GATX (NYSE:GATX) Updates FY 2026 Earnings Guidance

GATX (NYSE:GATX) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 9.500-10.100 for the period, compared to the consensus estimate of 10.030. The company issued revenue guidance of -.

GATX Stock Performance

GATX stock traded down $3.78 during trading hours on Thursday, hitting $186.49. 53,583 shares of the stock were exchanged, compared to its average volume of 180,052. GATX has a 12 month low of $139.44 and a 12 month high of $195.42. The company has a current ratio of 3.81, a quick ratio of 3.81 and a debt-to-equity ratio of 3.26. The firm has a market capitalization of $6.66 billion, a P/E ratio of 21.92 and a beta of 1.19. The company has a 50-day simple moving average of $179.15 and a two-hundred day simple moving average of $169.29.

GATX (NYSE:GATX) last released its quarterly earnings results on Thursday, February 19th. The transportation company reported $2.44 EPS for the quarter, beating the consensus estimate of $2.42 by $0.02. GATX had a net margin of 18.35% and a return on equity of 11.62%. The business had revenue of $449.00 million for the quarter, compared to the consensus estimate of $443.67 million. During the same period in the prior year, the company posted $1.93 earnings per share. GATX’s revenue was up 8.6% compared to the same quarter last year. GATX has set its FY 2026 guidance at 9.500-10.100 EPS. On average, analysts forecast that GATX will post 8.5 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on GATX. The Goldman Sachs Group reaffirmed a “buy” rating and set a $204.00 price objective on shares of GATX in a research report on Wednesday, January 14th. Weiss Ratings restated a “buy (b)” rating on shares of GATX in a research report on Thursday, January 22nd. Susquehanna upped their price target on GATX from $192.00 to $212.00 and gave the stock a “positive” rating in a research note on Monday, January 26th. Finally, Citigroup raised their price objective on GATX from $192.00 to $198.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, GATX presently has a consensus rating of “Buy” and an average target price of $204.67.

Insiders Place Their Bets

In other news, SVP Aken Jennifer Van sold 1,800 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $164.15, for a total transaction of $295,470.00. Following the completion of the sale, the senior vice president owned 5,912 shares of the company’s stock, valued at approximately $970,454.80. This trade represents a 23.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 2.17% of the stock is owned by corporate insiders.

Institutional Trading of GATX

Several large investors have recently made changes to their positions in GATX. Larson Financial Group LLC lifted its stake in shares of GATX by 364.5% in the 3rd quarter. Larson Financial Group LLC now owns 144 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 113 shares during the period. Los Angeles Capital Management LLC acquired a new stake in shares of GATX during the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd bought a new stake in GATX in the fourth quarter valued at about $27,000. BOKF NA lifted its stake in GATX by 1,117.6% in the third quarter. BOKF NA now owns 207 shares of the transportation company’s stock valued at $36,000 after buying an additional 190 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its stake in GATX by 41.9% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 237 shares of the transportation company’s stock valued at $41,000 after buying an additional 70 shares during the period. Institutional investors own 93.14% of the company’s stock.

GATX Company Profile

GATX Corporation (NYSE: GATX) is a global railcar leasing and asset management company headquartered in Chicago, Illinois. Founded in 1898 as General American Transportation Corporation, GATX has grown into one of the world’s leading lessors of railcars, marine vessels and industrial assets. The company’s core business focuses on leasing and managing high-value equipment for customers in the energy, industrial, chemical, agricultural and metals markets.

In its Rail North America segment, GATX owns and manages a diverse fleet of more than 60,000 railcars, including tank cars, covered hoppers, boxcars and flatcars.