Slide 1: Trinity Industries, Inc. ESG Roadshow October 2022
DELIVERING GOODS for THE GOOD of ALL TRINITY INDUSTRIES, INC. ESG Roadshow October 2022 Exhibit 99.1
Slide 2: Forward Looking Statements and Other References
DELIVERING GOODS for THE GOOD of ALL /// 2 Forward Looking Statements and Other References Some statements in this presentation, which are not historical facts, are “forward-looking statements” as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include sta
Slide 3: ESG Roadshow 2022 agenda
DELIVERING GOODS for THE GOOD of ALL /// ESG Roadshow–2022 Trinity Industries, Inc. (NYSE: TRN) 3 I. Trinity Industries, Inc. Overview Page 04 II. 2021 CSR Highlights Page 09 III. Governance and Compensation Highlights Page 11 IV. Board Oversight Procedures Page 13 V. Environmental Highlights Page 1
Slide 4: Trinity Industries, Inc. Overview
DELIVERING GOODS for THE GOOD of ALL TRINITY INDUSTRIES, INC. OVERVIEW (NYSE: TRN)
Slide 5: Operating Model and Company Purpose
DELIVERING GOODS for THE GOOD of ALL /// Operating Model and Company Purpose 5
Slide 6: Trinity Industries, Inc. Overview
DELIVERING GOODS for THE GOOD of ALL /// • Trinity Industries, Inc. owns market leading businesses that provide railcar products and services in North America – Top 5 Leasing company ~ 110,560 railcars under ownership ~ 30,115 additional investor-owned railcars – Leading manufacturer with 30% of ind
Slide 7: Trinity's Business Segments
DELIVERING GOODS for THE GOOD of ALL /// Trinity’s Business Segments * See appendix for reconciliation of non-GAAP measures $1.8B Total Revenues Trinity Industries Inc. (LTM Q2-22) $259M Adjusted Operating Profit* $57M Adjusted Income from Cont. Ops.* $533M Adjusted EBITDA* $745M Segment Revenue $37
Slide 8: Railcars: Sustainable Long-term Investments
DELIVERING GOODS for THE GOOD of ALL /// Railcars: Sustainable Long-term Investments • Long-term leases • High renewal success rates • Low credit defaults and bad debt expense • Active secondary market Stable and Predictable Cash Flows • 35-50 year useful life • Positive yield relationship to inflat
Slide 9: 2021 CSR Highlights
DELIVERING GOODS for THE GOOD of ALL 2021 CSR HIGHLIGHTS
Slide 10: 2021 Interim CSR and materiality assessment
DELIVERING GOODS for THE GOOD of ALL /// 2021 Interim CSR released in April 2022, with commitment to an updated CSR every two years • Disclosed ESG accomplishments and completion of inaugural materiality assessment, which guides development of our ESG process • Surveyed board and executive leadershi
Slide 11: Governance and Compensation Highlights
DELIVERING GOODS for THE GOOD of ALL GOVERNANCE AND COMPENSATION HIGHLIGHTS
Slide 12: Best Practices in Corporate Governance and Executive Compensation
DELIVERING GOODS for THE GOOD of ALL /// Best Practices in Corporate Governance – The Board of Directors is 89% independent and key board committees are 100% independent – The roles of CEO and Chairman of the Board are separated – The Board is declassified, the Company is not controlled, and it has
Slide 13: Board Oversight Procedures
DELIVERING GOODS for THE GOOD of ALL BOARD OVERSIGHT PROCEDURES
Slide 14: Board and Leadership Oversight of ESG
DELIVERING GOODS for THE GOOD of ALL /// Trinity's Board of Directors and Executive Leadership Team have oversight of the Company’s Environmental, Social and Governance initiatives, which are integrated in the Company’s long-term planning – The Board's Governance and Directors Nominating Committee o
Slide 15: Environmental Highlights
DELIVERING GOODS for THE GOOD of ALL ENVIRONMENTAL HIGHLIGHTS
Slide 16: Environmental Highlights
DELIVERING GOODS for THE GOOD of ALL /// ENVIRONMENTAL HIGHLIGHTS 16 2021 Highlights • ISO 45001 (Health & Safety) & 14001 (Environmental Mgmt) Certifications Enterprise-wide • First North American rail manufacturer or maintenance provider to achieve either • Environmental & Safety data tracking and
