Trinity Industries(TRN) - 2025 Q3 - Earnings Call Presentation

Q3 2025 Financial Performance - Quarterly EPS from continuing operations was $038, a sequential increase of $019[9] - Revenues reached $454 million, a decrease of 43% year-over-year[13] - Cash flow from continuing operations was $45 million, a decrease of $39 million year-over-year[17] Leasing & Services Segment - FLRD (Future Lease Rate Differential) increased by 87%, with fleet utilization at 968%[9] - Completed $80 million in lease portfolio sales, resulting in gains of $22 million[29] - Renewal success rate was 82% for Q3 2025[29] Rail Products Segment - 1,680 new railcars were delivered during the quarter[34] - 350 new railcar orders were received in the quarter[34] - The backlog at quarter-end was $18 billion[34] Guidance and Outlook - Full-year EPS guidance was raised and tightened to a range of $155 to $170[9] - Net fleet investment is projected to be between $250 million and $350 million for FY 2025[41]