Workflow
Trinity Industries(TRN) - 2025 Q2 - Earnings Call Presentation

Financial Performance - Q2 2025 revenues were $506 million, a decrease of 40% year-over-year[13] - Q2 2025 EPS was $0.19, a decrease of $(0.48) year-over-year[15] - Cash flow from continuing operations was $64 million, a decrease of $(180) million year-over-year[17] - Adjusted ROE was 10.6% for the last twelve months (LTM) ending Q2 2025[19] - The company maintains 2025 EPS guidance in the range of $1.40 to $1.60[9] Leasing & Services Segment - FLRD increased by 18.3%, and utilization was 96.8%[9] - Completed $29 million of lease portfolio sales in the quarter, resulting in gains of $8 million[29] - The company's owned fleet consists of 111,545 railcars, with a total owned and investor-owned fleet of 145,750 railcars[29] - Renewal success rate was 89% for Q2 2025[29] Rail Products Segment - Received new railcar orders of 2,310 and railcar deliveries of 1,815, resulting in a book-to-bill ratio of 1.3x[9] - The backlog at quarter-end was $2.0 billion[34]