GATX's revenue appears to have re-accelerated to $598.0M in 2026Q3, a 36.1% year-over-year increase, suggesting renewal repricing and 98.0% fleet utilization are supporting top-line momentum.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue climbed to $598.0M in 2026Q3 from $430.5M in 2025Q2 while operating margin held near 32.2%, though quarterly EPS volatility from $1.21 to $2.92 warrants continued scrutiny.
GATX operates through Rail North America, Rail International, and Engine Leasing segments, leveraging diverse expertise to lead markets.
Investors are analyzing the $334.7 million profit to determine the repeatability of leasing income versus one-time deals.
GATX emphasizes constant innovation and close customer collaboration to exceed expectations and maintain market leadership.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $2.92+18.7% vs $2.46 | $598M+0.9% vs $593M |
Q3 2026 Jul 30, 2026 | $2.84+15.4% vs $2.46 | $580M-3.1% vs $599M |
Q2 2026 May 7, 2026 | $2.35+3.1% vs $2.28 | $584M-2.7% vs $600M |
Q1 2026 Feb 19, 2026 | $2.44+0.8% vs $2.42 | $449M+0.9% vs $445M |
GATX (NYSE: GATX - Get Free Report) and urban-gro (NASDAQ: UGRO - Get Free Report) are both industrials companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, earnings, profitability, dividends, analyst recommendations and institutional ownership. Profitability This table compares GATX and urban-gro's net margins, return
GATX Corporation is rated a 'hold' as shares trade near fair value despite strong operating performance and robust demand. GATX benefits from high utilization rates, successful Wells Fargo Rail integration, and stable multi-year leasing relationships, driving steady EPS and dividend growth. Dividend safety is acceptable with a 15-year growth streak, low payout ratio, and strong operating cash flow, but high leverage remains a concern.
Nobody is building a competing transcontinental railroad, and that simple fact has quietly funded decades of rising dividends across four companies most investors never think about.
/PRNewswire/ -- There is a quiet argument running underneath the current industrial buildout about who should own the equipment. On one side sits the
Benchmark GATX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for GATX Corporation (GATX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $182.74 | $6.49B | 20.04 | 9.77% | 19.15% | 10.97% | 1.37% | |
| $25.23 | $7.13B | -13.56 | 96.97% | 10.62% | 18.77% | — | |
| $4.24 | $139.04M | 3.89 | -10.45% | -2.69% | — | — | |
| $29.43 | $2.34B | 9.65 | -29.95% | 15.57% | 28.94% | 4.05% | |
| $41.51 | $1.28B | 6.54 | -8.66% | 3.01% | 4.31% | 2.97% | |
| $283.59 | $47.9B | 41.52 | 7.51% | 11.2% | 12.13% | 0.36% |
GATX Corporation (GATX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
GATX Corporation (GATX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Jul 30, 2026·SEC
Jul 1, 2026·SEC
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GATX Corporation (GATX) stock FAQ — growth, dividends, profitability & financials explained
GATX Corporation (GATX) reported $2.21B in revenue over the trailing twelve months. Revenue was $1.74B in fiscal year 2025. That is 23% more than the $1.41B of fiscal year 1996.
GATX Corporation (GATX) grew revenue by 9.8% in fiscal year 2025, compared with the prior fiscal year.
Yes. GATX Corporation (GATX) earned $391.1M in net income over the trailing twelve months (a 17.7% net margin).
Yes. GATX Corporation (GATX) pays a dividend that yields 1.37% at the current price, a moderate yield.
GATX Corporation (GATX) had a return on equity (ROE) of 11.0% in fiscal year 2025. That is in line with the market's typical 10-15%.
GATX Corporation (GATX) generated $424.1M in free cash flow over the trailing twelve months.
