earnings
confidence high
sentiment positive
materiality 0.80
GATX Q2 EPS $2.06 vs $1.21 YoY; raises FY2025 guidance to $8.50-$8.90
GATX CORP
2025-Q2 EPS reported
$4.21
revenue$852,100,000
- Net income $75.5M ($2.06 diluted EPS) vs $44.4M ($1.21) in Q2 2024.
- Raised 2025 full-year EPS guidance to $8.50-$8.90, excluding tax/other items.
- Rail North America fleet utilization 99.2%; LPI renewal lease rate change +24.2% with 60-month avg term.
- Engine Leasing segment profit $27.3M, up from $18.4M, driven by Rolls-Royce affiliates.
- Investment volume $219M in Q2, $515.3M YTD; Wells Fargo rail asset JV closing expected Q1 2026.
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