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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 : 7/10

vs
industry
vs
history
Cash to Debt 0.19
TRN's Cash to Debt is ranked higher than
61% of the 1004 Companies
in the Global Railroads industry.

( Industry Median: 0.34 vs. TRN: 0.19 )
TRN' s 10-Year Cash to Debt Range
Min: 0.01   Max: 0.37
Current: 0.19

0.01
0.37
Equity to Asset 0.33
TRN's Equity to Asset is ranked higher than
57% of the 971 Companies
in the Global Railroads industry.

( Industry Median: 0.47 vs. TRN: 0.33 )
TRN' s 10-Year Equity to Asset Range
Min: 0.3   Max: 0.6
Current: 0.33

0.3
0.6
Interest Coverage 4.13
TRN's Interest Coverage is ranked higher than
63% of the 640 Companies
in the Global Railroads industry.

( Industry Median: 5.52 vs. TRN: 4.13 )
TRN' s 10-Year Interest Coverage Range
Min: 0.18   Max: 13.97
Current: 4.13

0.18
13.97
F-Score: 9
Z-Score: 2.01
M-Score: -2.77
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 : 9/10

vs
industry
vs
history
Operating margin (%) 17.71
TRN's Operating margin (%) is ranked higher than
88% of the 996 Companies
in the Global Railroads industry.

( Industry Median: 6.53 vs. TRN: 17.71 )
TRN' s 10-Year Operating margin (%) Range
Min: -3.47   Max: 17.71
Current: 17.71

-3.47
17.71
Net-margin (%) 8.60
TRN's Net-margin (%) is ranked higher than
83% of the 997 Companies
in the Global Railroads industry.

( Industry Median: 4.03 vs. TRN: 8.60 )
TRN' s 10-Year Net-margin (%) Range
Min: -5.35   Max: 8.6
Current: 8.6

-5.35
8.6
ROE (%) 15.63
TRN's ROE (%) is ranked higher than
92% of the 973 Companies
in the Global Railroads industry.

( Industry Median: 6.54 vs. TRN: 15.63 )
TRN' s 10-Year ROE (%) Range
Min: -8.46   Max: 19.32
Current: 15.63

-8.46
19.32
ROA (%) 5.13
TRN's ROA (%) is ranked higher than
85% of the 999 Companies
in the Global Railroads industry.

( Industry Median: 3.11 vs. TRN: 5.13 )
TRN' s 10-Year ROA (%) Range
Min: -4.07   Max: 11
Current: 5.13

-4.07
11
ROC (Joel Greenblatt) (%) 14.22
TRN's ROC (Joel Greenblatt) (%) is ranked higher than
83% of the 996 Companies
in the Global Railroads industry.

( Industry Median: 7.59 vs. TRN: 14.22 )
TRN' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -5.39   Max: 25.44
Current: 14.22

-5.39
25.44
Revenue Growth (%) 31.50
TRN's Revenue Growth (%) is ranked higher than
97% of the 838 Companies
in the Global Railroads industry.

( Industry Median: 4.40 vs. TRN: 31.50 )
TRN' s 10-Year Revenue Growth (%) Range
Min: -22.9   Max: 31.5
Current: 31.5

-22.9
31.5
EBITDA Growth (%) 28.50
TRN's EBITDA Growth (%) is ranked higher than
95% of the 730 Companies
in the Global Railroads industry.

( Industry Median: 2.80 vs. TRN: 28.50 )
TRN' s 10-Year EBITDA Growth (%) Range
Min: -80.5   Max: 260.9
Current: 28.5

-80.5
260.9
EPS Growth (%) 82.40
TRN's EPS Growth (%) is ranked higher than
97% of the 610 Companies
in the Global Railroads industry.

( Industry Median: 7.20 vs. TRN: 82.40 )
TRN' s 10-Year EPS Growth (%) Range
Min: -42.6   Max: 82.4
Current: 82.4

-42.6
82.4
» TRN's 10-Y Financials

Financials


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

» Details

Guru Trades

Q2 2013

TRN Guru Trades in Q2 2013

David Tepper 937,785 sh (New)
David Dreman 643,195 sh (+624.11%)
Paul Tudor Jones 27,700 sh (+229.76%)
Chuck Royce 943,737 sh (+11.22%)
Steven Cohen 160,000 sh (unchged)
FPA Capital Fund 353,600 sh (unchged)
Manning & Napier Advisors, Inc 28,080 sh (unchged)
Jim Simons Sold Out
First Pacific Advisors 799,600 sh (-1%)
John Keeley 1,198,588 sh (-1.68%)
Diamond Hill Capital 424,413 sh (-2.94%)
Mario Gabelli 149,966 sh (-18.75%)
» More
Q3 2013

