GATX Corporation (GATX) Q2 2026 Earnings Call Transcript

SA Transcripts 161.42K Followers Follow GATX Corporation ( GATX ) Q2 2026 Earnings Call July 30, 2026 11:00 AM EDT Company Participants Shari Hellerman - Senior Director of Investor Relations, ESG & External Communications Robert Lyons - President, CEO & Director Paul Titterton - Executive VP & President of Rail North America Thomas Ellman - Executive VP & CFO Conference Call Participants Benjamin Mohr Mok - Citigroup Inc., Research Division Andrzej Tomczyk - Goldman Sachs Group, Inc., Research Division Brendan Michael McCarthy - Sidoti & Company, LLC Harrison Bauer - Susquehanna Financial Group, LLLP, Research Division Justin Bergner - G.research, LLC Scott Scher - LMJ Capital Presentation Operator Hello, everyone. Thank you for joining us, and welcome to the GATX 2026 Second Quarter Earnings Call. [Operator Instructions] I will now hand the conference call over to Shari Hellerman, Head of Investor Relations. Shari, please go ahead. Shari Hellerman Senior Director of Investor Relations, ESG & External Communications Thank you, Julian. Good morning, and thank you for joining GATX Corporation's 2026 Second Quarter Earnings Conference Call. I'm joined today by Bob Lyons, President and Chief Executive Officer; Tom Ellman, Executive Vice President and Chief Financial Officer; and Paul Cherton, Executive Vice President and President of Rail North America. As a reminder, some of the information you'll hear during our discussion today will consist of forward-looking statements. Actual results or trends could differ materially from those statements or forecasts. For more information, please refer to the risk factors included in our earnings release and those discussed in GATX's Form 10-K for 2025 and our other filings with the SEC. GATX assumes no obligation to update or revise any forward-looking statements to reflect subsequent events or circumstances. Earlier today, GATX reported 2026 second quarter diluted earnings per share of $2.84. This compares to 2025 second quarter diluted earnings per share of $2.06. Year-to-date 2026, GATX delivered diluted