NYSE$GATX

GATX Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

GATX's Q2 2024 financial performance reflected robust demand for railcars and aircraft spare engines, with a net income of $44.4 million.

GATX Corporation reported a net income of $44.4 million, or $1.21 per diluted share, for the second quarter of 2024. The results include a net negative impact of $8.0 million from Tax Adjustments and Other Items. Demand for railcars remains robust across all regions, and the aircraft spare engine portfolio continues to benefit from strong demand for global air travel. The company reiterates its 2024 full-year earnings guidance.

  • Demand for railcars remains robust across all regions.
  • Rail North America's fleet utilization remains above 99%.
  • Aircraft spare engine portfolio continues to benefit from strong demand for global air travel.
  • Company reiterates 2024 full-year earnings guidance at $7.30–$7.70 per diluted share, excluding the impact of Tax Adjustments and Other Items.

Headline financials

Total Revenue

$387M

Previous: $343M+12.7%
EPS (adj)

$1.43

Previous: $1.73-17.3%
Free Cash Flow

$44.4M

Previous: $63.3M-29.9%
Net Income

$44.4M

Previous: $63.3M-29.9%
Operating Income

$110M

Previous: $12.1M+810.7%
Gross Profit

$169M

Previous: $146M+15.3%
Cash & Equivalents

$824M

Previous: $318M+159.4%
Total Assets

$12.2B

Previous: $10.6B+15.4%

Revenue & EPS history

GATX · Revenue · Quarterly

$387M

Q2 2024+12.7%vs Q2 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

GATX · $327M total across 2 segments · Q3 2023

  • Rail North America
    $248M+7.2%
  • Rail International
    $79.2M+17.2%

Forward guidance

GATX reiterates its 2024 full-year earnings estimate remains unchanged at $7.30–$7.70 per diluted share, excluding the impact of Tax Adjustments and Other Items.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.1%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+1.9%

Avg return

30 days after

46%

31 / 68 earnings

Positive

+14.2%

Q2 2018

Best reaction

-12.5%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-7.9%-14.4%
Q4 2025-0.6%+2.8%-13.4%
Q3 2025-5.7%-6.8%-11.0%
Q1 2025-4.4%-2.8%-2.8%
Q4 2024+4.5%+7.3%+4.8%
Q3 2024+5.7%+5.2%+21.3%
Q2 2024-7.3%-3.7%-4.4%
Q1 2024-3.2%-1.9%+3.9%
Q4 2023+5.5%+6.8%+6.8%
Q3 2023-3.3%-3.6%+3.6%
Q2 2023-4.0%-5.7%-10.3%
Q1 2023+0.1%+0.9%+4.9%
Q4 2022+4.4%+5.9%+0.7%
Q3 2022+5.1%+7.2%+17.2%
Q2 2022-5.1%-3.7%+2.2%
Q1 2022-6.0%-7.9%-12.6%
Q4 2021+8.2%+9.5%+9.2%
Q3 2021-4.8%-2.5%+3.6%
Q2 2021+6.0%+4.6%-0.2%
Q1 2021-1.0%+0.6%+1.3%
Q4 2020+1.5%+1.1%+4.4%
Q3 2020-0.5%+1.9%+17.2%
Q2 2020+0.6%+0.6%+4.1%
Q1 2020+5.7%+6.5%+13.0%
Q4 2019+8.4%+5.2%+6.3%
Q3 2019+4.2%+5.8%+8.2%
Q2 2019-1.0%+1.0%-2.3%
Q1 2019-3.4%-0.7%-6.2%
Q4 2018-2.6%+1.1%+4.9%
Q3 2018-12.5%-13.5%-4.9%
Q2 2018+14.2%+9.8%+7.4%
Q1 2018-1.5%-1.8%+7.4%
Q4 2017+4.7%+6.6%+8.5%
Q3 2017-4.9%-6.7%-10.4%
Q2 2017-2.1%-0.4%-4.3%
Q1 2017+1.7%+1.6%-1.5%
Q4 2016+3.9%+4.6%+4.1%
Q3 2016+3.1%+0.1%+13.2%
Q2 2016-4.6%-6.4%-5.7%
Q1 2016-0.9%
Q4 2015-0.4%
Q3 2015+3.3%
Q2 2015-0.4%
Q1 2015-1.0%
Q4 2014+0.9%
Q3 2014+2.2%
Q2 2014-5.3%
Q1 2014+1.1%
Q4 2013-0.7%
Q3 2013-2.1%
Q4 2012-2.1%
Q2 2013-0.5%
Q1 2013-1.2%
Q3 2012-1.6%
Q2 2012+1.2%
Q1 2012+2.6%
Q4 2008+1.5%
Q4 2011+1.5%
Q3 2011-4.3%
Q2 2011+7.2%
Q1 2010+1.7%
Q1 2011+2.4%
Q4 2010-6.3%
Q3 2009+0.5%
Q3 2010+0.5%
Q2 2010-0.5%
Q2 2009-0.5%
Q4 2009-0.5%

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