Latest news with #TrinityIndustries
Yahoo
16 hours ago
- Business
- Yahoo
Here's Why Trinity Industries (NYSE:TRN) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should. In contrast to all that, many investors prefer to focus on companies like Trinity Industries (NYSE:TRN), which has not only revenues, but also profits. While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Generally, companies experiencing growth in earnings per share (EPS) should see similar trends in share price. That makes EPS growth an attractive quality for any company. To the delight of shareholders, Trinity Industries has achieved impressive annual EPS growth of 51%, compound, over the last three years. That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens. It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. Unfortunately, Trinity Industries' revenue dropped 9.4% last year, but the silver lining is that EBIT margins improved from 12% to 14%. While not disastrous, these figures could be better. In the chart below, you can see how the company has grown earnings and revenue, over time. For finer detail, click on the image. View our latest analysis for Trinity Industries Fortunately, we've got access to analyst forecasts of Trinity Industries' future profits. You can do your own forecasts without looking, or you can take a peek at what the professionals are predicting. It's a necessity that company leaders act in the best interest of shareholders and so insider investment always comes as a reassurance to the market. Trinity Industries followers will find comfort in knowing that insiders have a significant amount of capital that aligns their best interests with the wider shareholder group. As a matter of fact, their holding is valued at US$34m. This considerable investment should help drive long-term value in the business. Even though that's only about 1.6% of the company, it's enough money to indicate alignment between the leaders of the business and ordinary shareholders. Trinity Industries' earnings have taken off in quite an impressive fashion. That EPS growth certainly is attention grabbing, and the large insider ownership only serves to further stoke our interest. At times fast EPS growth is a sign the business has reached an inflection point, so there's a potential opportunity to be had here. So at the surface level, Trinity Industries is worth putting on your watchlist; after all, shareholders do well when the market underestimates fast growing companies. You should always think about risks though. Case in point, we've spotted 4 warning signs for Trinity Industries you should be aware of, and 2 of them make us uncomfortable. Although Trinity Industries certainly looks good, it may appeal to more investors if insiders were buying up shares. If you like to see companies with more skin in the game, then check out this handpicked selection of companies that not only boast of strong growth but have strong insider backing. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
08-05-2025
- Business
- Yahoo
Solid Earnings May Not Tell The Whole Story For Trinity Industries (NYSE:TRN)
The recent earnings posted by Trinity Industries, Inc. (NYSE:TRN) were solid, but the stock didn't move as much as we expected. However the statutory profit number doesn't tell the whole story, and we have found some factors which might be of concern to shareholders. Our free stock report includes 5 warning signs investors should be aware of before investing in Trinity Industries. Read for free now. To properly understand Trinity Industries' profit results, we need to consider the US$64m gain attributed to unusual items. While it's always nice to have higher profit, a large contribution from unusual items sometimes dampens our enthusiasm. We ran the numbers on most publicly listed companies worldwide, and it's very common for unusual items to be once-off in nature. And that's as you'd expect, given these boosts are described as 'unusual'. Assuming those unusual items don't show up again in the current year, we'd thus expect profit to be weaker next year (in the absence of business growth, that is). That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. We'd posit that Trinity Industries' statutory earnings aren't a clean read on ongoing productivity, due to the large unusual item. Therefore, it seems possible to us that Trinity Industries' true underlying earnings power is actually less than its statutory profit. But the good news is that its EPS growth over the last three years has been very impressive. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. When we did our research, we found 5 warning signs for Trinity Industries (2 are concerning!) that we believe deserve your full attention. This note has only looked at a single factor that sheds light on the nature of Trinity Industries' profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-05-2025
- Business
- Yahoo
Trinity Industries First Quarter 2025 Earnings: Misses Expectations
Revenue: US$585.4m (down 28% from 1Q 2024). Net income: US$24.0m (down 14% from 1Q 2024). Profit margin: 4.1% (up from 3.5% in 1Q 2024). EPS: US$0.29 (down from US$0.34 in 1Q 2024). We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 9.4%. Looking ahead, revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Machinery industry in the US. Performance of the American Machinery industry. The company's share price is broadly unchanged from a week ago. We should say that we've discovered 5 warning signs for Trinity Industries (2 are potentially serious!) that you should be aware of before investing here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
28-04-2025
- Business
- Yahoo
Is Trinity Industries, Inc. (TRN) Among The Best Railroad Stocks To Buy According To Billionaires?
