GATX (GATX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 28, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

2.28

Last Year’s EPS

2.15

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 19, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a predominantly positive outlook driven by strong 2025 operating performance, meaningful scale and revenue/remarketing upside from the Wells Fargo Rail acquisition, robust engine-leasing momentum, raised dividend and new repurchase authorization, and a record EPS outlook for 2026. Key near-term headwinds and risks include sizable increases in interest, depreciation and maintenance expense due to the larger fleet, GAAP dilution from operating-lease accounting, the noncontrolling interest impact on JV gains, and mixed dynamics in Europe and certain car types. Management emphasized successful initial integration and prudent capital allocation, while noting variability in remarketing gains and maintenance spend. Overall, positives from scale, cash flow strength and strategic positioning outweigh the near-term costs and integration risks.

Company Guidance

GATX guided 2026 EPS of $9.50–$10.10 (about a 10% increase vs 2025 EPS of $9.12), after reporting FY2025 net income $333.3M ($9.12) and Q4 2025 $97M ($2.66); ROE remained above 12% and leverage ~3.30. Following the Wells Fargo transactions (GATX 30%/Brookfield 70% JV that acquired 101,000 railcars; Brookfield purchased ~22,000 finance‑lease cars), GATX will manage a consolidated North America fleet of ~208,000 cars and expects LPI in the high‑teens to low‑20s (Q4 LPI 21.9%), consolidated utilization of 98–99% (Wells fleet ~97% at close), and renewal success in the high‑70s to low‑80s. Financial line‑item guidance includes Rail North America lease revenue of ~$1.6B (+~$550M y/y), other revenue ~$160M (+$25M), net gains on dispositions ~$200M (vs $130M in 2025), North America segment profit ~$415M (+$55–65M), Rail International profit +$5–10M, Engine Leasing segment profit +$15–20M, interest expense ~$440M (+$180M), depreciation ~$520M (+$230M), maintenance ~$500M (+$150M), other operating expense ~$85M (+$25M), and SG&A ~$275M (2025: $246M). Capital deployment is expected at ~$1B+ outside the Wells deal, the JV reinvestment is targeted at ~$1B+ (GATX typically does not fund JV capital directly), GATX made an initial equity investment of ~ $400M and anticipates exercising a ~$66M option June 30; the Board approved an 8.2% dividend increase and a new $300M buyback authorization (Q4 repurchases were ~$46.5M at $160/share). Note that GAAP consolidation will show 100% of the JV but Brookfield’s share will be recorded as noncontrolling interest, so GATX economically captures 30% of JV gains.

Strong Quarterly and Full-Year Earnings

Q4 2025 net income of $97.0M ($2.66 per diluted share) versus Q4 2024 $76.5M ($2.10 per diluted share). Full-year 2025 net income $333.3M ($9.12 per diluted share) versus 2024 $284.2M ($7.78 per diluted share). Management noted EPS growth vs. prior year (company commentary: ~11% higher EPS vs. 2024) and an expected FY2026 EPS range of $9.50–$10.10 (roughly a ~10% increase year-over-year at midpoint).

Return Metrics and Capital Deployment

Another year of ROE above 12% and leverage steady at ~3.30. GATX deployed $1.3B of capital in 2025 and continues to identify attractive investment opportunities. Board increased the quarterly dividend by 8.2% and authorized a new $300M share repurchase program (prior repurchases in Q4 2025: ~$46.5M at average $160/share).

Major Strategic Acquisition and Scale

Closed the Wells Fargo Rail transaction: formed JV that acquired 101,000 operating-leased railcars (GATX 30% / Brookfield 70%), Brookfield acquired ~22,000 finance-lease cars, and GATX manages all cars. Consolidated fleet now ~208,000 railcars under GATX control — creating meaningful scale and revenue/remarketing opportunity.

Rail North America Operating Strength and Guidance

Rail North America maintained 99% utilization in legacy business. For the consolidated 208,000-car fleet management, company expects LPI in the high teens to low-20% range (Q4 LPI was 21.9%), utilization of 98%–99% by year-end, renewal success in the high-70s to low-80s, and FY2026 lease revenue guidance of ~$1.6B (approximately $550M above 2025).

Robust Remarketing Opportunity

Company expects net gains on asset dispositions of approximately $200M in 2026 versus $130M in 2025 — reflecting a materially larger pool of saleable assets (2x historical fleet size) and continued strong secondary market demand.

Engine Leasing Outperformance

Engine leasing was the strongest earnings growth business in 2025. RRPF (50% JV) invested >$1.4B, asset base >$5.7B, and GATX direct engine portfolio >$1B. Management expects Engine Leasing segment profit to increase $15M–$20M in 2026 (segment profit guide ~ $180M for 2026 vs. ~ $165M+ in 2025).

International and India Growth

GATX Rail Europe raised lease rates on many car types and held utilization at solid levels despite a challenging macro environment; acquired nearly 6,000 railcars from DD Cargo. In India, portfolio grew to >12,000 wagons supported by a strong economic environment.

Integration Progress and Management Fees

Integration of Wells Fargo Rail progressing well: successful IT cutover, commercial teams integrated, and initial consolidation underway. Management fees expected from new arrangements: ~$11M (Brookfield wholly owned fleet) + ~$44M (JV management) ≈ >$50M of annual fees; early synergy/transaction benefit guidance of $0.20–$0.30 per share for 2026.

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

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GATX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 28, 2026	2026 (Q1)	2.27 / -	2.15	―	―	―
Feb 19, 2026	2025 (Q4)	2.42 / 2.44	1.93	26.42% (+0.51)	―
Oct 21, 2025	2025 (Q3)	2.32 / 2.10	2.5	-16.00% (-0.40)	―
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)	―

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
Feb 19, 2026	$189.59	$188.38	-0.64%
Oct 21, 2025	$171.72	$161.85	-5.75%
Jul 29, 2025	$150.83	$152.52	+1.12%
Apr 23, 2025	$146.32	$139.90	-4.38%

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 Apr 28, 2026, Before Open (Confirmed).

What is GATX Corp (GATX) earnings time?

GATX Corp (GATX) earnings time is at Apr 28, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

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What companies are reporting earnings today?

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What is GATX EPS forecast?

GATX EPS forecast for the fiscal quarter 2026 (Q1) is 2.28.