View ValuationGATX 将来の成長Future 基準チェック /16GATX利益と収益がそれぞれ年間12.4%と9.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.4% 10.3%なると予測されています。主要情報12.4%収益成長率10.30%EPS成長率Trade Distributors 収益成長14.2%収益成長率9.7%将来の株主資本利益率11.44%アナリストカバレッジLow最終更新日11 May 2026今後の成長に関する最新情報Price Target Changed • Jan 16Price target increased by 7.7% to US$204Up from US$189, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$179. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$8.83 for next year compared to US$7.80 last year.お知らせ • Oct 21GATX Corporation Reiterates Earnings Guidance for the Year 2025GATX Corporation reiterated earnings guidance for the year 2025. For the year, the company reiterated 2025 full-year earnings to be in the range of $8.50–$8.90 per diluted share.分析記事 • Aug 01GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts ThinkThe quarterly results for GATX Corporation ( NYSE:GATX ) were released last week, making it a good time to revisit its...お知らせ • Jul 29GATX Corporation Raises Earnings Guidance for the Full Year 2025GATX Corporation raised earnings guidance for the full year 2025. For the year, the company expects earnings to be in the range of $8.50–$8.90 per diluted share.お知らせ • Apr 23GATX Corporation Reiterates Earnings Guidance for the Year 2025GATX Corporation reiterated earnings guidance for the year 2025. For the year, the company expects full year earnings to be $8.30–$ 8.70 per diluted share.お知らせ • Jan 24GATX Corporation Provides Earnings Guidance for the Year 2025GATX Corporation provided earnings guidance for the year 2025. The company expects 2025 earnings to be in the range of $8.30 to $8.70 per diluted share.すべての更新を表示Recent updatesライブニュース • May 18GATX Earnings Beat but Revenue Miss and Shares Drop as Railcar Expansion AdvancesGATX posted Q1 2026 earnings per share of $2.35, slightly ahead of analyst expectations by $0.03, while revenue of $583.7m came in below the $599.8m consensus despite a 38.4% year-over-year increase. Operating margins reached 58.7% compared with 32.1% a year earlier, supported by stronger profitability and Adjusted EBITDA that was above forecasts, including $50m in asset disposition gains tied to integrating the Wells Fargo rail operating lease fleet. The company reported higher profits in both Rail North America and Rail International, a 22.3% Lease Price Index increase on renewals, progress on integrating roughly 300 new customer accounts, and reiterated full-year EPS guidance of $9.50 to $10.10. The stock declined about 7% following the release, and recent insider activity consisted only of stock sales. The mix of an earnings beat, revenue shortfall and higher margins points to efficiency gains and integration benefits, while also highlighting some pressure on top-line expectations that you may want to watch. The large joint venture acquisition of about 105,000 railcars and the absence of recent insider purchases add extra variables for you to consider when weighing growth ambitions against execution and governance risks.New Risk • May 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 40% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.3x net interest cover). High level of non-cash earnings (40% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.ナラティブの更新 • May 11GATX: Supply Constraints And Fleet Expansion Will Support Medium Term Upside PotentialAnalysts 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.Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$2.40 (up from US$2.15 in 1Q 2025). Revenue: US$583.7m (up 38% from 1Q 2025). Net income: US$85.5m (up 11% from 1Q 2025). Profit margin: 15% (down from 18% in 1Q 2025). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.Declared Dividend • Apr 29Fourth quarter dividend of US$0.66 announcedShareholders will receive a dividend of US$0.66. Ex-date: 15th June 2026 Payment date: 30th June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.ナラティブの更新 • Apr 26GATX: Supply Constraints And Fleet Expansion Outlook Will Shape Balanced Risk ProfileAnalysts 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.お知らせ • Apr 25GATX Corporation Declares Quarterly Dividend, Payable on June 30, 2026The board of directors of GATX Corporation declared a quarterly dividend of $0.66 per common share, payable June 30, 2026, to shareholders of record on June 15, 2026. This quarterly dividend is unchanged from the prior quarter.お知らせ • Apr 14GATX Corporation to Report Q1, 2026 Results on May 07, 2026GATX Corporation announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 07, 2026ナラティブの更新 • Apr 12GATX: Brookfield Joint Venture And Supply Constraints Will Support Future Fleet ExpansionAnalysts 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 28GATX: Brookfield Joint Venture Synergies Will Drive Future Railcar Fleet ExpansionAnalysts 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.お知らせ • Mar 16GATX Corporation, Annual General Meeting, Apr 24, 2026GATX Corporation, Annual General Meeting, Apr 24, 2026.ナラティブの更新 • Mar 12GATX: Brookfield Synergies And Tight Railcar Supply Will Support Future UpsideAnalysts 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 26GATX: Brookfield Synergies And Railcar Tightness Will Support Re Rating PotentialGATX'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.Declared Dividend • Feb 22Fourth quarter dividend of US$0.66 announcedShareholders will receive a dividend of US$0.66. Ex-date: 2nd March 2026 Payment date: 31st March 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$9.31 (up from US$7.80 in FY 2024). Revenue: US$1.74b (up 9.8% from FY 2024). Net income: US$333.3m (up 19% from FY 2024). Profit margin: 19% (up from 18% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.お知らせ • Feb 20+ 1 more updateGATX Corporation Increases Quarterly Dividend, Payable on March 31, 2026On February 18, 2026, the board of directors of GATX Corporation declared a quarterly dividend of $0.66 per common share, payable on March 31, 2026, to shareholders of record as of March 2, 2026.