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GATX Corporation (GATX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
GATX Corporation (GATX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
GATX Corporation (GATX) Q3 2025 Earnings Call Transcript
GATX Corporation (NYSE:GATX ) Q3 2025 Earnings Call October 21, 2025 11:00 AM EDT Company Participants Shari Hellerman - Senior Director of Investor Relations, ESG & External Communications Robert Lyons - President, CEO & Director Thomas Ellman - Executive VP & CFO Paul Titterton - Executive VP & President of Rail North America Conference Call Participants Benjamin Mohr Mok - Citigroup Inc. Exchange Research Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Andrzej Tomczyk - Goldman Sachs Group, Inc., Research Division Brendan Michael McCarthy - Sidoti & Company, LLC Justin Bergner - G.research, LLC Presentation Operator Thank you for standing by. My name is Greg, and I will be your conference operator today.
Railcar Lessors: A Competitive Analysis
GATX stands out among railcar lessors for its superior profitability, steady earnings growth, and strong share price performance over the past decade. Trinity and Greenbrier offer higher dividend yields, but their total returns and earnings prospects lag behind GATX's. Valuation metrics and intrinsic value models suggest Greenbrier is cheap, but GATX's financial strength and growth outlook make it the better investment.
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GATX Corporation Profile
| - Industry | - Sector | Robert C. Lyons CEO | XFRA Exchange | US3614481030 ISIN |
| US Country | 2,150 Employees | 15 Dec 2025 Last Dividend | 2 Jun 1998 Last Split | 5 Nov 1987 IPO Date |
Overview
GATX Corporation, alongside its subsidiaries, stands as a significant entity in the railcar leasing industry, extending its services across North America, Canada, Mexico, Europe, and India. The company’s operations are distributed among three main segments: Rail North America, Rail International, and Portfolio Management. With a history dating back to 1898, GATX Corporation has established its headquarters in Chicago, Illinois. As of the end of 2023, it has bolstered its market presence with an impressive fleet comprising approximately 148,500 railcars, 493 four-axle locomotives, 30 six-axle locomotives, 399 aircraft spare engines, and 23,931 tank containers. These assets underline the company's significant role in the leasing market, catering to a diverse range of industries including petroleum, chemical, food/agriculture, transportation, and more.
Products and Services
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Railcar and Locomotive Leasing:
GATX specializes in the leasing of tank and freight railcars, as well as locomotives, catering primarily to the petroleum, chemical, food/agriculture, and various transportation industries. This core service enables companies in these sectors to enhance their logistics and distribution capabilities without the heavy investment typically associated with owning and maintaining such assets.
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Maintenance Services:
The company's maintenance offerings are comprehensive, covering interior cleaning of railcars, routine upkeep and repairs including car body and safety appliances, compliance with regulatory standards, wheelset replacements, and both interior and exterior refurbishment services such as blast and lining, painting, and stenciling. These services ensure the operational efficiency and longevity of the leased assets, catering to the precise needs of the lessees.
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Aircraft Jet Engine Manufacturing and Leasing:
Beyond rail-based assets, GATX is also involved in the manufacturing of commercial aircraft jet engines, as well as the leasing of aircraft spare engines. This diversification into the aviation sector provides an additional revenue stream and broadens the company's market coverage, servicing the airline industry's demands for operational efficiency and flexibility.
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Tank Container Operations:
GATX owns and manages a substantial portfolio of tank containers, which are leased to clients across the chemical, industrial gas, energy, food, cryogenic, and pharmaceutical industries. The company not only facilitates the leasing of these containers but also offers sourcing, remarketing, and comprehensive inspection and maintenance services, thereby ensuring the containers' performance and reliability for sensitive cargo requirements.
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