Overview

* GATX ( GATX ) Q2 revenue beats analyst expectations, driven by strong segment performance

* Net income for Q2 rises to $75.5 mln, reflecting solid operational results

* Company raises 2025 full-year earnings guidance to $8.50-$8.90 per share

Outlook

* Company raises 2025 full-year earnings guidance to $8.50-$8.90 per share

* GATX ( GATX ) expects stronger performance from Engine Leasing in second half of 2025

* Company sees robust demand for aircraft spare engines continuing

* GATX ( GATX ) anticipates improved economic growth in Europe over next 12 months

Result Drivers

* RAIL NORTH AMERICA - High fleet utilization and strong renewal success rates drove revenue and asset disposition gains

* ENGINE LEASING - Robust demand for aircraft spare engines boosted segment profit

* RAIL INTERNATIONAL - Slower economic growth in Europe impacted fleet utilization, but segment profit increased

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $430.50 $427.10

Revenue mln mln (3

Analysts

)

Q2 EPS $2.06

Q2 Net $75.50

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the corporate financial services peer group is "buy."

* Wall Street's median 12-month price target for GATX Corp ( GATX ) is $180.00, about 15.3% above its July 28 closing price of $152.47

* The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)