Inferra AI / Company / GATX

Gatx Corp

GATX · Industrials

Last earnings Oct 29, 2026

Key results

Net incomequarter

$105.2 million

29, 2026 GATX Corporation (NYSE GATX) today reported 2026 third-quarter net income attributable to GATX of $105.2 million, or $2.92 per diluted share, compared to net income attributable to GATX of $82.2 million, or $2.25 per diluted share, in the third quarter of 2025.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net incomeytd

$294.1 million

Net income attributable to GATX for the first nine months of 2026 was $294.1 million, or $8.11 per diluted share, compared to $236.3 million, or $6.46 per diluted share, in the prior year period.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AI analysis

Q3 2026 · reported Oct 29, 2026

Based on: Earnings release + parent 8-K — transcript not held

Diluted EPS · Q3 2026

$2.92

EX-99 · Oct 29, 2026

Net income · Q3 2026

$105.2M

EX-99 · Oct 29, 2026

Headline figures

Metric	Q3 2026	Prior qtr	Year ago
Net income	$105.2 million	$188.9 million	—

EX-99 · Oct 29, 2026

Guidance · company-stated

Direction: Raised

Company outlook — Raised

“25 in the prior-year period Company expects 2026 full-year earnings to modestly exceed the high end of its previously announced guidance range Rail North America fleet utilization increased to 98.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Headquartered in Chicago, Illinois since its founding in 1898, GATX has paid a quarterly dividend, uninterrupted, since 1919.

(2) Calculated as total recourse debt total equity.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

The 2025 third-quarter and year-to-date results include a net positive impact of $5.3 million, or $0.15 per diluted share, from Tax Adjustments and Other Items

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Company outlook — Raised (“increased”)
“25 in the prior-year period Company expects 2026 full-year earnings to modestly exceed the high end of its previously announced guidance range Rail North America fleet utilization increased to 98.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Headquartered in Chicago, Illinois since its founding in 1898, GATX has paid a quarterly dividend, uninterrupted, since 1919.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

(2) Calculated as total recourse debt total equity.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Strategy & priorities

During the quarter, we stayed focused on selectively growing and diversifying our international fleets through disciplined investments.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

These include statements as to our future expectations, beliefs, plans, strategies, objectives, events, conditions, financial performance, prospects, or future events.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Risks & headwinds

While economic uncertainty continues across the region, the future of rail transport is positive, and we are well positioned to capitalize on the strength of our existing platform and growth opportunities.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

What changed vs prior quarter

Guidance direction — prior quarter: Raised; this quarter: Raised

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Gatx Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Documents

Earnings deck slides

0 decks with slide view

Gatx Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

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