Trinity Industries (TRN, Financial) is scheduled to engage in a virtual meeting organized by Stephens on June 17. This event presents an opportunity for investors and stakeholders to gain insights into the company’s recent performance and strategic direction. Attendees of the meeting can expect a comprehensive overview of Trinity Industries’ operations, achievements, and future plans.
Investors interested in making informed decisions will find valuable data through performance metrics provided by TipRanks. These insights help in evaluating the company’s market position and uncovering investment opportunities. Trinity Industries (TRN, Financial) continues to be a focus for those seeking resilient stock options in the evolving market landscape.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 2 analysts, the average target price for Trinity Industries Inc (TRN, Financial) is $27.50 with a high estimate of $29.00 and a low estimate of $26.00. The average target implies an upside of 3.79% from the current price of $26.50. More detailed estimate data can be found on the Trinity Industries Inc (TRN) Forecast page.
Based on the consensus recommendation from 2 brokerage firms, Trinity Industries Inc's (TRN, Financial) average brokerage recommendation is currently 3.0, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Trinity Industries Inc (TRN, Financial) in one year is $26.32, suggesting a downside of 0.66% from the current price of $26.495. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Trinity Industries Inc (TRN) Summary page.
TRN Key Business Developments
Release Date: May 01, 2025
- Revenue: $585 million in the first quarter.
- GAAP Earnings Per Share (EPS): $0.29 for the first quarter.
- Adjusted Return on Equity: 14.2% over the last 12 months.
- Lease Fleet Utilization: 96.8%.
- Future Lease Rate Differential (FLRD): 17.9%.
- Renewal Lease Rates: 29.5% above expiring rates.
- Lease Portfolio Sales: $34 million completed with $6 million in gains.
- Net Lease Fleet Investment: $87 million for the quarter.
- Railcar Deliveries: 3,060 new railcars delivered in the quarter.
- Rail Products Group Operating Margin: 6.2% for the quarter.
- Cash from Operations: $78 million for the quarter.
- Liquidity: $920 million available.
- Full-Year EPS Guidance: $1.40 to $1.60 per share.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- Trinity Industries Inc (TRN, Financial) achieved a significant safety milestone at its Jonesboro Maintenance facility, marking five years without a lost time incident.
- Despite a 38% decrease in external deliveries year over year, Trinity Industries Inc (TRN) managed to limit the EPS decline to only 12%, showcasing the resilience of its platform.
- The company's lease fleet utilization remains high at 96.8%, with a favorable future lease rate differential of 17.9%, indicating strong demand for its railcars.
- Trinity Industries Inc (TRN) reported a 29.5% increase in renewal lease rates over expiring rates, demonstrating strong pricing power in its leasing segment.
- The company maintains a strong liquidity position with $920 million available, providing flexibility in an uncertain market environment.
Negative Points
- Trinity Industries Inc (TRN) experienced a slowdown in order conversions due to market uncertainty, impacting its short-term performance.
- The Rail Products Group's operating margin decreased to 6.2%, affected by lower deliveries and costs associated with workforce rationalization.
- The company lowered its full-year industry delivery guidance to 28,000 to 33,000 railcars, reflecting slower-than-expected order conversions.
- Weather-related disruptions impacted the maintenance business in the first quarter, contributing to lower external repair volumes.
- Trinity Industries Inc (TRN) faces margin compression in its Rail Products Group due to competitive pricing pressures in a lower volume environment.