Slide 17: Social Highlights
DELIVERING GOODS for THE GOOD of ALL SOCIAL HIGHLIGHTS
Slide 18: Social Highlights: Diversity Focus and Statistics
DELIVERING GOODS for THE GOOD of ALL /// SOCIAL HIGHLIGHTS 18 Diversity Focus and Statistics As of January 1, 2022: ETHNIC DIVERSITY (U.S.) 46% White 54% Persons of Color Our future efforts will include internal and external reporting on key metrics tied to each of the below strategic objectives. TH
Slide 19: Social Highlights: Additional Highlights
DELIVERING GOODS for THE GOOD of ALL /// SOCIAL HIGHLIGHTS 19 Additional Highlights • TrinityRail’s Mexico operations received the “Empresa Socialmente Responsable” (ESR) badge for the third straight year • Awarded annually by the Mexican Center for Philanthropy (CEMEFI) for accomplishments in promo
Slide 20: Commitment to ESG Summary
DELIVERING GOODS for THE GOOD of ALL COMMITMENT TO ESG SUMMARY
Slide 21: Commitment to Premier Performance and Sustainability
DELIVERING GOODS for THE GOOD of ALL /// Commitment to Premier Performance and Sustainability 21 Environmental Commitment Social Responsibility Governance Excellence Risk Management Operating our business in a way that minimizes impact on natural resources and the environment • Leveraged Green Finan
Slide 22: Appendix
DELIVERING GOODS for THE GOOD of ALL APPENDIX
Slide 23: Reconciliation: Adjusted Operating Results
DELIVERING GOODS for THE GOOD of ALL /// Reconciliation: Adjusted Operating Results 23 (1) Represents insurance recoveries in excess of net book value for assets damaged by a tornado at the Company’s rail maintenance facility in Cartersville, Georgia in the first quarter of 2021. (2) Represents inte
Slide 24: Reconciliation: Adjusted Operating Results (continued)
DELIVERING GOODS for THE GOOD of ALL /// Reconciliation: Adjusted Operating Results (continued) (1) The effective tax rate for restructuring activities, loss on extinguishment of debt, and pension plan settlement is before consideration of the CARES Act. (2) Excludes $7.1 million of loss on extingui
Slide 25: Reconciliation: Adjusted Operating Results (continued)
DELIVERING GOODS for THE GOOD of ALL /// Reconciliation: Adjusted Operating Results (continued) (1) The effective tax rate for gains on dispositions of other property, restructuring activities, the loss on extinguishment of debt, and pension plan settlement is before consideration of the CARES Act.
Slide 26: Reconciliation: Adjusted Operating Results (continued)
DELIVERING GOODS for THE GOOD of ALL /// Reconciliation: Adjusted Operating Results (continued) (1) The effective tax rate for impairment of long-lived assets, pension plan settlement, restructuring activities, and the loss on extinguishment of debt is before consideration of the CARES Act. (2) Excl
Slide 27: Reconciliation: EBITDA and Adjusted EBITDA
DELIVERING GOODS for THE GOOD of ALL /// Reconciliation: EBITDA and Adjusted EBITDA “EBITDA” is defined as income from continuing operations plus interest expense, income taxes, and depreciation and amortization expense. Adjusted EBITDA is defined as EBITDA plus gains on dispositions of other proper
Slide 28: Presentation Footnotes
DELIVERING GOODS for THE GOOD of ALL /// SLIDE 2 1. LTM is calculated as the year ended December 31, 2021, less the six months ended June 30, 2021, plus the six months ended June 30, 2022, representing the financial information from July 1, 2021 to June 30, 2022. SLIDE 6 – Trinity Industries, Inc. O
Slide 29: Contact Information
DELIVERING GOODS for THE GOOD of ALL /// Contact Information 29 Contact Information: Leigh Anne Mann, Vice President of Investor Relations 214-631-4420 TrinityInvestorRelations@trin.net Investor Website: www.trin.net/investor-relations