GATX Corporation Q4 2025 Earnings Call Summary
Yahoo Finance·2026-02-19 21:32
The acquisition of 101,000 railcars from Wells Fargo Rail effectively doubles GATX's North American fleet to 208,000 cars, managed under a single commercial umbrella to provide seamless customer service. Management attributes the 11% EPS growth in 2025 to robust secondary market demand and record performance in the engine leasing segment, which saw its strongest growth to date. The North American rail market is characterized as 'supply-led,' where low new car production and steady scrapping are drivin ...