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Investor Presentaiton

Reconciliation: Adjusted Operating Results Impairment of long-lived assets - Controlling Nine Months Ended September 30, 2020 Impairment of long-lived assets - Noncontrolling (1) (2) (3) GAAP Interest Interest Early Restructuring activities redemption of (2) debt (2) Income tax effect of CARES Act Adjusted Operating profit (loss) $ (161.4) Interest expense, net $ 163.6 288.1 Provision (benefit) for income taxes $ (226.1) $ 67.4 $ Income (loss) from continuing operations $ (99.4) 220.7 Net income (loss) attributable to Trinity Industries, Inc. $ (20.1) 220.7 $ Diluted weighted average shares outstanding (4) 117.2 Diluted income (loss) from continuing operations per common share attributable to Trinity Industries, Inc. $ (0.17) (in millions, except per share amounts) 81.3 81.3 $ 10.5 $ (5.0) 218.5 158.6 2.5 $ 1.2 $ 174.6 19.6 8.0 $ 8.0 S 3.8 (174.6) 39.8 ՄՌ $ 3.8 $ (174.6) $ 37.8 118.4 0.32 (1) Excludes $81.3 million of non-cash impairment of long-lived asset charges associated with the noncontrolling interest. (2) The effective tax rate for impairment of long-lived assets, restructuring activities, and the early redemption of debt is before consideration of the CARES Act. (3) Represents the portion of the non-cash impairment of long-lived asset charge attributable to the noncontrolling interest, for which Trinity does not provide income taxes (4) GAAP diluted weighted average shares outstanding excludes 1.2 million shares for the nine months ended September 30, 2020 since the Company was in a net loss position. When adjusting for the items above, these shares become dilutive. We have supplemented the presentation of our reported GAAP operating profit (loss), interest expense, net, provision (benefit) for income taxes, income (loss) from continuing operations, net income (loss) attributable to Trinity Industries, Inc., diluted weighted average shares outstanding and diluted income (loss) from continuing operations per common share attributable to Trinity Industries, Inc. with non-GAAP measures that adjust the GAAP measures to exclude the impact of restructuring activities, impairment of long-lived assets, early redemption of debt, the income tax effects of the CARES Act and certain other non-recurring transactions or events (as applicable). These non-GAAP measures are derived from amounts included in our GAAP financial statements and are reconciled to the most directly comparable GAAP financial measures in the table above. Management believes that these measures are useful to both management and investors for analyzing the performance of our business without the impact of certain non-recurring items. Non-GAAP measures should not be considered in isolation or as a substitute for our reporting results prepared in accordance with GAAP and, as calculated, may not be comparable to other similarly titled measures for other companies. TRINITY INDUSTRIES DELIVERING GOODS for THE GOOD of ALL /// 82
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