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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
GATX
GATX (GATX) investor relations material
GATX Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 diluted EPS rose to $2.92 from $2.25; 9M diluted EPS was $8.11 vs. $6.46. Q3 net income attributable to shareholders was $105.2 million vs. $82.2 million.
FY26 earnings are expected to modestly exceed the prior $9.90–$10.30 per-share guidance range, excluding Tax Adjustments and Other Items.
Wells Fargo rail assets, favorable leasing conditions, disposition gains and higher portfolio fees supported results; higher maintenance, depreciation and interest costs partly offset gains.
Financial highlights
Q3 revenue was $598.0 million vs. $439.3 million; 9M revenue was $1,761.8 million vs. $1,291.4 million.
9M net income attributable to shareholders was $294.1 million vs. $236.3 million; excluding Tax Adjustments and Other Items, prior-year attributable income was $231.0 million.
Consolidated net gains on asset dispositions were $51.7 million in Q3 and $172.4 million for 9M; Rail North America gains were $50.3 million and $167.8 million, respectively.
9M operating cash flow rose to $719.5 million from $503.8 million; investing used $4,316.4 million, largely reflecting Wells Fargo asset purchases.
Brookfield portfolio management fees rose to almost $15 million in Q3 from about $2.8 million in each of Q1 and Q2, reflecting fees on asset sales.
Outlook and guidance
FY26 earnings are expected to modestly exceed $10.30 per diluted share; outcomes depend partly on timing of secondary-market sales and Brookfield portfolio activity.
Engine leasing is expected to outperform beginning-of-year guidance, primarily from the wholly owned portfolio rather than RRPF.
Asset remarketing income is uneven, and disposition-gain timing may vary materially; 9M results are not necessarily indicative of FY26 results.
Earliest scheduled railcar delivery under the 2022 Trinity supply agreement is Q2 2027; 10,300 cars have been placed. Operating-lease JV maintenance work may move into company shops modestly in 2027, with further increases thereafter.
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Latest events from GATX
- Full-year EPS guidance raised to $9.90–$10.30 on strong segment results and integration gains.GATX
Q2 2026 - Strong lease rates, high utilization, and global growth drive stable, diversified earnings.GATX16th Annual Wells Fargo Industrials & Materials Conference
- Q1 net income up to $85.5M, EPS $2.35, guidance reaffirmed after $4.2B rail fleet acquisition.GATXQ1 2026
- EPS up 11% in 2025, boosted by a major railcar acquisition and strong shareholder returns.GATXAGM 2026 presentation
- Expanded global fleet and strong financials drive leadership in transportation asset leasing.GATXCorporate presentation
- Virtual annual meeting to vote on directors, compensation, incentive plan, and auditor ratification.GATXProxy Filing
- Record EPS growth, major railcar acquisition, and higher dividends set up strong 2026 outlook.GATXQ4 2025
- JV to acquire 105,000 railcars for $4.4B, boosting diversification and expected EPS accretion.GATXInvestor Update
- 2024 net income reached $284.2M; 2025 EPS guidance is $8.30–$8.70 amid strong demand.GATXQ4 2024
Next GATX earnings date
Q4 202616 Feb, 2027
GATX
Next GATX earnings date
Q4 202616 Feb, 2027
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Frequently asked questions
GATX Corporation is a leasing company specializing in railcar leasing and asset management. The company owns and leases railcars and locomotives to customers across a wide range of industries, including agriculture, energy, and manufacturing. It also provides maintenance, repair, and asset remarketing services. GATX Corporation is headquartered in Chicago, Illinois, and its shares are listed on the NYSE.