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GATX (GATX) investor relations material
GATX Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
Business overview and strategic positioning
Operates one of the largest railcar leasing fleets in North America, with significant presence in Europe and India, and a major aircraft engine leasing business.
Focuses on leasing long-lived assets with a service component and unique asset knowledge.
Soon to become the largest North American fleet after acquiring Wells Fargo Rail.
Wells Fargo Rail acquisition and integration
Acquisition nearly doubles North American fleet to over 210,000 cars, with a $4.5 billion deal value for the acquired portion.
Brookfield Infrastructure is a 70% partner, with GATX controlling operations and annual options to acquire Brookfield's share over 10 years.
Integration priorities include IT and data transfer, customer engagement, and quick realization of SG&A synergies.
Maintenance synergies expected as more cars are serviced in-house, though not factored into initial deal economics.
Portfolio management and secondary market activity
Post-acquisition, fleet mix shifts to 65-66% freight cars, increasing liquidity and secondary market opportunities.
Active secondary market team manages opportunistic buying and selling, with strong relationships and defined hold values.
Higher new car costs and longer lead times drive more buyers to the secondary market, supporting gains on sales.
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Q4 202522 Jan, 2026
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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.
Eferix Drawings Google Play
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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.
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