GATX Corporation(GATX)Earnings, Financials & Key Ratios

GATX•NYSE

$174.17

19.1× P/E·Price updated Jul 7, 2026

SectorIndustrials IndustryRental & Leasing Sub-IndustryRail and intermodal equipment leasing

AboutGATX Corporation operates as railcar leasing company in the United States and internationally. The company operates through three segments: Rail North America, Rail International, and Portfolio Management. It leases tank and freight railcars, and locomotives for petroleum, chemical, food/agriculture, and transportation industries. The company also offers services, including the interior cleaning of railcars, routine maintenance and repair of car body and safety appliances, regulatory compliance works, wheelset replacements, interior blast and lining operations, exterior blast and painting, and car stenciling. In addition, it leases aircraft spare engines, directly-owned aircraft spare engines, and five liquefied gas-carrying vessels, as well as manages portfolios of assets for third parties. The company owns a fleet of approximately 147,000 railcars; 539 four-axle and 29 six-axle locomotives; and 5 vessels. GATX Corporation was founded in 1898 and is headquartered in Chicago, Illinois.Show more

Revenue$1.74B+9.8%
EBITDA$986M+10.2%
Net Income$333M+17.3%
EPS (Diluted)9.12+17.2%
Gross Margin48.58%+1.2%
EBITDA Margin56.68%+0.4%
Operating Margin30.69%+2.7%
Net Margin19.15%+6.8%
ROE10.97%-9.0%

GATX Price & Volume

GATX Corporation (GATX) stock price & volume — 10-year historical chart

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Aggressive Fleet Expansion Drives Unprecedented Revenue Growth

Investment Thesis • Updated 2026Q1

VerdictNeutral

Growth:Accelerating

Profitability:Strong

Financial:Mixed

Cash Flow:Mixed

Primary Risk:Aggressive capital expenditure intensity

Key Thesis Takeaways

GATX is currently executing an aggressive capital deployment strategy, evidenced by a 38.4% year-over-year revenue surge in 2026Q1, aimed at scaling its industrial leasing footprint.
While the company maintains resilient operating margins of 29.7%, investors should monitor the potential long-term profitability impact of recent gross margin compression to 45.6%.
The firm's reliance on heavy capital expenditure, which resulted in a $4.3 billion cash outflow in 2026Q1, necessitates a cautious approach regarding the sustainability of its current debt-to-equity ratio of 3.45.

Verdict Logic

while the 38.4% revenue growth is impressive, the significant $4.3 billion cash outflow and elevated debt-to-equity ratio of 3.45 warrant further investigation into the long-term return on invested capital.

GATX Growth Metrics

GATX Corporation (GATX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years1.84%

5 Years7.55%

3 Years10.99%

TTM16.92%

Profit CAGR

10 Years4.97%

5 Years17.11%

3 Years28.82%

TTM17.92%

EPS CAGR

10 Years6.88%

5 Years16.89%

3 Years27.99%

TTM17.97%

Return on Capital

10 Years4.02%

5 Years3.74%

3 Years3.96%

Last Year4.07%

GATX Recent Earnings

GATX Corporation (GATX) EPS & revenue vs analyst estimates — last 4 quarters

Full history →

●Beat EPS 8/12 qtrs (67%)●Beat Revenue 9/12 qtrs (75%)

Q2 2026Latest

May 7, 2026

Metric

Actual

Est

EPS

$2.35+3.1%

$2.28

Rev

$584M-2.7%

$600M

Q1 2026

Feb 19, 2026

Metric

Actual

Est

EPS

$2.44+0.8%

$2.42

Rev

$449M+0.9%

$445M

Q4 2025

Oct 21, 2025

Metric

Actual

Est

EPS

$2.10-9.5%

$2.32

Rev

$439M+0.8%

$436M

Q3 2025

Jul 29, 2025

Metric

Actual

Est

EPS

$2.06-10.8%

$2.31

Rev

$431M+0.1%

$430M

Quarter	Date	EPS (Act vs Est)	Revenue (Act vs Est)
Q2 2026Latest	May 7, 2026	$2.35vs $2.28+3.1%	$584Mvs $600M-2.7%
Q1 2026	Feb 19, 2026	$2.44vs $2.42+0.8%	$449Mvs $445M+0.9%
Q4 2025	Oct 21, 2025	$2.10vs $2.32-9.5%	$439Mvs $436M+0.8%
Q3 2025	Jul 29, 2025	$2.06vs $2.31-10.8%	$431Mvs $430M+0.1%

Based on last 12 quarters of dataView full earnings history →

Latest GATX News

Recent stock market news and headlines for GATX Corporation (GATX)

Seeking Alpha·Jun 16, 2026

GATX: Own The Railcars For A Long-Term Winning Investment

GATX Corporation is a durable, slow-growing railcar lessor benefiting from structural supply constraints and favorable leasing economics. The Wells Fargo Rail fleet acquisition doubled GATX's assets, with integration costs pressuring near-term margins but expected synergies and efficiency gains by 2026. GATX trades at a 22% discount to peers (17.4x forward P/E), with a fair value estimate of $213/share and a stable, diversified customer base.

