Logotype for GATX Corporation

GATX (GATX) investor relations material

GATX Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for GATX Corporation
Q2 2026 earnings summary30 Jul, 2026

Executive summary

  • Diluted EPS for Q2 2026 was $2.84, up from $2.06 in Q2 2025; year-to-date EPS reached $5.19 versus $4.21 last year.

  • Net income attributable to shareholders rose to $188.9M for the first half of 2026, up from $154.1M year-over-year, driven by the Wells Fargo Rail acquisition and strong segment performance.

  • Raised 2026 full-year earnings guidance to $9.90–$10.30 per diluted share, reflecting strong operating performance and positive outlook in core segments.

  • Integration of the Wells Fargo Rail acquisition is progressing well, exceeding initial EPS contribution expectations and generating incremental commercial and operational benefits.

  • The company exercised its first call option to increase its GABX ownership to 33.5% as of June 30, 2026.

Financial highlights

  • Q2 2026 gains on asset dispositions were $69.7 million, with year-to-date total $117.5 million.

  • Q2 total revenues were $580.1 million, up from $430.5 million in Q2 2025; first half revenues reached $1,163.8M, up from $852.1M year-over-year.

  • Rail North America fleet utilization remained high at 98%, with a renewal success rate of 82.6% and LPI renewal rate change of 16.8%.

  • Engine Leasing segment delivered excellent results, with Q2 profit surging to $66.4 million from $27.3 million year-over-year, supported by strong demand and favorable market trends.

  • Rail International investment volume was $46 million in Q2, supporting fleet growth in Europe and India.

Outlook and guidance

  • 2026 earnings guidance raised to $9.90–$10.30 per share, driven by strong year-to-date performance and healthy leasing fundamentals.

  • Management expects continued robust demand in North American rail and aircraft engine leasing, despite macroeconomic and geopolitical uncertainty.

  • Remarketing income and segment profit are tracking ahead of initial expectations, especially in Rail North America and Engine Leasing.

  • Engine leasing business expected to continue benefiting from robust air travel trends.

Explain the Q2 LPI pressure from sand service
Integration benefits of the Wells Fargo fleet
Role of RRPF in Engine Leasing profit growth
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next GATX earnings date

Logotype for GATX Corporation
Q3 202620 Oct, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next GATX earnings date

Logotype for GATX Corporation
Q3 202620 Oct, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Explore our global coverage