Investor Presentaiton
Review Key Takeaways for Enhancing Shareholder Value
Strong Cash Flow
Generation
Optimize the Returns
of the Platform
Deliver Financial
Performance
Prudently Allocate
Capital to Drive
Shareholder Value
Substantial cash flow and balance sheet optimization of over $2B in
capital (representing a significant portion of Trinity's current market cap)
to allocate over the next three years
Capitalize on attractive financing markets to achieve LTV target
Opportunistically monetize assets to unlock value
Reset cost base to lower breakeven and deliver best-in-class margins,
positioning Trinity for strong mid-cycle earnings power in market recovery
Execute against strategic initiatives for improving returns
Vigilantly pursue cost savings through further streamlining organization
and eliminating inefficiencies
Leverage platform to improve rail modal supply chain and increase
service-based revenue
Cultivate RIV partners to optimize funding sources and capture value of
industry's leading origination platform
Disciplined capital allocation framework to drive through-the-cycle value
creation
Increase hurdle rates for disciplined incremental lease fleet investment
Optimization efforts, substantial cash flow generation, and disciplined capital
allocation position Trinity for meaningful value creation through the cycle
TRINITY INDUSTRIES
DELIVERING GOODS for THE GOOD of ALL
III
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