secwatch.observer — SEC 8-K summary
======================================

Issuer:     GATX CORP (GATX)
CIK:        0000040211
Form:       8-K
Filed at:   2026-02-19T23:59:59+00:00
Accession:  0000040211-26-000014
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/40211/000004021126000014/0000040211-26-000014-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/40211/000004021126000014/gatx-20260219.htm
  HTML page:      https://secwatch.observer/filing/0000040211-26-000014

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer