Q4 25 EPS
$2.66
BEAT +9.80%
Est. $2.42
Q4 25 Revenue
$449.0M
BEAT +0.86%
Est. $445.2M
vs S&P Since Q4 25
-10.8%
TRAILING MARKET
GATX -4.4% vs S&P +6.4%
Full Year 2025 Results
FY 25 EPS
$9.12
BEAT +4.19%
Est. $8.75
FY 25 Revenue
$1.74B
BEAT +0.23%
Est. $1.74B
Market Reaction
Did GATX Beat Earnings? Q4 2025 Results
GATX Corporation closed out fiscal 2025 on a strong note, posting fourth-quarter earnings per share of $2.66 against a consensus estimate of $2.42, a beat of 9.92%, while revenue climbed 8.6% year over year to $449.00 million, edging past the $445.07… Read more GATX Corporation closed out fiscal 2025 on a strong note, posting fourth-quarter earnings per share of $2.66 against a consensus estimate of $2.42, a beat of 9.92%, while revenue climbed 8.6% year over year to $449.00 million, edging past the $445.07 million analyst expectation. The standout driver behind the quarter's outperformance was the Engine Leasing segment, which generated segment profit of $55.20 million, up sharply from $35.70 million a year earlier, as robust global air travel demand continued to fuel appetite for spare engine capacity across both the RRPF joint venture and GATX's wholly owned portfolio. Rail North America also contributed, with 99.0% fleet utilization and a 21.9% lease renewal rate change supporting higher lease revenue and asset disposition gains. Looking ahead, management initiated 2026 EPS guidance of $9.50 to $10.10 per diluted share, with the company's landmark $4.20 billion acquisition of roughly 101,000 railcars from Wells Fargo, closed January 1, 2026, expected to add $0.20 to $0.30 per share to earnings, though analysts note that GATX's leveraged balance sheet remains sensitive to interest rate and freight cycle dynamics.
Key Takeaways
- • Higher lease revenue across Rail North America driven by renewal lease rates
- • 99.0% fleet utilization in Rail North America
- • Strong performance at Rolls-Royce & Partners Finance affiliates and expansion of wholly owned engine portfolio
- • More railcars on lease in Rail International
- • Robust secondary market generating approximately $117 million in full-year remarketing income
- • Lease Price Index renewal rate change of 21.9% in Q4
- • 91.4% renewal success rate in Q4
GATX YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
GATX Revenue by Segment
With YoY comparisons, source: SEC Filings
“2025 was an exceptional year for GATX, highlighted by strong financial results and the announcement of our largest-ever railcar acquisition. Despite unpredictable economic conditions and challenging macro factors, earnings per diluted share, excluding tax adjustments and other items, increased 11.0% versus the prior year, and our return on equity exceeded 12.0%. Additionally, we invested over $1.3 billion in attractive, long-lived assets, further strengthening our global leasing platforms and providing a strong foundation for future earnings growth and value creation.”
— Robert C. Lyons, Q4 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% |