Trinity Q2 Revenue Falls 4.2% as Heavy Transport Peers Beat Estimates

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3▲2 ▼1Impact / 5
Summary · why it matters

Trinity reported second-quarter revenues of $485.1 million, down 4.2% year on year, exceeding analysts' expectations by 2.2% but missing EPS and EBITDA estimates, with CEO Jean Savage citing a $132 million non-cash pre-tax gain from the completion of the company's railcar partnership transaction with Napier Park. Across the 12 heavy transportation equipment stocks tracked, group revenues beat consensus by 2.2% and next-quarter revenue guidance came in 8.6% above estimates, though share prices are down 13.2% on average since the latest results. Wabash posted the strongest quarter, with revenues of $417.2 million, down 9.1% year on year but 3.6% above expectations, alongside an impressive EBITDA beat and next-quarter revenue guidance exceeding analysts' expectations. Greenbrier delivered the weakest performance, with revenues of $576.5 million, down 31.6% year on year and 5.9% below expectations, plus full-year revenue and EPS guidance missing significantly. Federal Signal reported revenues of $670.2 million, up 18.7% year on year and in line with expectations, while Wabtec reported revenues of $3.18 billion, up 17.5% and 3.3% above expectations, with full-year EPS guidance slightly topping estimates but organic revenue missing significantly.

Impact on assets 6

Industrials± Mixed · 5 stocks
Trinity Industries Inc
TRN
± MixedCapitalrelevance

Trinity revenue beat consensus but missed EPS and EBITDA estimates, with a $132M non-cash gain from the Napier Park railcar partnership.

Greenbrier Companies Inc
GBX
▼ NegativeCapitalrelevance

Greenbrier posted the weakest quarter with revenues down 31.6% and full-year revenue and EPS guidance missing significantly.

Wabash National Corporation
WNC
▲ PositiveCapitalrelevance

Wabash posted the strongest quarter with an EBITDA beat and next-quarter revenue guidance above expectations.

Energy Transition & Power Demand▲ · 1 stocks
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