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GATX Corporation GATX

Industrials — Rental & Leasing Services
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
6.75
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — 1 — 3 — — — — — 4 1
Insider Ownership
2.32%

Capital & Financial Ratios

Market Cap
6,360.00
Revenue
2,052.10
Net Income
369.30
Free Cash Flow
(4,651.00)
Net Debt
11,586.10
Current Ratio
3.90
Debt/Equity
3.44
P/E ratio
17.58
P/S ratio
3.09
P/B ratio
1.77
Past 5Y EPS Growth
6.04%
This Y EPS Growth
16.89%
Next Y EPS Growth
10.19%
Next 5Y EPS Growth
11.49%
in millions of $

Dividends

Payout Ratio
0.35
Annual Dividend Rate
2.20
Annual Dividend Yield
1.85%
total individual payouts
2028 ‡‡‡‡
2027 ‡‡‡‡‡
2026 2.64
—
—
—
2025 2.44
—
—
—
—
2024 2.32
—
—
—
—
2023 2.20
—
—
—
—
2022 2.08
—
—
—
—
2021 2.00
—
—
—
—
2020 1.92
—
—
—
—
2019 1.84
—
—
—
—
2018 1.76
—
—
—
—
2017 1.68
—
—
—
—
2016 1.60
—
—
—
—
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 450.80 401.80 4,984.90 747.20
Receivables 218.40 199.10 207.20 342.40
Inventory — — — —
Other — — — —
669.20 600.90 5,192.10 1,089.60
2023 2024 2025 Q'26
Payables 239.60 217.10 318.40 279.20
ST’ Debt — — — —
Other — — — —
239.60 217.10 318.40 279.20
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 583.70 580.10 — —
—
’25 421.60 430.50 439.30 449.00
1,740.40
’24 379.90 386.70 405.40 413.50
1,585.50
’23 338.90 343.20 360.10 368.70
1,410.90
’22 316.60 312.70 321.00 322.70
1,273.00
’21 305.80 317.10 313.50 321.00
1,257.40
’20 299.40 300.50 304.40 304.90
1,209.20
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 199.10 276.20 — —
—
’25 124.20 161.30 218.30 144.30
648.10
’24 97.60 138.30 160.20 206.00
602.10
’23 95.00 163.40 141.70 120.30
520.40
’22 100.20 116.30 136.10 180.90
533.50
’21 76.40 122.20 141.40 167.20
507.20
’20 54.40 144.90 102.80 134.70
436.80
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (4,324.70) 75.70 — —
—
’25 (187.10) (57.70) (117.70) (284.30)
(646.80)
’24 (281.00) (303.70) (324.10) (138.60)
(1,047.40)
’23 (286.80) (328.40) (222.20) (287.00)
(1,124.40)
’22 (258.40) (190.20) (86.70) (155.90)
(691.20)
’21 (417.80) (47.00) (44.70) (113.40)
(622.90)
’20 (119.90) (72.30) (129.60) (102.20)
(424.00)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 2.35 2.84 — —
—
’25 2.15 2.06 2.25 2.66
9.12
’24 2.03 1.21 2.43 2.10
7.78
’23 2.16 1.74 1.44 1.81
7.12
’22 2.10 0.07 0.81 1.36
4.35
’21 1.02 0.15 1.11 1.69
3.98
’20 1.31 1.11 1.35 0.50
4.27

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 84.96 97.21 114.78 139.44 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 127.58 133.01 167.74 178.26 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,904 2,020 2,150 2,371 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.67 0.70 0.74 0.73 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,273.00 1,410.90 1,585.50 1,740.40 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 73.06% 72.55% 73.79% 73.76% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 177.10 245.50 261.40 279.10 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.91% 17.40% 16.49% 16.04% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 155.90 259.20 284.20 333.30 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 371.30 392.10 421.40 452.30 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.96 39.52 44.29 48.61 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 4.41 7.13 7.80 9.14 ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.07 14.58 16.82 18.10 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (34.60) (46.07) (46.08) (36.17) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (19.53) (31.50) (29.26) (18.07) — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 57.33 63.67 68.13 101.54 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 35.40 35.70 35.80 35.80 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24.40 16.75 19.87 18.56 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.98 3.05 3.50 3.49 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.87 1.89 2.27 1.67 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.13 7.99 8.44 7.89 ‡‡‡‡ ‡‡‡‡ ‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (14.98) (10.02) (12.78) (21.22) — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 533.50 520.40 602.10 648.10 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1,224.70) (1,644.80) (1,649.50) (1,294.90) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (691.20) (1,124.40) (1,047.40) (646.80) — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 412.30 429.60 383.80 4,873.70 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7,006.80 7,399.10 8,225.70 12,533.90 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6,554.30 6,948.30 7,823.90 7,549.00 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,029.60 2,273.00 2,438.90 3,635.10 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.59% 2.38% 2.36% 2.16% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.48% 2.63% 2.88% 2.98% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.70% 11.82% 11.86% 10.79% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

