The American Commercial Lines filings mention Trinity Industries, Inc. as their "manufacturing segment’s most significant competitor for the large-scale manufacture of inland barges," to I took a look at the most recent Trinity annual report [pdf]. Trinity has five businesses: railcar manufacturing, railcar leasing and management, energy equipment (wind towers and tank containers), construction materials, and inland barges,
We manufacture a variety of dry cargo barges, such as deck barges, and open or covered hopper barges that transport various commodities, such as grain, coal, and aggregates. We also manufacture tank barges used to transport liquid products. Our fiberglass reinforced lift covers are used primarily for grain barges. Our four barge manufacturing facilities are located along the United States inland river systems, allowing for rapid delivery to our customers. Our Inland Barge Group backlog as of December 31, 2011 was approximately $494.6 million.In 2011, their barge segment was operating at the highest capacity utilization of all their businesses, at 85% (p17).
Trinity's barge facilities got hit by flooding and did not fare as well as Conrad's did last year,
In May 2011, the Company’s inland barge manufacturing facility in Missouri experienced a flood resulting in significant damages to Trinity’s property and a temporary disruption of its production activities. During the fourth quarter of 2011, the Company’s inland barge production capacity at its Missouri operations was restored to its pre-flood levels.It looks like Trinity did not have any significant inland barge capex in 2011 or 2010, except to repair flood damage.
"With respect to the Missouri flood, Trinity received $35 million in payments from its insurance carriers of which $22.7 million pertained to the replacement of or repairs to damaged property, plant, and equipment with a net book value of $5.7 million, with the remainder pertaining primarily to the reimbursement of flood-related expenses and lost production. [...] With respect to the Tennessee flood, Trinity received $27.5 million in payments from its insurance carrier of which $12.6 million pertained to the replacement of or repairs to damaged property, plant, and equipment with a net book value of $2.3 million, with the remainder pertaining primarily to the reimbursement of flood-related expenses."In 2009, the capex on the barge segment was less than $2 million - versus $6 million in depreciation.