GATX Reports Strong 2025 Earnings, Announces 8.2% Dividend Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
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Should l Buy GATX?
Source: Newsfilter
- Net Income Growth: GATX reported a fourth-quarter net income of $97 million for 2025, translating to $2.66 per diluted share, representing a 27.0% increase from $76.5 million and $2.10 per share in Q4 2024, showcasing the company's robust performance amid economic uncertainties.
- Increased Investment Volume: The total investment volume for 2025 exceeded $1.3 billion, indicating the company's ongoing commitment to long-lived assets, which is expected to strengthen its global leasing platforms and drive future earnings growth.
- Successful Acquisition: On January 1, 2026, GATX completed the acquisition of Wells Fargo's rail operating lease portfolio for approximately $4.2 billion, significantly enhancing its competitive position in the North American market and providing substantial remarketing opportunities.
- Dividend and Buyback Plan: The board approved an 8.2% increase in the quarterly dividend to $0.66 per share and authorized a $300 million share repurchase plan, reflecting the company's confidence in its future financial health and commitment to shareholders.
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Analyst Views on GATX
Wall Street analysts forecast GATX stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 190.270
Low
192.00
Averages
195.00
High
198.00
Current: 190.270
Low
192.00
Averages
195.00
High
198.00
About GATX
GATX Corporation is a global railcar lessor, owning fleets in North America, Europe, and India. The Company leases transportation assets, including railcars, aircraft spare engines and tank containers to customers worldwide. Its Rail North America segment primarily provides railcars pursuant to full-service leases under which it maintains the railcars, pays ad valorem taxes and insurance, and provides other ancillary services. Its Rail International segment is an aggregation of its operating segments in Europe (GRE) and India (Rail India). GRE primarily leases railcars to customers throughout Europe pursuant to full-service leases under which it maintains the railcars and provides value-added services according to customer requirements. Its Engine Leasing segment includes its ownership interest in the Rolls-Royce & Partners Finance affiliates. Its Other segment includes its Trifleet business, which owns and manages tank containers that are leased to a diverse base of customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
GATX Reports Q4 Adjusted EPS of $2.44, Beating IBES Estimate of $2.42
GATX Q4 Adjusted EPS: GATX reported an adjusted earnings per share (EPS) of USD 2.44 for the fourth quarter.
IBES Estimate Comparison: This EPS figure is slightly higher than the IBES estimate, which was USD 2.42.
See More
GATX Set to Announce Q4 Earnings on February 19
- Earnings Announcement Date: GATX is scheduled to release its Q4 earnings on February 19 before market open, with a consensus EPS estimate of $2.42, reflecting a robust year-over-year growth of 25.4%, indicating sustained profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $445.17 million, representing a year-over-year increase of 7.7%, showcasing GATX's solid growth trajectory and business expansion capabilities in the market.
- Performance Beat Record: Over the past two years, GATX has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, underscoring the company's reliability in earnings forecasts and bolstering market confidence.
- Forecast Revision Trends: In the last three months, there has been one upward revision for both EPS and revenue estimates, with no downward adjustments, reflecting analysts' optimistic outlook on GATX's future performance and further enhancing investor confidence.
See More
GATX Announces 8.2% Dividend Increase to $0.66 per Share
- Dividend Increase: GATX has declared a quarterly dividend increase from $0.61 to $0.66 per share, representing an 8.2% rise, which reflects the company's ongoing improvement in profitability and cash flow, thereby boosting investor confidence.
- Yield Metrics: Following this adjustment, GATX's forward yield stands at 1.39%, providing a relatively stable return in the current market environment, which is likely to attract income-seeking investors.
- Payment Schedule: The new dividend will be payable on March 31, with a record date of March 2 and an ex-dividend date also set for March 2, ensuring shareholders receive their earnings promptly and reinforcing the company's relationship with its investors.