We recently published a list of . In this article, we are going to take a look at where Trinity Industries, Inc. (NYSE:TRN) stands against other best railroad metals stocks to buy according to billionaires. The trade war initiated by President Trump will force freight railroads to position themselves for the chain reaction. Tariffs on Mexico, Canada, China, and Europe will set in and shake up the trade network. In 2024 alone, American railroads moved $203.1 billion worth of goods across the Canadian and Mexican borders. The rail sector remains a vital economic engine, generating $233.4 billion in output and supporting approximately 750,000 jobs in 2023. At the same time, railroads also demonstrated their commitment to long-term growth by reinvesting $26.8 billion into infrastructure last year. While much of the attention has been on autos and consumer goods, chemicals are a critical piece of the puzzle. The United States exported over $28 billion in chemicals to Canada last year and imported around $25 billion, making Canada the top supplier of chemical imports. Canada also plays a strategic role in the US critical minerals supply chains, EV battery production, and energy imports, including crude oil, natural gas, and electricity. Industry experts warn that new tariffs could drive up costs across sectors, from chemicals used in drinking water treatment to construction materials like lumber, creating potential inflationary pressure. Despite the risks, Wall Street remains cautiously optimistic. Analysts believe the supply chain could adapt, especially for goods like lumber that already face steep tariffs. Early signs suggest the administration is moving deliberately, giving companies time to adjust strategies. Railroads and freight remain central players, particularly with Mexico's auto exports, 70% of which move by rail, and chemicals are heavily reliant on cross-border logistics. Longer term, a trade war could test the strength of USMCA relationships and ripple across North American supply chains, but for now, businesses are preparing while the administration signals a phased approach. In November 2024, Joe Hinrichs, CEO of a leading US rail company, shared an insight with CNBC's Jim Cramer that still holds true today: 'From our standpoint, actually, as long as it's coming to the U.S., we're going to move it somewhere. If tariffs change the trade portfolio — as long as the economy's growing, we'll be a part of it.' Warren Buffett is a major investor in the railroad industry and has commented that the railroad industry, including BNSF, is a "better business now" than it was in the past. With that outlook in mind, let's take a look at some of the best railroad stocks that billionaires are piling into. A freight train rolling through the countryside carrying a full load of products. For this article, we focused on making a list of all railroad and railcar stocks publicly listed in the United States. Using Insider Monkey's Q4 2024 database, we examined billionaire sentiment for each stock and selected the 10 most popular ones. The stocks are ranked in ascending order based on the number of billionaire investors as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Billionaire Investors: 8 Stake Value of Billionaire Holdings: $65,860,700 Trinity Industries, Inc. (NYSE:TRN) is a major player in the North American rail industry. The company is involved in leasing, servicing, and manufacturing railcars. Its leasing segment not only rents out freight and tank railcars but also provides maintenance, fleet management, and logistics support. Trinity managed a fleet of around 110,000 railcars serving agriculture, energy, chemicals, and consumer goods sectors. It is one of the best railroad stocks to consider. On March 31, Trinity Industries, Inc. (NYSE:TRN) announced a quarterly cash dividend of $0.30 per share. The dividend will be paid on April 30, to shareholders on record as of April 15. This is the company's 244th consecutive dividend payment. Trinity Industries, Inc. (NYSE:TRN) reported adjusted earnings per share of $1.82 for 2024, a 32% increase from last year. This growth was fueled by higher lease rates, stronger margins, and increased external repair activity. The company's adjusted return on equity reached 14.6%, right within its target range. Cash flow from operations also saw a big boost, rising 