The earnings call reflected a strong performance overall, with significant increases in net income, high fleet utilization, and positive lease pricing in North America. However, challenges in Europe and a lack of new investments in engine leasing were noted. The increased earnings guidance further supports a positive outlook.

Company Guidance -

Q3 2025

During the GATX 2025 Second Quarter Earnings Call, the company provided updated financial guidance, raising its full-year earnings expectation to a range of $8.50 to $8.90 per diluted share, excluding tax adjustments and items related to the pending Wells Fargo transaction. The quarter saw a net income of $75.5 million, or $2.06 per diluted share, compared to last year’s $44.4 million, or $1.21 per share. Year-to-date net income reached $154.1 million, or $4.21 per share, up from $118.7 million, or $3.25 per share, in the previous year. In North America, rail fleet utilization was at 99.2%, with a renewal success rate of 84.2% and a positive lease price index change of 24.2%. Meanwhile, GATX Rail Europe's utilization was 93.3%, and GATX Rail India reported a high utilization rate of 99.6%. Remarketing income for the quarter was over $34 million, contributing to a year-to-date total of $65 million. Additionally, strong global air passenger volume supported robust demand in the engine leasing segment.

Increase in Net Income

GATX reported a significant increase in net income for the 2025 second quarter, with $75.5 million or $2.06 per diluted share, compared to $44.4 million or $1.21 per diluted share in the same quarter of 2024.

High Fleet Utilization in North America

GATX Rail North America reported stable demand with a fleet utilization rate of 99.2% and a strong renewal success rate of 84.2%.

Positive Lease Price Index

The renewal rate change of GATX's lease price index was positive 24.2% for the quarter, with an average renewal term of 60 months.

Remarketing Success

GATX generated over $34 million in remarketing income during the quarter, bringing the year-to-date total to approximately $65 million.

Strong Demand in India

GATX Rail India reported high fleet utilization at 99.6%, supported by strong demand due to ongoing infrastructure investments.

Increased Full-Year Earnings Guidance

Reflecting year-to-date performance, GATX increased its 2025 full-year earnings guidance to a range of $8.50 to $8.90 per diluted share.

GATX (GATX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GATX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	2.30 / -	2.5	―	―	―
Jul 29, 2025	2025 (Q2)	2.01 / 2.06	1.43	44.06% (+0.63)	―
Apr 23, 2025	2025 (Q1)	2.09 / 2.15	2.01	6.97% (+0.14)	―
Jan 23, 2025	2024 (Q4)	1.71 / 1.93	1.74	10.92% (+0.19)	―
Oct 22, 2024	2024 (Q3)	1.96 / 2.50	1.44	73.61% (+1.06)	―
Jul 23, 2024	2024 (Q2)	1.77 / 1.43	1.73	-17.34% (-0.30)	―
Apr 23, 2024	2024 (Q1)	1.76 / 2.01	2.2	-8.64% (-0.19)	―
Jan 23, 2024	2023 (Q4)	1.58 / 1.74	1.54	12.99% (+0.20)	―
Oct 24, 2023	2023 (Q3)	1.47 / 1.44	1.12	28.57% (+0.32)	―
Jul 25, 2023	2023 (Q2)	1.66 / 1.73	1.07	61.68% (+0.66)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GATX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$152.47	$154.18	+1.12%
Apr 23, 2025	$147.91	$141.42	-4.39%
Jan 23, 2025	$153.32	$160.20	+4.49%
Oct 22, 2024	$129.57	$138.31	+6.75%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does GATX Corp (GATX) report earnings?

GATX Corp (GATX) is schdueled to report earning on Oct 28, 2025, Before Open (Confirmed).

What is GATX Corp (GATX) earnings time?

GATX Corp (GATX) earnings time is at Oct 28, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is GATX EPS forecast?

GATX EPS forecast for the fiscal quarter 2025 (Q3) is 2.3.

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