Earnings summaries and quarterly performance for GATX.
Executive leadership at GATX.
Robert Lyons
Detailed
President and Chief Executive Officer
CEO
BG
Brian Glassberg
Detailed
Executive Vice President, General Counsel and Secretary
KN
Kim Nero
Detailed
Executive Vice President and Chief Human Resources Officer
PT
Paul Titterton
Detailed
Executive Vice President and President, Rail North America
TE
Thomas Ellman
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at GATX.
Research analysts who have asked questions during GATX earnings calls.
BM
Brendan Michael McCarthy
Sidoti & Company, LLC
11 questions for GATX
Also covers: AGM, ALEX, BENF +5 more
JB
Justin Bergner
Gabelli Funds
11 questions for GATX
Also covers: AP, FSTR, MATW +1 more
Andrzej Tomczyk
Goldman Sachs
9 questions for GATX
Also covers: R, TRN, UNP
Bascome Majors
Susquehanna Financial Group
9 questions for GATX
Also covers: CHRW, CNI, CSX +20 more
BM
Ben Moore
Citigroup
3 questions for GATX
Also covers: KEX, R, SAIA +1 more
AT
Andrzej Tomczuk
Goldman Sachs
2 questions for GATX
Harrison Bauer
Susquehanna
2 questions for GATX
Also covers: FWRD, GBX, R +3 more
Recent press releases and 8-K filings for GATX.
GATX Reports Strong Q4 and Full-Year 2025 Results, Provides Optimistic 2026 EPS Guidance
GATX
Earnings
Guidance Update
M&A
- GATX reported Q4 2025 net income of $97 million or $2.66 per diluted share, and full-year 2025 net income of $333.3 million or $9.12 per diluted share, marking an 11% EPS growth over 2024.
- The company provided 2026 EPS guidance in the range of $9.50-$10.10 per diluted share, representing approximately a 10% increase.
- The Wells Fargo Rail acquisition was a significant event, with GATX and Brookfield forming a new joint venture that acquired 101,000 rail cars, and GATX made an initial equity investment of just under $400 million for a 30% ownership.
- GATX's board approved an 8.2% increase in the quarterly dividend and a new $300 million share repurchase authorization.
- For 2026, GATX expects $200 million in net gains on asset dispositions and anticipates segment profit increases across all businesses: Rail North America to $415 million, Rail International by $5-$10 million, and Engine Leasing by $15-$20 million.
Feb 19, 2026, 4:00 PM
GATX Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook, and Announces Share Repurchase
GATX
Earnings
Guidance Update
M&A
- GATX reported Q4 2025 net income of $97 million ($2.66 per diluted share) and full-year 2025 net income of $333.3 million ($9.12 per diluted share), marking an 11% increase in EPS over 2024.
- For 2026, GATX projects Rail North America lease revenue of $1.6 billion and segment profit of $415 million, with Rail International segment profit expected to increase by $5-$10 million and Engine Leasing segment profit by $15-$20 million.
- The company completed the Wells Fargo rail acquisition, forming a joint venture where GATX holds a 30% ownership and manages the combined 208,000 rail car fleet, anticipating $0.20-$0.30 per diluted share accretion from the deal in 2026.
- GATX's board approved a new $300 million share repurchase authorization and plans to invest approximately $1.5 billion in 2026, which includes an anticipated $66 million investment to acquire an additional 3.5% of the JV.
Feb 19, 2026, 4:00 PM
GATX Reports Strong Q4 and Full Year 2025 Results, Provides Record 2026 EPS Guidance, and Details Wells Fargo Rail Acquisition
GATX
Earnings
Guidance Update
M&A
- GATX reported net income of $97 million or $2.66 per diluted share for Q4 2025, and $333.3 million or $9.12 per diluted share for the full year 2025, reflecting an 11% increase in EPS over 2024.
- The company provided 2026 EPS guidance in the range of $9.50-$10.10 per diluted share, which would be a record year and approximately a 10% increase.
- GATX completed the acquisition of 101,000 rail cars from Wells Fargo Rail through a new joint venture (GATX owns 30%), significantly expanding its owned and managed fleet to 208,000 rail cars.
- The board approved an 8.2% increase in the quarterly dividend and announced a new share repurchase authorization. The company also plans to invest approximately $1.5 billion in 2026, including exercising an option to acquire an additional 3.5% of the JV for $66 million.
Feb 19, 2026, 4:00 PM
GATX Reports Q4 and Full-Year 2025 Results, Increases Dividend, and Authorizes Share Repurchase
GATX
Earnings
Dividends
Share Buyback
- GATX Corporation reported net income of $97.0 million or $2.66 per diluted share for the fourth quarter of 2025, and $333.3 million or $9.12 per diluted share for the full-year 2025.
- The Board of Directors increased the quarterly dividend by 8.2% to $0.66 per common share and authorized a new $300 million share repurchase program.
- The company initiated 2026 earnings guidance in the range of $9.50–$10.10 per diluted share.
- Full-year 2025 investment volume exceeded $1.3 billion, and the acquisition of Wells Fargo's rail operating lease portfolio for approximately $4.2 billion was completed on January 1, 2026.
Feb 19, 2026, 1:31 PM
GATX and Brookfield Infrastructure Complete Acquisition of Wells Fargo's Rail Assets
GATX
M&A
New Projects/Investments
Guidance Update
- GATX Corporation and Brookfield Infrastructure Partners L.P. completed the acquisition of Wells Fargo's rail operating lease portfolio on January 1, 2026.
- The acquired portfolio includes approximately 101,000 railcars for a purchase price of approximately $4.2 billion.
