Jun 2026 (Q2 FY26) — Jul 30, 2026
Trinity Industries Q2 FY26 — Napier Park Gain Boosts EPS Amidst Rail Products Headwinds
Read the full callTrinity Industries (TRN) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Trinity Industries earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 485 | −4.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 41.2 | +22.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 98.3 | +597.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$25.47 −2.53% · −$0.66
Performance −9.4% 1Y
1Y: $28.11 on 14 Oct 2025 → $25.47. High $38.07 (28 Jul 2026), low $24.9 (11 Nov 2025).
- Previous close
- $26.13
- 52-week range
- $24.9 – $38.07
- One year
- −9.62%
Overview
- Symbol
- TRN
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Trinity Industries earnings calls (TRN)
Financials
What the filings say
Net profit, year on year: +597% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 799 | 629 | 585 | 506 | 454 | 611 | 492 | 485 |
| Operating profit | 122 | 112 | 100 | 95 | 119 | 335 | 101 | 200 |
| Operating margin | 15.3% | 17.8% | 17.1% | 18.9% | 26.1% | 54.9% | 20.6% | 41.2% |
| Other income | -66 | -64 | -63 | -69 | -70 | -71 | -66 | -66 |
| Profit before tax | 56 | 48 | 36 | 26 | 48 | 265 | 35 | 134 |
| Tax rate | 27.7% | 14.1% | 20.3% | 15.8% | 23.0% | 25.8% | 24.2% | 23.7% |
| Net profit | 31 | 29 | 22 | 14 | 30 | 187 | 24 | 98 |
| EPS ($ per share) | 0.38 | 0.35 | 0.27 | 0.17 | 0.38 | 2.34 | 0.30 | 1.23 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 2,326 | 2,183 | 1,769 | 1,047 | 993 | 1,011 | 1,054 | 1,082 |
| Total liabilities | 5,427 | 6,323 | 6,686 | 6,939 | 7,455 | 7,631 | 7,525 | 7,279 |
| Fixed assets | 6,334 | 7,111 | 6,969 | 6,847 | 6,887 | 7,005 | 6,988 | 6,621 |
| Total assets | 7,989 | 8,701 | 8,702 | 8,236 | 8,724 | 8,907 | 8,832 | 8,424 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 379 | 394 | 652 | 612 | -13 | 296 | 574 | 360 |
| Cash from investing | -490 | -993 | -533 | 276 | -261 | -363 | -215 | -386 |
| Cash from financing | -512 | 527 | -168 | -814 | 265 | 8 | -220 | -25 |
| Capital expenditure | -37 | -88 | -96 | -24 | -38 | -41 | -54 | -46 |
| Free cash flow | 342 | 306 | 556 | 588 | -51 | 254 | 520 | 314 |
Insider filings
23 filings between Mar 2, 2026 and Aug 25, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$502.4K
1 sale by 1 insider
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 10
- Award — granted as compensation
- 11
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Poet Kevin | — | $502.4K | Aug 25, 2026 |
Latest filings (39)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 25, 2026 | Poet Kevin EVP Operations & Support Svcs | Sale 10b5-1 plan | 17,000 | $502.4K |
| May 21, 2026 | Poet Kevin EVP Operations & Support Svcs | Award | 35,579 | $0 |
| May 21, 2026 | Poet Kevin EVP Operations & Support Svcs | Tax withheld | 10,465 | $358.9K |
| May 21, 2026 | Gooding Aaron J. EVP Leasing and Services | Award | 13,240 | $0 |
| May 21, 2026 | Gooding Aaron J. EVP Leasing and Services | Tax withheld | 1,705 | $58.5K |
| May 21, 2026 | Maldonado Christina N Vice President and CAO | Award | 2,100 | $0 |
| May 21, 2026 | Ainsworth William P Director | Award | 4,024 | $0 |
| May 21, 2026 | Ewing Scott M EVP & Chief Legal Officer | Award | 14,144 | $0 |
| May 21, 2026 | Ewing Scott M EVP & Chief Legal Officer | Tax withheld | 1,972 | $67.6K |
| May 21, 2026 | Diez John J. Director | Award | 4,024 | $0 |
| May 21, 2026 | Savage Jean President & CEO | Award | 192,682 | $0 |
| May 21, 2026 | Savage Jean President & CEO | Tax withheld | 55,697 | $1.91M |
| May 21, 2026 | ECHOLS LELDON E Director | Award | 6,210 | $0 |
| May 21, 2026 | Marchetto Eric R EVP & CFO | Award | 51,336 | $0 |
| May 21, 2026 | MACLIN TODD Director | Award | 4,024 | $0 |
| May 21, 2026 | Marchetto Eric R EVP & CFO | Tax withheld | 14,922 | $511.8K |
| May 15, 2026 | Maldonado Christina N Vice President and CAO | Tax withheld | 1,000 | $34.3K |
| May 15, 2026 | Ewing Scott M EVP & Chief Legal Officer | Tax withheld | 1,492 | $51.1K |
| May 15, 2026 | Marchetto Eric R EVP & CFO | Tax withheld | 7,126 | $244.1K |
| May 15, 2026 | Poet Kevin EVP Operations & Support Svcs | Tax withheld | 2,785 | $95.4K |
| May 15, 2026 | Gooding Aaron J. EVP Leasing and Services | Tax withheld | 805 | $27.6K |
| May 15, 2026 | Savage Jean President & CEO | Tax withheld | 23,768 | $814.3K |
| Mar 2, 2026 | Savage Jean President & CEO | Gift | 130,000 | $0 |
| Sep 7, 2025 | Mitchell Gregory B EVP Leasing and Services | Tax withheld | 4,890 | $139.7K |
| Jun 30, 2025 | Maldonado Christina N Vice President and CAO | Tax withheld | 79 | $2.1K |
| Jun 12, 2025 | Savage Jean President & CEO | Gift | 165,222 | $0 |
| Jun 12, 2025 | Savage Jean President & CEO | Gift | 65,902 | $0 |
| May 15, 2025 | MACLIN TODD Director | Award | 5,121 | $0 |
| May 15, 2025 | Lakkundi Veena M Director | Award | 5,121 | $0 |
| May 15, 2025 | Savage Jean President & CEO | Tax withheld | 90,419 | $2.44M |
| May 15, 2025 | Savage Jean President & CEO | Award | 208,214 | $0 |
| Mar 3, 2025 | Mitchell Gregory B EVP Leasing and Services | Sale 10b5-1 plan | 9,286 | $288.1K |
| Jan 30, 2025 | Marchetto Eric R EVP & CFO | Tax withheld | 6,381 | $244.4K |
| Nov 15, 2024 | Mitchell Gregory B EVP Leasing and Services | Sale | 20,510 | $761.9K |
| Sep 11, 2024 | Savage Jean President & CEO | Gift | 249,606 | $0 |
| Sep 11, 2024 | Savage Jean President & CEO | Gift | 249,606 | $0 |
| Mar 17, 2023 | Biesterfeld Robert C Jr Director | Purchase | 24 | $529 |
| Sep 30, 2022 | Biesterfeld Robert C Jr Director | Sale | 38 | $811 |
| Jun 23, 2022 | Biesterfeld Robert C Jr Director | Purchase | 49 | $1.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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