Loading...
TRN logo

Trinity Industries, Inc.NYSE:TRN 株式レポート

時価総額 US$2.6b
株価
US$33.77
US$35.5
4.9% 割安 内在価値ディスカウント
1Y31.3%
7D-7.6%
ポートフォリオ価値
表示

Trinity Industries, Inc.

NYSE:TRN 株式レポート

時価総額:US$2.6b

TRN Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Trinity Industries, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Trinity Industries
過去の株価
現在の株価US$33.77
52週高値US$37.36
52週安値US$22.38
ベータ1.38
1ヶ月の変化5.86%
3ヶ月変化-1.11%
1年変化31.35%
3年間の変化60.81%
5年間の変化23.29%
IPOからの変化7,324.25%

最新ニュース

ナラティブの更新 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).
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
ナラティブの更新 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.

Recent updates

ナラティブの更新 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).
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
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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
分析記事 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...
User avatar
新しいナラティブ 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
分析記事 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...
分析記事 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...

株主還元

TRNUS MachineryUS 市場
7D-7.6%-5.1%-1.0%
1Y31.3%34.5%23.3%

業界別リターン: TRN過去 1 年間で34.5 % 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過去 1 年間で23.3 % の収益を上げたUS市場を上回りました。

価格変動

Is TRN's price volatile compared to industry and market?
TRN volatility
TRN Average Weekly Movement5.8%
Machinery Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

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
19336,110E. Savagewww.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

Trinity Industries の収益と売上を時価総額と比較するとどうか。
TRN 基礎統計学
時価総額US$2.64b
収益(TTM)US$262.30m
売上高(TTM)US$2.06b
10.2x
PER(株価収益率
1.3x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TRN 損益計算書(TTM)
収益US$2.06b
売上原価US$1.50b
売上総利益US$559.40m
その他の費用US$297.10m
収益US$262.30m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)3.30
グロス・マージン27.11%
純利益率12.71%
有利子負債/自己資本比率470.6%

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

3.7%
現在の配当利回り
37%
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2026/05/20 01:08
終値2026/05/20 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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 RahmanCitigroup Inc
Kristine KubackiCLSA
Andrzej TomczykGoldman Sachs