GATX (GATX) Resumen de Acciones
GATX Corporation, junto con sus filiales, opera como empresa de arrendamiento de vagones en Estados Unidos, Canadá, México, Europa e India. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 1/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
GATX Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de GATX Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$169.67 |
| Máximo en las últimas 52 semanas | US$205.56 |
| Mínimo de 52 semanas | US$143.46 |
| Beta | 1.25 |
| Cambio en 1 mes | -13.68% |
| Variación en 3 meses | -14.53% |
| Cambio de 1 año | 17.59% |
| Variación en 3 años | 41.07% |
| Variación en 5 años | 71.97% |
| Variación desde la OPV | 1,853.04% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 11
GATX: Supply Constraints And Fleet Expansion Will Support Medium Term Upside Potential
Analysts have nudged their central price view on GATX higher, with the updated fair value estimate moving from $215.75 to $218.00, as they factor in recent target increases tied to the supply constrained railcar market and longer term fleet growth visibility. Analyst Commentary Recent Street research on GATX has centered on how the supply constrained railcar market and longer term fleet growth visibility feed into valuation, as well as whether these positives are already reflected in the stock price.Actualización de narrativa • Apr 26
GATX: Supply Constraints And Fleet Expansion Outlook Will Shape Balanced Risk Profile
Analysts have modestly raised their average price target on GATX to $215.75, citing what they view as attractive valuation following Citi's upgrade to Buy and Susquehanna's move to a $220 target, supported by their views on a supply constrained railcar market and long term fleet growth visibility. Analyst Commentary Recent research shows a mix of optimism and caution around GATX, with several firms fine tuning ratings and price targets as they reassess valuation and execution risks.Recent updates
Actualización de narrativa • May 11
GATX: Supply Constraints And Fleet Expansion Will Support Medium Term Upside Potential
Analysts have nudged their central price view on GATX higher, with the updated fair value estimate moving from $215.75 to $218.00, as they factor in recent target increases tied to the supply constrained railcar market and longer term fleet growth visibility. Analyst Commentary Recent Street research on GATX has centered on how the supply constrained railcar market and longer term fleet growth visibility feed into valuation, as well as whether these positives are already reflected in the stock price.Actualización de narrativa • Apr 26
GATX: Supply Constraints And Fleet Expansion Outlook Will Shape Balanced Risk Profile
Analysts have modestly raised their average price target on GATX to $215.75, citing what they view as attractive valuation following Citi's upgrade to Buy and Susquehanna's move to a $220 target, supported by their views on a supply constrained railcar market and long term fleet growth visibility. Analyst Commentary Recent research shows a mix of optimism and caution around GATX, with several firms fine tuning ratings and price targets as they reassess valuation and execution risks.Actualización de narrativa • Apr 12
GATX: Brookfield Joint Venture And Supply Constraints Will Support Future Fleet Expansion
Analysts have made a small upward adjustment to the GATX fair value estimate, increasing it by $0.25 to $215.75. This change reflects updated views on revenue growth, margins, and long term P/E expectations informed by recent price target changes and valuation calls on the stock.Actualización de narrativa • Mar 28
GATX: Brookfield Joint Venture Synergies Will Drive Future Railcar Fleet Expansion
Analysts have made only a modest adjustment to their outlook on GATX, with the latest price targets clustered around $210 to $220 as they balance previously highlighted benefits from the Brookfield joint venture synergies and a supply constrained railcar market against the current valuation. Analyst Commentary Recent commentary around GATX has become more balanced, with upbeat views on the company’s railcar positioning and joint venture economics offset by concerns that much of this story may already be reflected in the share price.Actualización de narrativa • Mar 12
GATX: Brookfield Synergies And Tight Railcar Supply Will Support Future Upside
