Trinity Industries' stock surged 10.35% in pre-market trading on Thursday, following the release of its fourth-quarter and full-year 2025 financial results. The significant price movement came as the company reported earnings that exceeded analyst expectations and provided optimistic guidance for the coming year.
The rail transportation provider posted Q4 diluted earnings per share of $2.31, surpassing the FactSet consensus estimate of $2.30. Revenue for the quarter reached $611.2 million, beating the analyst expectation of $570.45 million. The company's profit improvement was driven by several factors, including higher lease rates in its Railcar Leasing and Services Group and a $194 million non-cash gain from the restructuring of its strategic railcar partnership.
Additionally, Trinity Industries introduced its full-year 2026 EPS guidance range of $1.85 to $2.10, signaling confidence in its future performance. The company also announced plans for net fleet investment of $450 million to $550 million in 2026 and anticipates industry deliveries of approximately 25,000 railcars during the year.