GATX Corporation (GATX) Q4 2025 Earnings Call Transcript
GATX Corporation (GATX) Q4 2025 Earnings Call Transcript
Fiscal Year: January - December
GATX Corporation (GATX), listed on the NYSE, has a market capitalization of $5.98B. As of Mar 15, 2026, the stock is trading at $168.50 per share@else an unavailable price , offering investors a clear view of its current market value. GATX Corporation is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 18.48, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. GATX Corporation also offers a dividend yield of 1.57%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that GATX Corporation (GATX) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for GATX Corporation is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for GATX Corporation, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for GATX Corporation is N/A , offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, GATX Corporation (GATX) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether GATX Corporation (GATX) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of GATX Corporation (GATX) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of GATX Corporation. To access the full SS Score, consider upgrading your subscription.
GATX Corporation is a significant player in the industry sector, with a market capitalization of $5.98B and a competitive P/E ratio of 18.48. Investors should compare these metrics with industry peers to gauge whether GATX Corporation is outperforming or underperforming within its sector.
GATX Corporation (GATX) Q4 2025 Earnings Call Transcript
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) ("GATX" or the "Company") today reported 2025 fourth-quarter net income of $97.0 million or $2.66 per diluted share, compared to net income of $...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) will report 2025 fourth-quarter results prior to market open on Feb. 19, 2026. The Company expects to announce its quarterly dividend concurrent...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today announced the successful closing of the acquisition of Wells Fargo's rail operating lease portfolio on January 1, 2026. The acquisition wa...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today announced that it, together with Brookfield Infrastructure Partners L.P. (“BIP”) (NYSE: BIP; TSX: BIP.UN) and its institutional partners (...
During Q3 2025, Gabelli Small Cap Growth Fund underperformed the Russell 2000 Total Return Index, S&P SmallCap 600 Total Return Index, and Lipper Small-Cap Core Funds Average. The better performing st...
GATX Corporation (GATX) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
CHICAGO--(BUSINESS WIRE)--Robert C. Lyons, president and chief executive officer, GATX Corporation (NYSE: GATX), will present at the 2025 Goldman Sachs Industrials & Materials Conference on Thursday, ...
CHICAGO--(BUSINESS WIRE)--Thomas A. Ellman, executive vice president and chief financial officer of GATX Corporation (NYSE: GATX), will present at the Stephens Annual Investment Conference on Tuesday,...
CHICAGO--(BUSINESS WIRE)--The board of directors of GATX Corporation (NYSE: GATX) today declared a quarterly dividend of $0.61 per common share, payable Dec. 31, 2025, to shareholders of record on Dec...
The most oversold stocks in the industrials sector presents an opportunity to buy into undervalued companies.
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 Lyo...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today reported 2025 third-quarter net income of $82.2 million, or $2.25 per diluted share, compared to net income of $89.0 million, or $2.43 per...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) will report results for the 2025 third quarter prior to market open on Oct. 21, 2025. GATX will hold a conference call to review the results lat...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX), a global leader in railcar leasing, today announced that its subsidiary, GATX Rail Europe (GRE), has entered into an agreement to acquire appro...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, in connection with its pend...
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 yiel...
GATX Corporation (NYSE:GATX) Q2 2025 Earnings Call July 29, 2025 11:00 AM ET Company Participants Paul F. Titterton - Executive VP & President of Rail North America Robert C.
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today reported 2025 second-quarter net income of $75.5 million, or $2.06 per diluted share, compared to net income of $44.4 million, or $1.21 pe...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today announced the election of Robert “Bob” S. Wetherbee to its board of directors. Mr. Wetherbee will also serve as a member of the board's Au...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) will report results for the 2025 second quarter prior to market open on July 29, 2025. GATX will hold a conference call to review the results la...
CHICAGO--(BUSINESS WIRE)--Robert C. Lyons, president and chief executive officer, GATX Corporation (NYSE: GATX), will present at the 2025 Wells Fargo Industrials Conference on Tuesday, June 10, 2025. ...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) announced today a definitive agreement to acquire approximately 105,000 railcars from Wells Fargo for $4.4 billion through a newly formed joint ...
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 Preside...
CHICAGO--(BUSINESS WIRE)--GATX Corporation (NYSE: GATX) today reported 2025 first-quarter net income of $78.6 million, or $2.15 per diluted share, compared to net income of $74.3 million, or $2.03 per...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | -2.77B | Analyst x2 | |
| 2027 | -0.58B | -79.25% | Analyst x2 |
| 2028 | -0.57B | -1.45% | Est @-1.4% |
| 2029 | -0.57B | -0.19% | Est @-0.2% |
| 2030 | -0.57B | 0.64% | Est @0.6% |
| 2031 | -0.58B | 1.22% | Est @1.2% |
| 2032 | -0.59B | 1.62% | Est @1.6% |
| 2033 | -0.60B | 1.90% | Est @1.9% |
| 2034 | -0.61B | 1.96% | Est @2.0% |
| 2035 | -0.62B | 2.09% | Est @2.1% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | -1.07B | 1.00 | -1.07B |
| 2025A | -683.60M | 1.00 | -683.60M |
| 2026E | -2.77B | 1.08 | -2.57B |
| 2027E | -575.00M | 1.17 | -493.56M |
| 2028E | -566.67M | 1.26 | -450.65M |
| 2029E | -565.59M | 1.36 | -416.71M |
| 2030E | -569.19M | 1.46 | -388.54M |
| 2031E | -576.11M | 1.58 | -364.34M |
| 2032E | -585.44M | 1.71 | -343.03M |
| 2033E | -596.55M | 1.84 | -323.84M |
| 2034E | -608.24M | 1.99 | -305.91M |
| 2035E | -620.93M | 2.15 | -289.33M |
| Terminal | -11.71B | 2.15 | -5.46B |
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