NYSE$GATX

GATX Corporation · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

GATX reported Q4 2025, revenue of $449M, net income of $97M, diluted EPS of $2.66.

For Q4 2025, GATX reported revenue of $449M, net income of $97M, diluted EPS was $2.66. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $449M.
  • Net income $97M.
  • Diluted EPS $2.66.

Headline financials

Total Revenue

$449M

Previous: $414M+8.6%
EPS (adj)

$2.66

Previous: $1.93+37.8%
Rail North America Fleet Utilization

99.0%

No prior period
Rail North America Lease Price Index

21.9%

No prior period
Rail North America Avg Renewal Term

58

No prior period
Rail North America Renewal Success Rate

91.4%

No prior period
Rail North America Ending Balance

100.6K

No prior period
Rail North America Average Active Railcars

100.0K

No prior period
Rail North America Boxcar Fleet

7.0K

No prior period
Rail North America Boxcar Utilization

97.1%

No prior period
Rail North America Average Active Boxcars

7.2K

No prior period
GRE Railcar Fleet

36.5K

No prior period
GRE Railcar Utilization Rate

94.7%

No prior period
GRE Average Active Railcars

32.7K

No prior period
Rail India Fleet

12.2K

No prior period
Rail India Utilization Rate

100.0%

No prior period
Rail India Average Active Railcars

11.9K

No prior period
Net Income

$97M

Previous: $76.5M+26.8%
Operating Income

$189M

Previous: $123M+54.4%

Revenue & EPS history

GATX · Revenue · Quarterly

$449M

Q4 2025+8.6%vs Q4 2024
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

The release discusses GATX's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • GATX cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 2025

+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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