| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 39 | 16.5x | 17.3x | Bottom tier | |
Growth | 81 | 22.8% | 7.1% | Top tier | |
Quality | 42 | 3.9% | 4.5% | Around median | |
Safety | 26 | 8.4x | 2.6x | Bottom tier | |
Capital Return | 59 | 1.52% | 0.06% | Around median | |
Momentum | 44 | 4.3% | -1.6% | Around median | |
Sentiment | 35 | 4 | 3 | Bottom tier |
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
GATX Corporation leases long-lived transportation assets, with operations concentrated in railcars in North America, Europe, and India, alongside aircraft engine leasing through its joint venture with Rolls-Royce and its wholly owned portfolio. Its returns come from lease revenue, contract repricing upon renewal, Wells Fargo portfolio management fees, and gains from selling railcars and engines in the secondary market. In Q1 FY2026, Rail North America fleet utilization was approximately 98.1%, compared with 94.7% in Europe and 100% for the GATX Rail India fleet.
In Q2 FY2026, GATX reported revenue of $580.1 million, net income of $103.4 million, and earnings per share of $2.84. Compared with Q1 FY2026, revenue declined slightly from $583.7 million, while net income rose from $85.5 million and earnings per share from $2.35; accordingly, the calculated net income margin improved from approximately 14.6% to approximately 17.8%. The provided data did not include a segment breakdown of Q2 FY2026 revenue, but operating indicators in the previous quarter showed pricing strength in Rail North America and continued demand in India and aircraft engines.
For the trailing twelve months ending during FY2026, revenue was $2.1 billion, net income was $368.1 million, and earnings per share were $10.28, compared with revenue of $1.7 billion, net income of $333.3 million, and earnings per share of $9.12 in FY2025. The quality of these earnings depends on a mix of recurring lease income and more volatile asset disposition gains; in Q1 FY2026 alone, the company generated approximately $50 million in asset sale gains. The addition of the Wells Fargo portfolio also nearly doubled the size of the Rail North America fleet and added approximately 300 customer accounts, bringing the total customer base to more than one thousand customers.
The analyst consensus on GATX is "Buy," with an average target of $220 and a narrow range of $218 to $222. The average target is approximately 7% above the high end of the 52-week range of $205.56, while the full range extends from $150.42 to $205.56; therefore, the valuation assumes continued repricing strength, achievement of targeted disposition gains, and successful integration of Wells Fargo. No valid price-to-earnings ratio was provided, so the stock cannot be evaluated on this metric using the available data.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
GATX generates income primarily from leasing railcars in North America, Europe, and India, and from leasing aircraft engines through a joint venture with Rolls-Royce and a wholly owned portfolio. It also generates gains from selling railcars and engines in the secondary market, with asset disposition gains reaching approximately $50 million in Q1 FY2026. During the same period, fleet utilization was 98.1% in Rail North America, 94.7% in Europe, and 100% in GATX Rail India.
Q2 FY2026 revenue was approximately $580.1 million, net income was $103.4 million, and earnings per share were $2.84. In Q1 FY2026, revenue was $583.7 million, net income was $85.5 million, and earnings per share were $2.35. This means the calculated net income margin improved from approximately 14.6% to 17.8% despite the slight decline in revenue between the two quarters.
GATX completed the portfolio data migration on January 1, 2026, and the transaction added approximately 300 customer accounts, bringing the total customer base to more than one thousand customers. The added portfolio comprised approximately 101 thousand railcars when 98 thousand non-boxcars are combined with more than three thousand boxcars, nearly doubling the Rail North America fleet. Management expects the transaction to add between $0.20 and $0.30 to earnings per share in FY2026 and confirmed on May 7, 2026, that execution was on track.
Automated analysis for informational purposes only — not investment advice.
The renewal rate change in the Lease Price Index was 22.3% in Q1 FY2026, with an average renewal term of 56 months. The renewal success rate reached 79.1%, within management's expectation of the high seventies to low eighties. With slightly more than two-thirds of the combined fleet repriced in the favorable environment, the remaining portion still offers an opportunity to improve financial performance as its contracts are renewed.
The first source is the timing of asset disposition gains, as management is targeting approximately $200 million in FY2026, including $70 million from the joint venture, while the venture generated only approximately $2 million in the first quarter. The second source is aircraft engine remarketing, which represented less than 10% of joint venture earnings in Q1 compared with approximately one-third during the previous two years. Management also expects maintenance expenses of approximately $500 million and confirmed that a relatively small change in them could materially affect results.
The analyst consensus is "Buy," with an average price target of $220, a low target of $218, and a high target of $222. The average is approximately 7% above the upper end of the 52-week range of $205.56, while the lower end of the range is $150.42. The data does not include a valid price-to-earnings ratio, so the available assessment is based on analyst targets, the 52-week range, and the company's ability to execute its operating outlook.