GATX (GATX)
Leases and manages railcars, aircraft spare engines, locomotives, and tank containers worldwide.
Something off on this page? Send us feedback.
Leases railcars, locomotives, aircraft spare engines, and tank containers, earning primarily operating-lease revenue plus management and remarketing income. Rail dominates the portfolio across North America, Europe, and India, with the GABX fleet consolidated in Rail North America and Rolls-Royce partnerships supporting engine leasing.
Leases, manages, maintains, and remarkets long-lived transportation assets. Rail North America provides full-service railcar and locomotive leases across the United States, Canada, and Mexico, while Rail International leases railcars in Europe and India. Engine Leasing owns aircraft spare engines through GATX Engine Leasing and joint ventures with Rolls-Royce; Trifleet leases and manages tank containers worldwide.
The operating model pairs long lease terms with maintenance networks, customer service, asset sourcing, and remarketing. The GABX joint venture with Brookfield added the Wells Fargo railcar fleet and is consolidated within Rail North America; GATX also manages Brookfield’s separate finance-lease portfolio. Earnings depend on customer demand, lease rates and renewals, asset utilization, maintenance and safety compliance, access to capital, and Rolls-Royce relationships in engine leasing.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 8, 2026 | Susquehanna | Reiterate | Rating: —Target: $220 | Target: $218 |
| May 7, 2026 | Goldman Sachs | Target | Target: $204 | Target: $222 |
| Apr 8, 2026 | Citigroup | Upgrade | ||
| Feb 24, 2026 | Citigroup | Downgrade | ||
| Feb 20, 2026 | Susquehanna | Reiterate | Rating: —Target: $212 | Target: $220 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $747.1M · Total debt $12.48B · Total assets $17.72B · Shareholders' equity $2.78B
- Revenue
- $580.1M
- Operating income
- $160.4M
- Net income
- $103.4M
HistoryDividendAnnual yield
| Institutions | 103.38% | 36.70M shares | |
|---|---|---|---|
| 417 holders · as of Jun 30, 2026 | |||
| Insiders | 1.20% | 426.7K shares | |
| 24 holders · as of Sep 11, 2026 | |||
| Adds to | 104.58% | ||
35.50M company shares as of Sep 1, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 104.58%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
State Farm Mutual Automobile Insurance CoInstitution | 15.29% | 5.43M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 13.08% | 4.65M | as of Jun 30, 2026 |
Earnest Partners LLCInstitution | 7.20% | 2.56M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.77% | 2.05M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.50% | 1.60M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Geoffrey Phillips | officer: Sr. VP, Operations | −2,500 | $177.60 |
| Aug 26, 2026 | Eren Doygun | officer: SVP Chief Plan. & Invest. Off. | −1,000 | $179.52 |
| Aug 14, 2026 | John Sbragia | officer: SVP, Engineering and Quality | −1,900 | $180.40 |
| Aug 5, 2026 | Thomas A. Ellman | officer: EVP & CFO | −18,200 | $180.08 |
| Aug 3, 2026 | Jennifer van Aken | officer: Sr VP Treasurer & CRO | −1,700 | $180.71 |
- Trinity Industries
North American railcar leasing and manufacturing overlap
- Greenbrier Companies
Railcar leasing, fleet management, and manufacturing overlap
- AerCap
Global spare-engine leasing scale overlaps engine leasing
- First Citizens BancShares
CIT Rail overlaps railcar and locomotive leasing
- Willis Lease Finance
Focused aircraft-engine leasing and services overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| GATX | $184.41 | +0.76% | $6.50B | 18.0 | 17.9 | 3.2 | +34.8% |
| Trinity Industries | $27.71 | −0.40% | $2.22B | 6.6 | 15.7 | 1.1 | −4.2% |
| Greenbrier Companies | $42.70 | −0.79% | $1.33B | 12.7 | 12.4 | 0.5 | −31.6% |
| AerCap | $145.33 | +0.77% | $22.74B | 7.1 | 8.5 | 2.7 | +14.9% |
| First Citizens BancShares | $2,072.71 | +0.23% | $23.56B | 11.1 | 11.0 | 1.6 | −5.5% |
| Willis Lease Finance | $54.63 | −0.48% | $1.16B | 24.9 | 9.1 | 1.5 | −0.8% |
| Median | 11.1 | 11.0 | 1.5 | −4.2% |