GATX Corporation

NYSE:GATX 주식 리포트

시가총액: US$6.1b

GATX 향후 성장

Future 기준 점검 1/6

GATX (는) 각각 연간 12.4% 및 9.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.4% 로 예상됩니다.

핵심 정보

12.4%

이익 성장률

10.30%

EPS 성장률

Trade Distributors 이익 성장13.9%
매출 성장률9.7%
향후 자기자본이익률11.44%
애널리스트 커버리지

Low

마지막 업데이트11 May 2026

최근 향후 성장 업데이트

분석 기사 • Aug 01

GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

The quarterly results for GATX Corporation ( NYSE:GATX ) were released last week, making it a good time to revisit its...

Recent updates

내러티브 업데이트 • May 11

GATX: Supply Constraints And Fleet Expansion Will Support Medium Term Upside Potential

Analysts have nudged their central price view on GATX higher, with the updated fair value estimate moving from $215.75 to $218.00, as they factor in recent target increases tied to the supply constrained railcar market and longer term fleet growth visibility. Analyst Commentary Recent Street research on GATX has centered on how the supply constrained railcar market and longer term fleet growth visibility feed into valuation, as well as whether these positives are already reflected in the stock price.
내러티브 업데이트 • Apr 26

GATX: Supply Constraints And Fleet Expansion Outlook Will Shape Balanced Risk Profile

Analysts have modestly raised their average price target on GATX to $215.75, citing what they view as attractive valuation following Citi's upgrade to Buy and Susquehanna's move to a $220 target, supported by their views on a supply constrained railcar market and long term fleet growth visibility. Analyst Commentary Recent research shows a mix of optimism and caution around GATX, with several firms fine tuning ratings and price targets as they reassess valuation and execution risks.
내러티브 업데이트 • Apr 12

GATX: Brookfield Joint Venture And Supply Constraints Will Support Future Fleet Expansion

Analysts have made a small upward adjustment to the GATX fair value estimate, increasing it by $0.25 to $215.75. This change reflects updated views on revenue growth, margins, and long term P/E expectations informed by recent price target changes and valuation calls on the stock.
내러티브 업데이트 • Mar 28

GATX: Brookfield Joint Venture Synergies Will Drive Future Railcar Fleet Expansion

Analysts have made only a modest adjustment to their outlook on GATX, with the latest price targets clustered around $210 to $220 as they balance previously highlighted benefits from the Brookfield joint venture synergies and a supply constrained railcar market against the current valuation. Analyst Commentary Recent commentary around GATX has become more balanced, with upbeat views on the company’s railcar positioning and joint venture economics offset by concerns that much of this story may already be reflected in the share price.
내러티브 업데이트 • Mar 12

GATX: Brookfield Synergies And Tight Railcar Supply Will Support Future Upside

Analysts have modestly raised their price targets on GATX into a $210 to $220 range, reflecting updated views that joint venture synergies and a tight railcar supply backdrop are already largely reflected in the share price, while still supporting longer term fleet growth potential. Analyst Commentary Bullish Takeaways Bullish analysts see the Brookfield joint venture as a key driver for long term fleet growth, with synergies already informing higher valuation frameworks.
내러티브 업데이트 • Feb 26

GATX: Brookfield Synergies And Railcar Tightness Will Support Re Rating Potential

GATX's analyst price target has increased from $208.50 to $215.50, as analysts weigh higher profit margin assumptions and updated P/E expectations against mixed views on valuation and on how fully Brookfield joint venture synergies and railcar market tightness are already reflected in the shares. Analyst Commentary Recent research on GATX highlights a split view, with some analysts focusing on growth opportunities tied to railcar supply conditions and joint venture benefits, while others question how much of that upside is already reflected in the current share price.
내러티브 업데이트 • Feb 12

GATX: Brookfield Joint Venture Will Test Fairly Valued Re Rating Expectations

Analysts have raised their GATX price targets by roughly $19 to $20, reflecting updated views that the Brookfield joint venture, related estimate revisions, and potential valuation re-rating support a higher implied value for the shares. Analyst Commentary Bullish analysts are responding to the Brookfield joint venture and related estimate revisions with higher price targets, pointing to a richer implied value for GATX if the company can execute on the partnership and supply side backdrop.
내러티브 업데이트 • Jan 29

GATX: Brookfield Joint Venture Is Expected To Support Higher Future Earnings Multiple

