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GATX

GATX Corporation

GATX

NYSE·Industrials·Rental & Leasing Services·Mkt cap $6.1B

$169.21

▼ -1.47%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$148.20 - $205.56

P/E

18.16

Fwd P/E

16.85

Beta

1.19

Div Yield

1.48%

Avg Vol

232.8K

Shares Out

35.5M

Mkt Cap

$6.1B

Price action

Price chart

Up 8.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

5 reasons

  • Massive fleet scale with ~147,000 railcars providing operational efficiency and market dominance
  • Integrated maintenance and service capabilities creating customer lock-in and recurring revenue
  • Long-term lease contracts providing predictable, stable cash flows and revenue visibility
  • Diversified customer base across essential industries (petroleum, chemicals, food/agriculture)
  • 125+ year operating history and established relationships with major transportation companies
▼

Bear Case

1 risk

  • Average volatility.

Growth

Moderate growth ahead

Increased demand for specialized tank cars driven by energy transition and chemical transport needs

Value

Attractively priced below Rental & Leasing peer average

Momentum

Stable

-1.5% over 3m

Quality

Strong

Excellent business quality

Dividend

Modest

1.48% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 21, 2026

“
Q2 26 RECAP

MAY 7, 2026

Reported EPS of $2.35 vs $2.28 consensus (+3.1% surprise). Revenue of $583.7M vs $599.8M expected (-2.7%).

EPS beat +3.1%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+3.1%

Next: Apr 21, 2026

Revenue trend · last 8Q

—

—

+12%

+11%

+11%

+8%

+9%

+38%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$386.7M

$405.4M

$413.5M

$421.6M

$430.5M

$439.3M

$449.0M

$583.7M

Margins · last 8Q

Gross

—

Operating

—

Profit

14.7%

View full earnings history →

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

$220.00

▲ +30.0% vs $169.21

Low $218.00
Median $220.00
High $222.00

Latest: Susquehanna · $218.00 · May 8, 2026

2 analysts covering

View full analyst page →

vs Industry

How GATX stacks vs Rental & Leasing Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.