Trinity Industries（TRN）株式概要
トリニティ・インダストリーズ社は、北米でTrinityRailの商標名で鉄道車両製品とサービスを提供している。 詳細
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Analyst Price Targets
Trinity Industries, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$29.67 |
| 52週高値 | US$38.31 |
| 52週安値 | US$24.76 |
| ベータ | 1.35 |
| 1ヶ月の変化 | -18.65% |
| 3ヶ月変化 | -12.14% |
| 1年変化 | 5.51% |
| 3年間の変化 | 20.07% |
| 5年間の変化 | 2.88% |
| IPOからの変化 | 6,422.87% |
最新ニュース
ナラティブ更新 • Aug 01
TRN: Future Returns Will Hinge On 2026 EPS And India Leasing Expansion
Analysts have trimmed their price target on Trinity Industries to $34.00 from $35.50 as they now expect lower revenue growth and profit margins, partly offset by a reduced discount rate and a higher assumed future P/E multiple. What’s in the News for Trinity Industries Trinity Industries, Inc.Seeking Alpha • Jul 27
Trinity Industries: This Is Now A Leasing Business, And I'm Loving The Growth Story Of It
Summary Trinity Industries is transitioning from railcar manufacturing to a leasing-focused model, capitalizing on a market-wide railcar shortage. Leasing now generates 83% of TRN's EBIT, with segment revenues comprising 52.5% of total, driving margin expansion despite a 16% YoY revenue decline. TRN's fleet growth, high utilization, and 13% gross cash yield support a forward EV/EBIT below 6x, underpinning a Strong Buy rating ahead of Q2 earnings. Debt remains elevated at $5.39 billion, but scaling EBIT from fleet expansion is expected to offset interest costs and enhance financial flexibility. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Aug 01
TRN: Future Returns Will Hinge On 2026 EPS And India Leasing Expansion
Analysts have trimmed their price target on Trinity Industries to $34.00 from $35.50 as they now expect lower revenue growth and profit margins, partly offset by a reduced discount rate and a higher assumed future P/E multiple. What’s in the News for Trinity Industries Trinity Industries, Inc.Seeking Alpha • Jul 27
Trinity Industries: This Is Now A Leasing Business, And I'm Loving The Growth Story Of It
Summary Trinity Industries is transitioning from railcar manufacturing to a leasing-focused model, capitalizing on a market-wide railcar shortage. Leasing now generates 83% of TRN's EBIT, with segment revenues comprising 52.5% of total, driving margin expansion despite a 16% YoY revenue decline. TRN's fleet growth, high utilization, and 13% gross cash yield support a forward EV/EBIT below 6x, underpinning a Strong Buy rating ahead of Q2 earnings. Debt remains elevated at $5.39 billion, but scaling EBIT from fleet expansion is expected to offset interest costs and enhance financial flexibility. Read the full article on Seeking Alpha分析記事 • Jun 20
Trinity Industries (TRN) Stock Could Be 2.9% Undervalued After New Credit Facility
Why Trinity Industries’ New Credit Facility Matters for Shareholders The new US$600 million unsecured revolving credit facility gives Trinity Industries (TRN) more headroom to fund leasing activity, railcar production, and potential growth projects without immediately tapping equity markets. For you as an investor, the key question is how this expanded liquidity interacts with Trinity’s existing railcar leasing and manufacturing operations, its recent earnings swings, and its current...ナラティブ更新 • Jun 14
TRN: Future Returns Will Depend On 2026 EPS Delivery And India Rail Venture
Analysts have maintained their fair value estimate for Trinity Industries at $35.50. Only slight adjustments to assumptions such as the discount rate, revenue growth, profit margin, and future P/E have been made, resulting in an unchanged price target.ナラティブ更新 • May 30
TRN: Future Returns Will Rely On 2026 EPS Delivery And Valuation Discipline
Analysts have kept their price target for Trinity Industries steady at $35.50, citing only minor model adjustments in the discount rate, revenue growth, profit margin, and assumed future P/E as the key factors behind maintaining this view. What's in the News Trinity Industries raised its earnings guidance for 2026, providing an updated EPS range of US$2.20 to US$2.40.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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株主還元
| TRN | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | 3.2% | -2.3% | -0.3% |
| 1Y | 5.5% | 33.3% | 19.9% |
業界別リターン: TRN過去 1 年間で33.3 % の収益を上げたUS Machinery業界を下回りました。
リターン対市場: TRNは、過去 1 年間で19.9 % のリターンを上げたUS市場を下回りました。
価格変動
| TRN volatility | |
|---|---|
| TRN Average Weekly Movement | 5.5% |
| Machinery Industry Average Movement | 6.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TRN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TRNの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1933 | 6,110 | E. Savage | www.trin.net |
トリニティ・インダストリーズ社は、北米でTrinityRailの商標名で鉄道車両製品とサービスを提供している。同社は、鉄道車両リース・サービス部門と鉄道製品部門の2つの部門で事業を展開している。鉄道車両リース・サービス部門は、貨車およびタンク車のリース、第三者投資家向けの鉄道車両リースの組成・管理、車両リース・管理・運営サービス、鉄道車両の保守・改造サービス、その他の鉄道車両物流製品・サービスを提供している。2025年12月31日現在、101,485両の鉄道車両を保有している。当セグメントは、精製品・化学品、エネルギー、農業、建設・金属、消費財などの産業用荷主および鉄道会社にサービスを提供している。鉄道製品部門は、様々な液体、ガス、ドライ貨物を輸送する貨車およびタンク貨車を製造し、鉄道車両および関連部品・コンポーネントを製造・販売している。当セグメントは、鉄道会社、リース会社、精製品・化学品、エネルギー、農業、建設・金属、消費者向け製品市場の産業用荷主にサービスを提供している。製品およびサービスの販売やリースは、自社の販売員および独立した販売代理店を通じて行っている。同社は1933年に設立され、テキサス州ダラスに本社を置く。
Trinity Industries, Inc. 基礎のまとめ
| TRN 基礎統計学 | |
|---|---|
| 時価総額 | US$2.38b |
| 収益（TTM） | US$348.50m |
| 売上高(TTM) | US$2.04b |
6.8x
PER（株価収益率1.2x
P/SレシオTRN は割高か？
公正価値と評価分析を参照収益と収入
| TRN 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.04b |
| 売上原価 | US$1.51b |
| 売上総利益 | US$535.90m |
| その他の費用 | US$187.40m |
| 収益 | US$348.50m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.37 |
| グロス・マージン | 26.24% |
| 純利益率 | 17.06% |
| 有利子負債／自己資本比率 | 456.8% |
TRN の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.2%
現在の配当利回り28%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/18 17:21 |
| 終値 | 2026/08/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Trinity Industries, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Mehvish Rahman | Citigroup Inc |
| Kristine Kubacki | CLSA |
| Andrzej Tomczyk | Goldman Sachs |