AI brief of an SEC Form 8-K · GATX (GATX)

GATX Q4 net income rises to $97.0 million; 2026 EPS guidance $9.50-$10.10

Positive Impact 4 of 5 earnings Written later

GATX reported fourth-quarter 2025 net income of $97.0 million, or $2.66 per diluted share, up from $76.5 million, or $2.10, a year earlier. Full-year net income was $333.3 million, or $9.12 per diluted share, compared with $284.2 million, or $7.78 in 2024. The board raised the quarterly dividend 8.2% to $0.66 per share and approved a new $300 million share repurchase authorization, and the company gave 2026 guidance of $9.50 to $10.10 per diluted share.

Key points

  • Q4 2025 net income $97.0 million, or $2.66 per diluted share, vs. $76.5 million, or $2.10, in Q4 2024
  • Full-year 2025 net income $333.3 million, or $9.12 per diluted share, vs. $284.2 million, or $7.78, in 2024
  • 2026 earnings guidance of $9.50 to $10.10 per diluted share, including $0.20 to $0.30 from the Wells Fargo transaction
  • Quarterly dividend of $0.66 per share payable March 31, 2026, to holders of record March 2, 2026; new $300 million buyback authorization

The filing

CompanyGATX (GATX)
Form8-K, current report
Filed with the SECFeb 19, 2026, 8:31 AM ET
Accession number0000040211-26-000014

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

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 February 19, 2026.

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.