Trinity Industries' stock surged 10.48% during Thursday's intraday trading session following the release of its fourth-quarter financial results that significantly exceeded analyst expectations.
The rail transportation provider reported Q4 diluted earnings per share of $2.31, beating the FactSet consensus estimate of $2.30. Revenue for the quarter reached $611.2 million, surpassing the $570.45 million analyst expectation. The company's profit improvement was driven by higher lease rates in its Railcar Leasing and Services Group and a $194 million non-cash gain from restructuring its strategic railcar partnership.
Additionally, Trinity Industries introduced optimistic full-year 2026 EPS guidance of $1.85 to $2.10, which exceeded the FactSet consensus estimate of $1.65, signaling confidence in its future performance and contributing to the stock's positive momentum.