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STOCK TITAN

[8-K] Trinity Industries, Inc. Reports Material Event

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K
Rhea-AI Filing Summary

Trinity Industries (TRN) filed a Form 8-K dated 31 Jul 2025 to furnish, rather than file, its Q2-25 earnings materials. Exhibit 99.1 contains the news release with operating results for the quarter ended 30 Jun 2025; Exhibit 99.2 provides the prepared remarks of CEO E. Jean Savage, CFO Eric R. Marchetto, and the Investor Relations VP; Exhibit 99.3 is the investor slide deck. The company highlighted the use of multiple non-GAAP metrics—Adjusted EPS, Adjusted ROE, EBITDA, Adjusted EBITDA, and cash flow measures—and included GAAP reconciliations in the posted materials. Management did not supply quantitative data in the 8-K itself but reiterated that forward-looking non-GAAP reconciliations are impracticable due to variable items such as railcar mix, lease-portfolio sales and capital deployment. The disclosure is furnished under Items 2.02 and 7.01 and therefore is not deemed filed under the Exchange Act.

Trinity Industries (TRN) ha presentato un Modulo 8-K datato 31 luglio 2025 per fornire, anziché depositare, i materiali relativi ai risultati del secondo trimestre 2025. L'Esibizione 99.1 contiene il comunicato stampa con i risultati operativi per il trimestre terminato il 30 giugno 2025; l'Esibizione 99.2 include le dichiarazioni preparate del CEO E. Jean Savage, del CFO Eric R. Marchetto e del vicepresidente delle Relazioni con gli Investitori; l'Esibizione 99.3 è la presentazione per gli investitori. La società ha evidenziato l'uso di più metriche non-GAAP—EPS rettificato, ROE rettificato, EBITDA, EBITDA rettificato e misure di flusso di cassa—e ha incluso riconciliazioni GAAP nei materiali pubblicati. La direzione non ha fornito dati quantitativi nel modulo 8-K stesso, ma ha ribadito che le riconciliazioni non-GAAP prospettiche sono impraticabili a causa di variabili come la composizione dei carri ferroviari, le vendite del portafoglio di leasing e l'impiego del capitale. La comunicazione è fornita ai sensi delle voci 2.02 e 7.01 e pertanto non è considerata depositata ai sensi dell'Exchange Act.

Trinity Industries (TRN) presentó un Formulario 8-K fechado el 31 de julio de 2025 para proporcionar, en lugar de presentar formalmente, sus materiales de resultados del segundo trimestre de 2025. El Anexo 99.1 contiene el comunicado de prensa con los resultados operativos del trimestre finalizado el 30 de junio de 2025; el Anexo 99.2 ofrece las declaraciones preparadas del CEO E. Jean Savage, el CFO Eric R. Marchetto y el vicepresidente de Relaciones con Inversionistas; el Anexo 99.3 es la presentación para inversores. La compañía destacó el uso de múltiples métricas no-GAAP—EPS ajustado, ROE ajustado, EBITDA, EBITDA ajustado y medidas de flujo de caja—e incluyó conciliaciones GAAP en los materiales publicados. La gerencia no proporcionó datos cuantitativos en el 8-K mismo, pero reiteró que las conciliaciones no-GAAP prospectivas son impracticables debido a variables como la mezcla de vagones, ventas del portafolio de arrendamiento y despliegue de capital. La divulgación se proporciona conforme a los ítems 2.02 y 7.01 y, por lo tanto, no se considera presentada bajo la Exchange Act.

Trinity Industries (TRN)� 2025� 7� 31�� Form 8-K� 제출하여 2025� 2분기 실적 자료� 공식 제출하지 않고 제공하였습니�. 부속서 99.1에는 2025� 6� 30� 종료� 분기� 운영 결과 보도자료가 포함되어 있으�, 부속서 99.2에는 CEO E. Jean Savage, CFO Eric R. Marchetto, 그리� 투자� 관� 부사장� 준비된 발언� 담겨 있습니다. 부속서 99.3은 투자자용 슬라이드 자료입니�. 회사� 조정 EPS, 조정 ROE, EBITDA, 조정 EBITDA, 현금 흐름 지� � 여러 �-GAAP 지표를 사용했으�, 게시� 자료� GAAP 조정 내역� 포함시켰습니�. 경영진은 8-K 자체에는 정량� 데이터를 제공하지 않았지�, 철도 차량 구성, 리스 포트폴리� 매각, 자본 배치 � 변� 항목으로 인해 미래 �-GAAP 조정 내역 제공� 불가능함� 재차 강조했습니다. � 공시� 항목 2.02 � 7.01� 따라 제공되었으며, 따라� 증권거래�(Exchange Act)� 공식 제출� 간주되지 않습니다.

