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GATX issued $300,000,000 aggregate principal amount of 5.950% Senior Notes due 2036 on November 6, 2026, following an underwriting agreement dated November 2, 2026.
GATX acquired approximately 101,000 railcars for $4.2 billion from Wells Fargo through GABX on January 1, 2026; nine-month net income attributable to GATX rose to $294.1 million, or $8.11 per diluted share, from $236.3 million, or $6.46 per diluted share.
GATX reported 2026 third quarter diluted earnings per share of $2.92 compared to $2.25 in 2025 and now expects full-year earnings to modestly exceed its guidance range’s $10.30 upper end.
GATX reported 2026 third-quarter net income attributable to the company of $105.2 million, or $2.92 per diluted share, and expects 2026 full-year earnings to modestly exceed the high end of its $9.90 to $10.30 per diluted share guidance range.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. GATX reported higher diluted EPS and now expects 2026 earnings to modestly exceed its prior guidance; Rail North America profit rose on higher lease revenue, management fees and disposition gains, while Rail International and adjusted Engine Leasing results also improved. Headwinds included lower year-over-year Engine Leasing profit, weaker North American renewal pricing, terms and utilization, higher expenses, and international economic and geopolitical uncertainty.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
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| average lease renewal term | 52 | third quarter of 2026 | — |
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| boxcars | 9,000 | As of Sept. 30, 2026 | — |
| Engine Leasing segment profit | $51.4M | third quarter of 2026 | — |
| fleet utilization | 98.4% | end of the third quarter of 2026 | — |
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| GATX Rail Europe’s (GRE) fleet | 36,700 | As of Sept. 30, 2026 | — |
| Investment volume | $4.89B | Nine Months Ended September 30, 2026 | — |
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| Lease Price Index (LPI) | 12.4% | third quarter of 2026 | — |
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| Net gains on asset dispositions | $50.3M | third quarter of 2026 | — |
| Net gains on disposition of owned assets | $150M | Nine Months Ended September 30, 2026 | — |
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| Non-remarketing net gains | $24.5M | Nine Months Ended September 30, 2026 | — |
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| Rail India's fleet | 12,900 | As of Sept. 30, 2026 | — |
| Rail International investment volume | $49.3M | third quarter of 2026 | — |
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| Rail International segment profit | $35.9M | third quarter of 2026 | — |
| Rail North America investment volume | $109.3M | third quarter of 2026 | — |
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| Rail North America segment profit | $121.3M | third quarter of 2026 | — |
| Rail North America’s fleet | 199,100 | As of Sept. 30, 2026 | — |
| Railcars scrapped or sold | -212 | 9/30/2026 | — |
| Railcars sold | -2,129 | 9/30/2026 | — |
| Recourse Leverage | 3.3 | 9/30/2026 | — |
| renewal success rate | 86.1% | third quarter of 2026 | — |
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| Residual sharing income | $0.3M | Nine Months Ended September 30, 2026 | — |
| RRPF's portfolio | 475 | As of Sept. 30, 2026 | — |
| Segment Profit | $608.6M | Nine Months Ended September 30, 2026 | — |
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| Active railcars at quarter end | 12,851 | Three months ended June 30, 2026 filing | — |
| Average active railcars | 12,692 | Three months ended June 30, 2026 filing | — |
| Average leased engines | 449 | Three months ended June 30, 2026 filing | — |
| Ending balance (Rail India) | 12,851 | Three months ended June 30, 2026 filing | — |
| Ending balance (Trifleet tank containers) | 26,417 | Three months ended June 30, 2026 filing | — |
| Net book value of engines (RRPF) | $6.16B | Three months ended June 30, 2026 filing | — |
| Utilization rate at quarter-end (Trifleet) | 88% | Three months ended June 30, 2026 filing | — |
| Average active railcars (Boxcar Fleet) | 9,152 | 6/30/2026 | — |
| Average active railcars (Rail Europe) | 34,868 | 6/30/2026 | — |
| Average active railcars (Rail India) | 12,692 | 6/30/2026 | — |
| Average active railcars (Rail North America, excluding boxcars) | 190,587 | 6/30/2026 | — |
| Ending balance (Boxcar Fleet) | 9,136 | 6/30/2026 | — |
| Ending balance (Rail Europe) | 36,718 | 6/30/2026 | — |
| Ending balance (Rail North America fleet, excluding boxcars) | 192,638 | 6/30/2026 | — |
| Gains on asset dispositions | $67.7M | Q2 2026 | — |
| GATX Engine Leasing portfolio (aircraft engines) | 46 | Q2 2026 | — |
| GATX Rail Europe fleet utilization | 95.3% | Q2 2026 | — |
| Rail India fleet utilization | 100% | Q2 2026 | — |
| Rail North America Average active railcars | 190,587 | Three months ended June 30, 2026 | — |
| Rail North America Fleet Ending balance | 192,638 | As of 6/30/2026 | — |
| RRPF portfolio (aircraft engines) | 468 | Q2 2026 | — |
| Total Assets, Excluding Cash | $16.97B | As of 6/30/2026 | — |
| Total debt and lease obligations, net of unrestricted cash | $11.73B | As of 6/30/2026 | — |
| Utilization (Boxcar Fleet) | 97.1% | 6/30/2026 | — |
| Utilization (Rail North America, excluding boxcars) | 98% | 6/30/2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GATX | +4.8% | +15.7% | +11.4% | +5.7% | +12.9% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +2.2% | +16.8% | +10.9% | +5.9% | +2.3% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