お知らせ • Feb 19GATX Corporation (NYSE:GATX) announces an Equity Buyback for $300 million worth of its shares.GATX Corporation (NYSE:GATX) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its common stock.ナラティブの更新 • Feb 12GATX: Brookfield Joint Venture Will Test Fairly Valued Re Rating ExpectationsAnalysts 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 29GATX: Brookfield Joint Venture Is Expected To Support Higher Future Earnings MultipleGATX'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.お知らせ • Jan 20GATX Corporation to Report Q4, 2025 Results on Feb 19, 2026GATX Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026Price Target Changed • Jan 16Price target increased by 7.7% to US$204Up from US$189, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$179. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$8.83 for next year compared to US$7.80 last year.ナラティブの更新 • Jan 14GATX: Brookfield Joint Venture And Supply Conditions Will Shape Earnings OutlookNarrative 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 31There's Reason For Concern Over GATX Corporation's (NYSE:GATX) PriceWith a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...Upcoming Dividend • Dec 08Upcoming dividend of US$0.61 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.4%).分析記事 • Nov 07Solid 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...Declared Dividend • Nov 03Third quarter dividend of US$0.61 announcedShareholders will receive a dividend of US$0.61. Ex-date: 15th December 2025 Payment date: 31st December 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 31GATX Corporation Declares Quarterly Dividend, Payable on December 31, 2025The board of directors of GATX Corporation declared a quarterly dividend of $0.61 per common share, payable December 31, 2025, to shareholders of record on December 15, 2025. This quarterly dividend is unchanged from the prior quarter.Seeking Alpha • Oct 24Don't Let GATX Derail Your PortfolioSummary 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 AlphaReported Earnings • Oct 21Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$2.29 (down from US$2.44 in 3Q 2024). Revenue: US$439.3m (up 8.4% from 3Q 2024). Net income: US$82.2m (down 6.1% from 3Q 2024). Profit margin: 19% (down from 22% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.お知らせ • Oct 21GATX Corporation Reiterates Earnings Guidance for the Year 2025GATX Corporation reiterated earnings guidance for the year 2025. For the year, the company reiterated 2025 full-year earnings to be in the range of $8.50–$8.90 per diluted share.お知らせ • Oct 02GATX Corporation to Report Q3, 2025 Results on Oct 21, 2025GATX Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 21, 2025ナラティブの更新 • Sep 23Expanding Rail Leasing North America And India Will Unlock ValueAnalysts 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.Upcoming Dividend • Sep 08Upcoming dividend of US$0.61 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.4%).ナラティブの更新 • Sep 05Expanding Rail Leasing North America And India Will Unlock ValueAnalysts 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 01GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts ThinkThe quarterly results for GATX Corporation ( NYSE:GATX ) were released last week, making it a good time to revisit its...Reported Earnings • Jul 29Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$2.10 (up from US$1.22 in 2Q 2024). Revenue: US$430.5m (up 11% from 2Q 2024). Net income: US$75.5m (up 73% from 2Q 2024). Profit margin: 18% (up from 11% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 17% per year.お知らせ • Jul 29GATX Corporation Raises Earnings Guidance for the Full Year 2025GATX Corporation raised earnings guidance for the full year 2025. For the year, the company expects earnings to be in the range of $8.50–$8.90 per diluted share.Declared Dividend • Jul 28First quarter dividend of US$0.61 announcedShareholders will receive a dividend of US$0.61. Ex-date: 15th September 2025 Payment date: 30th September 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 24GATX Corporation Declares Quarterly Dividend, Payable September 30, 2025The board of directors of GATX Corporation declared a quarterly dividend of $0.61 per common share, payable September 30, 2025, to shareholders of record on September 15, 2025.分析記事 • Jul 21Should 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...お知らせ • Jul 15GATX Corporation Adds Robert S. Wetherbee to Board of DirectorsGATX Corporation has announced the election of Robert “Bob” S. Wetherbee to its board of directors, where he will also serve on the Audit and Compensation Committees. With Mr. Wetherbee's appointment, the GATX board now comprises nine members, including eight independent directors. Mr. Wetherbee, 65, is executive chairman of ATI Inc. He became president and chief executive officer of ATI in January 2019 and was named board chair in May 2021. He’s held his current position since July 2024. Mr. Wetherbee joined ATI in 2010 and served as president of its Tungsten Materials and Flat Rolled Products businesses. Mr. Wetherbee served in a variety of key leadership roles over 29 years at Alcoa Inc. as well as at Minerals Technologies Inc. and Metalspectrum.com, an industry-led e-commerce marketplace. Mr. Wetherbee currently serves on the board of directors of Commercial Metals Company, a global manufacturer, recycler and marketer of steel and metal products, related materials and services, and he has served as board chair since September 2024. Mr. Wetherbee holds a Bachelor of Science degree in industrial administration with an emphasis in accounting from Iowa State University.