GATX leases railcars, aircraft spare engines, and tank containers to industrial and transportation customers across North America, Europe, and India. The core business is railcar leasing in North America, where GATX owns a large fleet and rents cars to shippers and railroads under full-service contracts that include maintenance, insurance, and taxes. Revenue comes primarily from lease payments, with railcar leasing generating the bulk of income.
Employees2,371IPOJan 15, 1953SIC4741HQ233 South Wacker Drive, Chicago, IL, USA, 60606-7147
to
Financials
Profitability
Metric
Current
Margins
Gross Margin
46.5%
Operating Margin
29.1%
EBITDA Margin
67.3%
Net Margin
17.9%
OCF Margin
40.8%
FCF Margin
40.8%
Returns on Capital
ROE
13.4%
ROA
2.3%
ROIC
3.0%
ROCE
5.1%
ROC (Greenblatt)
5.8%
3Y ROIIC
2.4%
Consistency
Years Profitable / 10Y
10
Valuation
Metric
Current
Earnings Multiples
P/E (TTM)
16.39
Forward P/E
16.17
P/E ex-NRI
22.84
Shiller P/E (CAPE)
20.00
Cash Flow Multiples
P/FCF
7.07
P/OCF
7.07
P/Owner Earnings
—
FCF Yield
14.34%
Enterprise Value Multiples
EV / EBIT
22.96
EV / Forward EBIT
23.45
EV / EBITDA
13.33
EV / Forward EBITDA
13.98
EV / Revenue
8.97
EV / Forward Revenue
7.96
Asset / Sales
P/S
2.89
P/B
2.10
P/Tangible Book
2.20
Growth-Adjusted
PEG
2.10
Capital Returns
Metric
Current
Dividends
Dividend Yield (TTM)
1.51%
Forward Dividend Yield
1.57%
3Y Dividend Growth
5.5%
Payout Ratio
0.35
5Y Yield on Cost
1.77%
Buybacks & Dilution
3Y Buyback Ratio
−0.10%
5Y Share Change
2.9%
Combined
Shareholder Yield
−48.11%
Balance Sheet
Metric
Current
Leverage
Debt / Equity
4.48
Gross Debt / EBITDA
9.04
Cash / Debt
0.06
Equity / Assets
0.16
Coverage
Interest Coverage
1.21
Short-Term Liquidity
Current Ratio
3.37
Quick Ratio
3.37
Cash Ratio
2.31
Composite Scores
Piotroski F-Score
7
Altman Z-Score
0.87
Split History
Date
Split
1998-06-02
2:1
1990-06-04
2:1
Ex-date
Amount
Pay date
2026-09-15
$0.66
2026-09-30
2026-06-15
$0.66
2026-06-30
2026-03-02
$0.66
2026-03-31
2025-12-15
$0.61
2025-12-31
2025-09-15
$0.61
2025-09-30
2025-06-13
$0.61
2025-06-30
2025-02-28
$0.61
2025-03-31
2024-12-13
$0.58
2024-12-31
2024-09-13
$0.58
2024-09-30
2024-06-14
$0.58
2024-06-30
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View allDate
Transcript
Type
2026-07-30
GATX 2026 Second-Quarter Earnings Call
Earnings Call
2026-07-30
Q2 2026 GATX Corp Earnings Call Transcript
Earnings Call
2026-06-09
WELLS FARGO 16TH INDUSTRIALS AND MATERIALS CONFERENCE
Conference
2026-05-07
GATX 2026 First-Quarter Earnings Call
Earnings Call
2026-05-07
Q1 2026 GATX Corp Earnings Call Transcript
Earnings Call
2026-02-19
GATX 2025 Fourth-Quarter Earnings Call
Earnings Call
2026-02-19
Q4 2025 GATX Corp Earnings Call Transcript
Earnings Call
2025-12-04
GATX Corp at Goldman Sachs Industrials and Materials Conference Transcript
Conference Presentations
2025-12-04
Goldman Sachs Industrials and Materials Conference 2025
Conference
2025-11-18
Stephens Annual Investment Conference | NASH 2025
Conference
