GATX (GATX) Corporate presentation summary

History and business overview

• Founded in 1898, expanded from 28 railcars to a global transportation lessor with operations in North America, Europe, and India.

• Diversified into engine leasing and tank container leasing through acquisitions and joint ventures.

• As of 2026, manages over 156,000 railcars and 500 aircraft spare engines globally.

Business segments and operations

• Rail North America operates a fleet of ~108,000 railcars, with full-scale repair and maintenance capabilities and $3.9B in lease receipts.

• Rail International includes GATX Rail Europe (36,400+ railcars) and GATX Rail India (12,100+ railcars), both market leaders in their regions.

• Engine leasing is conducted through a 50% stake in Rolls-Royce & Partners Finance (456 engines) and wholly owned GEL (46 engines).

• Trifleet manages over 25,600 tank containers, serving diverse industries worldwide.

Capital allocation and financial strategy

• Invested $11B over the past decade in long-lived, service-intensive assets.

• Maintains investment-grade ratings (Baa1/BBB+/BBB) and a leverage ratio of 3.3x.

• Returned $1.4B to shareholders over the past decade through dividends and share repurchases.