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GATX Corporation

GATX Corporation

NYSE•GATX
CEO: Mr. Robert C. Lyons C.F.A.
Sector: Industrials
Industry: Rental & Leasing Services
Listing Date: 1920-07-01
GATX Corporation, together its subsidiaries, operates as railcar leasing company in the United States, Canada, Mexico, Europe, and India. It operates through three segments: Rail North America, Rail International, and Portfolio Management. The company leases tank and freight railcars, and locomotives for petroleum, chemical, food/agriculture, and transportation industries. It also offers maintenance services, including the interior cleaning of railcars, routine maintenance and repair of car body and safety appliances, regulatory compliance works, wheelset replacements, interior blast and lining, exterior blast and painting, and car stenciling services. In addition, the company manufactures commercial aircraft jet engines and leases aircraft spare engines; and owns and manages tank containers that are leased to chemical, industrial gas, energy, food, cryogenic and pharmaceutical industries, and tank container operators, as well as provides tank container sourcing, remarketing, and inspection and maintenance services. As of December 31, 2023, it owned and operated a fleet of approximately 148,500 railcars; 493 four-axle and 30 six-axle locomotives; 399 aircraft spare engines; and 23,931 tank containers. GATX Corporation was founded in 1898 and is headquartered in Chicago, Illinois.
Contact Information
233 South Wacker Drive, Chicago, IL, 60606-7147, United States
312-621-6200
www.gatx.com
Market Cap
$6.40B
P/E (TTM)
20.6
19.6
Dividend Yield
1.4%
52W High
$179.70
52W Low
$139.44
52W Range
99%
Rank46Top 59.5%
3.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2025 Data

Revenue

$439.30M+8.36%
4-Quarter Trend

EPS

$2.25-7.79%
4-Quarter Trend

FCF

-$143.40M-58.35%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Net Income Growth Net income reached $236.3M for nine months 2025, up $28.6M from $207.7M in 2024, showing strong profitability.
Total Revenue Increased Total revenues were $1,291.4M for nine months 2025, showing growth from $1,172.0M last year across segments.
Engine Leasing Profit Surge Engine Leasing profit $126.3M, driven by RRPF affiliates earnings of $109.4M, reflecting favorable operating environment.
Rail North America Utilization High Rail North America utilization remained strong at 98.9% utilization rate at quarter end September 30, 2025.

Risk Factors

Macroeconomic Headwinds Persist GRE faced challenging leasing market due to weak GDP results, tempering demand across certain car types in Europe.
Tank Container Utilization Low Trifleet utilization dropped to 83.9% due to macroeconomic headwinds causing customers to postpone procurement decisions.
Pending Legal Contingencies Various legal actions pending, including Norfolk Southern derailment claims; loss estimation remains currently not reasonably possible.

Outlook

Major Railcar Acquisition Pending Definitive agreement signed to acquire 105,000 railcars for $4.4B, expected closing in Q1 2026 or sooner.
Rail Europe Acquisition Expected GATX Rail Europe expects to close acquisition of approximately 6,000 railcars from DB Cargo AG in Q4 2025.
Long-Term Railcar Supply Rail North America has agreement to purchase 15,000 new railcars through 2028, with 7,901 ordered as of 9/30/25.

Peer Comparison

Revenue (TTM)

Alaska Air Group, Inc.ALK
$14.14B
+31.5%
Ryder System, Inc.R
$12.68B
+1.7%
Avis Budget Group, Inc.CAR
$11.70B
-1.2%

Gross Margin (Latest Quarter)

Alaska Air Group, Inc.ALK
96.0%
+67.4pp
ADT Inc.ADT
49.0%
-33.2pp
GATX CorporationGATX
47.8%
-1.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
R$7.70B15.816.3%53.4%
FBIN$7.39B22.513.9%43.5%
MSA$7.23B25.922.9%26.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.0%
Moderate Growth
4Q Net Income CAGR
2.4%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Jan 22, 2026
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EPS:-
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 30, 2025|
    Revenue: $439.30M+8.4%
    |
    EPS: $2.25-7.8%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 29, 2025|
    Revenue: $430.50M+11.3%
    |
    EPS: $2.07+69.7%
    Meet
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: Apr 25, 2025|
    Revenue: $421.60M+11.0%
    |
    EPS: $2.15+5.4%
    Beat
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 19, 2025|
    Revenue: $1.59B+12.4%
    |
    EPS: $7.80+9.4%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 24, 2024|
    Revenue: $405.40M+12.6%
    |
    EPS: $2.44+69.4%
    Beat
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Jul 25, 2024|
    Revenue: $386.70M+12.7%
    |
    EPS: $1.22-11.6%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: Apr 26, 2024|
    Revenue: $379.90M+12.1%
    |
    EPS: $2.04+26.7%
    Beat
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 16, 2024|
    Revenue: $1.41B+10.8%
    |
    EPS: $7.13+61.7%
    Beat