65% to $645 million. TRN's Railcar Leasing and Services Group posted a 10% revenue increase for the year, successfully repricing over half the fleet at better rates while keeping utilization high. Meanwhile, the Rail Products Group improved profits by 68%, due to smoother operations and labor efficiencies, even though revenue stayed flat. According to Insider Monkey's Q4 database, Trinity Industries, Inc. (NYSE:TRN) was part of 8 billionaire portfolios. Billionaire Ken Fisher's Fisher Asset Management was one of the top shareholders of the company, with 253,871 shares worth $8.91 million. Overall, TRN ranks 8th among the best railroad stocks to buy according to billionaires. While we acknowledge the potential of TRN as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TRN but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
13-04-2025
- Business
- Yahoo
Why Regency Centers, CME Group, And Trinity Industries Are Winners For Passive Income
Companies with a long history of paying dividends and consistently hiking them remain appealing to income-focused investors. Regency Centers, CME Group, and Trinity Industries have rewarded shareholders for years and recently announced dividend increases. These companies currently offer dividend yields of over 4%. Regency Centers Regency Centers Corporation (NASDAQ:REG) is national owner, operator, and developer of shopping centers located in suburban trade areas with compelling demographics. Don't Miss: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — Inspired by Uber and Airbnb – Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets – The company has increased its dividends every year for the last 11 years. In its most recent dividend hike announcement on Nov. 7, its board raised the quarterly payout by 5.2% to $0.705 per share, which is equal to an annual figure of $2.82 per share. Currently, the dividend yield stands at 4.18%. Regency Centers' annual revenue as of Dec. 31 stood at $1.45 billion. As per the company's Q4 2024 earnings release on Feb. 6, it posted revenues of $372.54 million and EPS of $1.09, both coming in above the Street estimates. Trending: Here's what Americans think you need to be considered wealthy. CME Group CME Group (NASDAQ:CME) operates contract markets for the trading of futures and options on futures contracts worldwide. CME Group has increased its dividends consecutively for the last 14 years. In its latest dividend announcement on Feb. 5, the company's board approved a 9% increase in the quarterly payout, raising it to $1.25 per share. This comes on top of the annual variable dividend of $5.80 per share, bringing the total annualized dividend to $10.80 per share. Currently, the dividend yield on the stock is 4.28%. The company's annual revenue as of Dec. 31 stood at $6.13 billion. In its Q4 2024 earnings release on Feb. 12, it posted revenues of $1.52 billion and EPS of $2.52, both beating market expectations. Check out this article by Benzinga for 12 analysts' insights on CME Industries Trinity Industries (NYSE:TRN) provides railcar products and services under the TrinityRail trade name in North America. Trinity Industries has raised its dividends every year since 2011. According to its most recent dividend hike announcement on Dec. 5, the company increased the quarterly payout from $0.28 to $0.30 per share, equaling $1.20 per share annually. Currently, the dividend yield on the stock is 4.81%. The company's annual revenue as of Dec. 31 stood at $3.08 billion. In its most recent earnings report on Feb. 20, it posted Q4 2024 revenues of $629.40 million and EPS of $0.39. Both figures came in above the consensus estimates. Regency Centers, CME Group, and Trinity Industries are good choices for investors seeking reliable passive income. Their dividend yields of over 4% and long history of consistent hikes make them attractive to income-focused investors. Check out this article by Benzinga for three more stocks offering high dividend yields. Read Next: BlackRock is calling 2025 the year of alternative assets. Deloitte's fastest-growing software company partners with Amazon, Walmart & Target – Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Why Regency Centers, CME Group, And Trinity Industries Are Winners For Passive Income originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Sign in to access your portfolio
