GATX Q4 net income $97M ($2.66/sh); dividend up 8.2%; $300M buyback; Wells Fargo railcar deal closed

GATX CORP

2025-FY EPS reported $9.12 revenue$1,740,400,000

Q4 net income $97.0M ($2.66/sh) vs $76.5M ($2.10/sh) in Q4 2024; full-year $333.3M ($9.12/sh) vs $284.2M ($7.78/sh).
Rail North America fleet utilization 99.0%; Lease Price Index renewal rate 21.9%; renewal success rate 91.4%.
Quarterly dividend increased 8.2% to $0.66/share, payable March 31, 2026; Board authorized $300M share repurchase program.
On Jan. 1, 2026, closed acquisition of ~101,000 railcars from Wells Fargo for ~$4.2B via JV with Brookfield Infrastructure.
FY 2026 EPS guidance $9.50–$10.10, including $0.20–$0.30 from Wells Fargo transaction accretion.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.