earnings
confidence high
sentiment positive
materiality 0.75
Trinity Q3 EPS $0.38, revenue $454M; raises FY25 guidance to $1.55-$1.70
TRINITY INDUSTRIES INC
2025-Q3 EPS reported
$0.80
revenue$1,545,700,000
- Q3 total revenue $454.1M (down from $798.8M YoY); net income $31.4M vs $36.7M.
- Rail Products delivered 1,680 railcars (down from 4,360); backlog $1.8B.
- Lease fleet utilization 96.8%; FLRD +8.7%; renewal rates 25.1% above expiring.
- FY25 EPS guidance raised and tightened to $1.55-$1.70 from $1.40-$1.60.
- YTD gains on lease sales $35M; issued $535.2M green notes at 5.11% all-in rate.