Trinity Q2 EPS $1.25 includes $132M gain; Rail Products margin 1.3% misses; guidance unchanged

TRINITY INDUSTRIES INC

Q2 GAAP EPS $1.25 from continuing ops, includes $132M non-cash pre-tax gain on Napier Park partnership transaction.
Revenue $485M, down 4% YoY; Rail Products operating margin 1.3% (below 5-6% target) due to production interruption and Mexico realignment.
Lease fleet utilization 97.3%, FLRD +3.5% (positive for 20th consecutive quarter); renewal success rate improved to 75%.
Full-year EPS guidance maintained at $2.20-$2.40; net fleet investment guidance lowered to $300M-$400M.
Acquired 32% interest in Touax Texmaco Railcar Leasing JV in India; year-to-date operating cash flow $172M.

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