GATX Corporation

GATX Corporation

GATXยทNYSE

$166.79

-0.66%
IndustrialsRental & Leasing Services

GATX Corporation operates as railcar leasing company in the United States and internationally. The company operates through three segments: Rail North America, Rail International, and Portfolio Management. It leases tank and freight railcars, and locomotives for petroleum, chemical, food/agriculture, and transportation industries. The company also offers 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 operations, exterior blast and painting, and car stenciling. In addition, it leases aircraft spare engines, directly-owned aircraft spare engines, and five liquefied gas-carrying vessels, as well as manages portfolios of assets for third parties. The company owns a fleet of approximately 147,000 railcars; 539 four-axle and 29 six-axle locomotives; and 5 vessels. GATX Corporation was founded in 1898 and is headquartered in Chicago, Illinois.

At a Glance

Live Snapshot
Market Cap$5.92B
EPS9.1400
P/E Ratio18.25
Earnings Date08/04/2026
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GATX Corporation Street Expectations Map

GATX ยท NYSE

Wall Street analysts project that GATX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 220.00, with estimates ranging from a low of 218.00 to a high of 222.00.

Lowest Target
218.00
30.70%
Consensus Target
220.00
31.90%
Highest Target
222.00
33.10%

The consensus 1-year price target stands at 220.00, with estimates ranging from a low of 218.00 to a high of 222.00.

Analyst Consensus Analysis

Upside Potential

+31.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

1.8% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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GATX Corporation Forward Estimates of Revenue

GATX ยท NYSE
Latest Revenue
1.74B
FY 2025
Avg Estimate
2.39B
FY 2026
Estimate Range
2.38B - 2.40B
Analyst Spread

Forward Growth Analysis

Projected Growth+37.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GATX Corporation Forward Estimates of Net Income

GATX ยท NYSE
Latest Net Income
333.30M
FY 2025
Avg Estimate
361.05M
FY 2026
Estimate Range
348.47M - 370.48M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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GATX Corporation Forward Estimates of EPS

GATX ยท NYSE
Latest EPS
9.14
FY 2025
Avg Estimate
$10.04
FY 2026
Estimate Range
$9.73 - $10.35
Analyst Spread

Forward Growth Analysis

Projected Growth+9.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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GATX Corporation Forward Estimates of EBIT

GATX ยท NYSE
Latest EBIT
534.10M
FY 2025
Avg Estimate
798.30M
FY 2026
Estimate Range
796.42M - 803.71M
Analyst Spread

Forward Growth Analysis

Projected Growth+49.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GATX Corporation Forward Estimates of EBITDA

GATX ยท NYSE
Latest EBITDA
986.40M
FY 2025
Avg Estimate
1.47B
FY 2026
Estimate Range
1.46B - 1.48B
Analyst Spread

Forward Growth Analysis

Projected Growth+48.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GATX Corporation Forward Estimates of SG&A Expense

GATX ยท NYSE
Latest SG&A Expense
252.60M
FY 2025
Avg Estimate
361.04M
FY 2026
Estimate Range
360.19M - 363.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+42.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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GATX Corporation Insider Positioning

GATX ยท NYSE

During the last 12 months, insiders have sold $2.25M worth of GATX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

2.7K

485.48K

Net Activity

-485K

-$485K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

11.1K

1.77M

Net Activity

-1.8M

-$1.77M

Top Buyers

No buying activity

Top Sellers

1
ETA

Ellman Thomas A.

Officer: Evp & Cfo

3.9K sharesโ€ข1 transactions

$621K

2
PG

Phillips Geoffrey

Officer: Sr. Vp, Operations

2.1K sharesโ€ข1 transactions

$354K

3
HK

Hillesland Kevin

Officer: Svp, Structured Finance

2.2K sharesโ€ข1 transactions

$336K

4
MJ

Mcmanus Jennifer

Officer: Sr. Vp & Controller

1.8K sharesโ€ข1 transactions

$279K

5
VAJ

Van Aken Jennifer

Officer: Sr Vp Treasurer & Cro

1.6K sharesโ€ข1 transactions

$262K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.25M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.