お知らせ • Jul 02GATX Corporation to Report Q2, 2025 Results on Jul 29, 2025GATX Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 29, 2025分析記事 • Jun 14Is GATX Corporation (NYSE:GATX) Potentially Undervalued?GATX Corporation ( NYSE:GATX ), is not the largest company out there, but it saw significant share price movement...Recent Insider Transactions Derivative • Jun 06Insider exercised options and sold US$1.3m worth of stockOn the 3rd of June, Paul Titterton exercised 19k options at a strike price of around US$77.07 and sold these shares for an average price of US$149 per share. This trade did not impact their existing holding. Since March 2025, Paul has owned 10.47k shares directly. Company insiders have collectively sold US$2.6m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 31GATX Corporation (NYSE:GATX) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) entered into a definitive agreement to acquire Rail Assets of Wells Fargo & Company (NYSE:WFC) for $4.4 billion.GATX Corporation (NYSE:GATX) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) entered into a definitive agreement to acquire Rail Assets of Wells Fargo & Company (NYSE:WFC) for $4.4 billion on May 29, 2025. The sale includes Wells Fargo's entire portfolio of rail operating lease assets. Wells Fargo Securities, LLC, BofA Securities, MUFG Bank Ltd., and Sumitomo Mitsui Banking Corporation (SMBC) are providing the joint venture with a fully underwritten $3.2 billion 5-year unsecured term loan and a $250 million unsecured revolving credit facility. The transaction is subject to customary closing conditions, including required regulatory approvals and clearances, and it is expected to close in the first quarter of 2026 or sooner. Wells Fargo Securities, LLC served as exclusive financial advisor, and Simpson Thacher & Bartlett, LLP served as legal counsel to Wells Fargo in connection with the transaction. BofA Securities acted as the sole financial advisor to GATX and Brookfield Infrastructure. Mayer Brown is serving as legal counsel to GATX. Otness, Eric C, Perez, Ralph E, Brill, Jeffrey A, Reed, Michael, Romero, Jeff A, Wagener, David M, Schwartz, Kenneth B, Moniri, Aryan, Kumayama, Ken D of Skadden, Arps, Slate, Meagher & Flom LLP is serving as legal counsel to Brookfield Infrastructure.Declared Dividend • Apr 28First quarter dividend of US$0.61 announcedShareholders will receive a dividend of US$0.61. Ex-date: 13th June 2025 Payment date: 30th June 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 25GATX Corporation Announces Quarterly Dividend, Payable June 30, 2025The board of directors of GATX Corporation declared a quarterly dividend of $0.61 per common share, payable June 30, 2025, to shareholders of record on June 13, 2025. This quarterly dividend is unchanged from the prior quarter.Reported Earnings • Apr 23First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2025 results: EPS: US$2.19 (up from US$2.04 in 1Q 2024). Revenue: US$421.6m (up 11% from 1Q 2024). Net income: US$78.6m (up 7.8% from 1Q 2024). Profit margin: 19% (in line with 1Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23GATX Corporation Reiterates Earnings Guidance for the Year 2025GATX Corporation reiterated earnings guidance for the year 2025. For the year, the company expects full year earnings to be $8.30–$ 8.70 per diluted share.お知らせ • Apr 03GATX Corporation to Report Q1, 2025 Results on Apr 23, 2025GATX Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 23, 2025お知らせ • Mar 17GATX Corporation, Annual General Meeting, Apr 25, 2025GATX Corporation, Annual General Meeting, Apr 25, 2025.Upcoming Dividend • Feb 21Upcoming dividend of US$0.61 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (1.5%).Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.80 (up from US$7.12 in FY 2023). Revenue: US$1.59b (up 12% from FY 2023). Net income: US$279.3m (up 9.8% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.0%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions Derivative • Feb 09Senior VP & Chief Information Officer exercised options and sold US$535k worth of stockOn the 6th of February, Niyi Adedoyin exercised 6k options at a strike price of around US$71.53 and sold these shares for an average price of US$163 per share. This trade did not impact their existing holding. Since March 2024, Niyi's direct individual holding has increased from 7.52k shares to 7.62k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 06Fourth quarter dividend increased to US$0.61Dividend of US$0.61 is 5.2% higher than last year. Ex-date: 28th February 2025 Payment date: 31st March 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 01GATX Corporation Declares Quarterly Dividend, Payable on March 31, 2025The board of directors of GATX Corporation declared a quarterly dividend of $0.61 per common share, payable on March 31, 2025, to shareholders of record on February 28, 2025. The dividend amount announced represents a 5.2% increase from the prior year’s dividend.お知らせ • Jan 24GATX Corporation Provides Earnings Guidance for the Year 2025GATX Corporation provided earnings guidance for the year 2025. The company expects 2025 earnings to be in the range of $8.30 to $8.70 per diluted share.Reported Earnings • Jan 23Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.94 (up from US$7.12 in FY 2023). Revenue: US$1.59b (up 12% from FY 2023). Net income: US$284.2m (up 12% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jan 09GATX Corporation to Report Q4, 2024 Results on Jan 23, 2025GATX Corporation announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Jan 23, 2025Seeking Alpha • Dec 26After The Price Run, GATX Even Less Compelling Than TreasuriesSummary 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 AlphaUpcoming Dividend • Dec 06Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 13 December 2024. Payment date: 31 December 2024. