Trinity Industries第三季度营收5.351亿美元增18%：新订铁路货车2,190辆，租赁车队利用率97%
总部位于德克萨斯州 Dallas 的铁路运输产品与服务商Trinity Industries（NYSE: TRN）公布截至2026年9月30日的第三季度业绩：季度营收5.351亿美元，同比增长18%；持续经营净利2,160万美元，摊薄每股收益0.27美元，上年同期为3,140万美元、每股0.38美元。
运营方面，季度新订铁路货车2,190辆、交付2,030辆，季末积压订单16.467亿美元；租赁车队利用率97.0%，续租成功率升至89%，续租租金较到期租金高4.1%。年初至今经营现金流2.427亿美元，租赁组合出售收益3,870万美元。
分部方面，铁路货车租赁与服务集团营收2.863亿美元、营业利润9,800万美元；铁路产品集团营收3.395亿美元、营业利润3,070万美元，交付量环比增长29%。
公司维持2026年全年每股收益指引2.20至2.40美元，并上调全年二手市场铁路货车出售收益预期。首席执行官兼总裁 Jean Savage 表示，第三季度显示公司已为增长做好定位，租赁平台持续表现强劲，车队收缩与库存车辆减少显示市场正在收紧，公司认为2026年将是行业交付量的周期低点。
Trinity Industries Q3 Revenue Rises 18% to $535 Million on 2,190 New Railcar Orders; Lease Fleet Utilization at 97.0%
Trinity Industries, Inc. (NYSE: TRN), the Dallas, Texas-based rail transportation products and services provider, announced results for the third quarter ended September 30, 2026. Quarterly revenues were $535.1 million, up 18% year over year. Net income from continuing operations attributable to Trinity was $21.6 million, or $0.27 per diluted share, versus $31.4 million, or $0.38, a year earlier.
Operationally, Trinity received orders for 2,190 railcars and delivered 2,030 in the quarter, ending with a backlog of $1,646.7 million. Lease fleet utilization was 97.0%, renewal success improved to 89%, and renewal rates were 4.1% above expiring rates. Year-to-date operating cash flow was $242.7 million, with $38.7 million in net gains on lease portfolio sales.
By segment, the Railcar Leasing and Services Group posted revenues of $286.3 million and operating profit of $98.0 million, while the Rail Products Group posted revenues of $339.5 million and operating profit of $30.7 million, with deliveries up 29% sequentially.
Trinity maintained its full-year 2026 EPS guidance of $2.20 to $2.40 and raised expectations for full-year secondary market gains on railcar sales. CEO and President Jean Savage said the quarter reflects a business positioned for growth, with the leasing platform continuing to perform, and that a shrinking fleet and fewer railcars in storage point to a tightening market, with 2026 expected to mark the cyclical low point for industry deliveries.
来源：GSM·美国（原文链接）
图片来源：图：货运铁路与货车实景（资料图）。Ebyabe摄，CC BY-SA 3.0，经Wikimedia Commons。 / Freight railroad and railcars (file photo). Photo by Ebyabe, CC BY-SA 3.0, via Wikimedia Commons.
