Q2 25 EPS
$2.06
BEAT +2.32%
Est. $2.01
Q2 25 Revenue
$430.5M
BEAT +0.80%
Est. $427.1M
vs S&P Since Q2 25
+0.9%
BEATING MARKET
GATX +16.5% vs S&P +15.6%
Market Reaction
Did GATX Beat Earnings? Q2 2025 Results
GATX Corporation delivered a strong second quarter for 2025, posting earnings of $2.06 per diluted share to edge past the $2.01 consensus estimate by 2.32%, while revenue climbed 11.3% year over year to $430.50 million, clearing analyst expectations … Read more GATX Corporation delivered a strong second quarter for 2025, posting earnings of $2.06 per diluted share to edge past the $2.01 consensus estimate by 2.32%, while revenue climbed 11.3% year over year to $430.50 million, clearing analyst expectations of $427.07 million by 0.80%. The standout driver behind the results was a powerful combination of higher lease revenue and remarketing activity in Rail North America, where segment profit jumped to $96.60 million from $78.80 million a year ago, aided by remarketing income exceeding $34.00 million and a fleet utilization rate holding firm at 99.2%. Engine Leasing also contributed meaningfully, with segment profit rising to $27.30 million from $18.40 million on sustained demand for aircraft spare engines. Buoyed by the momentum, GATX raised its full-year 2025 earnings guidance to $8.50 to $8.90 per diluted share, citing year-to-date performance and expectations for stronger Engine Leasing results in the second half, while a landmark joint venture with Brookfield Infrastructure to acquire Wells Fargo's roughly 105,000-railcar fleet signals continued strategic expansion ahead.
Key Takeaways
- • Rail North America fleet utilization remained at 99.2% with strong 84.2% renewal success rate
- • Lease Price Index renewal rate change of 24.2% with 60-month average renewal term
- • Remarketing income exceeded $34 million in Q2 from active secondary market
- • Engine Leasing driven by strong Rolls-Royce joint venture performance and more engines under ownership
- • Rail India benefiting from infrastructure development and strong economic conditions with 99.6% utilization
- • Higher lease revenue and gains on asset dispositions in Rail North America
- • More railcars on lease at Rail International
GATX YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
GATX Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our strong second-quarter results reflect solid operating performance across our global businesses. At GATX Rail North America, fleet utilization remained high at 99.2% at the end of the quarter and the renewal success rate was strong at 84.2%. Demand for our railcars remained stable during the quarter, and our commercial team continued to focus on improving renewal lease rates and lengthening lease terms on many car types. The renewal lease rate change of GATX's Lease Price Index was 24.2% with an average renewal term of 60 months. In the second quarter, we capitalized on an active secondary market and generated remarketing income of over $34 million.”
— Robert C. Lyons, Q2 2025 Earnings Press Release
GATX Earnings Trends
GATX vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
GATX EPS Trend
Earnings per share: estimate vs actual
GATX Revenue Trend
Quarterly revenue: estimate vs actual
GATX Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $2.28 | $2.35 | +3.27% | $583.7M | -2.68% |
| Q4 25 BEAT FY | $2.42 | $2.66 | +9.80% | $449.0M | +0.86% |
| FY Full Year | $8.75 | $9.12 | +4.19% | $1.74B | +0.23% |
| Q3 25 MISS | $2.32 | $2.25 | -3.11% | $439.3M | +0.81% |
| Q2 25 BEAT | $2.01 | $2.06 | +2.32% | $430.5M | +0.80% |
| Q1 25 BEAT | $2.09 | $2.15 | +3.03% | $421.6M | +1.08% |