Trinity Industries, Inc. filed a Form 8-K with the U.S. Securities and Exchange Commission on October 29, 2026, furnishing its third-quarter 2026 operating results news release, conference call scripts, and investor presentation materials for the three-month period ended September 30, 2026.

Key Highlights

  • Reporting period: The filing covers operating results for the three-month period ended September 30, 2026.
  • Executives on the call: Conference call scripts furnished include those 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.
  • Non-GAAP measures referenced: The news release and presentation materials included Adjusted Return on Equity, Cash Flow from Operations with Net Gains on Lease Portfolio Sales, and EBITDA, each reconciled to the most directly comparable GAAP measure.
  • Exhibits furnished: The filing furnishes Exhibit 99.1 (news release), Exhibit 99.2 (conference call script), and Exhibit 99.3 (Q3 2026 Presentation Materials).
  • Signed by: Eric R. Marchetto, Executive Vice President and Chief Financial Officer, signed on behalf of Trinity Industries, Inc.

Trinity Industries Furnishes Q3 2026 Results and Conference Call Materials

Trinity Industries, Inc. (NYSE:TRN), headquartered at 14221 N. Dallas Parkway, Suite 1100, Dallas, Texas, filed a current report on Form 8-K on October 29, 2026, under Items 2.02 and 7.01 of the form. According to the filing, the report furnishes, but does not "file," a news release announcing operating results for the three-month period ended September 30, 2026. The filing states that the information is "not 'filed' pursuant to the Securities Exchange Act of 1934 and are not incorporated by reference into any Securities Act of 1933 registration statements."

The filing discloses that Trinity held a conference call and webcast on October 29, 2026 to discuss its financial results for the quarter. Scripts from that call, attributed to 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. In connection with the call, Trinity also posted presentation materials for investors and interested parties to its website, furnished as Exhibit 99.3.

The filing notes that three non-GAAP financial measures were referenced: Adjusted Return on Equity, Cash Flow from Operations with Net Gains on Lease Portfolio Sales, and EBITDA. The company disclosed that reconciliations to the most directly comparable GAAP measures are included in the news release and/or the presentation materials. For forward-looking non-GAAP measures, the company stated it does not provide quantitative reconciliations because it "cannot, without unreasonable effort, predict the timing and amounts of certain items," citing factors including railcar delivery product mix, lease portfolio sales, capital expenditures, and returns of capital to shareholders.

What Was Disclosed

Trinity Industries furnished its Q3 2026 earnings news release, conference call scripts from three named executives, and investor presentation materials via a Form 8-K filed October 29, 2026, covering the three-month period ended September 30, 2026. Non-GAAP reconciliations were included in the accompanying exhibits.