Every 8-K that GATX Corporation (GATX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GATX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GATX filings page.
GATX Corporation reported strong 2026 second-quarter results, with net income attributable to GATX of $103.4 million, or $2.84 per diluted share, compared with $75.5 million, or $2.06 per diluted share, in the 2025 quarter. Total revenues were $580.1 million versus $430.5 million a year earlier. For the first six months of 2026, net income attributable to GATX was $188.9 million, or $5.19 per diluted share, compared with $154.1 million, or $4.21 per diluted share, in the prior-year period. The company raised its 2026 full-year earnings estimate to $9.90–$10.30 per diluted share.
Rail North America delivered segment profit of $118.5 million in Q2 2026, up from $96.6 million, driven by higher revenues and gains on asset dispositions, partly offset by higher interest, depreciation and maintenance. Fleet utilization for the combined fleet remained high at 98.0%, the renewal lease rate change in the Lease Price Index was 16.8% with a 54‑month average renewal term, and the renewal success rate was 82.6%. Gains on asset dispositions reached $67.7 million in the quarter and $117.5 million year to date.
Rail International recorded segment profit of $31.6 million versus $32.2 million, with GATX Rail Europe fleet utilization at 95.3% and Rail India at 100.0%. Engine Leasing segment profit increased to $66.4 million from $27.3 million, reflecting stronger operating and remarketing income at the RRPF affiliates; their portfolio comprised 468 aircraft engines, while GATX’s wholly owned engine portfolio held 46 engines as of June 30, 2026. Recourse leverage stood at 3.3x, with total debt and lease obligations net of unrestricted cash of $11,730.0 million and total equity of $3,589.9 million.
GATX Corporation exercised its first call option to increase its indirect ownership in GABX Leasing LLC from 30% to approximately 33.535%. This was done by acquiring an additional interest in GABX Leasing Holding LLC, the holding entity through which Brookfield-affiliated investors own the remaining stake.
At the same time, the limited liability company agreement of the holding entity was amended and restated. The new agreement admits GATX as a member and grants it joint approval rights over key actions such as amendments, equity issuances, indebtedness, capital calls, and major transactions. Brookfield will remain the managing member of the holding entity unless and until GATX acquires 100% of its outstanding units.
GATX Corporation amended its existing five-year credit agreement with a syndicate of lenders and Citibank, N.A. as administrative agent. The amendment extends the credit facility’s termination date by one year from May 21, 2030 to May 21, 2031.
The pricing of revolving loans was reduced and is now tied to GATX’s public credit rating, with interest margins ranging from 80.5–130 basis points for SOFR-based borrowings and 0–30 basis points for ABR-based borrowings. The facility fee payable to lenders was also lowered to a rating-based grid ranging from 7–20 basis points.
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 Corporation reported results of its 2026 annual meeting. Shareholders approved an amendment and restatement of the GATX Corporation Amended and Restated 2012 Incentive Award Plan, which, among other changes, increased the number of common shares reserved for issuance under the plan by 1,300,000 shares.
All nine director nominees were elected to the board for terms lasting until the 2027 annual meeting. Shareholders also approved, on a non-binding advisory basis, the compensation of named executive officers, reaffirmed the amended and restated 2012 Incentive Award Plan, and ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
GATX Corporation reported that its joint venture, GABX Leasing LLC, issued and sold $500,000,000 of 4.625% Senior Notes due 2031 and $500,000,000 of 5.300% Senior Notes due 2036 in a Rule 144A/Reg S offering. The notes are senior unsecured obligations of GABX, fully and unconditionally guaranteed on a senior unsecured basis by GATX. Net proceeds of approximately $989.5 million will repay a portion of GABX’s term loan under its credit agreement. The notes feature optional redemption, a 101% change-of-control repurchase right, and customary covenants and events of default, with limited restrictions on additional unsecured debt.
GATX Corporation has completed a major rail asset acquisition from Wells Fargo and provided detailed historical and pro forma financials. Through a new joint venture, GABX, GATX and Brookfield acquired approximately 101,000 railcars for $4.2 billion, with GATX initially owning 30% and Brookfield 70%. GATX also directly bought about 200 locomotives, while Brookfield acquired Wells Fargo’s rail and locomotive finance lease portfolio. GABX was funded with equity contributions of $385.3 million from GATX and $899.0 million from Brookfield plus a $2,959.0 million term loan, which GATX guarantees. Pro forma 2025 combined revenues are $2,289.4 million and net income attributable to GATX is $333.9 million, implying basic and diluted earnings per share of $9.16 and $9.14, respectively.
