US · Industrials · Rental & Leasing Services
EPS came in at 2.92 against a street estimate of 2.46 — a beat of 18.7%.
Analysts rate GATX Corporation a strong buy (4 buy, 0 hold, 0 sell out of 4) with an average price target of $221.75.
CONFIDENT GATX beat Q2 EPS ($2.84 vs $2.46 est) and raised 2026 guidance to $9.90–$10.30. Wells Fargo acquisition delivering ahead of plan; Rail utilization 98%, engine leasing strong, secondary market sales robust. Q2 2026 North America driving gains via supply-demand tightness and fleet shrinkage; Europe stable despite post-Ukraine headwinds; India robust. Analysts pressed on LPI sand-car granularity (declined; competitive), Wells deal optionality (on schedule, expectation to exercise annually), and guidance composition (Wells + legacy remarketing + engine upside). Management balanced specificity with competitive positioning. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| State Farm Mutual Automobile Ins Co | 15.37% |
| BlackRock Inc | 13.16% |
| Earnest Partners LLC | 7.24% |
| Vanguard Portfolio Management, LLC | 5.81% |
| Vanguard Capital Management, LLC | 4.53% |
| Dimensional Fund Advisors, Inc. | 4.32% |
| American Century Companies Inc | 3.95% |
| State Street Corp | 3.93% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $598.0 million, up from $439.3 million in Q3 2025. Nine-month revenue was $1,761.8 million versus $ | 2026-10-30 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 diluted EPS rose to $2.92 from $2.25 in the prior-year quarter. • Third-quarter net income attributable to GAT | 2026-10-29 |
| Quarterly report · Q2 2026 GATX CORPORATION — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (six months 2026): $1,163.8 million vs. $852.1 million (2025) — up 36.6% • | 2026-07-31 |
| Results announced · Q3 2026 GATX CORPORATION Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net income attributable to GATX: $103.4 million, or $2.84 per diluted share vs. | 2026-07-30 |
| Company announcement · Q2 2026 GATX CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • GATX exercised its first call option on June 30, 2026, to acquire an additional interest in GABX L | 2026-07-01 |
| Material agreement · Q2 2026 GATX CORPORATION - 8-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Credit Agreement Maturity Extended: Termination date extended from May 21, 20 | 2026-05-21 |
| Quarterly report · Q1 2026 GATX CORPORATION Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues: $583.7 million (Q1 2026) vs. $421.6 million (Q1 2025) — increase of 38% • N | 2026-05-07 |
| Results announced · Q2 2026 GATX CORPORATION Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 diluted EPS: $2.35 vs. Q1 2025 EPS of $2.15 • Net income attributable to GATX: | 2026-05-07 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.66 / share ex-date Dec 15, 2026 · pay Dec 31, 2026 | 2026-12-15 |
| Dividend | $0.66 / share ex-date Sep 15, 2026 · pay Sep 30, 2026 | 2026-09-15 |
| Dividend | $0.66 / share ex-date Jun 15, 2026 · pay Jun 30, 2026 | 2026-06-15 |
| Dividend | $0.66 / share ex-date Mar 2, 2026 · pay Mar 31, 2026 | 2026-03-02 |
| Dividend | $0.61 / share ex-date Dec 15, 2025 · pay Dec 31, 2025 | 2025-12-15 |
| Announcement | Date |
|---|---|
| New $300 million share repurchase authorization and quarterly dividend declared GATX Corporation reported its 2025 fourth-quarter and full-year financial results on February 19, 2026. While specific earnings figures are referenced in the attached press release (not deta | 2026-02-19 |
| Closing of acquisition with credit agreement and call option GATX Corporation announced the closing of an acquisition on January 5, 2026. To finance this deal, the company entered into a credit agreement with Wells Fargo Bank as administrative agent, | 2026-01-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for GATX Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.