GATX Corporation, a dominant force in railcar leasing, boasts impressive revenue growth—up 12% CAGR to $1.585 billion in 2024—with gross margins expanding to 74% and strong operational efficiency, even amid cyclical rail industry pressures. Earnings have rebounded sharply post-COVID, with EPS projected to climb from $7.80 to $10.74 by 2027, fueled by fleet utilization and potential acquisitions. Yet, this growth masks persistent challenges: ballooning debt over $8 billion, negative free cash flow of -$1.05 billion due to hefty $1.65 billion capex, and vulnerability to economic downturns, rising rates, and supply chain woes.

The balance sheet reveals leverage risks, with debt-to-equity implicitly over 3x and modest ROIC at 2.9%, while valuation multiples like PE at 19.9x suggest premiums vulnerable to mean reversion. Analyst targets imply modest 3-15% upside, tempered by execution hurdles in a softening trade environment. Insider activity raises red flags: zero buys and over $9 million in sells by top executives in recent months, signaling potential headwinds.

For conservative investors, GATX offers steady dividends in a resilient sector but demands caution—suitable as a 3-5% allocation, with close monitoring of Q1 2026 earnings for capex trends and debt metrics. Dive deeper into projections, historical correlations, and industry risks to assess if balance sheet fixes can unlock sustained upside.

Read full commentary →

GATX Corporation (GATX) Latest News

News by impact score

Fine-tune

11 Sep

4 , 9:15 AM
Mega infrastructure projects are multiplying and driving higher demand for rented rail and equipment fleets, positioning GATX to capture increased leasing volumes and utilization. Infrastructure buildout is expanding demand for GATX leased fleets and supporting stronger long-term utilization and revenue growth.

31 Jul

3 www.marketbeat.com, 5:04 AM
GATX held Q2 earnings call with highlights on financial results and outlook. Earnings highlights convey quarterly results and guidance with moderate effect on performance expectations.

30 Jul

4 , 8:15 PM
GATX raises 2026 guidance. Market questions whether 17% undervaluation assessment remains valid. Guidance increase signals stronger outlook likely to shift investor views and stock trajectory.

4 , 7:02 PM
GATX Corp posted record asset sales and announced a Wells Fargo deal in its Q2 2026 earnings call. Record asset sales combined with a major Wells Fargo partnership point to strengthened revenue and expanded leasing capacity.

4 , 5:09 PM
GATX upgraded 2026 earnings guidance after delivering strong Q2 results, drawing investor attention to the company's improved outlook and potential stock response. Upgraded 2026 earnings guidance after strong Q2 directly signals stronger future financial performance and shifts investor expectations for GATX.

3 , 3:10 PM
GATX Corporation missed Q2 CY2026 sales expectations. Quarterly sales miss signals potential operational challenges impacting near-term performance.

3 , 8:30 AM
GATX Corporation released its second-quarter 2026 financial results. Quarterly earnings reports directly influence stock valuation via updated financial metrics and guidance.

29 Jul

3 , 2:53 PM
GATX prepares to report quarterly earnings with attention on revenue, EPS, railcar utilization rates, lease pricing trends, and any updates to full-year guidance across its transportation segments. Earnings previews can shift near-term investor sentiment and valuation but rarely alter long-term fundamentals or strategy.

10 Jul

4 , 3:57 PM
GATX strengthens rail leasing operations via high fleet utilization and Wells Fargo portfolio integration. Fleet utilization gains plus portfolio integration drive major operational and competitive advances for GATX.

18 May

3 StockStory, 11:08 AM
GATX's Q1 earnings call drew analyst questions on railcar utilization, lease pricing, maintenance expenses, international expansion and capital spending plans amid variable freight demand. Q1 earnings discussion provides operational details likely to produce moderate shifts in near-term investor views on GATX performance.

12 May

3 , 1:08 AM
GATX Q1 earnings missed revenue targets, yet secondary market activity and integration efforts establish a constructive tone for the period. Q1 revenue miss impacts financials moderately, balanced by positive secondary market and integration developments.

11 May

4 StockStory, 7:48 AM
GATX Corporation shares plunged today amid negative developments impacting investor sentiment. Sharp share plunge reflects major negative news likely to alter GATX's market trajectory and long-term investor confidence.

10 May

3 www.marketbeat.com, 10:12 AM
GATX reported strong Q1 results with rail segment earnings up 15% year-over-year, fleet utilization at 99.5%, and raised full-year guidance amid favorable market conditions. Q1 earnings highlights show solid performance and raised guidance, moderately influencing financial trajectory and investor sentiment.

