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Jun 30
GATX Q2 2025 Earnings Report
GATX reported strong Q2 2025 results with significant growth in earnings driven by higher lease revenue and asset disposition gains.
Key Takeaways
GATX posted solid second-quarter results with notable year-over-year improvements in net income and EPS. High fleet utilization and investment activity across segments supported performance.
Net income rose to $75.5 million, up from $44.4 million in Q2 2024.
EPS reached $2.06, reflecting stronger performance across segments.
Fleet utilization in Rail North America held steady at 99.2%.
Total investment volume for the quarter was $219 million, driven by activity in Rail North America and International.
GATX
GATX
GATX Revenue by Segment
Revenue by Segment
Rail North America Revenue
CapyFin.comRail International Revenue
CapyFin.comEngine Leasing Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
GATX increased its full-year 2025 EPS guidance to a range of $8.50 to $8.90, citing strong performance in Engine Leasing and solid business trends across segments.
Positive Outlook
- Raised full-year 2025 EPS guidance to $8.50–$8.90.
- Engine Leasing expected to outperform in the second half.
- High utilization rates across rail fleets maintained.
- Robust investment pipeline across all segments.
- Secondary market strength yielded $34 million in remarketing income.
Challenges Ahead
- GRE utilization fell to 93.3% due to slow growth in Europe.
- Higher maintenance and interest expenses impacted margins.
- Rail North America lease rate growth slowed compared to last year.
- Continued macroeconomic uncertainty affecting global operations.
- Pending regulatory approvals delaying Wells Fargo rail acquisition.