Trinity Industries (TRN) a déposé un formulaire 8-K daté du 31 juillet 2025 pour fournir, plutôt que déposer, ses documents relatifs aux résultats du deuxième trimestre 2025. L'Exhibit 99.1 contient le communiqué de presse avec les résultats opérationnels pour le trimestre clos le 30 juin 2025 ; l'Exhibit 99.2 présente les propos préparés du PDG E. Jean Savage, du directeur financier Eric R. Marchetto et du vice-président des relations investisseurs ; l'Exhibit 99.3 est la présentation destinée aux investisseurs. La société a mis en avant l'utilisation de plusieurs indicateurs non-GAAP � BPA ajusté, ROE ajusté, EBITDA, EBITDA ajusté et mesures de flux de trésorerie � et a inclus des rapprochements GAAP dans les documents publiés. La direction n'a pas fourni de données quantitatives dans le 8-K lui-même, mais a réitéré que les rapprochements non-GAAP prospectifs sont impraticables en raison d'éléments variables tels que la composition des wagons, les ventes du portefeuille de location et l'allocation du capital. Cette divulgation est fournie conformément aux articles 2.02 et 7.01 et n'est donc pas considérée comme déposée au titre de l'Exchange Act.

Trinity Industries (TRN) reichte ein Formular 8-K mit dem Datum 31. Juli 2025 ein, um seine Ergebnisse für das zweite Quartal 2025 bereitzustellen, anstatt sie einzureichen. Anlage 99.1 enthält die Pressemitteilung mit den Betriebsergebnissen für das am 30. Juni 2025 endende Quartal; Anlage 99.2 enthält die vorbereiteten Ansprachen von CEO E. Jean Savage, CFO Eric R. Marchetto und dem Investor Relations VP; Anlage 99.3 ist die Präsentation für Investoren. Das Unternehmen hob die Nutzung mehrerer Non-GAAP-Kennzahlen hervor � bereinigtes EPS, bereinigte Eigenkapitalrendite (ROE), EBITDA, bereinigtes EBITDA sowie Cashflow-Maße � und schloss GAAP-Rekonsiliationen in den veröffentlichten Materialien ein. Das Management lieferte im 8-K selbst keine quantitativen Daten, betonte jedoch erneut, dass zukunftsgerichtete Non-GAAP-Rekonsiliationen aufgrund variabler Faktoren wie Waggonmix, Leasingportfolio-Verkäufen und Kapitalallokation nicht praktikabel sind. Die Offenlegung wurde gemäß den Punkten 2.02 und 7.01 bereitgestellt und gilt daher nicht als Einreichung im Sinne des Exchange Act.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: 8-K only posts exhibits; no figures, impact neutral.

The filing satisfies Reg FD by giving investors access to Q2-25 earnings material. Because the actual financial metrics are in the exhibits and not repeated here, the 8-K itself offers limited incremental insight. Furnishing (vs. filing) status limits incorporation into shelf registrations and litigation exposure. Overall informational value is modest and should not move the stock until investors review Exhibit 99.1.

TL;DR: Routine compliance disclosure, no governance red flags.

The company followed best practice by simultaneously posting a release, slide deck and scripted remarks, improving transparency. No director or officer changes, material transactions or restatements are noted. Forward-looking-statement boilerplate and non-GAAP cautions align with SEC guidance. The event is standard and unlikely to alter governance risk profiles.

