GATX Earnings Date: Feb 18, 2027 (Estimated) — GATX Corporation
NYSE · Industrials · Rental & Leasing Services
Updated
When is GATX's next earnings date?
GATX Corporation (GATX) is expected to report Q4 2026 earnings on Thursday, February 18, 2027 at 8:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.57 on revenue of $594.4M.
How did GATX do in its last earnings report?
In its most recent report on Oct 29, 2026 (Q3 2026), GATX Corporation posted EPS of $2.92 versus the $2.46 estimate, a beat of 18.7%. Revenue was $598.0M against a $592.7M estimate. The stock's 1-day post-earnings move was +6.9%.
How much does GATX stock move after earnings?
GATX beat EPS estimates in 7 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 3.9% (up or down) in the day after earnings.
About GATX Corporation
GATX Corporation, established in Chicago, Illinois in 1898, is a prominent global equipment lessor. The company primarily provides railcar and locomotive leasing services across North America and internationally, catering to vital industries such as petroleum, chemicals, food/agriculture, and transportation. Its operational framework is divided into three key segments: Rail North America, Rail International, and Portfolio Management. Beyond simply supplying equipment, GATX offers a comprehensive suite of support and maintenance services for its rail fleet. These include interior cleaning, routine upkeep and repairs to car bodies and safety features, ensuring regulatory compliance, facilitating wheelset replacements, performing interior blasting and lining, exterior painting, and applying car stenciling. Furthermore, GATX's activities extend to leasing aircraft spare engines (including units it directly owns) and managing a small collection of five liquefied gas-carrying vessels. The company also applies its expertise to overseeing asset portfolios on behalf of third parties. GATX maintains a substantial asset base, comprising approximately 147,000 railcars, a combined fleet of 568 locomotives (539 four-axle and 29 six-axle), and its five specialized vessels.
🤖 AI Earnings Analysis
GATX delivered a strong quarter, with EPS of $2.92 beating estimates by $0.46 and revenue up 36% year over year to $598 million. Its $9.90–$10.30 EPS outlook supports continued earnings strength in railcar leasing.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | Q3 2026 | 2.46 | 2.92 | +18.70% | $598.0M | ✅ Beat | +6.87% | — | — |
| 2026-07-30 | Q2 2026 | 2.51 | 2.84 | +13.15% | $580.1M | ✅ Beat | +0.04% | -1.16% | -1.75% |
| 2026-05-07 | Q1 2026 | 2.28 | 2.35 | +3.07% | $583.7M | ✅ Beat | -8.29% | -9.94% | -14.28% |
| 2026-02-19 | Q4 2025 | 2.42 | 2.44 | +0.83% | $449.0M | ✅ Beat | -0.63% | -0.81% | -12.80% |
| 2025-10-21 | Q3 2025 | 2.32 | 2.10 | -9.48% | $439.3M | ❌ Miss | -5.76% | -8.57% | -11.68% |
| 2025-07-29 | Q2 2025 | 2.01 | 2.06 | +2.49% | $430.5M | ✅ Beat | +1.12% | -1.89% | +8.14% |
| 2025-04-23 | Q1 2025 | 2.09 | 2.15 | +2.87% | $421.6M | ✅ Beat | -4.39% | -2.24% | -1.80% |
| 2025-01-23 | Q4 2024 | 1.71 | 1.93 | +12.87% | $413.5M | ✅ Beat | +4.49% | +6.32% | +4.82% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $580.1M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Rail North America | 75.0% | $435.0M | +47.1% | $285.1M | $293.3M | $295.7M | $296.5M |
| Rail International | 18.2% | $105.6M | +10.2% | $90.8M | $88.5M | $95.8M | $99.4M |
| Portfolio Management | 5.1% | $29.4M | +2.8% | $27.8M | $29.6M | $28.6M | $32.9M |
| Other Business Segments | 1.7% | $10.1M | -2.9% | $9.8M | $10.2M | $10.4M | $10.5M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.