GATX (GAX) Stock Price & Analysis
GAX Stock Chart & Stats
- Day’s Range
- EUR 160.00 - EUR 161.20
- 52-Week Range
- EUR 129.00 - EUR 182.20
- Previous Close
- EUR 160.00
- Volume
- 0
- Average Volume (3M)
- 5
- Market Cap
- EUR 5.73B
- Enterprise Value
- EUR 18.45B
- Total Cash (Recent Filing)
- EUR 390.00M
- Total Debt (Recent Filing)
- EUR 12.07B
- Price to Earnings (P/E)
- 16.7
- Beta
- 0.33
- Next Earnings
- Jan 26, 2027 (Est.)
- EPS Estimate
- 2.11
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.40%
Bulls Say, Bears Say
Bulls Say
High Utilization And Renewal Economics
Very high utilization and renewal success indicate durable demand for GATX’s installed fleet, supporting recurring lease revenue and pricing discipline. Tight railcar supply and stable traffic can sustain attractive economics as contracts renew over the next several quarters.
Wells Fargo Rail Integration
The Wells Fargo Rail acquisition is creating operating leverage through broader customer reach, improved placement of idle cars, and additional management-fee income. Successful integration strengthens GATX’s scale and should support recurring earnings beyond the initial transaction.
Diversified Leasing Platform
Strong engine-leasing performance diversifies GATX beyond freight railcars and adds another source of contracted asset income. High utilization, favorable lease rates, and a larger wholly owned portfolio can improve earnings resilience across different transportation markets.
Bears Say
High Financial Leverage
The highly levered capital structure leaves less room for error if funding costs rise or asset values weaken. Although much of the debt is fixed rate, substantial obligations can constrain financial flexibility and make downturns or weaker leasing conditions more consequential.
Inconsistent Free Cash Flow
Positive operating cash flow is offset by uneven free cash generation and substantial reinvestment needs. If this pattern persists, GATX may have less internally generated cash available for fleet growth, debt reduction, dividends, or other capital-allocation priorities.
Rail Europe Economic Pressure
A difficult European economic backdrop can weigh on lease demand, renewal economics, and fleet profitability in an important international operation. This creates a regional drag on the otherwise favorable platform and may limit the consistency of international earnings.
GATX News
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GATX Stock Smart Score
Company Description
GATX
GATX Corporation, established in Chicago, Illinois in 1898, is a prominent global equipment lessor. The company primarily provides railcar and locomotive leasing services across North America and internationally, catering to vital industries such as petroleum, chemicals, food/agriculture, and transportation. Its operational framework is divided into three key segments: Rail North America, Rail International, and Portfolio Management. Beyond simply supplying equipment, GATX offers a comprehensive suite of support and maintenance services for its rail fleet. These include interior cleaning, routine upkeep and repairs to car bodies and safety features, ensuring regulatory compliance, facilitating wheelset replacements, performing interior blasting and lining, exterior painting, and applying car stenciling. Furthermore, GATX's activities extend to leasing aircraft spare engines (including units it directly owns) and managing a small collection of five liquefied gas-carrying vessels. The company also applies its expertise to overseeing asset portfolios on behalf of third parties. GATX maintains a substantial asset base, comprising approximately 147,000 railcars, a combined fleet of 568 locomotives (539 four-axle and 29 six-axle), and its five specialized vessels.
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- CEO
- Robert C. Lyons
- Employees
- 2,371
- Website
- www.gatx.com
- Address
- 233 South Wacker Drive, Chicago, IL, 60606-7147, US
GATX (GAX) Earnings & Revenues
GAX Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. GATX reported substantial EPS growth, raised full-year guidance, maintained high utilization and renewal performance, benefited from strong secondary-market activity, and continued to realize Wells Fargo integration and management-fee benefits. The main challenges were a lower reported LPI, sand-market utilization pressure, a difficult Rail Europe economic environment, uncertainty around tariff developments and asset-sale timing, and the still-speculative nature of LNG-by-rail opportunities.
View all DE:GAX earnings summariesGAX Net sales Breakdown
- 69.65% Rail North America
- 21.94% Rail International
- 5.47% Portfolio Management
- 2.94% Other
GAX Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 5 |
| Technical Analysis | 2 | 3 | 5 |
| Moving Averages | 12 | 0 | 0 |
