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    Andrzej Tomczuk

    Research Analyst at Goldman Sachs

    Andrzej Tomczuk is a Research Analyst at Goldman Sachs specializing in the transportation and industrial sectors, with a particular focus on companies such as GATX Corporation. He has participated in earnings calls and provided research coverage for major transport equipment leasing and manufacturing companies, contributing sector insights and analysis. Tomczuk has held his analyst role at Goldman Sachs in recent years, with responsibilities centering around transportation equities, and has demonstrated engagement through detailed Q&A on company performance. His professional credentials and regulatory registrations have not been explicitly documented in available sources.

    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 a major transcontinental rail merger on the leasing business, the sustainability of the high 24% lease price renewal rate, and the approval timeline for the Wells Fargo Rail transaction.

    Answer

    President & CEO Robert Lyons stated it was too early to assess the rail merger's impact but noted that long-term rail efficiency is positive for lessors. Executive VP & President of Rail North America, Paul Titterton, indicated that lease pricing is expected to remain stable and flattish without a new external catalyst. Regarding the Wells Fargo deal, Mr. Lyons confirmed the regulatory timeline is proceeding as planned with no change to the Q1 2026 or earlier closing estimate.

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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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