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Trinity Industries (TRN)
NYSE:TRN
US Market
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Trinity Industries (TRN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.7
Last Year’s EPS
0.39
Same Quarter Last Year
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
Trinity Industries demonstrated strong performance in its leasing segment and raised its EPS guidance, reflecting confidence in its business model. However, the company faced challenges with declining revenues and lower industry railcar orders. The secondary market remains a strong point, and significant SG&A savings were achieved. Overall, the call indicated a cautiously optimistic outlook with some ongoing challenges in the Rail Products segment.
Company Guidance
During Trinity Industries' third-quarter 2025 earnings call, the company provided updated guidance, raising its full-year EPS forecast to a range of $1.55 to $1.70, reflecting confidence in their business model and execution capabilities. The Railcar Leasing and Services segment reported a strong fleet utilization of 96.8% and renewal rates 25.1% above expiring rates. The company invested over $100 million in secondary market railcars and sold $80 million in the quarter. The Rail Products segment achieved a 7.1% operating margin despite challenging market conditions, with the industry backlog sitting at $1.8 billion. Trinity expects full-year industry deliveries between 28,000 to 33,000 railcars and anticipates scrapping approximately 40,000 railcars. The leasing margin is on track, and cash flow from continuing operations reached $187 million year-to-date. The company maintained a loan-to-value ratio of 68.5% and increased its gains on lease portfolio sales guidance to $70 million to $80 million for the year.
Full Year EPS Guidance Raised
Trinity Industries raised and tightened its full year EPS guidance to a range of $1.55 to $1.70, reflecting confidence in the business model and execution capabilities.
Strong Leasing Segment Performance
Leasing and Services segment revenue grew year-over-year, with a 96.8% fleet utilization rate. Renewal rates were 25.1% above expiring rates with an 82% renewal success rate.
Secondary Market Activity
Trinity capitalized on strong secondary market conditions, adding over $100 million of railcars and selling $80 million in the quarter.
SG&A Savings
Expected full year SG&A savings of approximately 20% compared to 2024.
Cash Flow and Capital Returns
Year-to-date cash flow from operations was $187 million, with $134 million returned to shareholders through dividends and buybacks.

Trinity Industries (TRN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

TRN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
0.70 / -
0.39
Oct 30, 2025
2025 (Q3)
0.35 / 0.38
0.43-11.63% (-0.05)
Jul 31, 2025
2025 (Q2)
0.27 / 0.19
0.66-71.21% (-0.47)
May 01, 2025
2025 (Q1)
0.32 / 0.29
0.33-12.12% (-0.04)
Feb 20, 2025
2024 (Q4)
0.33 / 0.39
0.82-52.44% (-0.43)
Oct 31, 2024
2024 (Q3)
0.38 / 0.43
0.2665.38% (+0.17)
Aug 01, 2024
2024 (Q2)
0.34 / 0.66
0.23186.96% (+0.43)
May 01, 2024
2024 (Q1)
0.22 / 0.33
0.07371.43% (+0.26)
Feb 22, 2024
2023 (Q4)
0.64 / 0.82
0.4486.36% (+0.38)
Nov 02, 2023
2023 (Q3)
0.26 / 0.26
0.34-23.53% (-0.08)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

TRN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$27.83$27.05-2.80%
Jul 31, 2025
$24.71$23.05-6.72%
May 01, 2025
$24.56$23.86-2.85%
Feb 20, 2025
$33.08$30.33-8.31%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Trinity Industries (TRN) report earnings?
Trinity Industries (TRN) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
    What is Trinity Industries (TRN) earnings time?
    Trinity Industries (TRN) earnings time is at Feb 19, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is TRN EPS forecast?
          TRN EPS forecast for the fiscal quarter 2025 (Q4) is 0.7.
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