(Corrects to add the word "adjusted" in last bullet of Overview and in first bullet of Outlook)

Overview

* GATX Q3 2025 revenue beats analyst expectations, adjusted EPS misses analyst expectations

* Net income for Q3 2025 decreased compared to Q3 2024

* Company reiterates 2025 full-year adjusted earnings guidance of $8.50-$8.90 per share

Outlook

* GATX ( GATX ) reiterates 2025 full-year adjusted earnings guidance of $8.50-$8.90 per diluted share

* Company notes stable railcar demand in North America despite macroeconomic uncertainty

* GATX ( GATX ) sees strong railcar demand in India

Result Drivers

* RAIL NORTH AMERICA - Stable demand and high fleet utilization at 98.9% contributed to results, despite macroeconomic uncertainties

* RAIL INTERNATIONAL - Macroeconomic headwinds in Europe tempered demand, but lease rates increased for most car types

* ENGINE LEASING - Strong demand for aircraft spare engines driven by robust global passenger air travel boosted segment performance

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $439.3 $435.78

Revenue mln mln (4

Analysts

)

Q3 Miss $2.10 $2.32 (4

Adjusted Analysts

EPS )

Q3 EPS $2.25

Q3 Net $82.20

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "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 $186.00, about 7% above its October 20 closing price of $172.97

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(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.)