TRINITY INDUSTRIES INC · Railroad Equipment

TRN

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The short version

A high-quality, profitable business with steady sales. Institutions are adding.

Going well

Raised its dividend (4.7% yield)
Profitable
Brings in more cash than it spends

Watch out for

Revenue down 30% from the year before

Money moves

No insider buying or selling in the last 30 days
Institutions added 7% to their holdings in the quarter ending June 2026 (164 bought, 124 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$25.74+0.7% that day

Company value: $2.1B; Share price times all shares
Price vs profit (P/E): 6.2x; You pay about $6 for each $1 of yearly profit
Price vs sales: 1.0x; Company value is 1.0 times a year of sales
Dividend yield: 4.7%; Yearly dividend as a share of today's price
Cash vs value: 8%; Cash as a share of company value

From TRN's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$485.1M-4.2% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $2.0B, down 19% from the 12 months before. Over 5 years, sales grew about 4.3% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of TRN. Starting points are the company's recent numbers.

Sales growth-10% a yearRecently: -19% a yearProfit margin17%Last 12 months: 16.6%P/E at the end8xToday: 6.2x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.2B

Profit in 5 years$205M

Price these guesses point to$20.59-20% vs $25.74 todayAbout -4.4% a year, before dividends

What today's price needs: with a 17% margin and a 8x P/E, sales could shrink about 5.9% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/5Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.26.0%
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.12.9%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$314.1M
PassShare count not growingNot diluting owners. Falling means buybacks.-1.5% in 3 years

Revenue: $2.2B; -30.0% vs prior year
5-year growth: +4.3%/yr; revenue, per year
Free cash flow: $314.1M; 14.6% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity, gross margin 40%+. A checklist is a starting point for research, not a verdict.