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5-Step DuPont Analysis
ROE %
13.49%
×
×
Net Margin %
17.93%
×
×
Operating Margin %
29.04%
Operating Income
$596M
÷
Revenue
$2.05B
×
Tax Burden
1.1948
Net Income
$368M
÷
Pretax Income
$308M
×
Interest Burden
0.5168
Pretax Income
$308M
÷
Operating Income
$596M
×
Asset Turnover
0.13
÷
Revenue
$2.05B
÷
Average Total Assets
$15.46B
Begin Total Assets
$13.20B
End Total Assets
$17.72B
×
Equity Multiplier
5.67
÷
Avg Total Assets
$15.46B
÷
Avg Stockholders Equity
$2.73B
Begin Equity
$2.67B
End Equity
$2.78B
Top institutional holders
Q2 2026| Holder | Shares | % Owned | Chg. shares | |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 5.4M | 15.28% | 0 | $961.67M |
| BlackRock, Inc. | 4.6M | 13.08% | +151.6K | $823.06M |
| EARNEST PARTNERS LLC | 2.6M | 7.20% | -58.5K | $453.02M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | 5.77% | +34.6K | $363.24M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | 4.50% | +19.2K | $283.26M |
| DIMENSIONAL FUND ADVISORS LP | 1.5M | 4.29% | +55.0K | $270.31M |
| AMERICAN CENTURY COMPANIES INC | 1.4M | 3.93% | +134.1K | $247.26M |
| STATE STREET CORP | 1.4M | 3.90% | +66.4K | $245.67M |
| GAMCO INVESTORS, INC. ET AL | 1.1M | 2.97% | -46.0K | $186.93M |
| BANK OF AMERICA CORP /DE/ | 1.0M | 2.83% | -612 | $178.04M |
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View allTop insider holdings
as reported| Insider | Shares held | % Owned | |
|---|---|---|---|
| Sutherland DavidDirector | 86.9K | 0.2445% | $14.38M |
| REAM JAMES BDirector | 49.5K | 0.1393% | $8.19M |
| Ellman Thomas A.Officer | 42.4K | 0.1194% | $7.02M |
| YOVOVICH PAUL GDirector | 42.4K | 0.1194% | $7.02M |
| Arvia Anne LDirector | 34.3K | 0.0965% | $5.67M |
| Aigotti DianeDirector | 19.9K | 0.0560% | $3.29M |
| Stanley Adam L.Director | 9.4K | 0.0265% | $1.56M |
| Young Jeffery R.Officer | 8.1K | 0.0229% | $1.35M |
| LYONS ROBERT COfficer | — | — | — |
| Titterton Paul FOfficer | — | — | — |
10 of 24· 2 withheld
View allRecent insider activity
through Sep 11, 2026| Insider | Action | Shares | Date | |
|---|---|---|---|---|
| Phillips GeoffreyOfficer | Option Exercise (Rule 16b-3 Exempt) | +2.5K | $192.7K | Sep 11, 2026 |
| Phillips GeoffreyOfficer | Open-Market or Private Sale | -1.7K | $301.1K | Sep 11, 2026 |
| Phillips GeoffreyOfficer | Open-Market or Private Sale | -500 | $89.0K | Sep 11, 2026 |
| Phillips GeoffreyOfficer | Open-Market or Private Sale | -300 | $53.9K | Sep 11, 2026 |
| Phillips GeoffreyOfficer | Gift | -6.5K | $0 | Sep 3, 2026 |
| Doygun ErenOfficer | Option Exercise (Rule 16b-3 Exempt) | +1.0K | $77.1K | Aug 26, 2026 |
| Doygun ErenOfficer | Open-Market or Private Sale | -1.0K | $179.5K | Aug 26, 2026 |
| Sbragia JohnOfficer | Tax Withholding | -47 | $8,442 | Aug 15, 2026 |
| Hillesland KevinOfficer | Tax Withholding | -70 | $12.6K | Aug 15, 2026 |
| Phillips GeoffreyOfficer | Tax Withholding | -70 | $12.6K | Aug 15, 2026 |
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