- The acquisition was made through a joint venture, GABX Leasing LLC, with GATX initially holding a 30% ownership stake and Brookfield holding 70%.
- GATX anticipates the transaction will be modestly accretive to earnings per share in the first full year after closing, with more substantial contributions expected in subsequent years.
Jan 5, 2026, 1:30 PM
GATX and Brookfield Infrastructure Complete Acquisition of Wells Fargo's Rail Assets
GATX
M&A
New Projects/Investments
Guidance Update
- GATX Corporation and Brookfield Infrastructure successfully completed the acquisition of Wells Fargo’s rail assets on January 1, 2026.
- GATX acquired Wells Fargo’s rail operating lease portfolio, comprising approximately 101,000 railcars, for an approximate purchase price of $4.2 billion.
- The transaction is expected to be modestly accretive to earnings per share in the first full year after closing, with more substantial contributions anticipated in subsequent years.
- GATX will serve as the manager for the railcars in the joint venture, as well as the finance lease railcars and locomotives directly owned by Brookfield Infrastructure.
- GATX plans to provide 2026 full-year guidance during its 2025 fourth-quarter earnings call.
Jan 5, 2026, 1:30 PM
GATX and Brookfield Infrastructure Receive Regulatory Clearances for Wells Fargo Rail Acquisition
GATX
M&A
New Projects/Investments
- GATX Corporation and Brookfield Infrastructure Partners L.P. have received all required regulatory clearances to complete the acquisition of Wells Fargo’s rail operating lease portfolio.
- The transaction will be completed through a joint venture between GATX and Brookfield Infrastructure.
- GATX anticipates the transaction will close on or about January 1, 2026.
Dec 22, 2025, 1:30 PM
GATX Details Strategic Wells Fargo Rail Acquisition and Global Business Outlook
GATX
M&A
New Projects/Investments
- GATX is acquiring 105,000 railcars from Wells Fargo Rail for $4.5 billion, which will double its North American fleet to over 210,000 cars and make it the largest in the region. The deal, expected to close in Q1 2025, is structured as a joint venture with Brookfield Infrastructure, with GATX initially holding a 30% stake but controlling the portfolio and having annual options to acquire Brookfield's share over 10 years, allowing GATX to maintain its investment-grade rating.
- The acquisition will shift GATX's North American fleet composition to approximately 65%-66% freight cars and the balance tank cars, from a historical 50/50 split. The deal is expected to be modestly accretive initially and become more accretive over time due to anticipated SG&A and potential maintenance synergies.
- GATX's aircraft engine leasing business (a joint venture with Rolls-Royce) demonstrated resilience during the pandemic and is currently benefiting from high demand and attractive lease rates due to supply constraints in new aircraft production. GATX has made over $1 billion in direct investments in engines, in addition to its 50% interest in almost $5 billion of joint venture assets.
- In India, GATX Rail maintains 100% utilization for its 12,000+ cars with strong growth prospects driven by infrastructure development. In Europe, GATX recently acquired 6,000 cars from DB Cargo and sees opportunities for further acquisitions from smaller lessors despite current economic headwinds.
Dec 4, 2025, 3:10 PM
GATX Discusses Wells Fargo Rail Acquisition, Global Fleet Strategy, and Market Outlook
GATX
M&A
New Projects/Investments
- GATX is acquiring 105,000 railcars from Wells Fargo Rail, effectively doubling its North American fleet to over 210,000 cars, in a deal valued at approximately $4.5 billion for GATX's portion. The transaction is structured as a joint venture with Brookfield Infrastructure, where GATX initially holds a 30% stake but controls the portfolio and has annual options to acquire Brookfield's share over a 10-year period, allowing it to maintain its investment-grade rating.
- The Wells Fargo acquisition will shift GATX's North American fleet mix to approximately 65%-66% freight cars and the balance tank cars, increasing customer touchpoints and opportunities in the secondary market. GATX expects to realize SG&A synergies quickly and potential longer-term maintenance synergies by integrating Wells Fargo's third-party maintenance into its own shop network.
- GATX's aircraft engine leasing joint venture (RRPF) with Rolls-Royce has demonstrated resilience, remaining profitable even during the pandemic, and is currently benefiting from high demand due to constrained aircraft production, leading to attractive lease rates and sales opportunities. GATX has also made over $1 billion in direct investments in engines managed by the joint venture.
- In India, GATX Rail India has grown its fleet to over 12,000 cars and sees strong growth prospects driven by significant infrastructure development, with utilization rates at approximately 100%. The European market faces economic headwinds and tariff concerns, but GATX made a counter-cyclical acquisition of 6,000 cars from DB Cargo, which are immediately leased back for two to seven years.
Dec 4, 2025, 3:10 PM
GATX Corporation announces senior notes offering
GATX
Debt Issuance
- GATX Corporation is issuing an additional $400,000,000 aggregate principal amount of senior notes, comprising $200,000,000 of 5.500% Senior Notes due 2035 and $200,000,000 of 6.050% Senior Notes due 2054.
- The underwriting agreement for this offering was dated October 22, 2025, with the notes delivered against payment on October 24, 2025.
- Upon completion of this offering, the total outstanding principal amount for the 5.500% Senior Notes due 2035 will be $700,000,000, and for the 6.050% Senior Notes due 2054, it will be $900,000,000.
- BofA Securities, Inc., Citigroup Global Markets Inc., and Morgan Stanley & Co. LLC are acting as representatives of the underwriters for this transaction.
Oct 24, 2025, 8:05 PM
Quarterly earnings call transcripts for GATX.
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