GATX 경영진
경영진 기준 점검 4/4
GATX CEO는 Bob Lyons, Apr2022 에 임명되었습니다 의 임기는 4.17 년입니다. 총 연간 보상은 $8.18M, 12.1% 급여 및 87.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.25M 가치에 해당하는 회사 주식의 0.15% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.2 년과 6.8 년입니다.
핵심 정보
Bob Lyons
최고경영자
US$8.2m
총 보수
| CEO 급여 비율 | 12.13% |
| CEO 재임 기간 | 4.2yrs |
| CEO 지분 보유율 | 0.2% |
| 경영진 평균 재임 기간 | 7.2yrs |
| 이사회 평균 재임 기간 | 6.8yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jun 02
GATX: Wells Fargo Fleet Integration And Tight Railcar Supply Will Support Upside
Analysts have raised their GATX price targets by approximately $8 to $11, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research updates on GATX focus on how its valuation lines up with revised assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E levels.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 Alpha내러티브 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...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
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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$335m |
| Dec 31 2025 | US$8m | US$992k | US$328m |
| Sep 30 2025 | n/a | n/a | US$308m |
| Jun 30 2025 | n/a | n/a | US$314m |
| Mar 31 2025 | n/a | n/a | US$284m |
| Dec 31 2024 | US$7m | US$937k | US$279m |
| Sep 30 2024 | n/a | n/a | US$269m |
| Jun 30 2024 | n/a | n/a | US$233m |
| Mar 31 2024 | n/a | n/a | US$251m |
| Dec 31 2023 | US$6m | US$858k | US$254m |
| Sep 30 2023 | n/a | n/a | US$238m |
| Jun 30 2023 | n/a | n/a | US$215m |
| Mar 31 2023 | n/a | n/a | US$156m |
| Dec 31 2022 | US$5m | US$734k | US$156m |
| Sep 30 2022 | n/a | n/a | US$169m |
| Jun 30 2022 | n/a | n/a | US$180m |
| Mar 31 2022 | n/a | n/a | US$182m |
| Dec 31 2021 | US$2m | US$575k | US$143m |
| Sep 30 2021 | n/a | n/a | US$100m |
| Jun 30 2021 | n/a | n/a | US$108m |
| Mar 31 2021 | n/a | n/a | US$140m |
| Dec 31 2020 | US$3m | US$566k | US$150m |
| Sep 30 2020 | n/a | n/a | US$175m |
| Jun 30 2020 | n/a | n/a | US$164m |
| Mar 31 2020 | n/a | n/a | US$187m |
| Dec 31 2019 | US$3m | US$552k | US$181m |
보상 대 시장: Bob의 총 보수(USD8.18M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M) 수준입니다.
보상과 수익: Bob의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Bob Lyons (62 yo)
4.2yrs
재임 기간
US$8,178,381
보수
Mr. Robert C. Lyons, also known as Bob, serves as Chief Executive Officer and President at GATX Corporation since April 22, 2022. He is Director at GATX Corporation since April 22, 2022. He had been Presid...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 4.2yrs | US$8.18m | 0.15% $ 9.3m | |
| Executive VP & CFO | 7.8yrs | US$3.50m | 0.13% $ 7.7m | |
| Executive VP | 3.5yrs | US$1.87m | 0.020% $ 1.2m | |
| Executive VP & Chief Human Resources Officer | 5.1yrs | US$1.35m | 0.012% $ 741.7k | |
| Executive VP & President of Rail North America | 13yrs | US$3.21m | 0.029% $ 1.8m | |
| Senior Vice President of Operations | 2.8yrs | 데이터 없음 | 0.018% $ 1.1m | |
| Senior VP | 6.4yrs | 데이터 없음 | 0.0098% $ 602.8k | |
| Senior VP & Chief Information Officer | 13.4yrs | 데이터 없음 | 0.022% $ 1.3m | |
| Senior Director of Investor Relations | 6.6yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President | 19.4yrs | US$330.52k | 데이터 없음 | |
| Senior VP & Chief Commercial Officer of Rail North America | 7.8yrs | US$972.58k | 0.022% $ 1.4m | |
| Senior VP & Chief Tax Officer | 11.4yrs | 데이터 없음 | 0.022% $ 1.4m |
7.2yrs
평균 재임 기간
57yo
평균 나이
경험이 풍부한 관리: GATX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.2 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 4.2yrs | US$8.18m | 0.15% $ 9.3m | |
| Independent Chairman & Lead Director | 17.9yrs | US$299.94k | 0.014% $ 861.6k | |
| Independent Director | 13.9yrs | US$224.94k | 0.015% $ 919.2k | |
| Independent Director | 9.7yrs | US$247.44k | 0.0020% $ 122.4k | |
| Independent Director | 17.4yrs | US$239.94k | 0.0011% $ 70.4k | |
| Independent Director | less than a year | US$147.95k | 0% $ 0 | |
| Independent Director | 2.4yrs | US$224.94k | 0% $ 0 | |
| Independent Director | 2.9yrs | US$224.94k | 0% $ 0 | |
| Independent Director | 6.8yrs | US$236.90k | 0% $ 0 |
6.8yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: GATX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/09 16:22 |
| 종가 | 2026/06/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
분석 모델 및 스노우플레이크
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
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
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.
| 분석가 | 기관 |
|---|---|
| Benjamin Mohr Mok | Citigroup Inc |
| John Hecht | Citizens JMP Securities, LLC |
| Kristine Kubacki | CLSA |