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (1.3%).Declared Dividend • Oct 28Third quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 13th December 2024 Payment date: 31st December 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 25GATX Corporation Announces Quarterly Dividend, Payable December 31, 2024GATX Corporation declared a quarterly dividend of $0.58 per common share, payable December 31, 2024, to shareholders of record on Dec. 13, 2024. This quarterly dividend is unchanged from the prior quarter.Price Target Changed • Oct 24Price target increased by 14% to US$154Up from US$135, the current price target is an average from 2 analysts. New target price is 11% above last closing price of US$138. Stock is up 36% over the past year. The company is forecast to post earnings per share of US$7.56 for next year compared to US$7.12 last year.Reported Earnings • Oct 22Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$2.49 (up from US$1.45 in 3Q 2023). Revenue: US$405.4m (up 13% from 3Q 2023). Net income: US$89.0m (up 73% from 3Q 2023). Profit margin: 22% (up from 14% in 3Q 2023). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 22GATX Corporation Updates Earnings Guidance for the Full Year 2024GATX Corporation updated earnings guidance for the full year 2024. For the year, the company expects earnings to be in the range of $7.50–$7.70 per diluted share.お知らせ • Oct 07GATX Corporation to Report Q3, 2024 Results on Oct 22, 2024GATX Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 22, 2024Upcoming Dividend • Sep 06Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.7%).新しいナラティブ • Aug 30Railcars 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.お知らせ • Aug 15Gatx Corporation Appoints Christopher LaHurd as Senior Vice President, InternationalGATX Corporation announced that Christopher LaHurd has been appointed senior vice president, international, effective immediately. In this role, Mr. LaHurd will focus on developing and implementing strategic and operational initiatives that position GATX to fully capitalize on the attractive growth opportunities in the European rail market. Mr. LaHurd joined GATX Corporation in 2008 and has served in a number of finance and business development roles over the years. Most recently, he was vice president, international business development. Mr. LaHurd received his Bachelor of Science in Applied Mathematics from The University of Akron and his Masters of Business Administration from The University of Michigan.Declared Dividend • Jul 29Second quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 26GATX Corporation Declares Quarterly Dividend, Payable on September 30, 2024The board of directors of GATX Corporation declared a quarterly dividend of $0.58 per common share, payable September 30, 2024, to shareholders of record on September 13, 2024.Reported Earnings • Jul 24Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$1.24 (down from US$1.74 in 2Q 2023). Revenue: US$386.7m (up 13% from 2Q 2023). Net income: US$44.4m (down 28% from 2Q 2023). Profit margin: 12% (down from 18% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 24GATX Corporation Reaffirms Earnings Guidance for the Fiscal Year 2024GATX Corporation reaffirmed earnings guidance for the fiscal year 2024. for the year, the company expects earnings estimate remains unchanged at $7.30–$7.70 per diluted share, excluding the impact of Tax Adjustments and Other Items.お知らせ • Jul 04GATX Corporation to Report Q2, 2024 Results on Jul 23, 2024GATX Corporation announced that they will report Q2, 2024 results Pre-Market on Jul 23, 2024Upcoming Dividend • Jun 07Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.6%).Recent Insider Transactions Derivative • May 22Insider notifies of intention to sell stockRobert Zmudka intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$140, it would amount to US$670k. Since December 2023, Robert's direct individual holding has increased from 7.04k shares to 7.90k. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • May 11GATX Corporation: Not A Great Ride To TakeSummary 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業績と収益の成長予測NYSE:GATX - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,516N/AN/AN/A212/31/20272,480414-543917412/31/20262,388361-5,05788443/31/20261,903335-4,821723N/A12/31/20251,740328-684648N/A9/30/20251,705308-531710N/A6/30/20251,671314-732652N/A3/31/20251,627284-978629N/A12/31/20241,586279-1,072602N/A9/30/20241,541269-1,236516N/A6/30/20241,495233-1,114498N/A3/31/20241,452251-1,134523N/A12/31/20231,411254-1,145520N/A9/30/20231,365238-1,024581N/A6/30/20231,326215-869575N/A3/31/20231,295156-744528N/A12/31/20221,273156-722534N/A9/30/20221,271169-605520N/A6/30/20221,264180-626525N/A3/31/20221,268182-460531N/A12/31/20211,257143-623507N/A9/30/20211,241100-638475N/A6/30/20211,232108-697436N/A3/31/20211,216140-738452N/A12/31/20201,209150-432428N/A9/30/20201,205175-401459N/A6/30/20201,199164-325478N/A3/31/20201,196187-306451N/A12/31/20191,202181N/A463N/A9/30/20191,258188N/A464N/A6/30/20191,309198N/A478N/A3/31/20191,361176N/A496N/A12/31/20181,175191N/A509N/A9/30/20181,357504N/A520N/A6/30/20181,367506N/A480N/A3/31/20181,366521N/A522N/A12/31/20171,369502N/A497N/A9/30/20171,378191N/A512N/A6/30/20171,382238N/A612N/A3/31/20171,392245N/A601N/A12/31/20161,408257N/A629N/A9/30/20161,425284N/A658N/A6/30/20161,448228N/A584N/A3/31/20161,455212N/A558N/A12/31/20151,450205N/A542N/A9/30/20151,473206N/A476N/A6/30/20151,484217N/A473N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GATXの予測収益成長率 (年間12.4% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: GATXの収益 ( 12.4% ) US市場 ( 17% ) よりも低い成長が予測されています。高成長収益: GATXの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: GATXの収益 ( 9.7% ) US市場 ( 11.9% ) よりも低い成長が予測されています。高い収益成長: GATXの収益 ( 9.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GATXの 自己資本利益率 は、3年後には低くなると予測されています ( 11.4 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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2026/05/31 01:49終値2026/05/29 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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 MokCitigroup IncJohn HechtCitizens JMP Securities, LLCKristine KubackiCLSA15 その他のアナリストを表示
Price Target Changed • Jan 16Price target increased by 7.7% to US$204Up from US$189, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$179. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$8.83 for next year compared to US$7.80 last year.
