GATX（GATX）株式概要
GATXコーポレーションはその子会社とともに、米国、カナダ、メキシコ、欧州、インドで鉄道車両リース会社を運営している。 詳細
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Analyst Price Targets
GATX Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$173.11 |
| 52週高値 | US$205.56 |
| 52週安値 | US$148.20 |
| ベータ | 1.19 |
| 1ヶ月の変化 | -11.29% |
| 3ヶ月変化 | -3.23% |
| 1年変化 | 11.39% |
| 3年間の変化 | 37.28% |
| 5年間の変化 | 78.35% |
| IPOからの変化 | 1,892.63% |
最新ニュース
ナラティブの更新 • Jun 02
GATX: Wells Fargo Fleet Integration And Tight Railcar Supply Will Support Upside
Analysts have raised their GATX price targets by approximately $8 to $11, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research updates on GATX focus on how its valuation lines up with revised assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E levels.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • Jun 02
GATX: Wells Fargo Fleet Integration And Tight Railcar Supply Will Support Upside
Analysts have raised their GATX price targets by approximately $8 to $11, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research updates on GATX focus on how its valuation lines up with revised assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E levels.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...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
新しいナラティブ • 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株主還元
| GATX | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | 1.5% | 2.8% | -0.1% |
| 1Y | 11.4% | 22.1% | 26.3% |
業界別リターン: GATX過去 1 年間で22.1 % の収益を上げたUS Trade Distributors業界を下回りました。
リターン対市場: GATXは、過去 1 年間で26.3 % のリターンを上げたUS市場を下回りました。
価格変動
| GATX volatility | |
|---|---|
| GATX Average Weekly Movement | 4.2% |
| Trade Distributors Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: GATX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GATXの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1898 | 2,371 | Bob Lyons | www.gatx.com |
GATXコーポレーションはその子会社とともに、米国、カナダ、メキシコ、欧州、インドで鉄道車両リース会社を運営している。3つのセグメントで事業を展開している：北米鉄道（Rail North America）、国際鉄道（Rail International）、機関車リース（Engine Leasing）。同社は石油、化学、食品／農業、運輸業界向けにタンク貨車、貨車、機関車をリースしている。また、鉄道車両の車内清掃、車体や安全装置の定期保守・修理、規制遵守作業、ホイールセットの交換、車内ブラストとライニング、車外ブラストと塗装、車両のステンシル・サービスなどの保守サービスも提供している。さらに、民間航空機用ジェットエンジンの製造および航空機用予備エンジンのリース、化学、産業ガス、エネルギー、食品、低温・製薬産業、輸送・物流、タンクコンテナ事業者にリースするタンクコンテナの所有・管理、タンクコンテナのリース、リマーケティング、検査・保守サービスも行っている。2025年12月31日現在、約15万6,000両の鉄道車両、567両の4軸機関車と60両の6軸機関車、456機の航空機用予備エンジン、2万5,602個のタンクコンテナを所有・運営している。GATXコーポレーションは1898年に設立され、イリノイ州シカゴに本社を置いている。
GATX Corporation 基礎のまとめ
| GATX 基礎統計学 | |
|---|---|
| 時価総額 | US$5.92b |
| 収益（TTM） | US$334.60m |
| 売上高(TTM) | US$1.90b |
18.4x
PER（株価収益率3.2x
P/SレシオGATX は割高か？
公正価値と評価分析を参照収益と収入
| GATX 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.90b |
| 売上原価 | US$493.60m |
| 売上総利益 | US$1.41b |
| その他の費用 | US$1.07b |
| 収益 | US$334.60m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 9.42 |
| グロス・マージン | 74.06% |
| 純利益率 | 17.59% |
| 有利子負債／自己資本比率 | 341.5% |
GATX の長期的なパフォーマンスは？
過去の実績と比較を見る| GATX 配当日 | |
|---|---|
| 配当落ち日 | Jun 15 2026 |
| 配当支払日 | Jun 30 2026 |
| 配当落ちまでの日数 | 10 days |
| 配当支払日までの日数 | 25 days |
GATX 配当は確実ですか？
GATX 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/04 05:34 |
| 終値 | 2026/06/04 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
GATX Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| Benjamin Mohr Mok | Citigroup Inc |
| John Hecht | Citizens JMP Securities, LLC |
| Kristine Kubacki | CLSA |