AI Earnings Predictions for GATX Corporation (GATX)

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EX-99.1

2 a1q26earningsreleaseex991.htm

EX-99.1

Document

Exhibit 99.1

NEWS RELEASE

FOR IMMEDIATE RELEASE

GATX CORPORATION REPORTS 2026 FIRST-QUARTER RESULTS

•First-quarter GAAP diluted earnings per share (EPS) of $2.35

•Rail North America's utilization for the combined fleet remains high at 98.1% at quarter end

•First-quarter Lease Price Index (LPI) of 22.3%

•Demand for aircraft spare engines remains strong

•Company reiterates 2026 full-year earnings guidance

CHICAGO, May 7, 2026—GATX Corporation (NYSE: GATX) today reported 2026 first-quarter net income attributable to GATX of $85.5 million, or $2.35 per diluted share, compared to net income attributable to GATX of $78.6 million, or $2.15 per diluted share, in the first quarter of 2025.

"Consistent with our expectations entering the year, our global businesses performed well in the first quarter," said

Robert C. Lyons, president and chief executive officer of GATX. "Integration of the Wells Fargo rail operating lease fleet is progressing well, positioning us to serve customers with an expanded portfolio supported by our operational and commercial expertise. Beginning this quarter, commercial metrics and fleet statistics for Rail North America reflect the combined legacy and newly acquired fleets, consistent with consolidation in our financial statements. At quarter end, Rail North America's fleet utilization remained high at 98.1%, and the first-quarter renewal success rate was 79.1%, reflecting stable demand for existing railcars. The renewal lease rate change of GATX’s Lease Price Index was 22.3% with an average renewal term of 56 months. Furthermore, we generated first-quarter gains on asset dispositions of approximately $50.0 million, reflecting continued strength in the secondary market and strong asset valuations.

"At GATX Rail Europe, fleet utilization remained steady at 94.7% in the first quarter. Our European team achieved increases in renewal lease rates compared to expiring rates across the majority of car types, despite macroeconomic pressures weighing on our customers' fleet planning activities. At GATX Rail India, demand for railcars remained solid, with fleet utilization at 100.0% at quarter end.

Page 2

"Within Engine Leasing, we continued to benefit from strong demand for aircraft spare engines, with solid performance across our engine portfolios in the first quarter. While we are closely monitoring developments related to the Middle East conflict and their implications for global air travel and airline financial performance, based on the resiliency the industry has demonstrated through various external events over many decades, we remain confident in the long-term strength of this business."

Mr. Lyons added, "First-quarter investment volume totaled more than $4.5 billion, including the acquisition of Wells Fargo’s rail operating lease portfolio for approximately $4.2 billion. During the quarter, we executed on attractive investment opportunities to acquire new and existing railcars across our global rail businesses."

Mr. Lyons concluded, “Our first quarter progressed largely as we anticipated. Our expanded portfolio of long‑lived assets, deep customer relationships across diverse end markets, and consistently strong cash flows position us well to navigate increased macro uncertainty. We will monitor our markets for impacts from the war in the Middle East, while continuing to execute on our disciplined growth strategy. Based on first-quarter results and our current outlook, we continue to expect 2026 full-year earnings to be $9.50–$10.10 per diluted share, excluding the impact of Tax Adjustments and Other Items.”

RAIL NORTH AMERICA

Rail North America reported segment profit of $103.9 million in the first quarter of 2026, compared to $88.8 million in the first quarter of 2025. Higher 2026 first-quarter segment profit was driven by higher lease revenue and higher gains on asset dispositions.

As of March 31, 2026, Rail North America’s fleet totaled approximately 206,100 cars, including 9,900 boxcars. The following fleet statistics and performance discussion exclude the boxcar fleet.

Fleet utilization was 98.1% at the end of the first quarter of 2026, compared to 99.0% at the end of the prior quarter and 99.2% at the end of the first quarter of 2025. At the time of the Wells Fargo acquisition, GATX Rail North American's fleet utilization was 99.0%, while Wells Fargo Rail's fleet utilization was 96.5%. Therefore, utilization of 98.1% is a byproduct of the fleet combination and consistent with expectations outlined at the beginning of this year.

During the first quarter of 2026, the renewal lease rate change of the GATX Lease Price Index (LPI) was 22.3%, compared to 21.9% in the prior quarter and 24.5% in the first quarter of 2025. The average lease renewal term for all cars included in the LPI during the first quarter of 2026 was 56 months, compared to 58 months in the prior quarter and 61 months in the first quarter of 202

gatx-202602190000040211falseChicago Stock Exchange00000402112026-02-192026-02-190000040211exch:XNYS2025-01-012025-12-310000040211gatx:NYSETexasIncMember2025-01-012025-12-31

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): February 19, 2026 GATX Corporation (Exact name of registrant as specified in its charter)

New York 1-2328 36-1124040 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.)

233 South Wacker Drive Chicago, Illinois 60606-7147 (Address of principal executive offices, including zip code) (312) 621-6200 (Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of Each Exchange on Which Registered Common StockGATXNew York Stock Exchange GATXNYSE Texas, Inc

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

Item 7.01 Regulation FD Disclosure.

The following information is furnished pursuant to Item 2.02, "Results of Operations and Financial Condition" and Item 7.01, "Regulation FD Disclosure" and shall not be deemed "filed" for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section.

On February 19, 2026, GATX Corporation ("GATX") issued a press release that included unaudited financial statements and supplemental financial information for the quarter and year ended December 31, 2025. Additionally, GATX disclosed that on February 18, 2026 the board of directors declared a quarterly dividend of $0.66 per common share payable on March 31, 2026 to shareholders of record on March 2, 2026 and approved a new $300 million share repurchase authorization. A copy of the press release is attached hereto as Exhibit 99.1.

GATX will host a teleconference to discuss its 2025 fourth-quarter and full-year results on February 19, 2026, beginning at 11 a.m. Eastern Time. Investors may access the conference by dialing 1-800-715-9871 (or 1-646-307-1963 if dialing from outside the United States).

Item 9.01. Financial Statements and Exhibits. (d) Exhibits

Exhibit No.  Description 99.1  Press Release of GATX Corporation, dated February 19, 2026, reporting GATX Corporation's results for the quarter and year ended December 31, 2025.

104Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

GATX CORPORATION

(Registrant)

/s/ Thomas A. Ellman Thomas A. Ellman Executive Vice President and Chief Financial Officer

February 19, 2026