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41.88 (1y: +66%)
Market Cap 3.27 B P/E(ttm) 11.80
Enterprise Value 5.83 B P/B 1.61
TRN- NYSE (USA)
Trinity Industries, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$41.88
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry		 vs
history
Cash to Debt 0.188
TRN's Cash to Debt is ranked lower than
63% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 0.49 vs. TRN: 0.188 )
TRN' s 10-Year Cash to Debt Range
Min: 0.01   Max: 0.37
Current: 0.19
0.01
0.37
Equity to Asset 0.272
TRN's Equity to Asset is ranked lower than
67% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 0.38 vs. TRN: 0.272 )
TRN' s 10-Year Equity to Asset Range
Min: 0.26   Max: 0.58
Current: 0.27
0.26
0.58
Interest Coverage 3
TRN's Interest Coverage is ranked lower than
70% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 12.85 vs. TRN: 3 )
TRN' s 10-Year Interest Coverage Range
Min: 0   Max: 15
Current: 3
0
15
F-Score: 7
Z-Score: 1.61
M-Score: -2.69
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry		 vs
history
Operating margin (%) 15.10
TRN's Operating margin (%) is ranked higher than
79% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 5.70 vs. TRN: 15.10 )
TRN' s 10-Year Operating margin (%) Range
Min: -3.5   Max: 15.1
Current: 15.1
-3.5
15.1
Net-margin (%) 6.7
TRN's Net-margin (%) is ranked higher than
72% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 3.20 vs. TRN: 6.7 )
TRN' s 10-Year Net-margin (%) Range
Min: -5.3   Max: 7.6
Current: 6.7
-5.3
7.6
ROE (%) 12.4
TRN's ROE (%) is ranked higher than
78% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 6.00 vs. TRN: 12.4 )
TRN' s 10-Year ROE (%) Range
Min: -8.5   Max: 19.3
Current: 12.4
-8.5
19.3
ROA (%) 3.8
TRN's ROA (%) is ranked higher than
66% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 2.40 vs. TRN: 3.8 )
TRN' s 10-Year ROA (%) Range
Min: -4.1   Max: 11
Current: 3.8
-4.1
11
ROC (Joel Greenblatt) (%) 12.00
TRN's ROC (Joel Greenblatt) (%) is ranked higher than
65% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 8.00 vs. TRN: 12.00 )
TRN' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -5.4   Max: 25.4
Current: 12
-5.4
25.4
Revenue Growth (%) 9.9
TRN's Revenue Growth (%) is ranked higher than
72% of the 433 Companies
in the Global Railroads industry.

( Industry Median: -1.80 vs. TRN: 9.9 )
TRN' s 10-Year Revenue Growth (%) Range
Min: -17.8   Max: 18
Current: 9.9
-17.8
18
EBITDA Growth (%) 55.4
TRN's EBITDA Growth (%) is ranked higher than
81% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 0.50 vs. TRN: 55.4 )
TRN' s 10-Year EBITDA Growth (%) Range
Min: -46.7   Max: 55.4
Current: 55.4
-46.7
55.4
» TRN's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

TRN Guru Trades in Q2 2012

Jim Simons 590,250 sh (New)
Chuck Royce 1,001,237 sh (+22.11%)
Mario Gabelli 381,716 sh (+11.31%)
Manning & Napier Advisors, Inc 246,410 sh (+6.16%)
Diamond Hill Capital 453,805 sh (+0.01%)
First Pacific Advisors 4,063,278 sh (unchged)
Robert Rodriguez 1,886,128 sh (unchged)
Louis Moore Bacon Sold Out
Steven Cohen Sold Out
John Keeley 1,267,972 sh (-4.36%)
Paul Tudor Jones 31,900 sh (-72.5%)
» More
Q3 2012

TRN Guru Trades in Q3 2012

John Keeley 1,331,373 sh (+5%)
Chuck Royce 1,032,237 sh (+3.1%)
Robert Rodriguez 1,886,128 sh (unchged)
Jim Simons Sold Out
Diamond Hill Capital 449,160 sh (-1.02%)
First Pacific Advisors 3,998,778 sh (-1.59%)
Mario Gabelli 373,016 sh (-2.28%)
Paul Tudor Jones 9,200 sh (-71.16%)
Manning & Napier Advisors, Inc 28,080 sh (-88.6%)
» More
Q4 2012

