Recent 8-K filings for TRN

• 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 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 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 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.

• 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 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 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