お知らせ • Oct 21GATX Corporation Reiterates Earnings Guidance for the Year 2025GATX Corporation reiterated earnings guidance for the year 2025. For the year, the company reiterated 2025 full-year earnings to be in the range of $8.50–$8.90 per diluted share.
分析記事 • Aug 01GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts ThinkThe quarterly results for GATX Corporation ( NYSE:GATX ) were released last week, making it a good time to revisit its...
お知らせ • Jul 29GATX Corporation Raises Earnings Guidance for the Full Year 2025GATX Corporation raised earnings guidance for the full year 2025. For the year, the company expects earnings to be in the range of $8.50–$8.90 per diluted share.
お知らせ • Apr 23GATX Corporation Reiterates Earnings Guidance for the Year 2025GATX Corporation reiterated earnings guidance for the year 2025. For the year, the company expects full year earnings to be $8.30–$ 8.70 per diluted share.
お知らせ • Jan 24GATX Corporation Provides Earnings Guidance for the Year 2025GATX Corporation provided earnings guidance for the year 2025. The company expects 2025 earnings to be in the range of $8.30 to $8.70 per diluted share.
ライブニュース • May 18GATX Earnings Beat but Revenue Miss and Shares Drop as Railcar Expansion AdvancesGATX posted Q1 2026 earnings per share of $2.35, slightly ahead of analyst expectations by $0.03, while revenue of $583.7m came in below the $599.8m consensus despite a 38.4% year-over-year increase. Operating margins reached 58.7% compared with 32.1% a year earlier, supported by stronger profitability and Adjusted EBITDA that was above forecasts, including $50m in asset disposition gains tied to integrating the Wells Fargo rail operating lease fleet. The company reported higher profits in both Rail North America and Rail International, a 22.3% Lease Price Index increase on renewals, progress on integrating roughly 300 new customer accounts, and reiterated full-year EPS guidance of $9.50 to $10.10. The stock declined about 7% following the release, and recent insider activity consisted only of stock sales. The mix of an earnings beat, revenue shortfall and higher margins points to efficiency gains and integration benefits, while also highlighting some pressure on top-line expectations that you may want to watch. The large joint venture acquisition of about 105,000 railcars and the absence of recent insider purchases add extra variables for you to consider when weighing growth ambitions against execution and governance risks.
New Risk • May 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 40% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.3x net interest cover). High level of non-cash earnings (40% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
ナラティブの更新 • May 11GATX: Supply Constraints And Fleet Expansion Will Support Medium Term Upside PotentialAnalysts 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.
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$2.40 (up from US$2.15 in 1Q 2025). Revenue: US$583.7m (up 38% from 1Q 2025). Net income: US$85.5m (up 11% from 1Q 2025). Profit margin: 15% (down from 18% in 1Q 2025). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year and the company’s share price has also increased by 18% per year.
Declared Dividend • Apr 29Fourth quarter dividend of US$0.66 announcedShareholders will receive a dividend of US$0.66. Ex-date: 15th June 2026 Payment date: 30th June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
ナラティブの更新 • Apr 26GATX: Supply Constraints And Fleet Expansion Outlook Will Shape Balanced Risk ProfileAnalysts 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.
お知らせ • Apr 25GATX Corporation Declares Quarterly Dividend, Payable on June 30, 2026The board of directors of GATX Corporation declared a quarterly dividend of $0.66 per common share, payable June 30, 2026, to shareholders of record on June 15, 2026. This quarterly dividend is unchanged from the prior quarter.
お知らせ • Apr 14GATX Corporation to Report Q1, 2026 Results on May 07, 2026GATX Corporation announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 07, 2026
ナラティブの更新 • Apr 12GATX: Brookfield Joint Venture And Supply Constraints Will Support Future Fleet ExpansionAnalysts 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 28GATX: Brookfield Joint Venture Synergies Will Drive Future Railcar Fleet ExpansionAnalysts 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.