TRN Guru Trades in Q4 2012

David Dreman 91,050 sh (New)
Manning & Napier Advisors, Inc 28,080 sh (unchged)
Paul Tudor Jones Sold Out
Diamond Hill Capital 448,120 sh (-0.23%)
John Keeley 1,294,562 sh (-2.76%)
Chuck Royce 968,037 sh (-6.22%)
Mario Gabelli 348,366 sh (-6.61%)
First Pacific Advisors 3,132,650 sh (-21.66%)
Robert Rodriguez 1,415,500 sh (-24.95%)
» More
Q1 2013

TRN Guru Trades in Q1 2013

Jim Simons 354,250 sh (New)
Paul Tudor Jones 8,400 sh (New)
Manning & Napier Advisors, Inc 28,080 sh (unchged)
Diamond Hill Capital 437,253 sh (-2.43%)
David Dreman 88,825 sh (-2.44%)
John Keeley 1,219,028 sh (-5.83%)
Chuck Royce 848,537 sh (-12.34%)
Mario Gabelli 184,566 sh (-47.02%)
First Pacific Advisors 807,700 sh (-74.22%)
Robert Rodriguez 353,600 sh (-75.02%)
» More
» Details

Insider Trades

Latest Guru Trades with TRN

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Robert Rodriguez 2013-03-31 Reduce -75.02%4.58%$35.82 - $45.39 $ 41.882%353600
Mario Gabelli 2013-03-31 Reduce -47.02%0.04%$35.82 - $45.39 $ 41.882%184566
Robert Rodriguez 2012-12-31 Reduce -24.95%1.7%$29.01 - $36.05 $ 41.8830%1415500
David Dreman 2012-12-31 New Buy0.09%$29.01 - $36.05 $ 41.8830%91050
NWQ Managers 2012-03-31 Sold Out 0.11%$29.69 - $35.93 $ 41.8835%0
NWQ Managers 2011-12-31 Reduce -37.56%0.05%$19.94 - $30.62 $ 41.8853%527105
Mario Gabelli 2011-09-30 Add 31.36%0.02%$21.3 - $37.25 $ 41.8850%326716
George Soros 2011-09-30 Sold Out 0.003%$21.3 - $37.25 $ 41.8850%0
Robert Rodriguez 2011-06-30 Add 1.34%0.11%$30.54 - $37.76 $ 41.8824%2253028
Mario Gabelli 2011-06-30 New Buy0.06%$30.54 - $37.76 $ 41.8824%248716
George Soros 2011-06-30 New Buy$30.54 - $37.76 $ 41.8824%6100
Robert Rodriguez 2011-03-31 Reduce -5%0.44%$26.31 - $35.4 $ 41.8840%2223300
Mario Gabelli 2011-03-31 Sold Out $26.31 - $35.4 $ 41.8840%0
Ken Fisher 2011-03-31 Sold Out $26.31 - $35.4 $ 41.8840%0
NWQ Managers 2010-12-31 Reduce -22.65%0.04%$22.01 - $26.68 $ 41.8874%937164
George Soros 2010-12-31 Sold Out $22.01 - $26.68 $ 41.8874%0
Mario Gabelli 2010-09-30 New Buy0.02%$16.45 - $22.22 $ 41.88120%209935
George Soros 2010-09-30 Reduce -42.35%$16.45 - $22.22 $ 41.88120%11300
Mario Gabelli 2010-06-30 Sold Out $18.06 - $26.46 $ 41.8888%0
George Soros 2010-06-30 Reduce -21.91%$18.06 - $26.46 $ 41.8888%19600
NWQ Managers 2010-03-31 New Buy0.14%$15.22 - $20.58 $ 41.88137%1290348
Ken Fisher 2010-03-31 Add 469.94%0.02%$15.22 - $20.58 $ 41.88137%307200
George Soros 2010-03-31 New Buy0.01%$15.22 - $20.58 $ 41.88137%25100
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Trinity Industries, Inc.