Analysts have modestly raised their price targets on GATX into a $210 to $220 range, reflecting updated views that joint venture synergies and a tight railcar supply backdrop are already largely reflected in the share price, while still supporting longer term fleet growth potential. Analyst Commentary Bullish Takeaways Bullish analysts see the Brookfield joint venture as a key driver for long term fleet growth, with synergies already informing higher valuation frameworks.Actualización de narrativa • Feb 26
GATX: Brookfield Synergies And Railcar Tightness Will Support Re Rating Potential
GATX's analyst price target has increased from $208.50 to $215.50, as analysts weigh higher profit margin assumptions and updated P/E expectations against mixed views on valuation and on how fully Brookfield joint venture synergies and railcar market tightness are already reflected in the shares. Analyst Commentary Recent research on GATX highlights a split view, with some analysts focusing on growth opportunities tied to railcar supply conditions and joint venture benefits, while others question how much of that upside is already reflected in the current share price.Actualización de narrativa • Feb 12
GATX: Brookfield Joint Venture Will Test Fairly Valued Re Rating Expectations
Analysts have raised their GATX price targets by roughly $19 to $20, reflecting updated views that the Brookfield joint venture, related estimate revisions, and potential valuation re-rating support a higher implied value for the shares. Analyst Commentary Bullish analysts are responding to the Brookfield joint venture and related estimate revisions with higher price targets, pointing to a richer implied value for GATX if the company can execute on the partnership and supply side backdrop.Actualización de narrativa • Jan 29
GATX: Brookfield Joint Venture Is Expected To Support Higher Future Earnings Multiple
GATX's analyst price target has been raised by about $15 to $208.50, reflecting updated views on the Brookfield joint venture, revised assumptions for growth and margins, and a higher future P/E multiple that analysts consider more consistent with recent research commentary. Analyst Commentary Recent Street research on GATX has centered on the Brookfield joint venture, updated earnings models, and how these roll up into higher price targets and P/E assumptions.Actualización de narrativa • Jan 14
GATX: Brookfield Joint Venture And Supply Conditions Will Shape Earnings Outlook
Narrative Update on GATX The analyst price target for GATX has been raised by about $5, reflecting updated views on revenue, profitability and P/E assumptions. Analysts cite the Brookfield joint venture, expected synergies and tighter industry supply as key reasons for their revised outlook.Artículo de análisis • Dec 31
There's Reason For Concern Over GATX Corporation's (NYSE:GATX) Price
With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Artículo de análisis • Nov 07
Solid Earnings May Not Tell The Whole Story For GATX (NYSE:GATX)
The stock price didn't jump after GATX Corporation ( NYSE:GATX ) posted decent earnings last week. We did some digging...Seeking Alpha • Oct 24
Don't Let GATX Derail Your Portfolio
Summary GATX Corporation (GATX) remains a solid business with a strong dividend history, but current shares offer inferior returns versus risk-free Treasuries. Recent financials show revenue and net income growth, but rising long-term debt is a concern, though the dividend remains well covered at a 28% payout ratio. GATX's 1.5% dividend yield is far below the 4% Treasury yield, requiring unsustainable dividend growth to match risk-free cash flows over a decade. Given stretched stock valuations and superior risk-adjusted returns from Treasuries, I recommend avoiding GATX at current levels unless the yield rises significantly. Read the full article on Seeking AlphaActualización de narrativa • Sep 23
Expanding Rail Leasing North America And India Will Unlock Value
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.Actualización de narrativa • Sep 05
Expanding Rail Leasing North America And India Will Unlock Value
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.Artículo de análisis • Aug 01
GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts Think
The quarterly results for GATX Corporation ( NYSE:GATX ) were released last week, making it a good time to revisit its...Artículo de análisis • Jul 21
Should You Be Adding GATX (NYSE:GATX) To Your Watchlist Today?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Jun 14
Is GATX Corporation (NYSE:GATX) Potentially Undervalued?
