GATX Corporation (GATX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript

Company Overview - GATX has been in business for 127 years, primarily as a railcar leasing company based in Chicago [1] - The company has a significant presence in North America, with plans to become the largest railcar leasing company following the acquisition of Wells Fargo Rail [1] Fleet and Operations - GATX operates a large fleet in Europe, consisting of approximately 35,000 railcars, and around 12,000 railcars in India [2] - The company also has a substantial aircraft engine leasing business, which originated from its historical involvement in aircraft leasing [2] - GATX maintains a joint venture with Rolls-Royce for engine leasing, which remains a crucial part of its operations today [2]