Trinity Industries, Inc. (TRN)
NYSEIndustrialsRailroadsSnapshot 2026-10-30
$29.46+4.03%
Close 2026-10-30 · 1-day change
NYSEIndustrialsRailroadsSnapshot 2026-10-30
Research Workspace
Put TRN beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction Machinery & Heavy Transportation Equipment is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue is contracting — down about 2% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 36%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskTRN depends on growing earnings per share through leasing-fleet investment, with Q3 revenue growth at 18%. The latest reported quarter shows revenue growth, but no earnings beat is recorded. TRN trades at 11× P/E versus an 18× peer median. The price reflects less growth than our forecast, despite the recent deterioration in financial performance. Recent financial performance fell into the bottom half of its industry, weakening the central ownership rationale. Peer multiples imply a price about 14% above where it trades; the thesis has broken. This read is provisional.
Trailing returns as of 2026-10-30. TRN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering TRN (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare TRN with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TRN Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction Machinery & Heavy Transportation Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put TRN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain and grow earnings per share (EPS) guidance
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Maintains EPS guidance while signaling substantial leasing-fleet investment, supporting earnings and platform growth.
Earnings beat but revenue miss raises concerns on growth.
Advances: Engage in M&A activities
Entering a new market aligns with growth objectives.
Advances: Engage in M&A activities
Expansion in India aligns with M&A growth strategy.
Advances: Engage in M&A activities
Expansion into India's market aligns with growth objectives.
Advances: Maintain dividend payments
Dividend declaration supports capital allocation objective.