お知らせ • Mar 16GATX Corporation, Annual General Meeting, Apr 24, 2026GATX Corporation, Annual General Meeting, Apr 24, 2026.
ナラティブの更新 • Mar 12GATX: Brookfield Synergies And Tight Railcar Supply Will Support Future UpsideAnalysts 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 26GATX: Brookfield Synergies And Railcar Tightness Will Support Re Rating PotentialGATX'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.
Declared Dividend • Feb 22Fourth quarter dividend of US$0.66 announcedShareholders will receive a dividend of US$0.66. Ex-date: 2nd March 2026 Payment date: 31st March 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$9.31 (up from US$7.80 in FY 2024). Revenue: US$1.74b (up 9.8% from FY 2024). Net income: US$333.3m (up 19% from FY 2024). Profit margin: 19% (up from 18% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Feb 20+ 1 more updateGATX Corporation Increases Quarterly Dividend, Payable on March 31, 2026On February 18, 2026, the board of directors of GATX Corporation declared a quarterly dividend of $0.66 per common share, payable on March 31, 2026, to shareholders of record as of March 2, 2026.
お知らせ • Feb 19GATX Corporation (NYSE:GATX) announces an Equity Buyback for $300 million worth of its shares.GATX Corporation (NYSE:GATX) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its common stock.
ナラティブの更新 • Feb 12GATX: Brookfield Joint Venture Will Test Fairly Valued Re Rating ExpectationsAnalysts 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 29GATX: Brookfield Joint Venture Is Expected To Support Higher Future Earnings MultipleGATX'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.
お知らせ • Jan 20GATX Corporation to Report Q4, 2025 Results on Feb 19, 2026GATX Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026
Price Target Changed • Jan 16Price target increased by 7.7% to US$204Up from US$189, the current price target is an average from 4 analysts. New target price is 13% above last closing price of US$179. Stock is up 16% over the past year. The company is forecast to post earnings per share of US$8.83 for next year compared to US$7.80 last year.
ナラティブの更新 • Jan 14GATX: Brookfield Joint Venture And Supply Conditions Will Shape Earnings OutlookNarrative 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 31There's Reason For Concern Over GATX Corporation's (NYSE:GATX) PriceWith a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Upcoming Dividend • Dec 08Upcoming dividend of US$0.61 per shareEligible shareholders must have bought the stock before 15 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.4%).
分析記事 • Nov 07Solid 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...
Declared Dividend • Nov 03Third quarter dividend of US$0.61 announcedShareholders will receive a dividend of US$0.61. Ex-date: 15th December 2025 Payment date: 31st December 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (28% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 31GATX Corporation Declares Quarterly Dividend, Payable on December 31, 2025The board of directors of GATX Corporation declared a quarterly dividend of $0.61 per common share, payable December 31, 2025, to shareholders of record on December 15, 2025. This quarterly dividend is unchanged from the prior quarter.
Seeking Alpha • Oct 24Don't Let GATX Derail Your PortfolioSummary 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
Reported Earnings • Oct 21Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: US$2.29 (down from US$2.44 in 3Q 2024). Revenue: US$439.3m (up 8.4% from 3Q 2024). Net income: US$82.2m (down 6.1% from 3Q 2024). Profit margin: 19% (down from 22% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Oct 21GATX Corporation Reiterates Earnings Guidance for the Year 2025GATX Corporation reiterated earnings guidance for the year 2025. For the year, the company reiterated 2025 full-year earnings to be in the range of $8.50–$8.90 per diluted share.
お知らせ • Oct 02GATX Corporation to Report Q3, 2025 Results on Oct 21, 2025GATX Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 21, 2025
ナラティブの更新 • Sep 23Expanding Rail Leasing North America And India Will Unlock ValueAnalysts 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.
Upcoming Dividend • Sep 08Upcoming dividend of US$0.61 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.4%).
ナラティブの更新 • Sep 05Expanding Rail Leasing North America And India Will Unlock ValueAnalysts 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 01GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts ThinkThe quarterly results for GATX Corporation ( NYSE:GATX ) were released last week, making it a good time to revisit its...
Reported Earnings • Jul 29Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$2.10 (up from US$1.22 in 2Q 2024). Revenue: US$430.5m (up 11% from 2Q 2024). Net income: US$75.5m (up 73% from 2Q 2024). Profit margin: 18% (up from 11% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 17% per year.
お知らせ • Jul 29GATX Corporation Raises Earnings Guidance for the Full Year 2025GATX Corporation raised earnings guidance for the full year 2025. For the year, the company expects earnings to be in the range of $8.50–$8.90 per diluted share.
Declared Dividend • Jul 28First quarter dividend of US$0.61 announcedShareholders will receive a dividend of US$0.61. Ex-date: 15th September 2025 Payment date: 30th September 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 24GATX Corporation Declares Quarterly Dividend, Payable September 30, 2025The board of directors of GATX Corporation declared a quarterly dividend of $0.61 per common share, payable September 30, 2025, to shareholders of record on September 15, 2025.
分析記事 • Jul 21Should 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...