GATX's analyst price target has been raised by about $15 to $208.50, reflecting updated views on the Brookfield joint venture, revised assumptions for growth and margins, and a higher future P/E multiple that analysts consider more consistent with recent research commentary. Analyst Commentary Recent Street research on GATX has centered on the Brookfield joint venture, updated earnings models, and how these roll up into higher price targets and P/E assumptions.
내러티브 업데이트 • Jan 14

GATX: Brookfield Joint Venture And Supply Conditions Will Shape Earnings Outlook

Narrative Update on GATX The analyst price target for GATX has been raised by about $5, reflecting updated views on revenue, profitability and P/E assumptions. Analysts cite the Brookfield joint venture, expected synergies and tighter industry supply as key reasons for their revised outlook.
분석 기사 • Dec 31

There's Reason For Concern Over GATX Corporation's (NYSE:GATX) Price

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
분석 기사 • Nov 07

Solid Earnings May Not Tell The Whole Story For GATX (NYSE:GATX)

The stock price didn't jump after GATX Corporation ( NYSE:GATX ) posted decent earnings last week. We did some digging...
Seeking Alpha • Oct 24

Don't Let GATX Derail Your Portfolio

Summary GATX Corporation (GATX) remains a solid business with a strong dividend history, but current shares offer inferior returns versus risk-free Treasuries. Recent financials show revenue and net income growth, but rising long-term debt is a concern, though the dividend remains well covered at a 28% payout ratio. GATX's 1.5% dividend yield is far below the 4% Treasury yield, requiring unsustainable dividend growth to match risk-free cash flows over a decade. Given stretched stock valuations and superior risk-adjusted returns from Treasuries, I recommend avoiding GATX at current levels unless the yield rises significantly. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 23

Expanding Rail Leasing North America And India Will Unlock Value

Analysts have raised their price target for GATX to $188.75, citing long-term growth drivers in leasing, upside from the Brookfield joint venture, and constrained supply supporting railcar fundamentals. Analyst Commentary Bullish analysts see attractive long-term growth drivers in transportation equipment manufacturing, leasing, and shipping.
내러티브 업데이트 • Sep 05

Expanding Rail Leasing North America And India Will Unlock Value

Analysts maintain a constructive outlook on GATX, citing strong railcar leasing fundamentals, constrained supply, elevated lease rates, and underestimated earnings contribution from the Wells acquisition, resulting in the consensus price target holding steady at $184.67. Analyst Commentary Bullish analysts cite improving railcar leasing fundamentals as supporting a higher price target.
분석 기사 • Aug 01

GATX Corporation (NYSE:GATX) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

The quarterly results for GATX Corporation ( NYSE:GATX ) were released last week, making it a good time to revisit its...
분석 기사 • Jul 21

Should You Be Adding GATX (NYSE:GATX) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Jun 14

Is GATX Corporation (NYSE:GATX) Potentially Undervalued?

GATX Corporation ( NYSE:GATX ), is not the largest company out there, but it saw significant share price movement...
분석 기사 • May 26

We Like These Underlying Return On Capital Trends At GATX (NYSE:GATX)

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Seeking Alpha • Dec 26

After The Price Run, GATX Even Less Compelling Than Treasuries

Summary GATX's financial performance has been good, but its debt has increased by 88% over six years, raising concerns about sustainability. The company's dividend payout ratio is low, but massive investments and obligations suggest future dividend growth is unlikely to match Treasury yields. GATX's cash from operations is insufficient to cover investments and obligations without increasing debt, making dividend sustainability questionable. Despite recent stock gains, I urge caution as Treasuries offer more stable and superior risk-adjusted returns compared to GATX. Read the full article on Seeking Alpha
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새로운 내러티브 • Aug 30

Railcars And Engine Leasing Drive Stellar Growth, Despite Profitability Concerns

GATX's lease rate increases and term extensions suggest sustained high revenue and improved earnings stability from long-term income streams.
Seeking Alpha • May 11

GATX Corporation: Not A Great Ride To Take

Summary Rail transportation accounts for a significant portion of US freight movement, with 28% of ton miles transported by rail. GATX Corporation owns a large fleet of railcars, and management has done well to put it to work as evidenced by high utilization rates. The company has seen growth in revenue, profits, and cash flows in recent years, but shares are currently considered fairly valued. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

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

애널리스트 향후 성장 전망

수입 대 저축률: GATX 의 연간 예상 수익 증가율(12.4%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: GATX 의 연간 수익(12.4%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: GATX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: GATX 의 수익(연간 9.7%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: GATX 의 수익(연간 9.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: GATX의 자본 수익률은 3년 후 11.4%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 08:39
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

GATX Corporation는 18명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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