속보 • May 18
GATX Earnings Beat but Revenue Miss and Shares Drop as Railcar Expansion Advances GATX 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 13
New major risk - Earnings quality The 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. Reported Earnings • May 07
First quarter 2026 earnings: EPS and revenues miss analyst expectations First 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 29
Fourth quarter dividend of US$0.66 announced Shareholders 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. 공시 • Apr 25
GATX Corporation Declares Quarterly Dividend, Payable on June 30, 2026 The 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. 공시 • Apr 14
GATX Corporation to Report Q1, 2026 Results on May 07, 2026 GATX Corporation announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 07, 2026 공시 • Mar 16
GATX Corporation, Annual General Meeting, Apr 24, 2026 GATX Corporation, Annual General Meeting, Apr 24, 2026. Declared Dividend • Feb 22
Fourth quarter dividend of US$0.66 announced Shareholders 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 20
Full year 2025 earnings: EPS exceeds analyst expectations Full 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. 공시 • Feb 19
GATX 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. 공시 • Jan 20
GATX Corporation to Report Q4, 2025 Results on Feb 19, 2026 GATX Corporation announced that they will report Q4, 2025 results Pre-Market on Feb 19, 2026 Price Target Changed • Jan 16
Price target increased by 7.7% to US$204 Up 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. Upcoming Dividend • Dec 08
Upcoming dividend of US$0.61 per share Eligible 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%). Declared Dividend • Nov 03
Third quarter dividend of US$0.61 announced Shareholders 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. 공시 • Oct 31
GATX Corporation Declares Quarterly Dividend, Payable on December 31, 2025 The 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. Reported Earnings • Oct 21
Third quarter 2025 earnings: EPS misses analyst expectations Third 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. 공시 • Oct 21
GATX Corporation Reiterates Earnings Guidance for the Year 2025 GATX 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. 공시 • Oct 02
GATX Corporation to Report Q3, 2025 Results on Oct 21, 2025 GATX Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 21, 2025 Upcoming Dividend • Sep 08
Upcoming dividend of US$0.61 per share Eligible 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%). Reported Earnings • Jul 29
Second quarter 2025 earnings: EPS exceeds analyst expectations Second 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. 공시 • Jul 29
GATX Corporation Raises Earnings Guidance for the Full Year 2025 GATX 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 28
First quarter dividend of US$0.61 announced Shareholders 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. 공시 • Jul 24
GATX Corporation Declares Quarterly Dividend, Payable September 30, 2025 The 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. 공시 • Jul 15
GATX Corporation Adds Robert S. Wetherbee to Board of Directors GATX 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. 공시 • Jul 02
GATX Corporation to Report Q2, 2025 Results on Jul 29, 2025 GATX Corporation announced that they will report Q2, 2025 results Pre-Market on Jul 29, 2025 Recent Insider Transactions Derivative • Jun 06
Insider exercised options and sold US$1.3m worth of stock On 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. 공시 • May 31
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. 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 28
First quarter dividend of US$0.61 announced Shareholders 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. 공시 • Apr 25
GATX Corporation Announces Quarterly Dividend, Payable June 30, 2025 The 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 23
First quarter 2025 earnings: EPS in line with analyst expectations despite revenue beat First 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. 공시 • Apr 23
GATX Corporation Reiterates Earnings Guidance for the Year 2025 GATX 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. 공시 • Apr 03
GATX Corporation to Report Q1, 2025 Results on Apr 23, 2025 GATX Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 23, 2025 공시 • Mar 17
GATX Corporation, Annual General Meeting, Apr 25, 2025 GATX Corporation, Annual General Meeting, Apr 25, 2025. Upcoming Dividend • Feb 21
Upcoming dividend of US$0.61 per share Eligible 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 21
Full year 2024 earnings: EPS exceeds analyst expectations Full 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 09
Senior VP & Chief Information Officer exercised options and sold US$535k worth of stock On 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 06
Fourth quarter dividend increased to US$0.61 Dividend 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. 공시 • Feb 01
GATX Corporation Declares Quarterly Dividend, Payable on March 31, 2025 The 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. 공시 • Jan 24
GATX Corporation Provides Earnings Guidance for the Year 2025 GATX 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 23
Full year 2024 earnings: EPS exceeds analyst expectations Full 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. 공시 • Jan 09
GATX Corporation to Report Q4, 2024 Results on Jan 23, 2025 GATX Corporation announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Jan 23, 2025 Upcoming Dividend • Dec 06
Upcoming dividend of US$0.58 per share Eligible 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 28
Third quarter dividend of US$0.58 announced Shareholders 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. 공시 • Oct 25
GATX Corporation Announces Quarterly Dividend, Payable December 31, 2024 GATX 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 24
Price target increased by 14% to US$154 Up 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 22
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third 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. 공시 • Oct 22
GATX Corporation Updates Earnings Guidance for the Full Year 2024 GATX 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. 공시 • Oct 07
GATX Corporation to Report Q3, 2024 Results on Oct 22, 2024 GATX Corporation announced that they will report Q3, 2024 results Pre-Market on Oct 22, 2024 Upcoming Dividend • Sep 06
Upcoming dividend of US$0.58 per share Eligible 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%). 공시 • Aug 15
Gatx Corporation Appoints Christopher LaHurd as Senior Vice President, International GATX 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 29
Second quarter dividend of US$0.58 announced Shareholders 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. 공시 • Jul 26
GATX Corporation Declares Quarterly Dividend, Payable on September 30, 2024 The 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 24
Second quarter 2024 earnings: EPS misses analyst expectations Second 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. 공시 • Jul 24
GATX Corporation Reaffirms Earnings Guidance for the Fiscal Year 2024 GATX 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. 공시 • Jul 04
GATX Corporation to Report Q2, 2024 Results on Jul 23, 2024 GATX Corporation announced that they will report Q2, 2024 results Pre-Market on Jul 23, 2024 Upcoming Dividend • Jun 07
Upcoming dividend of US$0.58 per share Eligible 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 22
Insider notifies of intention to sell stock Robert 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. 
