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 earnings per share 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 Trading Down 2.5%

NYSE:GATX traded down $4.55 during trading hours on Friday, hitting $177.15. The stock had a trading volume of 168,764 shares, compared to its average volume of 218,789. GATX has a one year low of $148.20 and a one year high of $205.56. The company has a debt-to-equity ratio of 3.41, a quick ratio of 3.91 and a current ratio of 3.91. The company has a market cap of $6.29 billion, a price-to-earnings ratio of 18.97 and a beta of 1.17. The business’s 50 day moving average is $176.07 and its 200-day moving average is $180.63.

GATX (NYSE:GATX) last announced its quarterly earnings results on Thursday, July 30th. The transportation company reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $2.46 by $0.38. GATX had a net margin of 17.88% and a return on equity of 10.31%. The company had revenue of $580.10 million for the quarter, compared to analysts’ expectations of $598.77 million. During the same period last year, the firm posted $2.06 earnings per share. The business’s quarterly revenue was up 34.8% compared to the same quarter last year. GATX has set its FY 2026 guidance at 9.900-10.30 EPS. Sell-side analysts anticipate that GATX will post 9.8 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on GATX shares. Citigroup raised their price target on GATX from $211.00 to $214.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. The Goldman Sachs Group reiterated a “buy” rating and issued a $222.00 price target on shares of GATX in a report on Thursday, May 7th. Susquehanna increased their price objective on shares of GATX from $218.00 to $220.00 and gave the stock a “positive” rating in a research report on Friday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of GATX in a report on Friday, July 17th. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $218.67.

Key Headlines Impacting GATX

Here are the key news stories impacting GATX this week:

• Positive Sentiment: GATX reported second-quarter EPS of $2.84, well above the $2.46 analyst consensus and up from $2.06 a year earlier. Net income increased to $103.4 million, while revenue rose 34.8% year over year to $580.1 million. GATX Corporation Reports 2026 Second-Quarter Results
• Positive Sentiment: The company raised its fiscal 2026 EPS outlook to $9.90–$10.30, citing contributions across its businesses, the Wells Fargo Rail fleet integration and continued investment. Rail North America utilization was 98%, and Engine Leasing segment profit more than doubled year over year to $66.4 million. GATX raises 2026 EPS outlook after $103.4 million Q2 profit
• Positive Sentiment: Susquehanna raised its price target from $218 to $220 and maintained a positive rating, implying substantial upside based on the referenced share price. Benzinga analyst update
• Neutral Sentiment: GATX declared a quarterly dividend of $0.66 per share, payable September 30 to shareholders of record September 15. The payout was unchanged from the prior quarter, providing income support but no new dividend-growth catalyst. GATX Corporation Announces Quarterly Dividend
• Negative Sentiment: Quarterly revenue of $580.1 million fell short of the $598.8 million consensus estimate. The sales miss likely offset some of the positive impact from the EPS beat and higher full-year guidance. GATX misses Q2 CY2026 revenue estimates

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. Alliancebernstein L.P. boosted its holdings 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 buying an additional 500,857 shares during the last quarter. Squarepoint Ops LLC lifted its stake in GATX by 429.5% in the second quarter. Squarepoint Ops LLC now owns 187,835 shares of the transportation company’s stock valued at $28,844,000 after acquiring an additional 152,361 shares during the last quarter. Steadfast Capital Management LP bought a new position in shares of GATX in the 3rd quarter valued at about $24,489,000. Loomis Sayles & Co. L P bought a new position in shares of GATX in the 4th quarter valued at about $11,198,000. Finally, Tudor Investment Corp ET AL increased its stake in shares of GATX by 118.4% during the 4th quarter. Tudor Investment Corp ET AL now owns 118,877 shares of the transportation company’s stock worth $20,162,000 after purchasing an additional 64,454 shares during the last quarter. Institutional investors and hedge funds own 93.14% of the company’s stock.

About GATX

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.