•
Mar 31, 2022

GATX Q1 2022 Earnings Report

GATX's first quarter results for 2022 were reported, showing increased net income and strong performance in railcar leasing markets.

Key Takeaways

GATX Corporation reported a net income of $75.8 million, or $2.10 per diluted share, for the first quarter of 2022, compared to $36.5 million, or $1.02 per diluted share, in the first quarter of 2021. The results included a net negative impact of $11.5 million related to aircraft spare engines in Russia and a net positive impact of $3.0 million related to an enacted tax rate reduction in Austria. The company reiterates its 2022 full-year earnings guidance to be in the range of $5.50 to $5.80 per diluted share.

Rail North America's fleet utilization remained high at 99.3% with a renewal success rate of 80%.

The pace of lease rate increases accelerated for most car types, with the GATX Lease Price Index turning positive.

Rail International continued to perform well with strong demand in Europe and India, and fleet utilization at 99% or above.

First-quarter investment volume totaled $370.4 million, primarily focused on global rail assets.

Total Revenue
$317M
Previous year: $306M
+3.5%
EPS
$2.34
Previous year: $1.02
+129.4%
Boxcar Fleet Size
10.28K
Previous year: 13.88K
-25.9%
Boxcar Utilization Rate
99.3%
Previous year: 97.1%
+2.3%
Avg Active Boxcars
100.25K
Previous year: 101.1K
-0.8%
Gross Profit
$139M
Previous year: $127M
+9.3%
Cash and Equivalents
$649M
Previous year: $959M
-32.3%
Total Assets
$9.91B
Previous year: $9.92B
-0.1%

GATX

GATX

GATX Revenue by Segment

Forward Guidance

GATX continues to expect 2022 full-year earnings to be in the range of $5.50 to $5.80 per diluted share, excluding the impact of Tax Adjustments and Other Items.

Revenue & Expenses

Visualization of income flow from segment revenue to net income