Recent 8-K filings for TRN

• May 21, 2026, 4:36 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Trinity Industries shareholders elect directors and approve say-on-pay and auditor ratification

  Elected eight directors: Ainsworth, Biesterfeld, Diez, Echols, Lakkundi, Maclin, Savage, Shive each with >62.9M votes.

• April 30, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Trinity Q1 EPS $0.32 (up 10% YoY); raises FY26 EPS guidance to $2.20-2.40 (midpoint +16%)

  EPS $0.32 from continuing ops vs $0.29 YoY; revenue $492M (down 16% YoY on lower railcar deliveries).

• April 21, 2026, 7:59 PM ET debt materiality 0.50 neutral item 2.03item 9.01 ◈ Debt Financings

  Trinity railcar subsidiary issues $480.8M in secured notes; redeems $377.1M of existing debt

  TRL-2025 issued $447.4M Class A notes at 5.35% and $33.4M Class B notes at 5.56%, due 2056.

• April 15, 2026, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements

  Trinity contributes rail holdings interests; deconsolidates TRIP and Triumph

  TILC contributed 42.56% of TRIP Rail Holdings and 0.2% of Triumph Rail Holdings to NP SPE Holdings LP.

• April 6, 2026, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01 ◈ Material Agreements

  Trinity Industries subsidiary issues $480.8M in securitized railcar notes at 5.35%/5.56%

  Trinity Rail Leasing 2025 LLC issued $447.4M Class A notes at 5.35% and $33.4M Class B notes at 5.56%.

• February 17, 2026, 6:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01

  Trinity EVP Leasing & Services Gregory Mitchell stepping down, retiring Oct 15

  Gregory B. Mitchell notified Trinity of retirement transition effective October 15, 2026.

• February 12, 2026, 6:59 PM ET earnings materiality 0.80 neutral item 2.02item 7.01item 9.01

  Trinity Q4 EPS $2.31, full-year $3.14; guides FY2026 EPS $1.85-$2.10

  Full year 2025 EPS $3.14 (up from $1.81) on $2.2B revenue; Q4 EPS $2.31 includes $194M non-cash gain from railcar partnership restructuring.

• January 6, 2026, 6:59 PM ET other material materiality 0.85 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  Trinity restructures railcar partnerships, expects $190M pre-tax gain, raises FY2025 EPS guidance

  Exchanged 42.36% interest in Triumph for Napier Park's 69.45% stake in RIV 2013; now owns 100% of RIV 2013.

• October 30, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Trinity Q3 EPS $0.38, revenue $454M; raises FY25 guidance to $1.55-$1.70

  Q3 total revenue $454.1M (down from $798.8M YoY); net income $31.4M vs $36.7M.

• October 20, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 9.01

  Trinity Industries subsidiary to issue $535M in secured railcar notes at 5.09% and 5.30%

  Issues $498.58M Class A notes at 5.09% and $36.66M Class B notes at 5.30% through Trinity Rail Leasing 2025 LLC.

• July 31, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  Trinity Q2 EPS $0.19 (down from $0.67); revenue $506M; lease orders improve; reaffirms FY EPS $1.40-$1.60

  Q2 GAAP EPS $0.19 vs $0.67 YoY; revenue $506M vs $841M, down 40% on lower railcar deliveries.

• May 19, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07item 9.01

  Trinity Industries shareholders elect eight directors, approve advisory say-on-pay, ratify Ernst & Young as auditor

  All eight director nominees elected; John J. Diez received 61.1M for, 2.3M against, 3.7M abstain.

• May 1, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01

  Trinity Q1 EPS $0.29 (down 12% YoY); revenue $585M; FY guidance lowered to $1.40-1.60

  GAAP diluted EPS $0.29 vs $0.33 YoY; revenue $585M vs $810M, down 28% on lower railcar deliveries.

• February 20, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Trinity Industries reports FY2024 adjusted EPS $1.82, up 32% YoY; guides FY2025 EPS $1.50-$1.80

  FY2024 GAAP EPS $1.81, adjusted EPS $1.82; revenue $3.08B; operating profit $491.5M.

• October 31, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Trinity Q3 EPS $0.44, raises full-year guidance to $1.70-$1.80

  Quarterly GAAP EPS $0.44, adjusted EPS $0.43; revenue $799M, operating profit $122.4M.

• September 9, 2024, 7:59 PM ET other material materiality 0.20 neutral item 5.03item 9.01

  Trinity Industries amends bylaws: extends nomination notice period to 90-120 days, adds disclosure rules

  Advance notice period for stockholder nominations and business changed from 60-90 days to 90-120 days before annual meeting anniversary.

• August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Trinity Q2 GAAP EPS $0.67, adjusted $0.66; raises FY guidance to $1.55-$1.75

  Revenue $841M, up 16% YoY; GAAP EPS $0.67 vs $0.23; adjusted EPS $0.66 vs $0.23.

• June 25, 2024, 7:59 PM ET other material materiality 0.25 neutral item 7.01item 9.01

  Trinity Industries holds investor day; no financial results or guidance disclosed in filing

  Filing furnishes presentation materials for investor day held June 25, 2024.

• June 5, 2024, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 8.01item 9.01

  Trinity prices $200M add-on of 7.75% notes due 2028; to redeem $400M 4.55% notes due 2024

  Issued $200M additional 7.750% Senior Notes due 2028 at 102.5% of par; net proceeds ~$211.1M.

• June 4, 2024, 7:59 PM ET debt materiality 0.65 neutral item 2.03item 9.01

  Trinity subsidiary issues $432M green railcar notes at 5.78%; proceeds to repay debt

  Trinity Rail Leasing 2021 LLC issued $432.4M Series 2024-1 Class A Green Secured Railcar Equipment Notes.

• May 23, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 5.07item 9.01

  Trinity Industries unit issues $432.4M 5.78% Green Secured Railcar Notes due 2054

  Trinity Rail Leasing 2021 issues $432,430,000 of Series 2024-1 Class A Notes at 5.78% fixed rate, maturing May 19, 2054.

• May 21, 2024, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Trinity Industries offers $200M additional 7.75% senior notes due 2028 to refinance 4.55% notes due 2024

  Additional $200.0M of 7.750% Senior Notes due 2028 offered; total outstanding will be $600.0M.

• May 7, 2024, 7:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  Trinity Industries furnishes Q1 2024 investor presentation with no specific financial figures

  Presentation covers activity through March 31, 2024, but full data not included in filing excerpt.

• May 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Trinity Q1 revenue $810M (+26% YoY); EPS $0.33; raises FY guidance to $1.35-$1.55

  GAAP and adjusted EPS of $0.33 vs $0.09 a year ago; adjusted EPS up $0.26 YoY.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

7 positive 1 negative 16 neutral

source · TRN on sec.gov