7 May

3 app.moby.co, 12:52 PM
GATX Corporation released Q1 2026 earnings call summary detailing quarterly financial results, operational performance, and forward-looking guidance. Q1 2026 earnings summary impacts GATX's financial performance and investor sentiment but remains a routine quarterly update.

3 transcript www.fool.com, 12:36 PM
GATX Corporation released the transcript of its Q1 2026 earnings call, detailing quarterly financial results, operational updates, and forward guidance. Q1 earnings call transcript covers financial performance and outlook, expected to moderately influence GATX's market sentiment and trajectory.

3 , 9:00 AM
GATX (NYSE:GATX) reported sales below analyst estimates in Q1 CY2026 earnings. Sales missing analyst estimates in Q1 highlights revenue weakness, moderately affecting financial performance and investor sentiment.

3 Business Wire, 8:30 AM
GATX Corporation reported first-quarter 2026 results, highlighting key financial metrics and operational performance for the period. Quarterly earnings results directly influence GATX's financial performance and investor sentiment but are routine disclosures without indicated major deviations.

14 Apr

4 Simply Wall St., 9:07 AM
GATX Corporation advances its narrative through railcar fleet growth and rising expectations from Brookfield Infrastructure. Railcar growth strengthens core operations while Brookfield expectations drive major strategic and investor momentum for GATX.

10 Apr

3 StockStory, 9:42 AM
GATX stock warrants selling for three key reasons, including potential headwinds in rail leasing demand, high valuation, and competitive pressures, while one alternative stock offers stronger growth prospects. Bearish analysis highlights operational risks and overvaluation in GATX, poised to moderately impact investor sentiment and near-term performance.

21 Mar

4 Insider Monkey, 8:51 AM
GATX Corporation strengthens its rail leasing business and boosts shareholder returns. Strengthening core rail leasing operations and boosting shareholder returns represent major strategic enhancements poised to significantly elevate financial performance and investor sentiment.

14 Mar

3 Simply Wall St., 3:09 AM
GATX narrative shifts as Brookfield upside potential clashes with valuation caution, prompting investor reevaluation amid mixed signals on growth and pricing risks. Brookfield upside offers moderate growth potential but valuation caution tempers significant trajectory changes.

13 Mar

4 Insider Monkey, 7:00 AM
GATX Corp. appears attractive to investors despite the Brookfield joint venture already being priced into its stock. Brookfield JV constitutes a major strategic partnership enhancing GATX's position, already reflected in pricing but underscoring broader investment appeal.

23 Feb

4 www.marketbeat.com, 12:07 PM
GATX Corporation released highlights from its Q4 earnings call, covering financial results, segment performance, and outlook. Q4 earnings call highlights detail financial achievements and forward guidance, poised to significantly shape GATX's trajectory and investor confidence.

4 Simply Wall St., 8:12 AM
GATX Corporation projects stronger 2025 results, higher payouts, and a larger fleet, potentially improving the investment case for its stock. Projections for stronger 2025 financials, elevated dividends, and fleet expansion represent major positive shifts likely to enhance GATX's trajectory and investor sentiment.

20 Feb

4 StockStory, 12:32 AM
GATX's Q4 results demonstrate growth powered by the Wells Fargo Rail acquisition and strong engine leasing performance. Wells Fargo Rail acquisition expands GATX's fleet and market position significantly.

19 Feb

4 GuruFocus.com, 6:03 PM
GATX Corp reported strong net income growth in Q4 2025 earnings call, alongside strategic advancements boosting financial performance. Strong net income growth and strategic initiatives signal significant positive shifts in GATX's financial trajectory and investor confidence.

4 app.moby.co, 4:32 PM
GATX Corporation released Q4 2025 earnings call summary detailing quarterly financial performance, railcar fleet utilization, lease rates, and outlook for 2026 amid strong demand and strategic investments. Q4 2025 earnings summary discloses financial results, fleet metrics, and forward guidance directly influencing GATX's valuation and market trajectory.

4 transcript www.fool.com, 12:50 PM
GATX Corporation released the transcript of its Q4 2025 earnings call, detailing quarterly financial results, operational updates, and future outlook. Q4 earnings call transcripts disclose financial results, guidance, and strategic plans that significantly influence investor sentiment and company trajectory.

4 , 8:48 AM
GATX Corporation released its Q4 earnings snapshot. Q4 earnings snapshots reveal key financial metrics that significantly shape GATX's market performance and investor outlook.

4 , 8:41 AM
GATX posted better-than-expected sales in Q4 CY2025. Better-than-expected Q4 sales indicate strong financial performance likely to enhance investor sentiment and stock trajectory.
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