お知らせ • Jul 15GATX Corporation Adds Robert S. Wetherbee to Board of DirectorsGATX Corporation has announced the election of Robert “Bob” S. Wetherbee to its board of directors, where he will also serve on the Audit and Compensation Committees. With Mr. Wetherbee's appointment, the GATX board now comprises nine members, including eight independent directors. Mr. Wetherbee, 65, is executive chairman of ATI Inc. He became president and chief executive officer of ATI in January 2019 and was named board chair in May 2021. He’s held his current position since July 2024. Mr. Wetherbee joined ATI in 2010 and served as president of its Tungsten Materials and Flat Rolled Products businesses. Mr. Wetherbee served in a variety of key leadership roles over 29 years at Alcoa Inc. as well as at Minerals Technologies Inc. and Metalspectrum.com, an industry-led e-commerce marketplace. Mr. Wetherbee currently serves on the board of directors of Commercial Metals Company, a global manufacturer, recycler and marketer of steel and metal products, related materials and services, and he has served as board chair since September 2024. Mr. Wetherbee holds a Bachelor of Science degree in industrial administration with an emphasis in accounting from Iowa State University.
お知らせ • Jul 02GATX Corporation to Report Q2, 2025 Results on Jul 29, 2025GATX Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 29, 2025
分析記事 • Jun 14Is GATX Corporation (NYSE:GATX) Potentially Undervalued?GATX Corporation ( NYSE:GATX ), is not the largest company out there, but it saw significant share price movement...
Recent Insider Transactions Derivative • Jun 06Insider exercised options and sold US$1.3m worth of stockOn the 3rd of June, Paul Titterton exercised 19k options at a strike price of around US$77.07 and sold these shares for an average price of US$149 per share. This trade did not impact their existing holding. Since March 2025, Paul has owned 10.47k shares directly. Company insiders have collectively sold US$2.6m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 31GATX Corporation (NYSE:GATX) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) entered into a definitive agreement to acquire Rail Assets of Wells Fargo & Company (NYSE:WFC) for $4.4 billion.GATX Corporation (NYSE:GATX) and Brookfield Infrastructure Partners L.P. (NYSE:BIP) entered into a definitive agreement to acquire Rail Assets of Wells Fargo & Company (NYSE:WFC) for $4.4 billion on May 29, 2025. The sale includes Wells Fargo's entire portfolio of rail operating lease assets. Wells Fargo Securities, LLC, BofA Securities, MUFG Bank Ltd., and Sumitomo Mitsui Banking Corporation (SMBC) are providing the joint venture with a fully underwritten $3.2 billion 5-year unsecured term loan and a $250 million unsecured revolving credit facility. The transaction is subject to customary closing conditions, including required regulatory approvals and clearances, and it is expected to close in the first quarter of 2026 or sooner. Wells Fargo Securities, LLC served as exclusive financial advisor, and Simpson Thacher & Bartlett, LLP served as legal counsel to Wells Fargo in connection with the transaction. BofA Securities acted as the sole financial advisor to GATX and Brookfield Infrastructure. Mayer Brown is serving as legal counsel to GATX. Otness, Eric C, Perez, Ralph E, Brill, Jeffrey A, Reed, Michael, Romero, Jeff A, Wagener, David M, Schwartz, Kenneth B, Moniri, Aryan, Kumayama, Ken D of Skadden, Arps, Slate, Meagher & Flom LLP is serving as legal counsel to Brookfield Infrastructure.
Declared Dividend • Apr 28First quarter dividend of US$0.61 announcedShareholders will receive a dividend of US$0.61. Ex-date: 13th June 2025 Payment date: 30th June 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 11% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 25GATX Corporation Announces Quarterly Dividend, Payable June 30, 2025The board of directors of GATX Corporation declared a quarterly dividend of $0.61 per common share, payable June 30, 2025, to shareholders of record on June 13, 2025. This quarterly dividend is unchanged from the prior quarter.
Reported Earnings • Apr 23First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2025 results: EPS: US$2.19 (up from US$2.04 in 1Q 2024). Revenue: US$421.6m (up 11% from 1Q 2024). Net income: US$78.6m (up 7.8% from 1Q 2024). Profit margin: 19% (in line with 1Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23GATX Corporation Reiterates Earnings Guidance for the Year 2025GATX Corporation reiterated earnings guidance for the year 2025. For the year, the company expects full year earnings to be $8.30–$ 8.70 per diluted share.
お知らせ • Apr 03GATX Corporation to Report Q1, 2025 Results on Apr 23, 2025GATX Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 23, 2025
お知らせ • Mar 17GATX Corporation, Annual General Meeting, Apr 25, 2025GATX Corporation, Annual General Meeting, Apr 25, 2025.
Upcoming Dividend • Feb 21Upcoming dividend of US$0.61 per shareEligible shareholders must have bought the stock before 28 February 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.5%). In line with average of industry peers (1.5%).
Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.80 (up from US$7.12 in FY 2023). Revenue: US$1.59b (up 12% from FY 2023). Net income: US$279.3m (up 9.8% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.0%. Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions Derivative • Feb 09Senior VP & Chief Information Officer exercised options and sold US$535k worth of stockOn the 6th of February, Niyi Adedoyin exercised 6k options at a strike price of around US$71.53 and sold these shares for an average price of US$163 per share. This trade did not impact their existing holding. Since March 2024, Niyi's direct individual holding has increased from 7.52k shares to 7.62k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 06Fourth quarter dividend increased to US$0.61Dividend of US$0.61 is 5.2% higher than last year. Ex-date: 28th February 2025 Payment date: 31st March 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 01GATX Corporation Declares Quarterly Dividend, Payable on March 31, 2025The board of directors of GATX Corporation declared a quarterly dividend of $0.61 per common share, payable on March 31, 2025, to shareholders of record on February 28, 2025. The dividend amount announced represents a 5.2% increase from the prior year’s dividend.
お知らせ • Jan 24GATX Corporation Provides Earnings Guidance for the Year 2025GATX Corporation provided earnings guidance for the year 2025. The company expects 2025 earnings to be in the range of $8.30 to $8.70 per diluted share.
Reported Earnings • Jan 23Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$7.94 (up from US$7.12 in FY 2023). Revenue: US$1.59b (up 12% from FY 2023). Net income: US$284.2m (up 12% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.0%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jan 09GATX Corporation to Report Q4, 2024 Results on Jan 23, 2025GATX Corporation announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Jan 23, 2025
Seeking Alpha • Dec 26After The Price Run, GATX Even Less Compelling Than TreasuriesSummary 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
Upcoming Dividend • Dec 06Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 13 December 2024. Payment date: 31 December 2024. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (1.3%).
Declared Dividend • Oct 28Third quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 13th December 2024 Payment date: 31st December 2024 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 25GATX Corporation Announces Quarterly Dividend, Payable December 31, 2024GATX Corporation declared a quarterly dividend of $0.58 per common share, payable December 31, 2024, to shareholders of record on Dec. 13, 2024. This quarterly dividend is unchanged from the prior quarter.
Price Target Changed • Oct 24Price target increased by 14% to US$154Up from US$135, the current price target is an average from 2 analysts. New target price is 11% above last closing price of US$138. Stock is up 36% over the past year. The company is forecast to post earnings per share of US$7.56 for next year compared to US$7.12 last year.
Reported Earnings • Oct 22Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$2.49 (up from US$1.45 in 3Q 2023). Revenue: US$405.4m (up 13% from 3Q 2023). Net income: US$89.0m (up 73% from 3Q 2023). Profit margin: 22% (up from 14% in 3Q 2023). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 22GATX Corporation Updates Earnings Guidance for the Full Year 2024GATX Corporation updated earnings guidance for the full year 2024. For the year, the company expects earnings to be in the range of $7.50–$7.70 per diluted share.
お知らせ • Oct 07GATX Corporation to Report Q3, 2024 Results on Oct 22, 2024GATX Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 22, 2024
Upcoming Dividend • Sep 06Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 13 September 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.7%).
新しいナラティブ • Aug 30Railcars 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.
お知らせ • Aug 15Gatx Corporation Appoints Christopher LaHurd as Senior Vice President, InternationalGATX Corporation announced that Christopher LaHurd has been appointed senior vice president, international, effective immediately. In this role, Mr. LaHurd will focus on developing and implementing strategic and operational initiatives that position GATX to fully capitalize on the attractive growth opportunities in the European rail market. Mr. LaHurd joined GATX Corporation in 2008 and has served in a number of finance and business development roles over the years. Most recently, he was vice president, international business development. Mr. LaHurd received his Bachelor of Science in Applied Mathematics from The University of Akron and his Masters of Business Administration from The University of Michigan.
Declared Dividend • Jul 29Second quarter dividend of US$0.58 announcedShareholders will receive a dividend of US$0.58. Ex-date: 13th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 26GATX Corporation Declares Quarterly Dividend, Payable on September 30, 2024The board of directors of GATX Corporation declared a quarterly dividend of $0.58 per common share, payable September 30, 2024, to shareholders of record on September 13, 2024.
Reported Earnings • Jul 24Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$1.24 (down from US$1.74 in 2Q 2023). Revenue: US$386.7m (up 13% from 2Q 2023). Net income: US$44.4m (down 28% from 2Q 2023). Profit margin: 12% (down from 18% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the Trade Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 24GATX Corporation Reaffirms Earnings Guidance for the Fiscal Year 2024GATX Corporation reaffirmed earnings guidance for the fiscal year 2024. for the year, the company expects earnings estimate remains unchanged at $7.30–$7.70 per diluted share, excluding the impact of Tax Adjustments and Other Items.
お知らせ • Jul 04GATX Corporation to Report Q2, 2024 Results on Jul 23, 2024GATX Corporation announced that they will report Q2, 2024 results Pre-Market on Jul 23, 2024
Upcoming Dividend • Jun 07Upcoming dividend of US$0.58 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 30 June 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.6%).
Recent Insider Transactions Derivative • May 22Insider notifies of intention to sell stockRobert Zmudka intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$140, it would amount to US$670k. Since December 2023, Robert's direct individual holding has increased from 7.04k shares to 7.90k. Company insiders have collectively sold US$3.3m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • May 11GATX Corporation: Not A Great Ride To TakeSummary 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
