GATX Corporation filings document the financial results, capital structure and governance of a transportation-asset leasing company. Its 8-K reports include quarterly and annual operating results, Regulation FD disclosures, dividend actions, share repurchase authorization and updates tied to railcar leasing metrics, global rail investment and engine leasing activity.
GATX’s regulatory record also includes proxy materials covering shareholder votes, director and executive compensation matters and amendments to the company’s incentive award plan. Material-event filings describe senior note offerings, indentures, guarantees and other debt-financing arrangements, as well as acquisition accounting, historical financial statements and pro forma financial information for the completed rail operating lease portfolio acquisition through a joint venture.
GATX Corporation reported higher results for the quarter ended March 31, 2026, helped by a major railcar acquisition. Net income attributable to GATX was $85.5 million, up from $78.6 million, with diluted EPS rising to $2.35 from $2.15. Total revenues increased to $583.7 million from $421.6, driven mainly by Rail North America and Rail International.
On January 1, 2026, GATX, through the GABX joint venture with Brookfield, acquired about 101,000 railcars for $4.2 billion from Wells Fargo, funded by a $2.96 billion term loan and equity contributions, and also purchased 200 locomotives for approximately $30.4 million. Rail North America segment profit rose to $103.9 million, while Rail International and Engine Leasing delivered segment profits of $31.6 million and $35.3 million, respectively.
Investment volume surged to $4.52 billion, largely from the Wells Fargo assets, and net cash used in investing activities reached $4.36 billion. Recourse debt was $12.43 billion, and GATX ended the quarter with $740.9 million in cash and cash equivalents and utilization above 94% across major fleets, reflecting strong leasing demand despite macroeconomic and geopolitical uncertainty.
GATX Corporation reported stronger first-quarter 2026 results, with net income attributable to GATX of $85.5 million and diluted EPS of $2.35, up from $78.6 million and $2.15 a year earlier. Total revenue rose to $583.7 million, led by higher lease income and gains on asset sales.
Rail North America segment profit increased to $103.9 million, supported by lease revenue growth, approximately $50.0 million of gains on asset dispositions, and high fleet utilization of 98.1%. The company completed a major expansion by acquiring Wells Fargo’s rail operating lease portfolio for about $4.2 billion, driving first-quarter investment volume to $4.52 billion.
Rail International segment profit rose to $31.6 million, with utilization at 94.7% in Europe and 100.0% in India. Engine Leasing delivered segment profit of $35.3 million, slightly below last year due to remarketing timing, while demand for aircraft spare engines remained strong. GATX reiterated its 2026 full-year earnings guidance of $9.50–$10.10 per diluted share.
GATX CORP director John McClain Holmes III acquired 129 restricted stock units (RSUs) tied to GATX common stock on May 1, 2026 under the company’s Amended and Restated Directors' Voluntary Deferred Fee Plan.
The RSUs were credited to his deferred account at a reference price of $194.9175 per share. Footnotes explain that 13 RSUs came from the plan’s dividend reinvestment feature, while 115 RSUs resulted from his election to defer his annual cash retainer and other board fees into RSUs. Each RSU represents the right to receive one GATX common share upon settlement, generally after he leaves the board. Following this award, he directly holds 4,321 shares of GATX common stock.
Bausch Shelley J reported acquisition or exercise transactions in this Form 4 filing.
GATX CORP director Shelley J. Bausch received 128 shares of common stock-equivalent RSUs on May 1, 2026 at a reference value of $194.9175 per share. These awards are part of the Amended and Restated GATX Corporation Directors' Voluntary Deferred Fee Plan.
The grant includes 13 RSUs from the plan’s dividend reinvestment feature and 115 RSUs from deferring her annual cash retainer and other board fees into RSUs. Each RSU represents one share of GATX common stock, generally payable in stock after she leaves the board. Following this grant, Bausch directly holds 4,165 shares.
GATX CORP director Robert S. Wetherbee reported an acquisition of 115 restricted stock units (RSUs) tied to the company’s common stock. The RSUs were credited on the director’s account at a reference value of $194.9175 per unit, bringing his directly held common stock-related position to 1,515 shares-equivalent following the transaction. According to the company’s Amended and Restated Directors' Voluntary Deferred Fee Plan, these RSUs were received in lieu of the annual cash retainer and other cash fees, and will generally be settled in common stock on a deferred basis after his service on the board ends.
GATX CORP director Paul G. Yovovich reported an acquisition of 136 phantom stock/RSU units tied to GATX common stock. The units were credited on a dividend reinvestment basis under the company’s Directors' Phantom Stock Plan and Voluntary Deferred Fee Plan at a reference price of $194.9175 per share. Each unit represents the right to receive one share of GATX common stock, generally payable in stock on a deferred basis after his board service ends. Following this routine compensation-related credit, Yovovich holds 42,289 shares in this account.
GATX CORP director James B. Ream received an automatic equity credit tied to his board compensation. On May 1, 2026, he acquired 169 shares of common stock in the form of phantom stock/RSUs at $194.9175 per share, pursuant to the dividend reinvestment feature of GATX’s directors’ Phantom Stock Plan and Deferred Fee Plan. Each phantom stock/RSU represents the right to receive one share of GATX common stock on a deferred basis, generally after he leaves the board. Following this credit, his reported direct common stock holdings total 49,306 shares.
GATX CORP director Diane Aigotti acquired 71 shares of common stock in the form of phantom stock/RSUs on May 1, 2026. The shares were credited under GATX’s Directors' Phantom Stock Plan and Voluntary Deferred Fee Plan through their dividend reinvestment feature at $194.9175 per share.
Each phantom stock/RSU represents the right to receive one share of GATX common stock upon settlement, generally payable in stock after the director leaves the board. Following this award, Aigotti directly holds 19,833 shares of GATX common stock.
GATX CORP director Adam L. Stanley reported an acquisition of 30 shares of common-stock-equivalent phantom stock/RSUs on May 1, 2026. The units were credited through the dividend reinvestment feature of GATX’s Directors' Phantom Stock Plan and Voluntary Deferred Fee Plan, bringing his directly held common and phantom shares to 9,401.
GATX CORP director Anne L. Arvia was credited with additional equity-linked units rather than buying stock on the market. On May 1, 2026, she acquired 124 shares of phantom stock/RSUs under GATX’s director plans through their dividend reinvestment feature at a reference price of $194.9175 per share.
Each phantom stock/RSU represents the right to receive one share of GATX common stock upon settlement, generally payable on a deferred basis after her board service ends. Following this credit, her directly reported holdings tied to this security increased to 34,159 shares, reflecting a routine compensation-related accrual rather than an open‑market trade.