Trinity Industries (TRN) ha presentato un Modulo 8-K datato 31 luglio 2025 per fornire, anziché depositare, i materiali relativi ai risultati del secondo trimestre 2025. L'Esibizione 99.1 contiene il comunicato stampa con i risultati operativi per il trimestre terminato il 30 giugno 2025; l'Esibizione 99.2 include le dichiarazioni preparate del CEO E. Jean Savage, del CFO Eric R. Marchetto e del vicepresidente delle Relazioni con gli Investitori; l'Esibizione 99.3 è la presentazione per gli investitori. La società ha evidenziato l'uso di più metriche non-GAAP—EPS rettificato, ROE rettificato, EBITDA, EBITDA rettificato e misure di flusso di cassa—e ha incluso riconciliazioni GAAP nei materiali pubblicati. La direzione non ha fornito dati quantitativi nel modulo 8-K stesso, ma ha ribadito che le riconciliazioni non-GAAP prospettiche sono impraticabili a causa di variabili come la composizione dei carri ferroviari, le vendite del portafoglio di leasing e l'impiego del capitale. La comunicazione è fornita ai sensi delle voci 2.02 e 7.01 e pertanto non è considerata depositata ai sensi dell'Exchange Act.

Trinity Industries (TRN) presentó un Formulario 8-K fechado el 31 de julio de 2025 para proporcionar, en lugar de presentar formalmente, sus materiales de resultados del segundo trimestre de 2025. El Anexo 99.1 contiene el comunicado de prensa con los resultados operativos del trimestre finalizado el 30 de junio de 2025; el Anexo 99.2 ofrece las declaraciones preparadas del CEO E. Jean Savage, el CFO Eric R. Marchetto y el vicepresidente de Relaciones con Inversionistas; el Anexo 99.3 es la presentación para inversores. La compañía destacó el uso de múltiples métricas no-GAAP—EPS ajustado, ROE ajustado, EBITDA, EBITDA ajustado y medidas de flujo de caja—e incluyó conciliaciones GAAP en los materiales publicados. La gerencia no proporcionó datos cuantitativos en el 8-K mismo, pero reiteró que las conciliaciones no-GAAP prospectivas son impracticables debido a variables como la mezcla de vagones, ventas del portafolio de arrendamiento y despliegue de capital. La divulgación se proporciona conforme a los ítems 2.02 y 7.01 y, por lo tanto, no se considera presentada bajo la Exchange Act.

Trinity Industries (TRN)� 2025� 7� 31�� Form 8-K� 제출하여 2025� 2분기 실적 자료� 공식 제출하지 않고 제공하였습니�. 부속서 99.1에는 2025� 6� 30� 종료� 분기� 운영 결과 보도자료가 포함되어 있으�, 부속서 99.2에는 CEO E. Jean Savage, CFO Eric R. Marchetto, 그리� 투자� 관� 부사장� 준비된 발언� 담겨 있습니다. 부속서 99.3은 투자자용 슬라이드 자료입니�. 회사� 조정 EPS, 조정 ROE, EBITDA, 조정 EBITDA, 현금 흐름 지� � 여러 �-GAAP 지표를 사용했으�, 게시� 자료� GAAP 조정 내역� 포함시켰습니�. 경영진은 8-K 자체에는 정량� 데이터를 제공하지 않았지�, 철도 차량 구성, 리스 포트폴리� 매각, 자본 배치 � 변� 항목으로 인해 미래 �-GAAP 조정 내역 제공� 불가능함� 재차 강조했습니다. � 공시� 항목 2.02 � 7.01� 따라 제공되었으며, 따라� 증권거래�(Exchange Act)� 공식 제출� 간주되지 않습니다.

