TRN Earnings

TRN reported its FY2025Q3 earnings on 2025-10-30, showcasing a revenue of 454.10M against an estimate of 532.66M, resulting in a -14.75% surprise. The EPS was 0.38, surpassing the expected 0.39 by -2.56%. The stock experienced a -2.8% price change on the earnings day and a -6.18% change over the next five days, reflecting market reactions to the results.

Following TRN's FY2025Q3 earnings announcement on 2025-10-30, the stock price moved by -2.8% on the day of the release. Over the subsequent five days, it saw a -6.18% change. Historically, TRN's stock price tends to shift by an average of 1.3% in the 10 days leading up to earnings and 2.93% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate TRN's annual revenue to reach 632.75M, while the EPS is projected at 0.30. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between TRN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, TRN's stock price typically moves by 1.3% in the 10 days before its earnings and 2.93% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.30 and revenue of 632.75M.

The earnings call presents a mixed picture. Positive aspects include strong fleet utilization, a raised dividend, and high net lease fleet investment. However, challenges such as declining railcar deliveries, competitive pressures, and management's reluctance to provide specific guidance temper optimism. The Q&A reveals some analyst concerns about demand and competitive dynamics, but also highlights confidence in future stabilization. Given the market cap, these factors suggest a neutral impact on the stock price, likely within the -2% to 2% range over the next two weeks.