Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TRN
BUYREMOVETrinity Industries, Inc. · Industrials · United States · $2.6B · Avg Vol: $26M/d
Trinity Industries is a cyclical railcar manufacturer and lessor. While it has a stable leasing base, it is highly capital-intensive, carries high debt, and is deeply tied to industrial economic cycles rather than our high-conviction structural macro themes.
COMPANY DESCRIPTION
Trinity Industries, Inc. is a leading North American provider of railcar products and services, manufacturing and leasing freight railcars and offering maintenance and repair services. Its competitive moat is built on a diverse portfolio of railcar types, extensive manufacturing capacity, and a significant leasing fleet, providing comprehensive solutions for the rail transportation industry. The company is a dominant player in the North American railcar market, integral to efficient freight movement.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.0B | 3.0B | 3.1B | 2.2B | 2.9% |
| EPS | 0.73 | 1.31 | 1.69 | 3.13 | 62.5% |
| Shares | 81.1M | 81.8M | 81.8M | 79.8M | -1.6% |
| Debt | 5.6B | 5.8B | 5.7B | 5.4B | -1.0% |
| Equity | 1.0B | 1.0B | 1.1B | 1.1B | 2.1% |
| Op CF | -12.8M | 295.6M | 573.8M | 359.7M | 10.3% |
| Inv CF | -260.7M | -363.0M | -214.6M | -385.6M | — |
| Fin CF | 265.4M | 8.2M | -219.9M | -24.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of TRN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TRN | Trinity Industries, Inc.(you) | $2.6B | 76 | BUY |
| GBX | The Greenbrier Companies, Inc. | $1.5B | 80 | BUY |
| FSTR | L.B. Foster Company | $423M | 89 | STRONG BUY |
| WAB | Westinghouse Air Brake Technologies Corporation | $44.3B | 65 | HOLD |
| CSX | CSX Corporation | $85.1B | 60 | HOLD |
| UNP.DE | Union Pacific Corporation | $155.0B | 71 | BUY |
| RAIL | FreightCar America, Inc. | $149M | 42 | HOLD |
| NSC | Norfolk Southern Corporation | $69.1B | 44 | HOLD |
| MGRC | McGrath RentCorp | $2.7B | 77 | BUY |
| ATKR | Atkore Inc. | $2.8B | 74 | BUY |
Peer medians: ROE 11.4% · P/E 30.2x · Gross margin 28.6%