GATX Corporation ( NYSE:GATX ), is not the largest company out there, but it saw significant share price movement...Artículo de análisis • May 26
We Like These Underlying Return On Capital Trends At GATX (NYSE:GATX)
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Seeking Alpha • Dec 26
After The Price Run, GATX Even Less Compelling Than Treasuries
Summary GATX's financial performance has been good, but its debt has increased by 88% over six years, raising concerns about sustainability. The company's dividend payout ratio is low, but massive investments and obligations suggest future dividend growth is unlikely to match Treasury yields. GATX's cash from operations is insufficient to cover investments and obligations without increasing debt, making dividend sustainability questionable. Despite recent stock gains, I urge caution as Treasuries offer more stable and superior risk-adjusted returns compared to GATX. Read the full article on Seeking Alpha
Nueva narrativa • Aug 30
Railcars And Engine Leasing Drive Stellar Growth, Despite Profitability Concerns
GATX's lease rate increases and term extensions suggest sustained high revenue and improved earnings stability from long-term income streams.Seeking Alpha • May 11
GATX Corporation: Not A Great Ride To Take
Summary Rail transportation accounts for a significant portion of US freight movement, with 28% of ton miles transported by rail. GATX Corporation owns a large fleet of railcars, and management has done well to put it to work as evidenced by high utilization rates. The company has seen growth in revenue, profits, and cash flows in recent years, but shares are currently considered fairly valued. Read the full article on Seeking AlphaRentabilidad de los accionistas
| GATX | US Trade Distributors | Mercado US | |
|---|---|---|---|
| 7D | -1.7% | -0.9% | 1.0% |
| 1Y | 17.6% | 20.4% | 28.7% |
Rentabilidad vs. Industria: Los resultados de GATX fueron inferiores a los de la industria US Trade Distributors, que obtuvo un rendimiento del 20.4% el año pasado.
Rentabilidad vs. Mercado: GATX obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.
Volatilidad de los precios
| GATX volatility | |
|---|---|
| GATX Average Weekly Movement | 4.1% |
| Trade Distributors Industry Average Movement | 7.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: GATX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de GATX (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1898 | 2,371 | Bob Lyons | www.gatx.com |
GATX Corporation, junto con sus filiales, opera como empresa de arrendamiento de vagones en Estados Unidos, Canadá, México, Europa e India. Opera a través de tres segmentos: Rail North America, Rail International y Engine Leasing. La empresa arrienda vagones cisterna y de mercancías, y locomotoras para las industrias petrolera, química, alimentaria/agrícola y de transporte.
Resumen de fundamentos de GATX Corporation
| Estadísticas fundamentales de GATX | |
|---|---|
| Capitalización bursátil | US$6.14b |
| Beneficios(TTM) | US$334.60m |
| Ingresos (TTM) | US$1.90b |
18.0x
Ratio precio-beneficio (PE)3.2x
Ratio precio-ventas (PS)¿Está GATX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de GATX | |
|---|---|
| Ingresos | US$1.90b |
| Coste de los ingresos | US$493.60m |
| Beneficio bruto | US$1.41b |
| Otros gastos | US$1.07b |
| Beneficios | US$334.60m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 9.42 |
| Margen bruto | 74.06% |
| Margen de beneficio neto | 17.59% |
| Ratio deuda/patrimonio | 341.5% |
¿Cómo se ha desempeñado GATX a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.6%
Rentabilidad actual por dividendo27%
Ratio de pagos¿Paga GATX dividendos fiables?
Ver historial de dividendos e índices de referencia de GATX| fechas de dividendos de GATX | |
|---|---|
| Fecha ex dividendo | Jun 15 2026 |
| Fecha de pago de dividendos | Jun 30 2026 |
| Días hasta ex dividendo | 23 days |
| Días hasta la fecha de pago de dividendos | 38 days |
¿Paga GATX dividendos fiables?
Ver historial de dividendos e índices de referencia de GATXAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 06:30 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
GATX Corporation está cubierta por 18 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Benjamin Mohr Mok | Citigroup Inc |
| John Hecht | Citizens JMP Securities, LLC |
| Kristine Kubacki | CLSA |