---
schema_version: "secwatch.filing_event.v1"
accession: "0000040211-26-000014"
form_type: "8-K"
ticker: "GATX"
cik: "0000040211"
company_name: "GATX CORP"
filed_at: "2026-02-19T23:59:59+00:00"
generated_at: "2026-05-16T01:52:38.333298+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000040211-26-000014
- form_type: 8-K
- ticker: GATX
- cik: 0000040211
- company_name: GATX CORP
- filed_at: 2026-02-19T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/40211/000004021126000014/0000040211-26-000014-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/40211/000004021126000014/gatx-20260219.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000040211-26-000014
- JSON: https://secwatch.observer/filing/0000040211-26-000014.json
- Plain text: https://secwatch.observer/filing/0000040211-26-000014.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.