Trinity Industries (TRN) a déposé un formulaire 8-K daté du 31 juillet 2025 pour fournir, plutôt que déposer, ses documents relatifs aux résultats du deuxième trimestre 2025. L'Exhibit 99.1 contient le communiqué de presse avec les résultats opérationnels pour le trimestre clos le 30 juin 2025 ; l'Exhibit 99.2 présente les propos préparés du PDG E. Jean Savage, du directeur financier Eric R. Marchetto et du vice-président des relations investisseurs ; l'Exhibit 99.3 est la présentation destinée aux investisseurs. La société a mis en avant l'utilisation de plusieurs indicateurs non-GAAP � BPA ajusté, ROE ajusté, EBITDA, EBITDA ajusté et mesures de flux de trésorerie � et a inclus des rapprochements GAAP dans les documents publiés. La direction n'a pas fourni de données quantitatives dans le 8-K lui-même, mais a réitéré que les rapprochements non-GAAP prospectifs sont impraticables en raison d'éléments variables tels que la composition des wagons, les ventes du portefeuille de location et l'allocation du capital. Cette divulgation est fournie conformément aux articles 2.02 et 7.01 et n'est donc pas considérée comme déposée au titre de l'Exchange Act.

Trinity Industries (TRN) reichte ein Formular 8-K mit dem Datum 31. Juli 2025 ein, um seine Ergebnisse für das zweite Quartal 2025 bereitzustellen, anstatt sie einzureichen. Anlage 99.1 enthält die Pressemitteilung mit den Betriebsergebnissen für das am 30. Juni 2025 endende Quartal; Anlage 99.2 enthält die vorbereiteten Ansprachen von CEO E. Jean Savage, CFO Eric R. Marchetto und dem Investor Relations VP; Anlage 99.3 ist die Präsentation für Investoren. Das Unternehmen hob die Nutzung mehrerer Non-GAAP-Kennzahlen hervor � bereinigtes EPS, bereinigte Eigenkapitalrendite (ROE), EBITDA, bereinigtes EBITDA sowie Cashflow-Maße � und schloss GAAP-Rekonsiliationen in den veröffentlichten Materialien ein. Das Management lieferte im 8-K selbst keine quantitativen Daten, betonte jedoch erneut, dass zukunftsgerichtete Non-GAAP-Rekonsiliationen aufgrund variabler Faktoren wie Waggonmix, Leasingportfolio-Verkäufen und Kapitalallokation nicht praktikabel sind. Die Offenlegung wurde gemäß den Punkten 2.02 und 7.01 bereitgestellt und gilt daher nicht als Einreichung im Sinne des Exchange Act.

July 31, 2025July 31, 2025TRINITY INDUSTRIES INC0000099780false00000997802025-07-312025-07-31

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of Earliest Event Reported): July 31, 2025
trnlogoverticalhrblacaa14.jpg
_______________________________________
(Exact name of registrant as specified in its charter)
   
Delaware1-690375-0225040
(State or other jurisdiction
of incorporation)
(Commission File No.)(I.R.S. Employer
Identification No.)
14221 N. Dallas Parkway, Suite 1100,
Dallas, Texas 75254-2957
(Address of Principal Executive Offices, and Zip Code)
(214) 631-4420
Registrant's Telephone Number, Including Area Code
Not Applicable
(Former Name or Former Address, if Changed Since Last Report)
______________________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common StockTRNNew York Stock Exchange
NYSE Texas
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).
Emerging growth company
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐



