GATX Corp Reports Strong Financials for Q4 2025

By Chris Stiles • Thursday, February 19 15:26 • Permanent Link

GATX Corporation has reported its financial results for the fourth quarter and full year of 2025. The company's fourth-quarter 2025 net income was $97.0 million, or $2.66 per diluted share, compared to $76.5 million, or $2.10 per diluted share, in the fourth quarter of 2024. For the full year 2025, net income was $333.3 million, or $9.12 per diluted share, compared to $284.2 million, or $7.78 per diluted share, in the prior year.

Rail North America's fleet utilization remained strong at 99.0%, with a lease price index (LPI) at 21.9%. The company's investment volume for the full year exceeded $1.3 billion, and the acquisition of Wells Fargo's rail operating lease portfolio was completed on January 1, 2026.

GATX initiated its 2026 earnings guidance of $9.50–$10.10 per diluted share. The Board of Directors also approved an 8.2% increase in the quarterly dividend and a new $300 million share repurchase program.

Rail North America reported segment profit of $95.7 million in the fourth quarter of 2025, compared to $84.5 million in the fourth quarter of 2024. For the full year, Rail North America reported segment profit of $351.8 million in 2025, compared to $356.0 million in 2024.

Rail International's segment profit was $33.6 million in the fourth quarter of 2025, compared to $30.6 million in the fourth quarter of 2024. Full-year segment profit was $125.9 million in 2025, compared to $119.8 million in 2024.

Engine leasing reported segment profit of $55.2 million in the fourth quarter of 2025, compared to $35.7 million in the fourth quarter of 2024. Full-year segment profit was $181.5 million in 2025, compared to $117.3 million in 2024.

GATX has paid quarterly dividends without interruption since 1919, and the dividend announced represents an 8.2% increase from the prior year’s dividend. The company has also invested approximately $11.0 billion in its business while returning approximately $1.4 billion to shareholders through dividends and share repurchases over the past decade.

The company's full press release, including detailed financial information, is available on its website. As a result of these announcements, the company's shares have moved 1.38% on the market, and are now trading at a price of $179.47. Check out the company's full 8-K submission here.

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