Trinity Industries, Inc.

Valuation Analysis

About the Company

Trinity Industries, Inc. provides railcar products and services under the TrinityRail trade name in North America. The company operates in two segments, Railcar Leasing and Services Group, and Rail Products Group. The Railcar Leasing and Services Group segment leases freight and tank railcars; originates and manages railcar leases for third-party investors; and provides fleet leasing, management, and administrative services, as well as railcar maintenance and modification services, and other railcar logistics products and services. As of December 31, 2025, it had a fleet of 101,485 railcars. This segment serves industrial shipper and railroad companies operating in refined products and chemicals, energy, agriculture, construction and metals, and consumer products. The Rail Products Group s

Trinity Industries, Inc. Stock at a Glance

Trinity Industries, Inc. (TRN) is currently trading at $34.76 with a market capitalization of $2.8B. The trailing P/E ratio stands at 10.97x, with a forward P/E of 14.64x. The 52-week range spans from $22.38 to $37.36; the current price is 7% below the yearly high. Year-over-year revenue growth stands at -16.0%. The net profit margin stands at 12.37%.

💰 Dividend

Trinity Industries, Inc. pays an annual dividend of $1.24 per share, representing a yield of 3.57%. The payout ratio stands at 38.17%.

📊 Analyst Rating

2 analysts rate Trinity Industries, Inc. (TRN) on consensus: None. The average price target is $35.50, implying +2.13% from the current price. Analyst price targets range from $35.00 to $36.00.

Trinity Industries, Inc.: The Investment Case in Detail

Trinity Industries, Inc. (TRN) operates in the Industrials — specifically Railroads — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Our valuation screen flags the stock as undervalued relative to its fundamentals — multiples are running below where the cash flow profile would normally justify.

The Bear Case

Revenue is contracting at -16% year-over-year — until that trend reverses, valuation is exposed to further downgrades. The debt-to-equity ratio of 470.59% is elevated, meaning the company relies heavily on creditors — refinancing terms will become more important than operational performance in the next economic downturn.

Valuation in Context

With a PEG ratio of 0.69, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity.

What to Watch Next

• The dividend yield near 3.57% combined with a payout ratio of 38.17% leaves room for further hikes — a track record of consecutive raises is a strong income signal.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Risk Profile

The data points to market-like volatility, elevated short interest (9.43%), higher leverage relative to equity.

Trading Data

💵 Dividend Info

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