Jun 2026 (Q2 FY26) — Jul 30, 2026
GATX Q2 FY26 — EPS Beat & Raise Driven by Strong Leasing Fundamentals and Wells Fargo Integration
Read the full callGATX (GATX) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
GATX earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 580 | +34.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 103 | +37.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$163.65 −1.12% · −$1.86
Performance −4.9% 1Y
1Y: $172.02 on 17 Oct 2025 → $163.65. High $200.76 (20 Apr 2026), low $152.11 (4 Nov 2025).
- Previous close
- $165.51
- 52-week range
- $152.11 – $200.76
- One year
- −5.39%
Overview
- Symbol
- GATX
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
GATX Q1 FY26 — Strong Performance Driven by Wells Fargo Fleet Integration and Robust Secondary Market
Read the full callEvery analysed call
GATX earnings calls (GATX)
Financials
What the filings say
Net profit, year on year: +37% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 405 | 414 | 422 | 431 | 439 | 449 | 584 | 580 |
| Expenses | 279 | 291 | 287 | 293 | 312 | 314 | 410 | 420 |
| Interest | 89 | 92 | 95 | 96 | — | — | — | — |
| Profit before tax | 86 | 61 | 70 | 81 | 59 | 70 | 80 | 100 |
| Tax rate | 26.8% | 13.4% | 23.7% | 26.1% | 28.0% | 13.0% | 26.7% | 26.1% |
| Net profit | 89 | 77 | 79 | 76 | 82 | 97 | 86 | 103 |
| EPS ($ per share) | 2.44 | — | 2.15 | 2.07 | 2.25 | — | 2.35 | 2.85 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 42 | 42 | 42 | 42 | 42 | 43 | 43 | 43 |
| Reserves | 2,419 | 2,601 | 2,682 | 2,752 | 2,832 | 3,010 | 3,208 | 3,451 |
| Total liabilities | 5,829 | 6,450 | 6,980 | 7,523 | 8,042 | 9,053 | 9,858 | 14,364 |
| Fixed assets | 6,533 | 6,457 | 7,171 | 7,785 | 8,250 | 9,411 | 10,450 | 11,411 |
| Investments | — | — | — | 0 | 149 | 0 | — | — |
| Total assets | 7,319 | 7,994 | 8,938 | 9,542 | 10,072 | 11,326 | 12,297 | 18,000 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 485 | 426 | 437 | 507 | 534 | 520 | 602 | 648 |
| Cash from investing | -660 | -448 | -905 | -918 | -1,073 | -1,219 | -1,417 | -1,017 |
| Cash from financing | -14 | 67 | 356 | 463 | 504 | 844 | 771 | 4,945 |
| Net cash flow | -193 | 44 | 142 | 52 | -40 | 147 | -49 | 4,583 |
| Capital expenditure | -913 | -723 | -861 | -1,130 | -1,256 | -1,665 | — | — |
| Free cash flow | -428 | -297 | -424 | -623 | -722 | -1,145 | — | — |
GATX revenue by segment
Rail North America grew from 69% to 75% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Rail North America | 69% | 69% | 70% | 69% | 67% | 67% | 75% | 75% | +47.1% |
| Rail International | 22% | 22% | 21% | 22% | 23% | 23% | 18% | 18% | +10.2% |
| Engine Leasing | 6% | — | 7% | 7% | 7% | — | 5% | 5% | +2.8% |
| Other Business Segments | 2% | 2% | 2% | 2% | 2% | 2% | 2% | 2% | -2.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
GATX operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Fleet utilization Rail North America | 98.1%At the end of the first quarter, Rail North America's fleet utilization was 98.1%.Source: earnings call transcript | 98%Fleet utilization remained high at 98%, and our renewal success rate was strong at 82.6%.Source: earnings call transcript | -0.1 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
77 filings between Nov 3, 2025 and Sep 11, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$6.75M
16 sales by 8 insiders
Compensation
not trading decisions- 40
- Award — granted as compensation
- 11
- Option exercise — converted options into shares
- 9
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Ellman Thomas A. | — | $3.28M | Aug 5, 2026 |
| Zmudka Robert | — | $1.00M | Feb 20, 2026 |
| Van Aken Jennifer | — | $602.7K | Aug 3, 2026 |
| Young Jeffery R. | — | $509.4K | Feb 20, 2026 |
| Phillips Geoffrey | — | $444.0K | Sep 11, 2026 |
| Glassberg Brian L | — | $396.6K | Feb 20, 2026 |
| Sbragia John | — | $342.8K | Aug 14, 2026 |
