GATX (NYSE:GATX) Issues FY 2026 Earnings Guidance

GATX (NYSE:GATX) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 9.900-10.30 for the period, compared to the consensus earnings per share estimate of 9.990. The company issued revenue guidance of -.

GATX Price Performance

Shares of GATX traded down $0.23 during midday trading on Thursday, hitting $181.39. The company’s stock had a trading volume of 398,911 shares, compared to its average volume of 205,238. The company has a quick ratio of 3.91, a current ratio of 3.91 and a debt-to-equity ratio of 3.41. GATX has a one year low of $148.20 and a one year high of $205.56. The stock has a market capitalization of $6.44 billion, a price-to-earnings ratio of 19.46 and a beta of 1.17. The company’s fifty day simple moving average is $176.07 and its two-hundred day simple moving average is $180.63.

GATX (NYSE:GATX) last announced its quarterly earnings data on Thursday, July 30th. The transportation company reported $2.84 earnings per share for the quarter, topping the consensus estimate of $2.46 by $0.38. GATX had a return on equity of 10.31% and a net margin of 17.88%.The business had revenue of $580.10 million during the quarter, compared to the consensus estimate of $598.77 million. During the same period in the prior year, the company earned $2.06 EPS. GATX’s revenue for the quarter was up 34.8% on a year-over-year basis. GATX has set its FY 2026 guidance at 9.900-10.30 EPS. As a group, equities analysts expect that GATX will post 9.8 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on GATX. The Goldman Sachs Group reaffirmed a “buy” rating and set a $222.00 price target on shares of GATX in a report on Thursday, May 7th. Weiss Ratings restated a “buy (b)” rating on shares of GATX in a research report on Friday, July 17th. Citigroup boosted their target price on shares of GATX from $211.00 to $214.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Finally, Susquehanna lowered their price target on shares of GATX from $220.00 to $218.00 and set a “positive” rating for the company in a report on Friday, May 8th. Four investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $218.00.

Key Stories Impacting GATX

Here are the key news stories impacting GATX this week:

• Positive Sentiment: GATX reported second-quarter adjusted earnings of $2.84 per share, well above the $2.46 analyst consensus and up from $2.06 a year earlier. Net income increased to $103.4 million from $75.5 million. GATX Corporation Reports 2026 Second-Quarter Results
• Positive Sentiment: The company raised its 2026 earnings guidance to $9.90-$10.30 per share, compared with the prior outlook and roughly in line with or slightly above the $9.99 consensus midpoint. Management cited contributions from its business segments, North American rail-market conditions, the Wells Fargo Rail fleet integration and continued investment activity. GATX boosts earnings guidance after strong quarterly results
• Positive Sentiment: Operating trends were favorable in key areas: Rail North America segment profit rose to $118.5 million from $96.6 million, combined-fleet utilization reached 98%, and Engine Leasing segment profit more than doubled to $66.4 million. Net gains on asset dispositions totaled $69.7 million. For GATX, Strong 2Q26 Results
• Neutral Sentiment: Revenue climbed 34.8% year over year to $580.1 million, but fell short of the approximately $598.8 million consensus estimate. This creates a potential concern about the pace and quality of top-line growth even as earnings benefited from segment performance and asset-sale gains. GATX Misses Q2 Revenue Estimates
• Negative Sentiment: Recent disclosed insider activity showed several executive share sales and no reported insider purchases over the past six months. While these transactions may be routine, they can weigh modestly on investor sentiment. GATX Raises 2026 EPS Outlook

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Dimensional Fund Advisors LP increased its position in GATX by 0.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,481,900 shares of the transportation company’s stock valued at $251,337,000 after purchasing an additional 9,109 shares during the period. Bank of America Corp DE lifted its position in shares of GATX by 0.5% in the 2nd quarter. Bank of America Corp DE now owns 1,219,746 shares of the transportation company’s stock worth $187,304,000 after purchasing an additional 6,104 shares during the period. Wellington Management Group LLP boosted its stake in shares of GATX by 0.4% in the 4th quarter. Wellington Management Group LLP now owns 1,011,703 shares of the transportation company’s stock valued at $171,585,000 after purchasing an additional 4,406 shares during the last quarter. Alliancebernstein L.P. boosted its stake in shares of GATX by 681.7% in the 3rd quarter. Alliancebernstein L.P. now owns 574,333 shares of the transportation company’s stock valued at $100,393,000 after purchasing an additional 500,857 shares during the last quarter. Finally, Goldman Sachs Group Inc. increased its position in shares of GATX by 31.8% during the fourth quarter. Goldman Sachs Group Inc. now owns 249,956 shares of the transportation company’s stock worth $42,392,000 after buying an additional 60,273 shares during the period. 93.14% of the stock is owned by institutional investors and hedge funds.

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.