GATX Q4 Revenue Rises 8.6%, Adjusted EPS $2.44 and 55% Margin
GATX recorded Q4 profit of $97 million, or $2.66 per share GAAP and $2.44 adjusted, on revenue of $449 million, marking an 8.6% year-on-year increase and a 0.9% revenue beat. Operating margin surged to 55% from 29.9% last year, and full-year EPS guidance was raised to $9.50–$10.10.
1. Q4 Results
GATX posted Q4 net income of $97 million, or $2.66 per share GAAP and $2.44 adjusted, on revenue of $449 million, an 8.6% increase that topped expectations by 0.9%.
2. Margin Expansion
Operating margin climbed to 55% from 29.9% a year earlier, driven by EBITDA of $358.9 million and improved operating efficiency across its leasing services.
3. Annual Results and Guidance
For fiscal 2025, GATX earned $333.3 million, or $9.12 per share, on $1.74 billion in revenue, and set full-year EPS guidance of $9.50 to $10.10.
4. Fleet Trends and Outlook
Active railcar count was 100,593, down 2,373 year-on-year, while revenue growth outpaced fleet size, indicating improved monetization and potential for further top-line gains.