earnings
confidence high
sentiment positive
materiality 0.75
GATX Q2 EPS $2.84 beats $2.06 YoY; raises FY2026 guidance to $9.90-$10.30
GATX CORP
- Net income $103.4M, EPS $2.84 vs $75.5M, $2.06 in Q2 2025.
- Full-year 2026 EPS guidance raised to $9.90-$10.30 from prior range.
- Rail North America utilization 98.0%; LPI renewal rate change +16.8%.
- Engine Leasing segment profit $66.4M, up from $27.3M YoY.
- Investment volume $200.5M in Q2; $4.7B YTD across segments.