GATX
GATX CORP
Next earnings Jul 27, 2026 · consensus $2.56 EPS, $610M rev
Last earnings -8.3% on 2026-05-07
$182.26
▲ +0.34%$182.26▲ +19.22%
over 1Y
L $147.07EODHDH $200.00
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.3%
1W+1.4%
1M+6.2%
3M+9.2%
YTD+7.5%
1Y+19.2%
Buy
Conviction
Horizon
Long (>12mo)
12-mo target
$•••
Street · 11 analysts
Buy
Durable railcar-leasing compounder with steady high-teens earnings growth and a major fleet expansion, but leverage just jumped — buy with eyes open.
Revenue $1.74B · FY2025
The read
Quality fundamentals and an attractive price line up (~51% below fair value) — the rarer case where both the business and the entry look good.
GATX is a global lessor of railcars, aircraft spare engines and other transportation assets — a long-duration, contract-backed business that compounds through lease rates, fleet utilization and disciplined asset acquisition. The track record is consistent: revenue grew 9.8% to $1.74B and net income rose 17.3% to $333M (a 19.2% net margin), continuing a steady multi-year climb from $143M in FY2021. Operating cash flow of $648M (+7.6%) supports a reliable dividend ($89.8M, +5.9%) and increased buybacks ($65M). Returns are solid at a 12.1% ROE.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.26B | $1.27B | $1.41B | $1.59B | $1.74B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $143M | $156M | $259M | $284M | $333M |
| Diluted EPS | $3.98 | $4.35 | $7.12 | $7.78 | $9.12 |
| Net margin | 11.4% | 12.2% | 18.4% | 17.9% | 19.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)1.16
Earnings yield5.2%
FCF yield-15.7%
Quality & risk
ROIC (est.)—
Free cash flow-$1.02B
Total debt$12.5B
Net cash-$11.8B
Piotroski F-Score4/7
Capital returns
Buyback yield1.0%
Dividend yield (est.)1.4%
Shareholder yield2.4%
Shares Δ YoY-0.3%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗11-KPeriod ending 2025-12-312026-06-26open ↗11-KPeriod ending 2025-12-312026-06-26open ↗8-KPeriod ending 2026-05-212026-05-21open ↗SCHEDULE 13G/AFiling2026-05-15open ↗S-8Filing2026-05-08open ↗10-QPeriod ending 2026-03-312026-05-07open ↗8-KPeriod ending 2026-05-072026-05-07open ↗4Period ending 2026-05-012026-05-05open ↗4Period ending 2026-05-012026-05-05open ↗4Period ending 2026-05-012026-05-05open ↗4Period ending 2026-05-012026-05-05open ↗4Period ending 2026-05-012026-05-05open ↗
Frequently asked
- Is GATX CORP (GATX) a buy?
- GATX currently carries a Buy rating with 3/5 conviction, derived from its latest SEC filings. Durable railcar-leasing compounder with steady high-teens earnings growth and a major fleet expansion, but leverage just jumped — buy with eyes open.
- What is GATX's fair value?
- A Modified-Graham model based on GATX's SEC fundamentals estimates a fair value of about $275.64. It is an estimate from reported earnings, not a price target.
- Is GATX overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, GATX currently appears undervalued relative to its SEC-grounded earnings power.
- What is GATX CORP's quality score?
- GATX scores 77.85294117647058/100 (grade B+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0000040211, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:55:40 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.