FPA Capital Fund Sells Six
April 10, 2013
Robert Rodriguez - FPA Capital Fund Sells Six
As of April 10, 2013, the portfolio of First Pacific Advisors (FPA) Capital Fund, managed by Dennis Bryan and Rikard Ekstrand, is valued at $8.5 billion and holds 27 stocks, two of them new. The fund has a quarter-over-quarter turnover of 3%. As of quarter ending March 31, 2013, FPA reduced its position in six stocks: Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 11.80
TRN's P/E(ttm) is ranked higher than
80% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 18.14 vs. TRN: 11.80 )
TRN' s 10-Year P/E(ttm) Range
Min: 2.06   Max: 324.55
Current: 11.8
2.06
324.55
P/B 1.61
TRN's P/B is ranked lower than
62% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 1.13 vs. TRN: 1.61 )
TRN' s 10-Year P/B Range
Min: 0.26   Max: 2.94
Current: 1.61
0.26
2.94
P/S 0.85
TRN's P/S is ranked lower than
55% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 0.61 vs. TRN: 0.85 )
TRN' s 10-Year P/S Range
Min: 0.14   Max: 1.22
Current: 0.85
0.14
1.22
PFCF 299.14
TRN's PFCF is ranked lower than
75% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 15.02 vs. TRN: 299.14 )
TRN' s 10-Year PFCF Range
Min: 5.1   Max: 1907
Current: 299.14
5.1
1907
EV-to-EBIT 9.63
TRN's EV-to-EBIT is ranked higher than
82% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 14.30 vs. TRN: 9.63 )
TRN' s 10-Year EV-to-EBIT Range
Min: 3.7   Max: 367.8
Current: 9.63
3.7
367.8
PEG 0.59
TRN's PEG is ranked lower than
59% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 1.30 vs. TRN: 0.59 )
TRN' s 10-Year PEG Range
Min: 0.04   Max: 18.11
Current: 0.59
0.04
18.11
Shiller P/E 20.62
TRN's Shiller P/E is ranked higher than
87% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 13.80 vs. TRN: 20.62 )
TRN' s 10-Year Shiller P/E Range
Min: 3.28   Max: 652.86
Current: 20.62
3.28
652.86

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 1.05
TRN's Dividend Yield is ranked lower than
51% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 2.02 vs. TRN: 1.05 )
TRN' s 10-Year Dividend Yield Range
Min: 0.38   Max: 4.61
Current: 1.05
0.38
4.61
Dividend Payout 0.1
TRN's Dividend Payout is ranked higher than
96% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 0.61 vs. TRN: 0.1 )
TRN' s 10-Year Dividend Payout Range
Min: 0.07   Max: 0.37
Current: 0.1
0.07
0.37
Dividend growth (3y) 5.7
TRN's Dividend growth (3y) is ranked higher than
92% of the 433 Companies
in the Global Railroads industry.

( Industry Median: -16.90 vs. TRN: 5.7 )
TRN' s 10-Year Dividend growth (3y) Range
Min: -24   Max: 15.8
Current: 5.7
-24
15.8
Yield on cost (5-Year) 1.51
TRN's Yield on cost (5-Year) is ranked higher than
59% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 1.95 vs. TRN: 1.51 )
TRN' s 10-Year Yield on cost (5-Year) Range
Min: 0.52   Max: 6.35
Current: 1.51
0.52
6.35
Share Buyback Rate -0.4
TRN's Share Buyback Rate is ranked higher than
88% of the 433 Companies
in the Global Railroads industry.

( Industry Median: -0.60 vs. TRN: -0.4 )
TRN' s 10-Year Share Buyback Rate Range
Min: 3.9   Max: -5.5
Current: -0.4

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 5.7
TRN's Price/Net Current Asset Value is ranked higher than
71% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 8.00 vs. TRN: 5.7 )
TRN' s 10-Year Price/Net Current Asset Value Range
Min: 2.1   Max: 6.8
Current: 5.7
2.1
6.8
Price/Tangible Book 1.8
TRN's Price/Tangible Book is ranked higher than
73% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 1.45 vs. TRN: 1.8 )
TRN' s 10-Year Price/Tangible Book Range
Min: 0.8   Max: 3.3
Current: 1.8
0.8
3.3
Price/Median PS Value 1.3
TRN's Price/Median PS Value is ranked higher than
80% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 0.80 vs. TRN: 1.3 )
TRN' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 1.4
Current: 1.3
0.5
1.4
Price/Peter Lynch Fair Value 1.3
TRN's Price/Peter Lynch Fair Value is ranked lower than
55% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 0.95 vs. TRN: 1.3 )
TRN' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.2   Max: 1.1
Current: 1.3
0.2
1.1
Price/Graham Number 1.1
TRN's Price/Graham Number is ranked higher than
74% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 1.00 vs. TRN: 1.1 )
TRN' s 10-Year Price/Graham Number Range
Min: 0.4   Max: 2
Current: 1.1
0.4
2
Earnings Yield (Greenblatt) 10.40
TRN's Earnings Yield (Greenblatt) is ranked lower than
63% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 7.10 vs. TRN: 10.40 )
TRN' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.3   Max: 26.9
Current: 10.4
0.3
26.9
Forward Rate of Return (Yacktman) 10.17
TRN's Forward Rate of Return (Yacktman) is ranked higher than
69% of the 433 Companies
in the Global Railroads industry.

