GATX: Strong Demand And Utilization But Fairly Valued
GATX Corporation is rated a 'hold' as shares trade near fair value despite strong operating performance and robust demand. GATX benefits from high utilization rates, successful Wells Fargo Rail integration, and stable multi-year leasing relationships, driving steady EPS and dividend growth. Dividend safety is acceptable with a 15-year growth streak, low payout ratio, and strong operating cash flow, but high leverage remains a concern.
GATX Corporation (GATX) Q2 2026 Earnings Call Transcript
GATX Corporation (GATX) Q2 2026 Earnings Call Transcript
GATX Q2 Earnings Call Highlights
GATX NYSE: GATX reported second-quarter 2026 diluted earnings per share of $2.84, up from $2.06 a year earlier, and raised its full-year earnings guidance to a range of $9.90 to $10.30 per share. Year-to-date diluted EPS was $5.19, compared with $4.21 in the first half of 2025.
GATX Q1 Earnings Call Highlights
GATX NYSE: GATX reported first-quarter 2026 diluted earnings per share of $2.35, up from $2.15 in the same period a year earlier, as management said demand remained steady across its rail businesses and strong in aircraft engine leasing despite heightened macroeconomic uncertainty.
GATX Corporation (GATX) Q1 2026 Earnings Call Transcript
GATX Corporation (GATX) Q1 2026 Earnings Call Transcript
GATX Corporation (GATX) Q4 2025 Earnings Call Transcript
GATX Corporation (GATX) Q4 2025 Earnings Call Transcript
GATX Corporation (GATX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
GATX Corporation (GATX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
GATX Corporation (GATX) Q3 2025 Earnings Call Transcript
GATX Corporation (NYSE:GATX ) Q3 2025 Earnings Call October 21, 2025 11:00 AM EDT Company Participants Shari Hellerman - Senior Director of Investor Relations, ESG & External Communications Robert Lyons - President, CEO & Director Thomas Ellman - Executive VP & CFO Paul Titterton - Executive VP & President of Rail North America Conference Call Participants Benjamin Mohr Mok - Citigroup Inc. Exchange Research Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Andrzej Tomczyk - Goldman Sachs Group, Inc., Research Division Brendan Michael McCarthy - Sidoti & Company, LLC Justin Bergner - G.research, LLC Presentation Operator Thank you for standing by. My name is Greg, and I will be your conference operator today.
Railcar Lessors: A Competitive Analysis
GATX stands out among railcar lessors for its superior profitability, steady earnings growth, and strong share price performance over the past decade. Trinity and Greenbrier offer higher dividend yields, but their total returns and earnings prospects lag behind GATX's. Valuation metrics and intrinsic value models suggest Greenbrier is cheap, but GATX's financial strength and growth outlook make it the better investment.
GATX Corporation (GATX) Q1 2025 Earnings Call Transcript
GATX Corporation (NYSE:GATX ) Q1 2025 Earnings Conference Call April 23, 2025 11:00 AM ET Company Participants Shari Hellerman - Head, IR Bob Lyons - President and CEO Paul Titterton - EVP and President, Rail North America Conference Call Participants Bascome Majors - Susquehanna Andrzej Tomczyk - Goldman Sachs Justin Bergner - Gabelli Funds Operator Thank you for standing by. My name is Kate, and I will be your conference operator today.
GATX Corporation (GATX) Q4 2024 Earnings Call Transcript
GATX Corporation (NYSE:GATX ) Q4 2024 Earnings Conference Call January 23, 2025 11:00 AM ET Company Participants Shari Hellerman - Head, IR Bob Lyons - President and CEO Paul Titterton - EVP and President, Rail North America Tom Ellman - EVP and CFO Conference Call Participants Andrzej Tomczyk - Goldman Sachs Bascome Majors - Susquehanna Justin Bergner - Gabelli Funds Brendan McCarthy - Sidoti Operator Thank you for standing by. My name is Jeanine and I will be your conference operator for today.
GATX Corporation (GATX) Q3 2024 Earnings Call Transcript
GATX Corporation (NYSE:GATX ) Q3 2024 Earnings Conference Call October 22, 2024 11:00 AM ET Company Participants Shari Hellerman - Head, IR Bob Lyons - President & CEO Tom Ellman - EVP & CFO Conference Call Participants Bascome Majors - Susquehanna Justin Bergner - Gabelli Funds Brendan McCarthy - Sidoti Operator Thank you for standing by. At this time, I would like to welcome everyone to today's GATX Corporation Third Quarter Earnings Call.
