GATX Corporation
gatx.comWhat Do They Do?
Leases railcars and locomotives to businesses that ship goods; also leases aircraft spare engines to airline customers.
10-K for FY2025, filed Feb 19, 2026Our wholly owned fleet of approximately 156,000 railcars is one of the largest railcar lease fleets in the world. We lease tank cars…View ↗
Our rail customers primarily operate in the transportation, chemical, petroleum, and food/agriculture industries. Our worldwide railcar…View ↗
Engine Leasing is now almost entirely composed of our engine leasing operations, which include our ownership interest in the RRPF…View ↗
How Do They Make Money?
Customers pay for leases of railcars, locomotives, aircraft spare engines, and tank containers over the lease term. For some aircraft spare engines, GATX also earns a share of pool revenue based on engine flight hours.
10-K for FY2025, filed Feb 19, 2026
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10-K for FY2025, filed Feb 19, 2026
FY2025 revenue by reportable segment ↗
$1.7B
-
10-K for FY2025, filed Feb 19, 2026
$1.7B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Other Business Segments
Recurring
|
2.4%
FY2022: 2.8%
|
Other Business Segments, FY2025
$41.3M Sources
|
Recurring |
|
Rail North America
Recurring
10-K for FY2025, filed Feb 19, 2026 |
68%
FY2022: 71%
|
Rail North America, FY2025
$1.2B Sources
|
Recurring |
|
Rail International
Recurring
10-K for FY2025, filed Feb 19, 2026 |
22%
FY2022: 22%
|
Rail International, FY2025
$387.8M Sources
|
Recurring |
|
Portfolio Management
|
7.2%
FY2022: 4.2%
|
Portfolio Management, FY2025
$124.9M Sources
|
Who Are Their Customers?
Rail customers include businesses in transportation, chemical, petroleum, and food and agriculture industries, which use the cars to ship commodities. Rail International leases to customers in Europe and India, while GEL leases engines to airline customers or makes them available through capacity agreements.
10-K for FY2025, filed Feb 19, 2026Our rail customers primarily operate in the transportation, chemical, petroleum, and food/agriculture industries. Our worldwide railcar…View ↗
Rail International is an aggregation of our operating segments in Europe ("GATX Rail Europe" or "GRE"), India ("Rail India") and, until…View ↗
Engine Leasing is now almost entirely composed of our engine leasing operations, which include our ownership interest in the RRPF…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 19 cents of every revenue dollar as net income in FY2025.
10-K for FY2025, filed Feb 19, 2026
10-K for FY2025, filed Feb 19, 2026
$333.3MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2026, filed Jul 31, 2026
$103.4MView ↗
- ▲ +37%
- vs $75.5M in Q2 FY2025
10-Q for Q2 FY2026, filed Jul 31, 2026
Open tableView ↗
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Jul 30, 2026
Raises 2026 earnings guidance
Raised its 2026 full-year earnings estimate to $9.90–$10.30 per diluted share.
Sources
8-K, filed Jul 30, 2026
Company raises 2026 full-year earnings guidance to $9.90–$10.30 per diluted share Rail North America's utilization for the combined fleet…View ↗
Growing. Revenue grew 38% in 4 years, from $1.3B in FY2021 to $1.7B in FY2025, about 8% a year.
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