Trinity Industries, Inc.

NYSE:TRN 주식 리포트

시가총액: US$2.7b

Trinity Industries 경영진

경영진 기준 점검 4/4

Trinity Industries CEO는 E. Savage, Feb2020 에 임명되었습니다 의 임기는 6.25 년입니다. 총 연간 보상은 $7.48M, 13.4% 급여 및 86.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.14M 가치에 해당하는 회사 주식의 0.34% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.2 년과 6.6 년입니다.

핵심 정보

E. Savage

최고경영자

US$7.5m

총 보수

CEO 급여 비율13.37%
CEO 재임 기간6.3yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간4.2yrs
이사회 평균 재임 기간6.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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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새로운 내러티브 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
분석 기사 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...
분석 기사 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...

CEO 보수 분석

E. Savage의 보수는 Trinity Industries의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: E.의 총 보수(USD7.48M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.03M) 수준입니다.

보상과 수익: E.의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

E. Savage (61 yo)

6.3yrs
재임 기간
US$7,480,164
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 Officer2.1yrs데이터 없음0.031%
$ 826.9k
Heidi Cox
Chief Information Officer2.7yrs데이터 없음데이터 없음
Leigh Mann
Vice President of Investor Relations5.3yrs데이터 없음데이터 없음
Matt Pittman
Chief Ethics2.7yrs데이터 없음데이터 없음
David DelVecchio
VP & Chief Human Resources Officer7.5yrs데이터 없음데이터 없음
Luis Pardo
Executive VP of Mexico3.8yrs데이터 없음데이터 없음
Steven McDowell
VP & Chief Audit Executive2.1yrsUS$771.33k데이터 없음
4.2yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: TRN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.2 년).


이사회 구성원

이름직위재임 기간보수지분
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
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: TRN의 이사회경험이 있음으로 간주됩니다(평균 재임 6.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 09:07
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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분석가 소스

Trinity Industries, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Kristine KubackiCLSA
Andrzej TomczykGoldman Sachs