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Sep 30, 2025
GATX Q3 2025 Earnings Report
GATX reported lower net income in Q3 2025 compared to the prior year, driven by reduced asset disposition gains and increased costs, despite higher total revenue.
Key Takeaways
GATX posted $82.2M in net income and $2.25 EPS for Q3 2025, with revenue growth across all segments but declines in profit due to lower asset sales and higher interest and maintenance expenses.
Net income declined to $82.2M from $89.0M in Q3 2024 despite higher revenue.
Adjusted EPS was $2.10, excluding a $0.15 net positive from Tax Adjustments and Other Items.
Rail North America fleet utilization remained high at 98.9%.
Strong performance in Engine Leasing, with $60.4M in segment profit.
Revenue by Segment
Forward Guidance
GATX reaffirmed its full-year 2025 earnings guidance of $8.50–$8.90 per diluted share, citing strong demand across key portfolios and stable market conditions.
Positive Outlook
- Fleet utilization remains strong across North America and India.
- Robust demand in the engine leasing segment, including RRPF.
- Successful lease renewals with higher rates and longer terms.
- Ongoing investment activity, including engine acquisitions.
- Expected benefits from acquisition of DB Cargo railcars in Europe.
Challenges Ahead
- Lower asset disposition gains compared to prior year.
- Higher interest and maintenance expenses reduced profits.
- Macroeconomic uncertainty affecting customer fleet planning in Europe.
- Utilization in GATX Rail Europe declined vs. prior year.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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