{"schema_version":"secwatch.filing_event.v1","accession":"0000099780-23-000142","form_type":"8-K","ticker":"TRN","cik":"0000099780","company_name":"TRINITY INDUSTRIES INC","filed_at":"2023-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.498880+00:00","generated_at":"2026-06-09T01:39:43.327862+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Trinity Q3 rev $821M (+65% YoY); lowers FY adj EPS guide to $1.20-$1.35 on border closure","bullets":["GAAP EPS $0.29, adjusted EPS $0.26; Q3 revenue $821M (+65% YoY).","Lease fleet utilization 98.1%, FLRD +26.6%; Leasing revenues up 14% YoY to $223M.","Deliveries of 4,325 railcars (685 below plan) due to Mexico border closure; Rail Products margin 5.2% ex-insurance.","FY 2023 adjusted EPS guidance lowered to $1.20-$1.35; three-year cumulative cash flow target reduced to $1.0-$1.2B.","YTD cash from ops $216M; adjusted free cash flow $50M after investments and dividends."],"urls":{"canonical":"https://secwatch.observer/filing/0000099780-23-000142","json":"https://secwatch.observer/filing/0000099780-23-000142.json","markdown":"https://secwatch.observer/filing/0000099780-23-000142.md","text":"https://secwatch.observer/filing/0000099780-23-000142.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/99780/000009978023000142/0000099780-23-000142-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/99780/000009978023000142/trn-20231102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T01:39:43.327862+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"a7474094b6f29663aa454e8cd52f2141f09447f5","claim":"TRINITY INDUSTRIES INC updated its the three month period ended September 30, 2023 guidance (lowered).","evidence_excerpt":"The conference call, News Release, and Supplemental Materials, described below, included references to Adjusted Operating Results and Adjusted Earnings Per Share, Pre-Tax Return on Equity, Adjusted Free Cash Flow, EBITDA and Adjusted EBITDA, which are not calculations based on generally accepted accounting principles (“GAAP”).","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/99780/000009978023000142/0000099780-23-000142-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three month period ended September 30, 2023"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}