GATX Corporation ("GATX," the "Company," "we," "us," "our," and similar terms), a New York corporation founded in 1898, is a leading global railcar lessor, owning fleets in North America, Europe, and India. In addition, through GATX Engine Leasing ("GEL"), our wholly owned aircraft spare engine leasing business, and our joint ventures with Rolls-Royce plc (or affiliates thereof, collectively “Rolls-Royce”), we own one of the largest aircraft spare engine lease portfolios in the world. We report our financial results through three primary business segments: Rail North America, Rail International, and Engine Leasing. Financial results for our tank container leasing business ("Trifleet") are reported in the Other segment. On May 29, 2025, GATX entered into a definitive agreement to acquire railcars from Wells Fargo Bank, N.A. ("Wells Fargo") through a newly formed joint venture ("GABX" or the "GABX joint venture") with Brookfield Infrastructure Partners L.P.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 1.7B | 1.7B | 1.6B | 1.4B | 1.3B | 1.3B |
| Net Income | 328M | 328M | 279M | 254M | 156M | 143M |
| EPS | $9.12 | $9.12 | $7.78 | $7.12 | $4.35 | $3.98 |
| Free Cash Flow | 648M | 648M | 572M | -1.1B | -724M | -700M |
| ROIC | 1.0% | 1.0% | 1.1% | 0.8% | 3.2% | 0.9% |
| Gross Margin | 75.4% | 75.4% | 75.9% | 75.6% | - | - |
| Debt/Equity | 4.58 | 4.58 | 3.40 | 3.28 | 3.21 | 2.95 |
| Dividends/Share | $2.50 | $2.44 | $2.32 | $2.20 | $2.14 | $2.07 |
| Operating Income | 168M | 168M | 140M | 115M | 425M | 98M |
| Operating Margin | 9.6% | 9.6% | 8.8% | 8.2% | 33.4% | 7.8% |
| ROE | 11.9% | 12.6% | 11.9% | 11.8% | 7.7% | 7.2% |
| Shares Outstanding | 36M | 36M | 36M | 36M | 36M | 36M |
GATX CORP passes 5 of 9 quality checks, suggesting mixed fundamentals.
GATX CORP trades at 21.5x trailing earnings, compared to its 15-year median P/E of 17.2x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 11.1x vs a median of 9.6x. The company's 5-year average ROIC is 1.4% with a gross margin of 75.6%. Total shareholder yield (dividends + buybacks) is 2.2%. At current prices, the estimated annualized return to fair value is +45.8%.
GATX CORP (GATX) has a current P/E ratio of 21.5, compared to its historical median P/E of 17.2. The stock is currently considered Fair based on its historical valuation range.
GATX CORP (GATX) has a 5-year average return on invested capital (ROIC) of 1.4%. This is below average and may indicate limited pricing power.
GATX CORP (GATX) has a market capitalization of $7.0B. It is classified as a mid-cap stock.
Yes, GATX CORP (GATX) pays a dividend with a trailing twelve-month yield of 1.27%. The company also returns capital through share buybacks, with a buyback yield of 0.92%.
Based on historical P/E analysis, GATX CORP (GATX) appears fair. The current P/E of 21.5 is 25% above its historical median of 17.2. The estimated fair value CAGR (P/E method) is 5.7%.
GATX CORP (GATX) operates in the Transportation Services industry, within the Industrials sector.
GATX CORP (GATX) reported annual revenue of $1.7 billion in its most recent fiscal year, based on SEC EDGAR filings.
GATX CORP (GATX) has a net profit margin of 18.8%. This is a healthy margin.
GATX CORP (GATX) generated $648 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
GATX CORP (GATX) has a debt-to-equity ratio of 4.58. This indicates higher leverage, which may increase financial risk.
GATX CORP (GATX) reported earnings per share (EPS) of $9.12 in its most recent fiscal year.
GATX CORP (GATX) has a return on equity (ROE) of 12.6%. This indicates moderate shareholder returns.
GATX CORP (GATX) has a 5-year average gross margin of 75.6%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 18 years of financial data for GATX CORP (GATX), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
GATX CORP (GATX) has a book value per share of $76.52, based on its most recent annual SEC filing.
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