( Industry Median: 3.78 vs. TRN: 10.17 )
TRN' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -55.1   Max: 73.8
Current: 10.17
-55.1
73.8

Business Description

Trinity Industries, Inc. was incorporated in 1933. It became a Delaware Corporation in 1987. The Company owns a variety of businesses which provide products and services to the industrial, energy, transportation, and construction sectors. The Company manufactures and sells railcars and railcar parts, inland barges, structural wind towers, highway products, concrete and aggregates, tank containers, and a steel parts and components. In addition, it leases railcars to its customers through a captive leasing business, Trinity Industries Leasing Company. The Company serves its customers through five business groups. The Company's five operating segment are the Rail Group, Construction Products Group, Inland Barge Group, Energy Equipment Group, and Railcar Leasing and Management Services Group. Through the wholly-owned subsidiaries, the Company's Rail Group is a manufacturer of freight Railcars and tank cars in North America. It offers a complete array of railcar solutions to its customers. Through its wholly-owned subsidiaries, primarily Trinity Industries Leasing Company, and a majority-owned subsidiary, TRIP Rail Holdings LLC, the Company offers operating leases for tank cars and freight cars. TILC also offers management and administrative services. It's Railcar Leasing and Management Services Group is a provider of leasing and management services and an important strategic resource that uniquely links its Rail Group with its customers. Through it wholly owned subsidiaries, the Company's Construction Products Group produces concrete and aggregates and manufactures highway products as well as other steel products for infrastructure-related projects. Through its wholly owned subsidiaries, the Company's Inland Barge Group is the manufacturer of inland barges and fiberglass barge covers in the United States. The Company manufactures a variety of dry cargo barges, such as deck barges, and open or covered hopper barges that transport various commodities, such as grain, coal, and aggregates. It also manufactures tank barges used to transport liquid products. Its fiberglass reinforced lift covers are used mainly for grain barges. Through its wholly owned subsidiaries, the Company's Energy Equipment Group manufactures structural wind towers, tank containers and tank heads for pressure vessels, tank heads for non-pressure vessels, LPG tanks, and utility, traffic, and lighting structures. The Company sells all of its products and services through its own sales personnel operating from offices in multiple locations in the United States as well as Canada, Mexico, the United Kingdom, Singapore, and Sweden. It also uses independent sales representatives to a limited extent. Products manufactured at its railcar manufacturing facilities require a supply of raw materials such as steel, as well as numerous specialty components such as brakes, wheels, axles, side frames, bolsters, and bearings. The main material used in its Rail, Inland Barge, and Ener
Company Website
SEC Reports
Industry: Railroads
Compare:UNP, EJPRY, CSX, MTRJY, CP
Traded in other countries:TTA.Germany
» More Articles for TRN

Headlines

Articles On GuruFocus.com
FPA Capital Fund Sells Six Apr 10 2013 
Ride the Tank Car Boom: American Railcar Industries Feb 16 2013 
FPA Capital Increases in Veeco by 24% - Q4 Update Jan 18 2013 
Warren Buffett’s Short-Line Railroads Mix Up Dec 31 2012 
FPA Capital Advisors Anticipating More Value Opportunities in 2012: Q4 Commentary Feb 10 2012 
FPA Crescent Fund Third-Quarter Commentary (Robert Rodriguez) Oct 28 2011 
FPA Capital Fund Q2 Portfolio: Buys OSK, IDCC, ARW, RDC, ESV Jul 26 2011 
Trinity Industries Inc. Reports Operating Results (10-Q) Oct 28 2010 
Trinity Industries Inc. Reports Operating Results (10-Q) Jul 29 2010 
Trinity Industries Inc. Reports Operating Results (10-Q) Apr 29 2010 

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