Peers Comparison

Key metrics vs top competitors for GATX Corporation (GATX)

Full Screener →

Company	Price	Market Cap	P/E Ratio	Rev Growth (1Y)	Net Margin	ROE	Div Yield
GATXGATX CorporationCurrent	$174.17	$6.18B	19.10	9.77%	19.15%	10.97%	1.44%
CAICaris Life Sciences, Inc.	$17.47	$4.94B	-9.19	96.97%	3.75%	6.47%	—
RAILFreightCar America, Inc.	$8.08	$257M	7.41	-10.45%	6.25%	—	—
TRNTrinity Industries, Inc.	$33.93	$2.71B	11.12	-29.95%	12.37%	21.27%	—
GBXThe Greenbrier Companies, Inc.	$45.78	$1.42B	7.21	-8.66%	3.89%	5.93%	—
WABWestinghouse Air Brake Technologies Corporation	$259.19	$43.98B	37.95	7.51%	10.52%	10.9%	—

Compare GATX vs Peers

GATX Corporation (GATX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs CAI

Most directly comparable listed peer for GATX.

Scale Benchmark

vs UNP

Larger-name benchmark to compare GATX against a more recognizable public peer.

Peer Set

Compare Top 5

vs CAI, RAIL, TRN, GBX

GATX SEC Filings & Documents

GATX Corporation (GATX) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

Material company update

May 7, 2026·SEC

Material company update

Apr 28, 2026·SEC

Material company update

Mar 16, 2026·SEC

10-K Annual Reports

FY 2026

Feb 19, 2026·SEC

FY 2025

Feb 19, 2025·SEC

10-Q Quarterly Reports

FY 2026

May 7, 2026·SEC

FY 2025

Oct 30, 2025·SEC

FY 2025

Jul 29, 2025·SEC

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GATX Frequently Asked Questions

GATX Corporation (GATX) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

What is GATX Corporation's revenue?

GATX Corporation (GATX) reported $1.90B in revenue for fiscal year 2025. This represents a 35% increase from $1.41B in 1996.

How fast is GATX Corporation growing?

GATX Corporation (GATX) grew revenue by 9.8% over the past year. This is steady growth.

Is GATX profitable?

Yes, GATX Corporation (GATX) is profitable, generating $340.2M in net income for fiscal year 2025 (19.2% net margin).

Dividend & Returns

Does GATX pay dividends?

Yes, GATX Corporation (GATX) pays a dividend with a yield of 1.44%. This makes it attractive for income-focused investors.

What is GATX's return on equity?

GATX Corporation (GATX) has a return on equity (ROE) of 11.0%. This is reasonable for most industries.

What is GATX Corporation's free cash flow?

GATX Corporation (GATX) had negative free cash flow of $4.82B in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in GATX back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →

Quarter

Date

EPS (Act vs Est)

Revenue (Act vs Est)

Q2 2026Latest

May 7, 2026

$2.35vs $2.28+3.1%

$584Mvs $600M-2.7%

Q1 2026

Feb 19, 2026

$2.44vs $2.42+0.8%

$449Mvs $445M+0.9%

Q4 2025

Oct 21, 2025

$2.10vs $2.32-9.5%

$439Mvs $436M+0.8%

Q3 2025

Jul 29, 2025

$2.06vs $2.31-10.8%

$431Mvs $430M+0.1%

Company

Price

Market Cap

P/E Ratio

Rev Growth (1Y)

Net Margin

ROE

Div Yield

GATXGATX CorporationCurrent

$174.17

$6.18B

19.10

9.77%

19.15%

10.97%

1.44%

CAICaris Life Sciences, Inc.

$17.47

$4.94B

-9.19

96.97%

3.75%

6.47%

—

RAILFreightCar America, Inc.

$8.08

$257M

7.41

-10.45%

6.25%

—

TRNTrinity Industries, Inc.

$33.93

$2.71B

11.12

-29.95%

12.37%

21.27%

—

GBXThe Greenbrier Companies, Inc.

$45.78

$1.42B

7.21

-8.66%

3.89%

5.93%

—

WABWestinghouse Air Brake Technologies Corporation

$259.19

$43.98B

37.95

7.51%

10.52%

10.9%

—