GATX Q3 net income falls to $82.2 million; 2025 EPS guidance reiterated
GATX reported third-quarter 2025 net income of $82.2 million, or $2.25 per diluted share, down from $89.0 million, or $2.43 per share, a year earlier, while revenue rose to $439.3 million from $405.4 million. The company reiterated its 2025 full-year earnings guidance of $8.50-$8.90 per diluted share, which excludes tax adjustments and other items. Nine-month diluted EPS rose to $6.46 from $5.68, but the quarterly decline and lower Rail North America segment profit weigh against the year-to-date gain.
Key points
- Q3 2025 revenue was $439.3 million versus $405.4 million in Q3 2024; net income was $82.2 million versus $89.0 million.
- Excluding tax adjustments and other items, Q3 2025 diluted EPS was $2.10 versus $2.50 in Q3 2024, according to the company's non-GAAP figures.
- Rail North America segment profit fell to $70.7 million from $102.4 million, while Engine Leasing rose to $60.4 million from $37.5 million.
- The Wells Fargo rail operating lease asset acquisition is on track to close in the first quarter of 2026 or sooner.
The filing
Written by AI on Nov 8, 2026, 12:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 21, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.