earnings
confidence high
sentiment neutral
materiality 0.70
GATX Q3 net income $82.2M ($2.25/share) vs $89.0M; reaffirms FY2025 guidance $8.50-$8.90
GATX CORP
2025-Q3 EPS reported
$6.46
revenue$1,291,400,000
- Q3 2025 net income $82.2M ($2.25/diluted) vs $89.0M ($2.43) in Q3 2024; includes $5.3M net positive from tax adjustments.
- Rail North America segment profit $70.7M vs $102.4M YoY on lower gains and higher expenses; fleet utilization 98.9%.
- Engine Leasing segment profit $60.4M, up 61% YoY ($37.5M); driven by strong RRPF affiliate performance and more engines.
- Reiterates full-year 2025 EPS guidance $8.50–$8.90, excluding tax adjustments.
- Wells Fargo rail asset acquisition on track to close in Q1 2026 or sooner; regulatory clearances progressing.