GATX Corporation
GATX
NYSE·Industrials·Rental & Leasing Services·Mkt cap $6.3B
$177.60
▼ -0.47%
P/E
17.57
Mkt Cap
$6.3B
52-Wk Range
$150.42–$205.56
52-Week Range
$150.42 - $205.56
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 7.5% over the trailing year
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
+3.5% over 3m
Quality
Strong
Strong fundamentals
Dividend
Modest
1.42% yield
Smart-money signal
Who's buying GATX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 20, 2026
JUL 30, 2026
Reported EPS of $2.84 vs $2.46 consensus (+15.4% surprise). Revenue of $580.1M vs $598.8M expected (-3.1%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+15.4%
Revenue trend · last 8Q
—
+12%
+11%
+11%
+8%
+9%
+38%
+35%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$405.4M
$413.5M
$421.6M
$430.5M
$439.3M
$449.0M
$583.7M
$580.1M
Margins · last 8Q
Gross
0.0%
Operating
0.0%
Profit
17.8%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Citi · Jul 13, 2026
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.
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