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GATX Management Presents At Bank Of America Merrill Lynch 2012 Global Transportation Conference (Transcript)

GATX Corporation (GMT)

Bank of America Merrill Lynch 2012 Global Transportation Conference

May 17, 2012 2:55 PM ET


Mark Rittenbaum – VP, EVP and CFO, The Greenbrier Companies

Bob Lyons – SVP and CFO

Tim Wesley – VP, IR, Wabtec Corporation


Ken Hoexter – Bank of America Merrill Lynch


Ken Hoexter – Bank of America Merrill Lynch

I will knock off my part before the panel gets started. So keeping with the panel of team of the afternoon, right now we’ve got Rail CapEx Cycle in Full Swing. With us today, we’ve got The Greenbrier Companies, GATX Corp, and Wabtec on our next panel.

Let me start off with Greenbrier Companies will be up first. About $400 million market cap company. With us today, we’ve got Mark Rittenbaum, Vice President, EVP and Chief Financial Officer. And the company is a leading designer and manufacturer of rail road freight car equipment with about a 60% historical market share in the intermodal and boxcar production in addition to making freight cars, covered hoppers, and now some auto cars, auto racks.

GATX Corp, next up we’ll have Bob Lyons, the Chief Financial Officer and SVP. Just about a $2 billion market cap company. A leader in leasing transportation assets and controls, one of the largest railcar fleets in the world.

And then we’ll have Wabtec Corporation. About a $3.5 billion market cap company. Tim Wesley, Vice President of Corporate Communications, Investor Relations. The company manufactures a broad range of products for locomotives, freight cars, passenger transit vehicles with about a 50% market share in North America for braking vehicles and a great tour of the facility a couple of weeks.

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