- Market Implications: The dividend increase may enhance GATX's appeal among investors, particularly amid rising economic uncertainties, as a stable dividend policy can contribute to improved stock performance in the market.
See More
GATX Reports Strong 2025 Earnings, Announces 8.2% Dividend Increase
- Net Income Growth: GATX reported a fourth-quarter net income of $97 million for 2025, translating to $2.66 per diluted share, representing a 27.0% increase from $76.5 million and $2.10 per share in Q4 2024, showcasing the company's robust performance amid economic uncertainties.
- Increased Investment Volume: The total investment volume for 2025 exceeded $1.3 billion, indicating the company's ongoing commitment to long-lived assets, which is expected to strengthen its global leasing platforms and drive future earnings growth.
- Successful Acquisition: On January 1, 2026, GATX completed the acquisition of Wells Fargo's rail operating lease portfolio for approximately $4.2 billion, significantly enhancing its competitive position in the North American market and providing substantial remarketing opportunities.
- Dividend and Buyback Plan: The board approved an 8.2% increase in the quarterly dividend to $0.66 per share and authorized a $300 million share repurchase plan, reflecting the company's confidence in its future financial health and commitment to shareholders.
See More
GAMCO Investors Reduces Stake in GATX Corporation
- Share Reduction Overview: According to a February 5 SEC filing, GAMCO Investors sold 28,902 shares of GATX in Q4 for an estimated $4.76 million, indicating a strategic adjustment in their holding approach towards GATX.
- Position Value Change: The quarter-end position value in GATX for GAMCO declined by $11.28 million, driven by both the share sale and stock price fluctuations, reflecting the market's dynamic response to GATX's performance.
- Portfolio Rebalancing: This reduction brings GATX's share to 1.95% of GAMCO's 13F reportable AUM, suggesting that while maintaining investment discipline, the firm still recognizes GATX's long-term cash flow visibility and strong pricing power.
- Future Outlook: GATX is projected to achieve a diluted EPS of $6.46 in 2025, reaffirming its full-year guidance of $8.50 to $8.90, demonstrating its ability to maintain stable earnings even in a volatile macro environment.
See More
Ingredion Unveils Custom Railcar to Promote Heart Health with AHA
- Custom Railcar: Ingredion has unveiled its first-ever custom GATX railcar to support the American Heart Association's 'Move More!' campaign, promoting heart health through mobile messaging and demonstrating the company's commitment to community well-being.
- Long-term Sponsorship: As part of its long-term sponsorship of the AHA's Heart of Chicago campaign, Ingredion enhances its brand image while actively engaging in public health initiatives, thereby strengthening emotional connections with consumers.
- Health Advocacy: The railcar promotes the 'Move More!' message, emphasizing the importance of regular physical activity, which aligns with the AHA's Life's Essential 8™ and aims to reduce the risk of heart disease and stroke.
- Community Responsibility: Ingredion executives highlighted that this partnership not only reflects the company's care for employees and customers but also advances the promotion of healthy lifestyles through collaboration with GATX, showcasing corporate social responsibility.
See More
GATX Reports Q4 Adjusted EPS of $2.44, Beating IBES Estimate of $2.42
GATX Q4 Adjusted EPS: GATX reported an adjusted earnings per share (EPS) of USD 2.44 for the fourth quarter.
IBES Estimate Comparison: This EPS figure is slightly higher than the IBES estimate, which was USD 2.42.
See More
GATX Set to Announce Q4 Earnings on February 19
- Earnings Announcement Date: GATX is scheduled to release its Q4 earnings on February 19 before market open, with a consensus EPS estimate of $2.42, reflecting a robust year-over-year growth of 25.4%, indicating sustained profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $445.17 million, representing a year-over-year increase of 7.7%, showcasing GATX's solid growth trajectory and business expansion capabilities in the market.
- Performance Beat Record: Over the past two years, GATX has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, underscoring the company's reliability in earnings forecasts and bolstering market confidence.
