View Future GrowthGATX 과거 순이익 실적과거 기준 점검 3/6GATX은 연평균 20.6%의 비율로 수입이 증가해 온 반면, Trade Distributors 산업은 수입이 7.3% 증가했습니다. 매출은 연평균 8.7%의 비율로 증가했습니다. GATX의 자기자본이익률은 9.1%이고 순이익률은 17.6%입니다.핵심 정보20.58%순이익 성장률20.24%주당순이익(EPS) 성장률Trade Distributors 산업 성장률23.44%매출 성장률8.67%자기자본이익률9.13%순이익률17.59%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported 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.공시 • 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, 2026Reported 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.공시 • 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, 2026분석 기사 • 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...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.모든 업데이트 보기Recent updates속보 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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, 2026내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • Mar 16GATX Corporation, Annual General Meeting, Apr 24, 2026GATX Corporation, Annual General Meeting, Apr 24, 2026.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.공시 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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.분석 기사 • 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%).분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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, 2025내러티브 업데이트 • 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%).내러티브 업데이트 • 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.분석 기사 • 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.공시 • 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.공시 • 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.분석 기사 • 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...공시 • 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.공시 • 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, 2025분석 기사 • 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.공시 • 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.분석 기사 • May 26We 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...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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).새로운 내러티브 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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 Alpha매출 및 비용 세부 내역GATX가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NYSE:GATX 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 261,903335257031 Dec 251,740328242030 Sep 251,705308238030 Jun 251,671314233031 Mar 251,627284233031 Dec 241,586279232030 Sep 241,541269227030 Jun 241,495233221031 Mar 241,452251216031 Dec 231,411254209030 Sep 231,365238211030 Jun 231,326215209031 Mar 231,295156207031 Dec 221,273156205030 Sep 221,271169206030 Jun 221,264180205031 Mar 221,268182203031 Dec 211,257143203030 Sep 211,241100187030 Jun 211,232108183031 Mar 211,216140180031 Dec 201,209150173030 Sep 201,205175181030 Jun 201,199164180031 Mar 201,196187179031 Dec 191,202181182030 Sep 191,258188226030 Jun 191,309198190031 Mar 191,361176182031 Dec 181,175191186030 Sep 181,357504151030 Jun 181,367506188031 Mar 181,366521194031 Dec 171,369502182030 Sep 171,378191174030 Jun 171,382238174031 Mar 171,392245173031 Dec 161,408257169030 Sep 161,425284171030 Jun 161,448228173031 Mar 161,455212177031 Dec 151,450205183030 Sep 151,473206191030 Jun 151,4842171920양질의 수익: GATX의 비현금 수익 수준이 높습니다.이익 마진 증가: GATX의 현재 순 이익률 (17.6%)은 지난해 (17.4%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: GATX의 수익은 지난 5년 동안 연평균 20.6%로 크게 증가했습니다.성장 가속화: 지난 1년간 GATX 의 수익 증가율(18%)은 5년 평균(연간 20.6%)보다 낮습니다.수익 대 산업: GATX의 지난 1년 수익 증가율(18%)은 Trade Distributors 업계의 3.9%를 상회했습니다.자기자본이익률높은 ROE: GATX의 자본 수익률(9.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YCapital-goods 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 17:53종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스GATX 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.분석가기관Benjamin Mohr MokCitigroup IncJohn HechtCitizens JMP Securities, LLCKristine KubackiCLSA15명의 분석가 더 보기
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.
공시 • 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
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.
공시 • 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
분석 기사 • 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...
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.
속보 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • Mar 16GATX Corporation, Annual General Meeting, Apr 24, 2026GATX Corporation, Annual General Meeting, Apr 24, 2026.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
공시 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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%).
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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
내러티브 업데이트 • 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%).
내러티브 업데이트 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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.
공시 • 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
분석 기사 • 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.
공시 • 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.
분석 기사 • May 26We 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...
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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
새로운 내러티브 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