TRN Guru Trades in Q3 2013

Steven Cohen 1,048,098 sh (New)
David Tepper 1,228,139 sh (+30.96%)
Chuck Royce 950,237 sh (+0.69%)
Diamond Hill Capital 425,148 sh (+0.17%)
Manning & Napier Advisors, Inc 28,080 sh (unchged)
FPA Capital Fund 302,100 sh (-14.56%)
First Pacific Advisors 664,650 sh (-16.88%)
Mario Gabelli 121,166 sh (-19.2%)
Paul Tudor Jones 17,800 sh (-35.74%)
David Dreman 251,473 sh (-60.9%)
John Keeley 37,085 sh (-96.91%)
» More
Q4 2013

TRN Guru Trades in Q4 2013

Jim Simons 285,750 sh (New)
Steven Cohen 1,622,574 sh (+54.81%)
Paul Tudor Jones 19,170 sh (+7.7%)
Manning & Napier Advisors, Inc 28,080 sh (unchged)
Diamond Hill Capital 422,718 sh (-0.57%)
David Tepper 1,203,139 sh (-2.04%)
FPA Capital Fund 287,000 sh (-5%)
Mario Gabelli 109,766 sh (-9.41%)
First Pacific Advisors 598,650 sh (-9.93%)
David Dreman 225,503 sh (-10.33%)
Chuck Royce 818,237 sh (-13.89%)
John Keeley 24,815 sh (-33.09%)
» More
Q1 2014

TRN Guru Trades in Q1 2014

FPA Capital Fund 286,300 sh (-0.24%)
» More
» Details

Insider Trades

Latest Guru Trades with TRN

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Keeley 2013-12-31 Reduce -33.09%0.01%$43.58 - $56.65 $ 70.8341%24815
John Keeley 2013-09-30 Reduce -96.91%0.89%$35.75 - $46.17 $ 70.8373%37085
David Dreman 2013-09-30 Reduce -60.9%0.51%$35.75 - $46.17 $ 70.8373%251473
FPA Capital Fund 2013-09-30 Reduce -14.56%0.25%$35.75 - $46.17 $ 70.8373%302100
David Dreman 2013-06-30 Add 624.11%$35.29 - $44.62 $ 70.8375%643195
FPA Capital Fund 2013-03-31 Reduce -75.02%4.58%$35.82 - $45.39 $ 70.8373%353600
Mario Gabelli 2013-03-31 Reduce -47.02%0.04%$35.82 - $45.39 $ 70.8373%184566
FPA Capital Fund 2012-12-31 Reduce -24.95%1.7%$29.01 - $36.05 $ 70.83121%1415500
David Dreman 2012-12-31 New Buy0.09%$29.01 - $36.05 $ 70.83121%91050
Mario Gabelli 2011-09-30 Add 31.36%0.02%$21.3 - $37.25 $ 70.83153%326716
George Soros 2011-09-30 Sold Out 0.003%$21.3 - $37.25 $ 70.83153%0
FPA Capital Fund 2011-06-30 Add 1.34%0.11%$30.54 - $37.76 $ 70.83111%2253028
Mario Gabelli 2011-06-30 New Buy0.06%$30.54 - $37.76 $ 70.83111%248716
George Soros 2011-06-30 New Buy$30.54 - $37.76 $ 70.83111%6100
FPA Capital Fund 2011-03-31 Reduce -5%0.44%$26.31 - $35.4 $ 70.83137%2223300
Mario Gabelli 2011-03-31 Sold Out $26.31 - $35.4 $ 70.83137%0
Premium More recent guru trades are included for Premium Members only!!
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Ratios

vs
industry
vs
history
P/E(ttm) 14.80
TRN's P/E(ttm) is ranked higher than
75% of the 804 Companies
in the Global Railroads industry.

( Industry Median: 16.50 vs. TRN: 14.80 )
TRN' s 10-Year P/E(ttm) Range
Min: 2.1   Max: 330.05
Current: 14.8

2.1
330.05
P/B 2.41
TRN's P/B is ranked lower than
56% of the 946 Companies
in the Global Railroads industry.

( Industry Median: 1.20 vs. TRN: 2.41 )
TRN' s 10-Year P/B Range
Min: 0.27   Max: 2.95
Current: 2.41

0.27
2.95
P/S 1.24
TRN's P/S is ranked higher than
51% of the 998 Companies
in the Global Railroads industry.

( Industry Median: 0.99 vs. TRN: 1.24 )
TRN' s 10-Year P/S Range
Min: 0.14   Max: 1.38
Current: 1.24

0.14
1.38
EV-to-EBIT 10.31
TRN's EV-to-EBIT is ranked higher than
87% of the 895 Companies
in the Global Railroads industry.

( Industry Median: 16.23 vs. TRN: 10.31 )
TRN' s 10-Year EV-to-EBIT Range
Min: 4   Max: 259.1
Current: 10.31

4
259.1
PEG 0.27
TRN's PEG is ranked higher than
94% of the 461 Companies
in the Global Railroads industry.