GATX Corporation reported significantly stronger 2025 results and stepped up capital returns to shareholders. Fourth‑quarter 2025 net income was $97.0 million, or $2.66 per diluted share, up from $76.5 million, or $2.10, a year earlier. Full‑year 2025 net income rose to $333.3 million, or $9.12 per diluted share, compared with $284.2 million, or $7.78, in 2024. Earnings per share excluding tax adjustments and other items grew to $8.75 from $7.89, and return on equity reached 12.8%.
On February 18, 2026, the board increased the quarterly dividend 8.2% to $0.66 per share and approved a new $300 million share repurchase authorization. GATX completed a joint‑venture acquisition of approximately 101,000 Wells Fargo railcars for about $4.2 billion and invested $1.3 billion in 2025, while maintaining very high railcar utilization and issuing 2026 earnings guidance of $9.50–$10.10 per diluted share.
GATX Corporation has completed a major railcar acquisition through a new joint venture with Brookfield Infrastructure Partners and its institutional partners. The JV, GABX Leasing LLC, acquired approximately 101,000 railcars from Wells Fargo Bank, N.A. for about $4.2 billion, with GATX initially owning 30% and Brookfield 70%.
To fund the deal, the JV entered into a new unsecured credit agreement providing a $3.0 billion term loan and a $250 million revolving credit facility maturing on December 31, 2030. GABX drew the full term loan at closing, and GATX is initially guaranteeing the JV’s obligations. GATX is appointed exclusive manager of the JV’s rail portfolio and will also manage certain related Brookfield assets. A call option agreement gives GATX a series of annual options that, if fully exercised, is expected to result in GATX owning 100% of the JV over time.
GATX Corporation entered into an underwriting agreement to sell $200,000,000 of 5.500% Senior Notes due 2035 and $200,000,000 of 6.050% Senior Notes due 2054 under its shelf registration. The 2035 Notes will form a single series with the $500,000,000 issued on February 6, 2025, bringing the total 2035 Notes outstanding to $700,000,000. The 2054 Notes will form a single series with the $400,000,000 issued on June 5, 2024 and the $300,000,000 issued on February 6, 2025, bringing the total 2054 Notes outstanding to $900,000,000.
The Notes were issued under GATX’s 2008 indenture with U.S. Bank Trust Company, N.A., and were delivered against payment on October 24, 2025, creating a direct financial obligation. BofA Securities, Citigroup, and Morgan Stanley acted as representatives of the underwriters.
GATX Corporation furnished an 8-K announcing it issued a press release with unaudited financial statements and supplemental information for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
GATX will host a teleconference to discuss its third‑quarter 2025 results on October 21, 2025, beginning at 11 a.m. Eastern Time. Investors may join by dialing 1-800-715-9871 (or 1-646-307-1963 outside the U.S.).
GATX Corporation reported progress on its planned acquisition of approximately 105,000 railcars from Wells Fargo for $4.4 billion through a new joint venture with Brookfield Infrastructure Partners. GATX will initially own 30% of the joint venture and holds annual call options to acquire up to 100% of the JV equity over time. A portion of the purchase price will be financed at the JV level with debt guaranteed by GATX. GATX will also directly purchase about 223 locomotives, while Brookfield will directly acquire Wells Fargo’s rail and locomotive finance lease portfolio. GATX will manage the JV railcars and Brookfield’s finance lease assets.
Regulatory milestones include expiration of the U.S. HSR waiting period on September 16, 2025, European Commission clearance in August 2025, expiry of the Canadian waiting period on September 24, 2025, and a Canadian no‑action letter on October 9, 2025. Approvals from additional agencies are pending. The transaction is anticipated to close in the first quarter of 2026 or sooner, subject to customary conditions, with no assurance of timing or completion.
GATX also furnished audited and unaudited Wells Fargo Rail financials and unaudited pro forma statements, incorporated by reference into GATX’s Form S‑3 and Forms S‑8.