Welcome to our dedicated page for GATX SEC filings (Ticker: GATX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
REAM JAMES B reported acquisition or exercise transactions in this Form 4 filing.
GATX CORP director James B. Ream received 164 additional shares of phantom stock/RSUs on August 3, 2026, credited through the dividend reinvestment feature of the company’s Directors' Phantom Stock Plan and Voluntary Deferred Fee Plan. Each unit represents the right to receive one share of common stock upon settlement, generally payable in stock on a deferred basis upon his termination of board service, bringing his plan balance to 49,470 equivalent shares.
Aigotti Diane reported acquisition or exercise transactions in this Form 4 filing.
GATX CORP director Diane Aigotti reported an equity-based award of 70 shares of phantom stock/RSUs, credited to her account under GATX’s Directors' Phantom Stock Plan and Deferred Fee Plan through their dividend reinvestment feature at a reported value of $177.9125 per unit.
Each phantom stock/RSU represents the right to receive one share of GATX common stock upon settlement, generally after her board service ends. Following this award, she directly holds 19,904 phantom stock/RSUs under these plans.
GATX CORP director Adam L. Stanley acquired 28 phantom stock/RSU units valued at $177.9125 per unit on 2026-08-03 through the dividend reinvestment feature of the GATX directors' Phantom Stock Plan and Deferred Fee Plan. Each unit represents the right to receive one share of common stock upon settlement, generally after his board service ends, bringing his direct common stock-equivalent holdings to 9,430 shares.
GATX CORP director Anne L. Arvia reported an acquisition of 118 shares of phantom stock/RSUs on 2026-08-03, credited through the dividend reinvestment feature of GATX’s directors’ plans at $177.9125 per share.
Each unit represents the right to receive one share of common stock on a deferred basis, bringing her reported phantom stock/RSU balance to 34,277.
GATX CORP senior vice president, treasurer and CRO Jennifer Van Aken exercised a 2020 non-qualified stock option for 1,700 shares of common stock at an exercise price of $77.07 per share on August 3, 2026, then sold those 1,700 shares in code S transactions at weighted average prices of $180.5819 and $181.2260 per share, with price ranges detailed in the footnotes.
GATX Corporation delivered higher results for the six months ended June 30, 2026, with net income attributable to GATX of $188.9 million, or $5.19 per diluted share, on revenues of $1,163.8 million, compared with $154.1 million, or $4.21 per diluted share, on $852.1 million of revenues in 2025. For the second quarter, net income attributable to GATX was $103.4 million, or $2.84 per diluted share, on revenues of $580.1 million.
Results were heavily influenced by the January 1, 2026 acquisition of approximately 101,000 railcars for $4.2 billion from Wells Fargo through the GABX joint venture with Brookfield, funded by a $2.96 billion term loan and equity contributions. GABX is consolidated and reported in Rail North America; GATX increased its ownership to 33.5% by exercising a $66.2 million call option on June 30, 2026.
Rail North America, Rail International, and Engine Leasing all showed higher lease revenues and gains on asset dispositions, supported by strong utilization, including 98.0% for the North American railcar fleet. Net cash provided by operating activities rose to $475.3 million, funding $4,720.5 million of portfolio investments and capital additions, while recourse debt was $12,289.3 million and return on equity attributable to GATX was 13.5%.
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.