( Industry Median: 1.40 vs. TRN: 0.27 )
TRN' s 10-Year PEG Range
Min: 0.04   Max: 3.5
Current: 0.27

0.04
3.5
Shiller P/E 33.57
TRN's Shiller P/E is ranked lower than
51% of the 517 Companies
in the Global Railroads industry.

( Industry Median: 19.04 vs. TRN: 33.57 )
TRN' s 10-Year Shiller P/E Range
Min: 3.33   Max: 808
Current: 33.57

3.33
808

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.80
TRN's Dividend Yield is ranked lower than
83% of the 744 Companies
in the Global Railroads industry.

( Industry Median: 1.99 vs. TRN: 0.80 )
TRN' s 10-Year Dividend Yield Range
Min: 0.38   Max: 4.61
Current: 0.8

0.38
4.61
Dividend Payout 0.14
TRN's Dividend Payout is ranked higher than
92% of the 606 Companies
in the Global Railroads industry.

( Industry Median: 0.33 vs. TRN: 0.14 )
TRN' s 10-Year Dividend Payout Range
Min: 0.07   Max: 0.38
Current: 0.14

0.07
0.38
Dividend growth (3y) 16.00
TRN's Dividend growth (3y) is ranked higher than
91% of the 462 Companies
in the Global Railroads industry.

( Industry Median: 0.50 vs. TRN: 16.00 )
TRN' s 10-Year Dividend growth (3y) Range
Min: -30.7   Max: 21.6
Current: 16

-30.7
21.6
Yield on cost (5-Year) 1.40
TRN's Yield on cost (5-Year) is ranked lower than
63% of the 759 Companies
in the Global Railroads industry.

( Industry Median: 1.94 vs. TRN: 1.40 )
TRN' s 10-Year Yield on cost (5-Year) Range
Min: 0.66   Max: 8.05
Current: 1.4

0.66
8.05
Share Buyback Rate 0.20
TRN's Share Buyback Rate is ranked higher than
86% of the 616 Companies
in the Global Railroads industry.

( Industry Median: -1.00 vs. TRN: 0.20 )
TRN' s 10-Year Share Buyback Rate Range
Min: 5.1   Max: -7.5
Current: 0.2

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.73
TRN's Price/Tangible Book is ranked lower than
58% of the 880 Companies
in the Global Railroads industry.

( Industry Median: 1.20 vs. TRN: 2.73 )
TRN' s 10-Year Price/Tangible Book Range
Min: 0.83   Max: 3.17
Current: 2.73

0.83
3.17
Price/DCF (Projected) 12.50
TRN's Price/DCF (Projected) is ranked lower than
73% of the 452 Companies
in the Global Railroads industry.

( Industry Median: 1.40 vs. TRN: 12.50 )
TRN' s 10-Year Price/DCF (Projected) Range
Min: 0.78   Max: 21.23
Current: 12.5

0.78
21.23
Price/Median PS Value 1.61
TRN's Price/Median PS Value is ranked lower than
62% of the 941 Companies
in the Global Railroads industry.

( Industry Median: 1.10 vs. TRN: 1.61 )
TRN' s 10-Year Price/Median PS Value Range
Min: 0.42   Max: 1.38
Current: 1.61

0.42
1.38
Price/Peter Lynch Fair Value 0.60
TRN's Price/Peter Lynch Fair Value is ranked higher than
90% of the 245 Companies
in the Global Railroads industry.

( Industry Median: 1.10 vs. TRN: 0.60 )
TRN' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.18   Max: 1.33
Current: 0.6

0.18
1.33
Price/Graham Number 1.35
TRN's Price/Graham Number is ranked higher than
53% of the 724 Companies
in the Global Railroads industry.

( Industry Median: 1.00 vs. TRN: 1.35 )
TRN' s 10-Year Price/Graham Number Range
Min: 0.42   Max: 1.68
Current: 1.35

0.42
1.68
Earnings Yield (Greenblatt) 9.70
TRN's Earnings Yield (Greenblatt) is ranked higher than
88% of the 917 Companies
in the Global Railroads industry.

( Industry Median: 6.10 vs. TRN: 9.70 )
TRN' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 25.2
Current: 9.7

0.4
25.2
Forward Rate of Return (Yacktman) 35.64
TRN's Forward Rate of Return (Yacktman) is ranked higher than
96% of the 706 Companies
in the Global Railroads industry.

( Industry Median: 3.29 vs. TRN: 35.64 )
TRN' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -36.4   Max: 47.2
Current: 35.64

-36.4
47.2

Business Description

Industry: Transportation & Logistics » Railroads
Compare:UNP, EJPRY, CSX, MTRJY, CP » details
Traded in other countries:TTA.Germany
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. Its five operating segments 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 its 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 Energy Equip

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