GATX Corporation (GATX)

Railcar leasing with its own repair shops. Read November 11, 2026 from the annual report for the period ending December 31, 2025, filed February 19, 2026. Ranked 194 of the 275 Industrials companies read so far, by the share within reach now.

A railcar lessor that maintains its fleet in its own service centers; the filing states one total and a union share.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 25% now, 28% at the end of 2027, 28% at the end of 2028, 28% at the end of 2030. By the patterns, the work is about 28% desk work, 14% people work and 58% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 67% of the working time stays with people (conversation, in-person and hands-on work), 24% becomes checking a model's work and 8% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

2,371 employees as of December 31, 2025 (stated). Not stated; the filing names service centers in the U.S., Canada and Poland.

The filing: “As of December 31, 2025, we employed 2,371 persons globally, of whom approximately 39% were union workers covered by collective bargaining agreements.”

The workforce as industry patterns

What the filing says about the workforce: Approximately 39% are union workers: hourly employees at U.S. service centers (United Steelworkers), at three Canadian service centers, and certain employees of GATX Rail Europe in Poland.

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Rental and Leasing Services (5322, 5323, and 5324 only), largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.

• United Rentals, Inc. (URI, 28,500 employees)31% now, 34% by 2028
• Sunbelt Rentals Holdings Inc (SUNB, 26,016 employees)31% now, 34% by 2028
• Upbound Group, Inc. (UPBD, 12,050 employees)32% now, 36% by 2028
• Herc Holdings Inc. (HRI, 9,600 employees)31% now, 34% by 2028
• EquipmentShare.com Inc. (EQPT, 8,206 employees)31% now, 34% by 2028
• Accendra Health, Inc. (ACH, 6,500 employees)32% now, 35% by 2028
• WillScot Holdings Corporation (WSC, 4,700 employees)31% now, 34% by 2028

What the filing says about AI

7 sentences in the filing name AI. The filing names AI in risk factors, including new cybersecurity risks from emerging technologies used by the company or its providers.

• “Securities and Exchange Commission ("SEC"), could cause actual results to differ materially from our current expectations expressed in forward-looking statements: a significant decline in customer demand for our transportation assets or services, including as a result of: ◦ prolonged inflation or deflation ◦ high interest rates ◦ weak macroeconomic conditions and world trade policies ◦ weak mar...”
• “Our foreign operations and international expansion strategy are subject to the following risks associated with international operations: Unforeseen developments and conditions, including terrorism, war, and international tensions and conflicts; Supply chain disruptions; Imposition of additional or new tariffs, quotas, trade barriers, embargoes, regulations, and similar restrictions on operation...”
• “Moreover, the use of emerging technologies, including AI, by us or our third-party providers may pose new or unforeseen cybersecurity risks.”
• “In addition, we are subject to an evolving and increasingly complex set of federal, state, and foreign laws and regulations governing data privacy, data protection, cybersecurity, and AI.”
• “We may increasingly use AI in our business going forward, and challenges with its implementation or use could result in operational issues, reputational or financial harm, or legal liability.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20231median 1
• Fiscal 20243median 4
• Fiscal 20257median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• No count by function; the even split between leasing and railcar maintenance is by description, with the union share as the only figure.

Source: the company's annual report on EDGAR, accession 0000040211-26-000018, the filing. Read by Claude Fable 5.2 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.