GATX Corporation (NYSE:GATX) Q4 2019 Earnings Conference Call January 23, 2020 11:00 AM ET Company Participants Shari Hellerman - Director, Investor Relations Brian Kenney - President & CEO Thomas Ellman - EVP & CFO Gokce Tezel - EVP & President-Rail International Robert Lyons - EVP & President-Rail North America Conference Call Participants Allison Poliniak - Wells Fargo Justin Long - Stephens Matt Elkott - Cowen and Company Stephen O'Hara - Sidoti & Company Operator Good day, and welcome to the GATX Fourt ...

STEPHENS 2019 NASHVILLE INVESTMENT CONFERENCE | NOVEMBER 13, 2019 FORWARD-LOOKING STATEMENTS reports on Form 10-Q, could cause actual results to differ materially from our current expectations expressed in forward-looking statements: exposure to damages, fines, criminal and civil penalties, and reputational harm arising from a negative outcome in litigation, including claims arising from an accident involving our railcars inability to maintain our assets on lease at satisfactory rates due to oversupply of r ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________ FORM 10-Q __________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 1-2328 GATX Corporation (Exact name of registrant as specified in its charter) New York ...

GATX Corp (NYSE:GATX) Q3 2019 Earnings Conference Call October 22, 2019 11:00 AM ET Company Participants Jennifer McManus – Senior Director-Investor Relations Brian Kenney – President and Chief Executive Officer Tom Ellman – Executive Vice President and Chief Financial Officer Gokce Tezel – Executive Vice President and President-Rail International Conference Call Participants Allison Poliniak – Wells Fargo Matt Elkott – Cowen Matt Brooklier – Buckingham Research Justin Bergner – G.research Steve O’Hara – Si ...

业绩总结 - 截至2018年12月31日，GATX的资产总额为80亿美元[6] - GATX的每股收益（EPS）为4.70美元，较2010年的1.59美元增长了195%[29] - GATX的运营现金流在2018年为6.61亿美元，较2017年的4.46亿美元增长了48%[46] - GATX的股东权益回报率（ROE）在2018年达到了15%，较2010年的7%增长了114%[29] - 2018年稀释每股收益（GAAP）为5.52美元，较2017年的12.75美元有所下降[74] 用户数据 - GATX北美铁路部门的全资车队数量为122,000辆，客户数量超过850个，服务于多个行业[10] - GATX国际铁路部门在2018年的平均车队年龄为18年，客户数量超过220个[17] - 截至2018年12月31日，GATX的前20个客户占租赁收入的36%[50] - GATX的客户组合中，最大的客户占总租赁收入的比例低于6%[49] 市场趋势 - 2018年，GATX的铁路租赁市场面临约20%的行业车队闲置，供需失衡加剧[11] - GATX在2018年的铁路租赁市场中，租赁价格指数显示出相对较低的租赁率[11] - GATX的国际业务中，租赁率波动低于北美市场[54] 未来展望 - GATX的未来租赁收入承诺接近34亿美元，强劲的运营现金流提供了巨大的资本配置灵活性[24] - GATX的未来租赁收入承诺超过29亿美元[70] 新产品和新技术研发 - GATX的RRPF（Rolls-Royce Partners Finance）附属公司拥有44亿美元的运营资产，且承诺的租赁收入超过29亿美元[8] - RRPF的引擎组合中，特伦特XWB（A350）占31%，特伦特700（A330）占22%[71] - RRPF的引擎组合中，特伦特900（A380）和特伦特1000（B787）各占11%[71] 资本配置与投资 - GATX在2018年的投资总额达到94亿美元，涵盖了核心资产的投资[26] - GATX的资本结构保持投资级评级BBB/Baa2，确保了进行机会性投资的能力[27] - GATX在过去11年中，平均每年产生约4000万美元的再营销收入[45] 负面信息 - 2018年，RRPF的净收入为2.05亿美元，较2017年的2.05亿美元持平[74] - 2018年RRPF的总收入为4.33亿美元，相较于1998年的2900万美元，年复合增长率为14.4%[73] 其他新策略 - GATX在2018年执行了约55,000次维护事件，旨在提高维护效率[52] - GATX在2018年通过二级市场购买和销售实现持续的车队优化[53] - GATX的维护网络包括8个维护设施和7个移动单元，确保客户的铁路车辆高效维护[51]

(Exact name of registrant as specified in its charter) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________ FORM 10-Q __________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 1-2328 GATX Corporation New York 36-11 ...

GATX Corp (NYSE:GATX) Q2 2019 Earnings Conference Call July 18, 2019 11:00 AM ET Company Participants Jennifer McManus - Director, IR Brian Kenney - Chairman, President & CEO Thomas Ellman - EVP & CFO Conference Call Participants Justin Long - Stephens Inc. Allison Poliniak - Wells Fargo Securities Matthew Brooklier - The Buckingham Research Group Matthew Elkott - Cowen and Company Stephen O'Hara - Sidoti & Company Justin Bergner - G. Research DeForest Hinman - Walthausen & Co. Scott Scher - LMJ Capital Ope ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________ FORM 10-Q __________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 or ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 1-2328 GATX Corporation (Exact name of registrant as specified in its charter) New York 36 ...

GATX Corporation (NYSE:GATX) Q1 2019 Results Earnings Conference Call April 24, 2019 11:00 AM ET Company Participants Jennifer McManus - Senior Director, IR Brian Kenney - Chairman, President and CEO Tom Ellman - EVP and CFO Robert Lyons - Executive Vice President and President, Rail North America Conference Call Participants Allison Poliniak - Wells Fargo Justin Long - Stephens Mike Baudendistel - Stifel Matt Elkott - Cowen Steve O'Hara - Sidoti and Company Matt Brooklier - Buckingham Research Justin Bergn ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________ Form 10-K þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-2328 ______________________ GATX Corporation (Exact name of registrant as specified in its charter) New York 36-1124040 (State or Other Jurisdiction of incorporatio ...