Update shared on23 Sep 2025
Fair value Increased 2.21%Analysts have raised their price target for GATX to $188.75, citing long-term growth drivers in leasing, upside from the Brookfield joint venture, and constrained supply supporting railcar fundamentals.
Analyst Commentary
- Bullish analysts see attractive long-term growth drivers in transportation equipment manufacturing, leasing, and shipping.
- The Brookfield joint venture is viewed as creating notable upside potential for GATX.
- Continued lease portfolio growth is highlighted as a positive catalyst.
- Improving railcar leasing fundamentals, driven by constrained supply, are expected to benefit GATX through at least 2026.
- The market is believed to underestimate the earnings boost from the Wells deal, with constrained new railcar production and high prices supporting elevated railcar sales.
What's in the News
- GATX Corporation 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 the ongoing program.
- GATX was added to multiple Russell growth and small cap indices, including the Russell 3000E Growth, Russell 3000 Growth, Russell Small Cap Comp Growth, Russell 2500 Growth, Russell 2000 Growth, and various related benchmarks and indices.
Valuation Changes
Summary of Valuation Changes for GATX
- The Consensus Analyst Price Target has risen slightly from $184.67 to $188.75.
- The Consensus Revenue Growth forecasts for GATX has significantly risen from 4.9% per annum to 5.5% per annum.
- The Future P/E for GATX has risen slightly from 21.17x to 21.63x.
Disclaimer
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