TRINITY INDUSTRIES INC(TRN)Stock Analysis
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Rank #1,596 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
TRN Stock Analysis & AI Quality Score
AI stock analysis and institutional research for TRINITY INDUSTRIES INC (TRN), a Industrials sector company. 13F Pro's AI-powered ranking engine scores TRN at 47.5/100 on a 32-signal composite quality model, placing it at rank #1,596 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (7.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), TRINITY INDUSTRIES INC reports quarterly revenue of $492.0M, net income of $24.2M, free cash flow of $91.5M. Top institutional holders of TRN by reported 13-F value include BlackRock,, Capital International Investors, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. TRN trades on the NYSE exchange and files with the SEC under CIK 99780. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TRN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TRINITY INDUSTRIES INC directly from SEC EDGAR. TRINITY INDUSTRIES INC's 13F Pro composite quality score has ranged between 36 and 65 since 2021, currently 47.5 — a stable long-term trajectory across 30 quarterly and live scoring snapshots.
Revenue
Q1 2026
$492.0M
Net Income
Q1 2026
$24.2M
Free Cash Flow
Q1 2026
$91.5M
ROIC
Q1 2026
1.6%
D/E Ratio
Q1 2026
4.99
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+103.1% YoYNet Income
-24.0% YoYOperating Income
+91.4% YoYEPS (Diluted)
-6.3% YoYTotal Assets
+7.2% YoYTotal Debt
Op. Cash Flow
-6.2% YoY| Metric | FY 2024 | FY 2021 | FY 2020 | FY 2016 | FY 2014 | FY 2013 |
|---|---|---|---|---|---|---|
| Revenue | $3.08B +103.1% | $1.52B -13.4% | $1.75B -43.4% | $3.09B -49.9% | $6.17B +41.3% | $4.37B |
| Net Income | $138.4M -24.0% | $182.0M +223.6% | $-147.3M -142.9% | $343.6M -49.3% | $678.2M +80.6% | $375.5M |
| Operating Income | $491.5M +91.4% | $256.8M +266.1% | $-154.6M -132.3% | $478.9M -61.7% | $1.25B +61.9% | $772.9M |
| EPS (Diluted) | $1.64 -6.3% | $1.75 +237.8% | $-1.27 -156.4% | $2.25 -46.3% | $4.19 +252.1% | $1.19 |
| Total Assets | $8.83B +7.2% | $8.24B -5.4% | $8.70B -4.6% | $9.13B +4.5% | $8.73B +19.4% | $7.31B |
| Total Debt | $5.69B | — | — | — | — | — |
| Operating Cash Flow | $573.8M -6.2% | $611.8M -6.1% | $651.7M -40.2% | $1.09B +33.1% | $819.2M +23.7% | $662.2M |
AI Insight: TRN Financial Trends
Trinity Industries shows severe revenue deterioration, falling 42% from $841M in Q2 2024 to $492M in Q1 2026 despite Q4 2025 profit surge.
• Revenue declined consistently from $841M in Q2 2024 to $492M in Q1 2026, down 42% over eight quarters.
• Operating cash flow deteriorated sharply from $242M in Q2 2024 to $98M in Q1 2026.
• Net income spiked to $187M in Q4 2025 from $30M in Q3 2025, then normalized to $24M in Q1 2026.
• Total debt increased from $5,727M in Q2 2024 to $5,944M in Q3 2025 before declining to $5,382M in Q1 2026.
⚠ Operating margins remain under pressure with operating income falling from $142M to $101M despite Q4 2025 spike.
⚠ The Q4 2025 earnings surge appears unsustainable given immediate return to weak performance in Q1 2026.
AI Insight: TRN Ratio Trends
Trinity Industries delivered exceptional Q4 2025 performance with 54.9% operating margin and 69.3% ROE, but metrics normalized to more modest levels in Q1 2026.
• Operating margin surged from 18.9% in Q2 2025 to 54.9% in Q4 2025 before moderating to 20.5% in Q1 2026.
• ROE spiked dramatically from 5.6% in Q2 2025 to 69.3% in Q4 2025, then declined to 9.0% in Q1 2026.
• ROIC improved from 5.6% in Q2 2025 to 20.6% in Q4 2025, settling at 6.3% in Q1 2026.
• Debt-to-equity ratio improved from 5.80 in Q2 2025 to 4.99 in Q1 2026, showing deleveraging progress.
⚠ Q4 2025's extraordinary margins appear unsustainable given the sharp normalization in Q1 2026 performance metrics.
⚠ TTM metrics show stronger performance than Q1 2026 alone, indicating potential seasonality or timing effects.
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Available Research
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Top Institutional Holders of TRN
BlackRock, Inc.
$417.9M12,986,317 shCapital International Investors
$177.2M5,517,486 shVANGUARD PORTFOLIO MANAGEMENT LLC
$170.7M5,304,986 shDIMENSIONAL FUND ADVISORS LP
$154.5M4,801,236 shSTATE STREET CORP
$124.8M3,878,373 shAMERICAN CENTURY COMPANIES INC
$116.0M3,606,023 shVANGUARD CAPITAL MANAGEMENT LLC
$115.3M3,582,991 shJENNISON ASSOCIATES LLC
$78.6M2,443,321 shGEODE CAPITAL MANAGEMENT, LLC
$62.6M1,944,341 shMORGAN STANLEY
$54.7M1,699,338 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $417.9M | 12,986,317 |
| Capital International Investors | $177.2M | 5,517,486 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $170.7M | 5,304,986 |
| DIMENSIONAL FUND ADVISORS LP | $154.5M | 4,801,236 |
| STATE STREET CORP | $124.8M | 3,878,373 |
| AMERICAN CENTURY COMPANIES INC | $116.0M | 3,606,023 |
| VANGUARD CAPITAL MANAGEMENT LLC | $115.3M | 3,582,991 |
| JENNISON ASSOCIATES LLC | $78.6M | 2,443,321 |
| GEODE CAPITAL MANAGEMENT, LLC | $62.6M | 1,944,341 |
| MORGAN STANLEY | $54.7M | 1,699,338 |
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Popular Research
Is TRN a good stock to buy?
13F Pro's AI-powered analysis of TRINITY INDUSTRIES INC (TRN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TRN are available on the TRN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own TRN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TRN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TRINITY INDUSTRIES INC's investment landscape.