GATX (GATX) Q4 2025 Earnings Call Transcript | The Motley Fool
The Motley Fool
by newsfeedback@fool.com (Motley Fool Transcribing)February 19, 2026
AI-Generated Deep Dive Summary
GATX (GATX) reported strong financial results for Q4 2025, with net income reaching $97 million ($2.66 per diluted share), up from $76.5 million ($2.10 per diluted share) in the same period a year ago. The company also achieved a full-year net income of $333.3 million ($9.12 per diluted share), marking an 18% increase over 2024’s $284.2 million ($7.78 per diluted share). Key drivers behind this growth included robust performance across its Rail North America, Rail International, and Engine Leasing segments, as well as strategic tax adjustments that positively impacted earnings. GATX maintained a conservative capital structure with a leverage ratio of 3.3 to 1 and a Return on Equity (ROE) above 12%, aligning with management’s prudent balance sheet approach.
The company’s Rail North America segment continued to shine, achieving 99% utilization while closing over $640 million in new investments. Globally, GATX expanded its fleet through significant transactions, including a nearly 6,000 railcar deal with CD Cargo in Europe and the launch of GATX Rail India with over 12,000 wagons. In a major strategic move, GATX formed a joint venture with Brookfield to acquire 101,000 railcars, with GATX holding a 30% stake and Brookfield leading with 70%. This acquisition boosted the North America fleet to 208,000 railcars under operational control. The Engine Leasing segment delivered its strongest year
Verticals
financeinvesting
Originally published on The Motley Fool on 2/19/2026