Trinity Industries, Inc. (TRN) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript

Company Overview - Trinity is a railcar lessor supported by its rail manufacturing capabilities, primarily operating in the North American industrial economy [1] - The company has a substantial lease fleet of approximately 110,000 to 112,000 railcars, along with an additional 32,000 railcars through its Railcar Investment partners, totaling around 145,000 railcars [1][2] Market Position - Trinity holds a significant position in the market with a large scale of operations and is one of the larger railcar manufacturers serving North America [2] - The company has a growing services business that includes maintenance services for its lease fleet and other strategic customers, as well as logistics and transloading services [2]