earnings
confidence high
sentiment positive
materiality 0.65
GATX Q1 net income $78.6M ($2.15/diluted), up 5.8% YoY; reiterates FY2025 EPS guidance $8.30–$8.70
GATX CORP
2025-Q1 EPS reported
$2.15
revenue$421,600,000
- Net income $78.6M vs $74.3M in Q1 2024; diluted EPS $2.15 vs $2.03.
- Rail North America fleet utilization 99.2%; LPI renewal lease rate change 24.5%; renewal term 61 months.
- Engine Leasing segment profit $38.6M, up 50% from $25.7M, driven by RPF affiliates and more owned engines.
- Investment volume ~$300M; remarketing income over $30M from railcar sales.
- Reiterated FY2025 earnings per diluted share guidance $8.30–$8.70, excluding Tax Adjustments.