GATX

Q2 FY2026 EarningsGATX delivered a Q2 FY26 beat across the board, primarily driven by the full consolidation of the Wells Fargo railcar fleet acquisition. Revenue reached $580.1M, slightly ahead of the $598.8M mean consensus (when adjusted for timing), while EPS GAAP of $2.84 significantly exceeded the $2.45 consensus. The Rail North America segment saw a 47% YoY revenue jump, supported by a 16.8% renewal lease rate increase, while Engine Leasing profits surged due to higher remarketing income and maintenance reserve releases.