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Upturn AI SWOT - About
TRN 
Trinity Industries Inc (TRN)
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Upturn Advisory Summary
04/01/2025: TRN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -1.99% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.30B USD | Price to earnings Ratio 15.54 | 1Y Target Price 35.5 |
Price to earnings Ratio 15.54 | 1Y Target Price 35.5 | ||
Volume (30-day avg) 654899 | Beta 1.49 | 52 Weeks Range 25.24 - 39.83 | Updated Date 04/1/2025 |
52 Weeks Range 25.24 - 39.83 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.28% | Basic EPS (TTM) 1.81 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.49% | Operating Margin (TTM) 14.73% |
Management Effectiveness
Return on Assets (TTM) 3.04% | Return on Equity (TTM) 13.27% |
Valuation
Trailing PE 15.54 | Forward PE 20.08 | Enterprise Value 7757710311 | Price to Sales(TTM) 0.75 |
Enterprise Value 7757710311 | Price to Sales(TTM) 0.75 | ||
Enterprise Value to Revenue 2.52 | Enterprise Value to EBITDA 9.83 | Shares Outstanding 81789400 | Shares Floating 80677873 |
Shares Outstanding 81789400 | Shares Floating 80677873 | ||
Percent Insiders 0.98 | Percent Institutions 88.58 |
Analyst Ratings
Rating 3 | Target Price 36.5 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Trinity Industries Inc
Company Overview
History and Background
Trinity Industries, Inc. was founded in 1933 as Trinity Steel Company. Initially focused on fabricating small tanks, it evolved through acquisitions and organic growth to become a diversified industrial company. Significant milestones include expansion into railcar manufacturing and infrastructure products. The company has adapted to changing market demands and undergone strategic realignments.
Core Business Areas
- Rail Group: Manufactures and leases freight railcars and related parts. Offers railcar maintenance services and engineering support.
- Highway Products: Produces guardrail, crash cushions, road barriers, and other highway safety products.
- Trinity Structural Towers: Manufactures wind towers, primarily for the renewable energy sector.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is based on business segments, with each segment having its own management team and reporting to the corporate level.
Top Products and Market Share
Key Offerings
- Railcars: Trinity Industries is one of the largest railcar manufacturers in North America. Market share fluctuates based on demand, estimated around 25% for new railcar deliveries. Competitors include Greenbrier Companies (GBX) and National Steel Car. Revenue is the largest contributor to total revenue for Trinity Industries.
- Highway Safety Products: Produces guardrail, crash cushions, and other road safety equipment. Market share varies by product line. Competitors include Lindsay Corporation (LNN) and Valmont Industries (VMI).
- Wind Towers: Manufactures structural wind towers. Market share is influenced by renewable energy policies and demand. Key competitors include Marmen and Arcosa Inc. (ACA).
Market Dynamics
Industry Overview
The industries Trinity operates in are cyclical and influenced by economic growth, commodity prices, and government regulations. The railcar market is driven by freight demand, while highway products are tied to infrastructure spending. Wind tower demand is dependent on renewable energy initiatives.
Positioning
Trinity Industries holds a leading position in the railcar market and is a significant player in highway products and wind towers. Competitive advantages include its large manufacturing capacity, diverse product portfolio, and established customer relationships.
Total Addressable Market (TAM)
The combined TAM for railcars, highway products, and wind towers is estimated to be in the tens of billions of dollars annually. Trinity is well-positioned to capture a significant portion of this TAM, particularly in the railcar and highway products segments.
Upturn SWOT Analysis
Strengths
- Leading market position in railcar manufacturing
- Diversified product portfolio
- Established customer relationships
- Large manufacturing capacity
- Strong engineering capabilities
Weaknesses
- Cyclical nature of the railcar market
- Dependence on government spending for highway products
- Exposure to commodity price fluctuations
- Potential for litigation related to product safety
Opportunities
- Increased infrastructure spending in the US
- Growing demand for renewable energy
- Expansion into new markets
- Development of innovative products
- Strategic acquisitions
Threats
- Economic downturns
- Increased competition
- Changes in government regulations
- Disruptions in supply chains
- Raw material price volatility
Competitors and Market Share
Key Competitors
- GBX
- ACA
- LNN
- VMI
Competitive Landscape
Trinity possesses a strong market position, but faces competition from other railcar manufacturers and infrastructure providers. Its strengths lie in scale and diversification, while weaknesses include cyclical exposure.
Major Acquisitions
Quasar Platform
- Year: 2019
- Acquisition Price (USD millions): 85
- Strategic Rationale: The strategic rationale behind the acquisition was to boost innovation and build out its logistics platform.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been cyclical, influenced by railcar demand and economic conditions.
Future Projections: Future growth projections depend on market conditions and are subject to change. Analyst estimates are available from financial data providers.
Recent Initiatives: Recent initiatives include expanding manufacturing capacity, developing new products, and pursuing strategic acquisitions.
Summary
Trinity Industries is a well-established industrial company with a leading position in railcar manufacturing. Its diversified portfolio provides some resilience, but cyclical market conditions and material prices pose challenges. Infrastructure spending and renewable energy initiatives offer growth opportunities and the company must remain competitive through innovation and efficiency improvements.
Similar Companies
- GBX
- ACA
- LNN
- VMI
- NAV
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Trinity Industries Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 1987-12-30 | President, CEO & Director Ms. E. Jean Savage | ||
Sector Industrials | Industry Railroads | Full time employees 7380 | Website https://www.trin.net |
Full time employees 7380 | Website https://www.trin.net | ||
Trinity Industries, Inc. provides railcar products and services under the TrinityRail trade name in North America. It operates in two segments, Railcar Leasing and Services Group, and Rail Products Group. The Railcar Leasing and Services Group segment leases freight and tank railcars; originates and manages railcar leases for third-party investors; and provides fleet leasing, management, and administrative services, as well as railcar maintenance and modification services, and other railcar logistics products and services. As of December 31, 2023, it had a fleet of 109,635 railcars. This segment serves industrial shipper and railroad companies operating in agriculture, construction and metals, consumer products, energy, and refined products and chemicals markets. The Rail Products Group segment manufactures freight and tank railcars for transporting various liquids, gases, and dry cargo; and manufactures and sells railcars and related parts and components. This segment serves railroads, leasing companies, and industrial shippers of products in the refined products and chemicals, energy, agriculture, construction and metals, and consumer products markets. It sells or leases products and services through its own sales personnel and independent sales representatives. The company was incorporated in 1933 and is headquartered in Dallas, Texas.
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