TRINITY INDUSTRIES INC 8-K

What Happened Trinity Industries, Inc. announced operating results for the three- and twelve-month periods ended December 31, 2025, and furnished a news release, presentation materials and conference call scripts on February 12, 2026. The company held a conference call and webcast with scripts from Leigh Anne Mann (VP Investor Relations), E. Jean Savage (CEO and President) and Eric R. Marchetto (EVP & CFO). The materials reference several non‑GAAP measures (Adjusted Operating Results, Adjusted EPS, Adjusted ROE, EBITDA/Adjusted EBITDA, and cash flow metrics); reconciliations to GAAP measures are included in the news release and/or presentation.

Key Details

• Filing date: February 12, 2026; reporting periods: three and twelve months ended December 31, 2025.
• Exhibits furnished: News Release (Exhibit 99.1), conference call script (Exhibit 99.2), Q4 2025 Presentation Materials (Exhibit 99.3).
• Conference call scripts provided for Leigh Anne Mann, CEO E. Jean Savage, and CFO Eric R. Marchetto (who signed the Form 8‑K).
• The release and presentation use forward-looking non‑GAAP measures; Trinity says it cannot quantitatively reconcile forward-looking non‑GAAP figures to GAAP without unreasonable effort due to uncertain timing/amounts of items like product mix, lease portfolio sales, capex and returns of capital.

Why It Matters This 8‑K provides investors with Trinity’s latest quarterly and full‑year results and management commentary; review the furnished news release and presentation for the actual revenue, earnings and cash‑flow figures and the reconciliations to GAAP. Note the company’s use of non‑GAAP metrics and its statement that some forward‑looking non‑GAAP measures are not quantitatively reconciled—investors should examine the reconciliations in the exhibits and the call materials for context before drawing conclusions.