TRN logo

Trinity Industries, Inc. Stock Price

NYSE:TRN Community·US$2.7b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 4 Fair Values set on narratives written by author

TRN Share Price Performance

US$34.30
8.67 (33.83%)
US$35.50
Fair Value
US$34.30
8.67 (33.83%)
3.4% undervalued intrinsic discount
US$35.50
Fair Value
Price US$34.30
AnalystConsensusTarget US$35.50

TRN Community Narratives

·
Fair Value US$35.5 3.4% undervalued intrinsic discount

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

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US$35.5
3.4% undervalued intrinsic discount
Revenue
8.28% p.a.
Profit Margin
4.54%
Future PE
28.45x
Price in 2029
US$46.01

Trending Discussion

Updated Narratives

TRN logo

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

Fair Value: US$35.5 3.4% undervalued intrinsic discount
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Snowflake Analysis

Proven track record average dividend payer.

4 Risks
3 Rewards

Trinity Industries, Inc. Key Details

US$2.1b

Revenue

US$1.5b

Cost of Revenue

US$559.4m

Gross Profit

US$297.1m

Other Expenses

US$262.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.30
27.11%
12.71%
470.6%
View Full Analysis

About TRN

Founded
1933
Employees
6110
CEO
E. Savage
WebsiteView website
www.trin.net

Trinity Industries, Inc. provides railcar products and services under the TrinityRail trade name in North America. The company operates in two segments, Railcar Leasing and Services Group, and Rail Products Group. The Railcar Leasing and Services Group segment leases freight and tank railcars; originates and manages railcar leases for third-party investors; and provides fleet leasing, management, and administrative services, as well as railcar maintenance and modification services, and other railcar logistics products and services. As of December 31, 2025, it had a fleet of 101,485 railcars. This segment serves industrial shipper and railroad companies operating in refined products and chemicals, energy, agriculture, construction and metals, and consumer products. The Rail Products Group segment manufactures freight and tank railcars for transporting various liquids, gases, and dry cargo; and manufactures and sells railcars and related parts and components. This segment serves railroads, leasing companies, and industrial shippers of products in the refined products and chemicals, energy, agriculture, construction and metals, and consumer products markets. It sells or leases products and services through its own sales personnel and independent sales representatives. The company was incorporated in 1933 and is headquartered in Dallas, Texas.

Recent TRN News & Updates

Narrative Update 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

Recent updates

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