GATX Corporation

Report azionario NYSE:GATX

Capitalizzazione di mercato: US$6.0b

GATX Crescita futura

Criteri Future verificati 1/6

GATX prevede che gli utili e i ricavi cresceranno rispettivamente di 12.4% e 9.7% all'anno. Si prevede che l'EPS crescerà di 10.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 11.4% in 3 anni.

Informazioni chiave

12.4%

Tasso di crescita degli utili

10.30%

Tasso di crescita dell'EPS

Trade Distributors crescita degli utili14.4%
Tasso di crescita dei ricavi9.7%
Rendimento futuro del capitale proprio11.44%
Copertura analitica

Low

Ultimo aggiornamento11 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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
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Nuova narrazione • 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:GATX - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,516N/AN/AN/A2
12/31/20272,480414-5439174
12/31/20262,388361-5,0578844
3/31/20261,903335-4,821723N/A
12/31/20251,740328-684648N/A
9/30/20251,705308-531710N/A
6/30/20251,671314-732652N/A
3/31/20251,627284-978629N/A
12/31/20241,586279-1,072602N/A
9/30/20241,541269-1,236516N/A
6/30/20241,495233-1,114498N/A
3/31/20241,452251-1,134523N/A
12/31/20231,411254-1,145520N/A
9/30/20231,365238-1,024581N/A
6/30/20231,326215-869575N/A
3/31/20231,295156-744528N/A
12/31/20221,273156-722534N/A
9/30/20221,271169-605520N/A
6/30/20221,264180-626525N/A
3/31/20221,268182-460531N/A
12/31/20211,257143-623507N/A
9/30/20211,241100-638475N/A
6/30/20211,232108-697436N/A
3/31/20211,216140-738452N/A
12/31/20201,209150-432428N/A
9/30/20201,205175-401459N/A
6/30/20201,199164-325478N/A
3/31/20201,196187-306451N/A
12/31/20191,202181N/A463N/A
9/30/20191,258188N/A464N/A
6/30/20191,309198N/A478N/A
3/31/20191,361176N/A496N/A
12/31/20181,175191N/A509N/A
9/30/20181,357504N/A520N/A
6/30/20181,367506N/A480N/A
3/31/20181,366521N/A522N/A
12/31/20171,369502N/A497N/A
9/30/20171,378191N/A512N/A
6/30/20171,382238N/A612N/A
3/31/20171,392245N/A601N/A
12/31/20161,408257N/A629N/A
9/30/20161,425284N/A658N/A
6/30/20161,448228N/A584N/A
3/31/20161,455212N/A558N/A
12/31/20151,450205N/A542N/A
9/30/20151,473206N/A476N/A
6/30/20151,484217N/A473N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di GATX ( 12.4% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di GATX ( 12.4% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di GATX cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di GATX ( 9.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di GATX ( 9.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di GATX sarà basso tra 3 anni ( 11.4 %).

Scoprire le aziende in crescita

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1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 18:46
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

GATX Corporation è coperta da 18 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Benjamin Mohr MokCitigroup Inc
John HechtCitizens JMP Securities, LLC
Kristine KubackiCLSA