.077% $ 2.1m | |
| Executive VP & Chief Legal Officer | 2.7yrs | US$1.57m | 0.076% $ 2.0m | |
| Executive Officer | 7.3yrs | US$2.01m | 0.13% $ 3.5m | |
| VP & Chief Accounting Officer | 2.1yrs | Nessun dato | 0.031% $ 826.9k | |
| Chief Information Officer | 2.7yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | 5.3yrs | Nessun dato | Nessun dato | |
| Chief Ethics | 2.7yrs | Nessun dato | Nessun dato | |
| VP & Chief Human Resources Officer | 7.5yrs | Nessun dato | Nessun dato | |
| Executive VP of Mexico | 3.8yrs | Nessun dato | Nessun dato | |
| VP & Chief Audit Executive | 2.1yrs | US$771.33k | Nessun dato |
4.2yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di TRN è considerato esperto (durata media dell'incarico 4.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 7.5yrs | US$7.48m | 0.34% $ 9.1m | |
| Independent Director | 12.2yrs | US$259.51k | 0% $ 0 | |
| Independent Director | 5.7yrs | US$276.16k | 0.041% $ 1.1m | |
| Independent Non-Executive Chairman | 18.7yrs | US$492.72k | 0.093% $ 2.5m | |
| Independent Director | 5.2yrs | US$263.01k | 0.035% $ 944.3k | |
| Independent Director | 7.5yrs | US$255.51k | 0.032% $ 868.8k | |
| Independent Director | 3.7yrs | US$255.39k | 0.0046% $ 123.0k | |
| Independent Director | 3.7yrs | US$240.51k | 0.0064% $ 172.9k |
6.6yrs
Durata media
62.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TRN sono considerati esperti (durata media dell'incarico 6.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 10:28 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Trinity Industries, Inc. è coperta da 14 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mehvish Rahman | Citigroup Inc |
| Kristine Kubacki | CLSA |
| Andrzej Tomczyk | Goldman Sachs |