- Forecast Revision Trends: In the last three months, there has been one upward revision for both EPS and revenue estimates, with no downward adjustments, reflecting analysts' optimistic outlook on GATX's future performance and further enhancing investor confidence.
See More
GATX Announces 8.2% Dividend Increase to $0.66 per Share
- Dividend Increase: GATX has declared a quarterly dividend increase from $0.61 to $0.66 per share, representing an 8.2% rise, which reflects the company's ongoing improvement in profitability and cash flow, thereby boosting investor confidence.
- Yield Metrics: Following this adjustment, GATX's forward yield stands at 1.39%, providing a relatively stable return in the current market environment, which is likely to attract income-seeking investors.
- Payment Schedule: The new dividend will be payable on March 31, with a record date of March 2 and an ex-dividend date also set for March 2, ensuring shareholders receive their earnings promptly and reinforcing the company's relationship with its investors.
- Market Implications: The dividend increase may enhance GATX's appeal among investors, particularly amid rising economic uncertainties, as a stable dividend policy can contribute to improved stock performance in the market.
See More
GATX Reports Strong 2025 Earnings, Announces 8.2% Dividend Increase
- Net Income Growth: GATX reported a fourth-quarter net income of $97 million for 2025, translating to $2.66 per diluted share, representing a 27.0% increase from $76.5 million and $2.10 per share in Q4 2024, showcasing the company's robust performance amid economic uncertainties.
- Increased Investment Volume: The total investment volume for 2025 exceeded $1.3 billion, indicating the company's ongoing commitment to long-lived assets, which is expected to strengthen its global leasing platforms and drive future earnings growth.
- Successful Acquisition: On January 1, 2026, GATX completed the acquisition of Wells Fargo's rail operating lease portfolio for approximately $4.2 billion, significantly enhancing its competitive position in the North American market and providing substantial remarketing opportunities.
- Dividend and Buyback Plan: The board approved an 8.2% increase in the quarterly dividend to $0.66 per share and authorized a $300 million share repurchase plan, reflecting the company's confidence in its future financial health and commitment to shareholders.
See More
GAMCO Investors Reduces Stake in GATX Corporation
- Share Reduction Overview: According to a February 5 SEC filing, GAMCO Investors sold 28,902 shares of GATX in Q4 for an estimated $4.76 million, indicating a strategic adjustment in their holding approach towards GATX.
- Position Value Change: The quarter-end position value in GATX for GAMCO declined by $11.28 million, driven by both the share sale and stock price fluctuations, reflecting the market's dynamic response to GATX's performance.
- Portfolio Rebalancing: This reduction brings GATX's share to 1.95% of GAMCO's 13F reportable AUM, suggesting that while maintaining investment discipline, the firm still recognizes GATX's long-term cash flow visibility and strong pricing power.
- Future Outlook: GATX is projected to achieve a diluted EPS of $6.46 in 2025, reaffirming its full-year guidance of $8.50 to $8.90, demonstrating its ability to maintain stable earnings even in a volatile macro environment.
See More
Ingredion Unveils Custom Railcar to Promote Heart Health with AHA
- Custom Railcar: Ingredion has unveiled its first-ever custom GATX railcar to support the American Heart Association's 'Move More!' campaign, promoting heart health through mobile messaging and demonstrating the company's commitment to community well-being.
- Long-term Sponsorship: As part of its long-term sponsorship of the AHA's Heart of Chicago campaign, Ingredion enhances its brand image while actively engaging in public health initiatives, thereby strengthening emotional connections with consumers.
- Health Advocacy: The railcar promotes the 'Move More!' message, emphasizing the importance of regular physical activity, which aligns with the AHA's Life's Essential 8™ and aims to reduce the risk of heart disease and stroke.
- Community Responsibility: Ingredion executives highlighted that this partnership not only reflects the company's care for employees and customers but also advances the promotion of healthy lifestyles through collaboration with GATX, showcasing corporate social responsibility.
See More
