Analysts maintain a constructive outlook on GATX, citing strong railcar leasing fundamentals, constrained supply, elevated lease rates, and underestimated earnings contribution from the Wells acquisition, resulting in the consensus price target holding steady at $184.67.
Analyst Commentary
- Bullish analysts cite improving railcar leasing fundamentals as supporting a higher price target.
- Constrained railcar supply and continued high new car prices are expected to sustain elevated lease rates and sales into 2026.
- The market is underestimating the positive earnings impact from the Wells acquisition.
- Limited new railcar production is anticipated to maintain favorable pricing dynamics for lessors like GATX.
- Upgraded outlook reflects confidence in sustained demand and pricing power within the railcar industry.
What's in the News
- GATX raised full-year 2025 earnings guidance to $8.50–$8.90 per diluted share.
- The company repurchased 103,891 shares for $15.16 million in Q2 2025, completing a total buyback of 2,898,721 shares (8.09%) for $251.94 million under its ongoing program.
- GATX was added to multiple Russell Growth indices, including the Russell 2000, 2500, 3000, 3000E, and Small Cap Comp Growth benchmarks.
Valuation Changes
Summary of Valuation Changes for GATX
- The Consensus Analyst Price Target remained effectively unchanged, at $184.67.
- The Discount Rate for GATX remained effectively unchanged, moving only marginally from 9.02% to 9.01%.
- The Future P/E for GATX remained effectively unchanged, at 21.16x.
Disclaimer
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