Railroad Financial Corporation

Commentary

Does Growth Look Like a Boxcar?

2025 RAILROAD FINANCIAL DESK BOOK, RAILWAY AGE OCTOBER 2024 ISSUE: Welcome to Railway Age’s 2025 Railroad Financial Desk Book. If one is not concerned about the tawdrier aspects of certain bed (sorry)

Beth Whited to open Women in Rail event
  • News

UP’s Whited Headlining 2024 Women in Rail Event

What is Beth Whited’s backstory? How can her journey to becoming the first female president in Union Pacific’s history and the lessons she’s learned along the way help you in your career? Learn more during the kick-off session with Whited at the Railway Age / RT&S Women in Rail Conference, taking place Nov. 5-6 in Chicago.

GATX Modifies Lease Price Index Calculation

GATX will report its Lease Price Index (LPI) based on a modified methodology beginning with second-quarter 2023. Weighing in on the move: David Nahass, Railway Age Financial Editor, and Matt Elkott, TD Cowen Transportation OEM Analyst and Vice President Equity Research.

David Nahass, Railway Age Financial Editor
Commentary

Rail Equipment Finance 2023 Key Takeaways

FINANCIAL EDGE, RAILWAY AGE APRIL 2023 ISSUE: In its 37th iteration, Tony Kruglinski’s Rail Equipment Finance Conference (REF) once again took place at the oasis in the desert: The LaQuinta Resort and

Commentary

Counting on Rail Congestion as a Rail Equipment Demand Driver is Not a Sustainable Long-Term Strategy

Our July 12 rail equipment expert call takeaways are consistent with J.B. Hunt Transport’s (JBHT) recent comments on about sub-optimal 2Q22 rail service (below). This solidifies our expectation of an eighth consecutive lease rate improvement for GATX, which reports on July 21. We continue to favor the shares into the print as detailed in our July 7 machinery and transportation OEM preview, “Revisions Into the Print.”