The earnings call revealed a strong financial performance with significant increases in net income and a positive outlook in the rail and engine leasing sectors. Challenges in the European market were noted but did not significantly impact the overall positive performance. The increased earnings guidance further underscores the positive sentiment.

Company Guidance -

Q3 2025

During the GATX 2025 second quarter earnings call, the company reported a net income of $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. Year-to-date, the 2025 net income was $154.1 million or $4.21 per diluted share, up from $118.7 million or $3.25 per diluted share for the same period in 2024. The Rail North America segment maintained a fleet utilization of 99.2%, with a renewal success rate of 84.2% and a positive 24.2% renewal rate change in the lease price index. GATX generated over $34 million in remarketing income during the quarter. In Rail International, GATX Rail Europe had a utilization rate of 93.3%, while GATX Rail India saw high demand with a utilization rate of 99.6%. The engine leasing segment showed strong performance, driven by robust global air passenger volume, contributing to the increase in the company's full-year earnings guidance to a range of $8.50 to $8.90 per diluted share. The guidance excludes tax adjustments, other items, and any potential impact from the pending Wells Fargo Rail transaction.

Significant Increase in Net Income

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

Strong Performance in Rail North America

Fleet utilization was 99.2% with a strong renewal success rate of 84.2%. The lease price index renewal rate change was positive at 24.2% for the quarter, with an average renewal term of 60 months.

Robust Secondary Market in North America

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

Strong Demand in Engine Leasing

The joint venture with Rolls-Royce and the wholly owned engine portfolio produced excellent results due to strong global air passenger volume.

Increased Earnings Guidance

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)	2.32 / -	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 2.32.

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