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    Andrzej Tomczuk

    Research Analyst at Goldman Sachs

    Andrzej Tomczuk's questions to GATX (GATX) leadership

    Andrzej Tomczuk's questions to GATX (GATX) leadership • Q2 2025

    Question

    Andrzej Tomczuk of Goldman Sachs inquired about the potential impact of the recently announced transcontinental rail merger on the railcar leasing business, the sustainability of the high lease price renewal rates, and the regulatory approval timeline for the Wells Fargo Rail transaction.

    Answer

    President & CEO Bob Lyons stated it was too early to assess the rail merger's impact but noted that long-term efficiency gains are positive for lessors. He also confirmed the Wells Fargo deal timeline is tracking as planned. EVP & President of Rail North America, Paul Titterton, added that the lease rate environment remains strong and stable, supported by supply-side factors, and expects absolute lease rates to remain flattish without a new catalyst.

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    Andrzej Tomczuk's questions to GATX (GATX) leadership • Q2 2025

    Question

    Andrzej Tomczuk inquired about the potential impact of the recently announced transcontinental railroad merger on the railcar leasing business, the sustainability of the strong lease price index (LPI) renewal rate, and the approval timeline for GATX's joint venture with Wells Fargo and Brookfield.

    Answer

    President & CEO Bob Lyons stated it was too early to assess the merger's full impact but noted that long-term rail efficiencies are positive for lessors. EVP & President of Rail North America, Paul Titterton, explained that the lease rate environment remains strong and expects pricing to stay flattish without a new catalyst. Regarding the Wells Fargo transaction, Bob Lyons confirmed the regulatory process is proceeding as planned with no change to the expected closing timeline of Q1 2026 or earlier.

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