Latest revenue
$583.7M
as of 2026-03-31
Latest net income
$85.5M
as of 2026-03-31
Net margin
14.6%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $6.02B
- Enterprise value
- $6.02B
- P/E (trailing)
- 18.1×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 1.5%
- 52-wk high
- $205.56
- 52-wk low
- $144.56
- Beta
- —
- Shares out
- 35.5M
5-year trend
What this company does
Item 1. Business GENERAL GATX Corporation ("GATX," the "Company," "we," "us," "our," and similar terms), a New York corporation founded in 1898, is a leading global railcar lessor, owning fleets in North America, Europe, and India. In addition, through GATX Engine Leasing ("GEL"), our wholly owned aircraft spare engine leasing business, and our joint ventures with Rolls-Royce plc (or affiliates thereof, collectively “Rolls-Royce”), we own one of the largest aircraft spare engine lease portfolios in the world. We report our financial results through three primary business segments: Rail North America, Rail International, and Engine Leasing. Financial results for our tank container leasing…
AI summary unavailable — showing raw filing excerpt
Generated from GATX's filing dated 2026-02-19
Key risks
Item 1A. Risk Factors Investors should consider the risk factors described below as well as other information contained in this filing or our other filings with the SEC before investing in our securities. If any of the events described in the risk factors below occur, our business, financial condition and results of operations could be materially adversely affected. Business, Operational and Industry Risks We depend on continued demand from our customers to lease or use our transportation assets and services at satisfactory rates. A significant decline in customer demand could negatively impact our business and financial performance. Our profitability depends on our ability to lease assets…
AI summary unavailable — showing raw filing excerpt
Generated from GATX's filing dated 2026-02-19
Profitability
Net margin
19.2%
6.8%Return on equity
12.1%
4.0%Return on assets
1.9%
19.9%Leverage
Debt / equity
5.54×
37.2%Long-term debt / equity
4.56×
35.1%Debt / assets
84.7%
5.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $583.7M | +38.4% | $85.5M | +8.8% | 14.6% |
Q4 2025 2025-12-31 | $449.0M | +8.6% | $97.0M | +26.8% | 21.6% |
Q3 2025 2025-09-30 | $439.3M | +8.4% | $82.2M | -7.6% | 18.7% |
Q2 2025 2025-06-30 | $430.5M | +11.3% | $75.5M | +70.0% | 17.5% |
Q1 2025 2025-03-31 | $421.6M | +11.0% | $78.6M | +5.8% | 18.6% |
Q4 2024 2024-12-31 | $413.5M | — | $76.5M | — | 18.5% |
Q3 2024 2024-09-30 | $405.4M | +12.6% | $89.0M | +69.5% | 22.0% |
Q2 2024 2024-06-30 | $386.7M | +12.7% | $44.4M | -29.9% | 11.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Transportation Services · SIC 4700
Your notes
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Insider activity
Insider buying
$0
Insider selling
$11.3M
Net activity
−$11.3M
Distinct insiders
11
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns GATX
Institutional value
$3.51B
Total shares held
21.0M
Distinct holders
266
-99 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 5.4M | $926.7M | +0 (+0.0%) | No change |
| 2 | BlackRock, Inc. | 4.5M | $767.2M | +136.8K (+3.1%) | Added |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | $344.1M | — | New |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $269.7M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $251.1M | -11.4K (-0.8%) | Trimmed |
| 6 | SEI INVESTMENTS CO | 764.0K | $130.5M | -5.3K (-0.7%) | Trimmed |
| 7 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 597.5K | $102.0M | +111.9K (+23.1%) | Added |
| 8 | Ensign Peak Advisors, Inc | 312.0K | $53.3M | -89.3K (-22.3%) | Trimmed |
| 9 | Bank of New York Mellon Corp | 298.2K | $50.9M | -3.2K (-1.1%) | Trimmed |
| 10 | Walleye Capital LLC | 263.5K | $45.0M | +117.5K (+80.4%) | Added |
| 11 | VANGUARD FIDUCIARY TRUST CO | 232.8K | $39.7M | — | New |
| 12 | ProShare Advisors LLC | 180.5K | $30.8M | +137.1K (+316.1%) | Added |
| 13 | NEW YORK STATE COMMON RETIREMENT FUND | 178.7K | $30.5M | -924 (-0.5%) | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 178.3K | $30.4M | +10.0K (+6.0%) | Added |
| 15 | JPMORGAN CHASE & CO | 163.5K | $27.3M | -24.5K (-13.0%) | Trimmed |
| 16 | EULAV Asset Management | 137.2K | $23.4M | +37.1K (+37.0%) | Added |
| 17 | WELLS FARGO & COMPANY/MN | 127.8K | $21.8M | -25.8K (-16.8%) | Trimmed |
| 18 | UBS Group AG | 120.7K | $20.6M | +8.8K (+7.8%) | Added |
| 19 | RHUMBLINE ADVISERS | 108.2K | $18.5M | +1.4K (+1.3%) | Added |
| 20 | Nuveen, LLC | 106.6K | $18.2M | +7.3K (+7.3%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once GATX's latest filing finishes processing.