---
schema_version: "secwatch.filing_event.v1"
accession: "0000040211-26-000051"
form_type: "8-K"
ticker: "GATX"
cik: "0000040211"
company_name: "GATX CORP"
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T22:11:23.200354+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# GATX Q1 EPS $2.35 vs $2.15 prior year; reaffirms FY guidance $9.50-$10.10

## Summary
- Q1 net income $85.5M ($2.35 diluted EPS), up from $78.6M ($2.15) YoY.
- Rail North America segment profit $103.9M (+17% YoY); fleet utilization 98.1% post-Wells Fargo integration.
- Lease Price Index renewal rate change 22.3% with 56-month avg term; renewal success rate 79.1%.
- Acquired Wells Fargo rail portfolio for ~$4.2B; total Q1 investment >$4.5B.
- Reaffirmed FY2026 EPS guidance $9.50-$10.10 per diluted share (excl. tax items).

## SEC filing metadata
- accession: 0000040211-26-000051
- form_type: 8-K
- ticker: GATX
- cik: 0000040211
- company_name: GATX CORP
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/40211/000004021126000051/0000040211-26-000051-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/40211/000004021126000051/gatx-20260507.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000040211-26-000051
- JSON: https://secwatch.observer/filing/0000040211-26-000051.json
- Plain text: https://secwatch.observer/filing/0000040211-26-000051.txt

## Source-grounded claims
- claim_id: 8b3f9948efcef3097fc8ab795ee8b89563f2c41a
  claim: GATX CORP reported 2026 first quarter results: net income $85.5 million, EPS $2.35 per diluted share. Guidance reaffirmed.
  evidence_excerpt: GATX Corporation (NYSE: GATX) today reported 2026 first-quarter net income attributable to GATX of $85.5 million, or $2.35 per diluted share, compared to net income attributable to GATX of $78.6 million, or $2.15 per diluted share, in the first quarter of 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/40211/000004021126000051/0000040211-26-000051-index.htm

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