Item 2.02 Results of Operations and Financial Condition.
Trinity Industries, Inc. ("Trinity") hereby furnishes the information set forth in its News Release, dated July 31, 2025, announcing operating results for the three month period ended June 30, 2025, a copy of which is furnished as Exhibit 99.1 and incorporated herein by reference. On July 31, 2025, Trinity held a conference call and webcast with respect to its financial results for the three month period ended June 30, 2025. The conference call scripts of Leigh Anne Mann, Vice President of Investor Relations; E. Jean Savage, Chief Executive Officer and President; and Eric R. Marchetto, Executive Vice President and Chief Financial Officer are furnished as Exhibit 99.2, and incorporated herein by reference.
The conference call, News Release, and Presentation Materials, described below, included references to Adjusted Operating Results and Adjusted Earnings Per Share, Adjusted Return on Equity, Cash Flow from Operations with Net Gains on Lease Portfolio Sales, EBITDA and Adjusted EBITDA, which are not calculations based on generally accepted accounting principles (“GAAP”). Reconciliations of each of these non-GAAP measures to the most directly comparable GAAP measures have been included in the News Release and/or the Presentation Materials. When forward-looking non-GAAP measures are provided, Trinity does not provide quantitative reconciliations of forward-looking non-GAAP measures to the most directly comparable GAAP measures because it cannot, without unreasonable effort, predict the timing and amounts of certain items included in the computations of each of these measures. These factors include, but are not limited to: the product mix of expected railcar deliveries; the timing and amount of significant transactions and investments, such as lease portfolio sales, capital expenditures, and returns of capital to shareholders; and the amount and timing of certain other items outside the normal course of our core business operations.
This information and the materials described in Item 7.01 are not "filed" pursuant to the Securities Exchange Act of 1934 and are not incorporated by reference into any Securities Act of 1933 registration statements. Additionally, the submission of the report on Form 8-K is not an admission of the materiality of any information in this report that is required to be disclosed solely by Regulation FD.
Item 7.01 Regulation FD Disclosure.
See "Item 2.02 – Results of Operations and Financial Condition." Additionally, Trinity posted its presentation for investors and interested parties to its website to accompany the conference call; a copy of these materials is furnished as Exhibit 99.3 and incorporated herein by reference.
Forward-Looking Statements
Some statements in this release, which are not historical facts, are “forward-looking statements” as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements about Trinity's estimates, expectations, beliefs, intentions or strategies for the future, and the assumptions underlying these forward-looking statements, including, but not limited to, future financial and operating performance, future opportunities and any other statements regarding events or developments that Trinity believes or anticipates will or may occur in the future. Trinity uses the words “anticipates,” “assumes,” “believes,” “estimates,” “expects,” “intends,” “forecasts,” “may,” “will,” “should,” “guidance,” “projected,” “outlook,” and similar expressions to identify these forward-looking statements. Forward-looking statements speak only as of the date of this release, and Trinity expressly disclaims any obligation or undertaking to disseminate any updates or revisions to any forward-looking statement contained herein to reflect any change in Trinity’s expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based, except as required by federal securities laws. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from historical experience or present expectations, including but not limited to risks and uncertainties regarding economic, competitive, governmental, and technological factors affecting Trinity’s operations, markets, products, services and prices, and such forward-looking statements are not guarantees of future performance. For a discussion of such risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see “Risk Factors” and “Forward-Looking Statements” in Trinity’s Annual Report on Form 10-K for the most recent fiscal year, as may be revised and updated by Trinity’s Quarterly Reports on Form 10-Q, and Trinity’s Current Reports on Form 8-K.



Item 9.01 Financial Statements and Exhibits.

(a) - (c) Not applicable.

(d) Exhibits:
NO.DESCRIPTION
99.1 
News Release dated July 31, 2025 with respect to the operating results for the three month period ended June 30, 2025.
99.2 
Conference call script of July 31, 2025.
99.3 
Q2 2025 Presentation Materials
101.SCHInline XBRL Taxonomy Extension Schema Document (filed electronically herewith).
101.LABInline XBRL Taxonomy Extension Label Linkbase Document (filed electronically herewith).
101.PREInline XBRL Taxonomy Extension Presentation Linkbase Document (filed electronically herewith).
104Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101).




SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Trinity Industries, Inc.
July 31, 2025By:/s/ Eric R. Marchetto
Name: Eric R. Marchetto
Title: Executive Vice President and Chief Financial Officer


FAQ

What did Trinity Industries (TRN) disclose in the July 31, 2025 Form 8-K?

The company furnished its Q2-25 earnings news release, conference-call script and investor presentation as Exhibits 99.1-99.3.

Which non-GAAP measures did Trinity highlight in the filing?

Adjusted EPS, Adjusted ROE, EBITDA, Adjusted EBITDA and cash-flow metrics adjusted for lease-portfolio sales.

Are the earnings materials considered "filed" with the SEC?

No. They are "furnished" under Items 2.02 and 7.01, so they are not incorporated by reference into Securities Act filings.

Where can investors access the detailed Q2-25 financial results?

Full results are contained in Exhibit 99.1 and on Trinity’s investor-relations website.

Did the 8-K announce any leadership changes or transactions?

No. The report is limited to the release of quarterly earnings materials; no executive or transactional updates were included.
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Railroads
Railroad Equipment
United States
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