| Doygun Eren | — | $179.5K | Aug 26, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Phillips Geoffrey Sr. VP, Operations | Option exercise | 2,500 | $192.7K |
| Sep 11, 2026 | Phillips Geoffrey Sr. VP, Operations | Sale | 500 | $89.0K |
| Sep 11, 2026 | Phillips Geoffrey Sr. VP, Operations | Sale | 1,700 | $301.1K |
| Sep 11, 2026 | Phillips Geoffrey Sr. VP, Operations | Sale | 300 | $53.9K |
| Sep 3, 2026 | Phillips Geoffrey Sr. VP, Operations | Gift | 6,472 | $0 |
| Aug 26, 2026 | Doygun Eren SVP Chief Plan. & Invest. Off. | Option exercise | 1,000 | $77.1K |
| Aug 26, 2026 | Doygun Eren SVP Chief Plan. & Invest. Off. | Sale | 1,000 | $179.5K |
| Aug 15, 2026 | Hillesland Kevin SVP, Structured Finance | Tax withheld | 70 | $12.6K |
| Aug 15, 2026 | Phillips Geoffrey Sr. VP, Operations | Tax withheld | 70 | $12.6K |
| Aug 15, 2026 | Sbragia John SVP, Engineering and Quality | Tax withheld | 47 | $8.4K |
| Aug 14, 2026 | Sbragia John SVP, Engineering and Quality | Sale | 1,900 | $342.8K |
| Aug 14, 2026 | Sbragia John SVP, Engineering and Quality | Option exercise | 1,900 | $146.4K |
| Aug 5, 2026 | Ellman Thomas A. EVP & CFO | Sale | 9,452 | $1.70M |
| Aug 5, 2026 | Ellman Thomas A. EVP & CFO | Sale | 107 | $19.4K |
| Aug 5, 2026 | Ellman Thomas A. EVP & CFO | Option exercise | 18,200 | $1.40M |
| Aug 5, 2026 | Ellman Thomas A. EVP & CFO | Sale | 8,641 | $1.56M |
| Aug 3, 2026 | Aigotti Diane Director | Award | 70 | $12.5K |
| Aug 3, 2026 | YOVOVICH PAUL G Director | Award | 130 | $23.1K |
| Aug 3, 2026 | WETHERBEE ROBERT S Director | Award | 130 | $23.1K |
| Aug 3, 2026 | REAM JAMES B Director | Award | 164 | $29.2K |
| Aug 3, 2026 | Holmes John McClain III Director | Award | 142 | $25.3K |
| Aug 3, 2026 | Bausch Shelley J Director | Award | 142 | $25.3K |
| Aug 3, 2026 | Stanley Adam L. Director | Award | 28 | $5.0K |
| Aug 3, 2026 | Arvia Anne L Director | Award | 118 | $21.0K |
| Aug 3, 2026 | Van Aken Jennifer Sr VP Treasurer & CRO | Sale | 328 | $59.4K |
| Aug 3, 2026 | Van Aken Jennifer Sr VP Treasurer & CRO | Option exercise | 1,700 | $131.0K |
| Aug 3, 2026 | Van Aken Jennifer Sr VP Treasurer & CRO | Sale | 1,372 | $247.8K |
| May 1, 2026 | Bausch Shelley J Director | Award | 128 | $24.9K |
| May 1, 2026 | WETHERBEE ROBERT S Director | Award | 115 | $22.4K |
| May 1, 2026 | Holmes John McClain III Director | Award | 129 | $25.1K |
| May 1, 2026 | Arvia Anne L Director | Award | 124 | $24.2K |
| May 1, 2026 | REAM JAMES B Director | Award | 169 | $32.9K |
| May 1, 2026 | Aigotti Diane Director | Award | 71 | $13.8K |
| May 1, 2026 | Stanley Adam L. Director | Award | 30 | $5.8K |
| May 1, 2026 | YOVOVICH PAUL G Director | Award | 136 | $26.5K |
| Apr 24, 2026 | Stanley Adam L. Director | Award | 731 | $0 |
| Apr 24, 2026 | REAM JAMES B Director | Award | 731 | $0 |
| Apr 24, 2026 | YOVOVICH PAUL G Director | Award | 731 | $0 |
| Apr 24, 2026 | Bausch Shelley J Director | Award | 731 | $0 |
| Apr 24, 2026 | WETHERBEE ROBERT S Director | Award | 731 | $0 |
| Apr 24, 2026 | Holmes John McClain III Director | Award | 731 | $0 |
| Apr 24, 2026 | Arvia Anne L Director | Award | 731 | $0 |
| Apr 24, 2026 | Aigotti Diane Director | Award | 731 | $0 |
| Feb 20, 2026 | Glassberg Brian L EVP, General Counsel & Secy. | Sale | 874 | $173.6K |
| Feb 20, 2026 | Glassberg Brian L EVP, General Counsel & Secy. | Sale | 1,126 | $223.0K |
| Feb 20, 2026 | Glassberg Brian L EVP, General Counsel & Secy. | Option exercise | 2,000 | $154.1K |
| Feb 20, 2026 | Zmudka Robert Sr. VP & Chief Comm. Off. | Sale | 5,200 | $1.00M |
| Feb 20, 2026 | Zmudka Robert Sr. VP & Chief Comm. Off. | Option exercise | 5,200 | $536.4K |
| Feb 20, 2026 | Young Jeffery R. SVP, Chief Tax Officer | Sale | 2,595 | $509.4K |
| Feb 20, 2026 | Young Jeffery R. SVP, Chief Tax Officer | Option exercise | 1,200 | $135.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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