GATX is experiencing a pivotal growth inflection, with Q2 2026 revenue surging 34.8% year-over-year, driven by a 16.8% renewal lease rate increase and 98% utilization. This momentum is supported by robust cash conversion (OCF/NI averaging 2.1x) and a strategic...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 34.8% year-over-year in Q2 2026, with operating margin remaining robust at 27.7%, though gross margin contracted to 43.9% from 49.2% a year earlier.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 21, 2025 | $2.10-9.5% vs $2.32 | $439M+0.8% vs $436M |
/PRNewswire/ -- There is a quiet argument running underneath the current industrial buildout about who should own the equipment. On one side sits the
Bank of New York Mellon Corp acquired a new position in shares of GATX Corporation (NYSE: GATX) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 288,829 shares of the transportation company's stock, valued at approximately $51,178,000. Bank of New York Mellon Corp owned
Bank of America Corp DE lifted its stake in GATX Corporation (NYSE: GATX) by 0.8% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,005,419 shares of the transportation company's stock after acquiring an additional 7,867 shares during
Arrowstreet Capital Limited Partnership purchased a new stake in shares of GATX Corporation (NYSE: GATX) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 7,888 shares of the transportation company's stock, valued at approximately $1,347,000. Several other institutional investors have also recently
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 |
|---|---|---|---|---|---|---|---|
| $185.70 | $6.59B | 20.36 | 9.77% | 19.15% | 10.97% | 1.35% | |
| $31.65 | $8.95B | -17.02 | 96.97% | 10.62% | 18.77% | — | |
| $7.40 | $242.66M | 6.79 | -10.45% | -2.69% | — | — | |
| $28.05 | $2.23B | 9.20 | -29.95% | 16.81% | 29.28% | — | |
| $43.04 | $1.33B | 6.78 | -8.66% | 3.89% | 5.93% | — | |
| $292.31 | $49.37B | 42.80 | 7.51% | 10.59% | 11.32% | — |
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)
Jul 30, 2026·SEC
Jul 1, 2026·SEC
May 21, 2026·SEC
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GATX Corporation (GATX) stock FAQ — growth, dividends, profitability & financials explained
GATX Corporation (GATX) reported $2.05B in revenue for fiscal year 2025. This represents a 45% increase from $1.41B in 1996.
GATX Corporation (GATX) grew revenue by 9.8% over the past year. This is steady growth.
Yes, GATX Corporation (GATX) is profitable, generating $368.1M in net income for fiscal year 2025 (19.2% net margin).
Yes, GATX Corporation (GATX) pays a dividend with a yield of 1.35%. This makes it attractive for income-focused investors.
GATX Corporation (GATX) has a return on equity (ROE) of 11.0%. This is reasonable for most industries.
GATX Corporation (GATX) had negative free cash flow of $4.69B in fiscal year 2025, likely due to heavy capital investments.
