$GATX

GATX CORP

0
0
1

No SEC Form 4 filings for $GATX in the last 30 days.

See all $GATX insider activity →
Med

GATX earnings on deck after massive Wells Fargo rail fleet deal

GATX Corporation reports Q3 earnings on Thursday, with analysts expecting $2.46 EPS and $592.66M revenue, up 17% and 35% YoY. The company completed a major rail fleet acquisition in January. Four analysts rate it a Strong Buy with a $219.50 mean price target. Investors will focus on integration progress, lease pricing, and fleet utilization.

Industrial Distributors Stocks Q2 Results: Benchmarking GATX (NYSE:GATX)

Watsco (WSO) reported Q2 revenue of $2.10B, up 2.1% YoY, missing estimates by 1.9%. Its stock fell 19.5% to $295.70. FTAI Aviation (FTAI) reported $953.1M revenue, up 40.9% YoY, beating expectations by 10.2%, but missed EBITDA and EPS estimates. Its stock dropped 17% to $163.73. DXP (DXPE) reported $576.5M revenue, up 15.6% YoY, beating expectations by 6.2%, and its stock rose 4.4% to $175.73.

4 Dividend Stocks Built Around America’s Irreplaceable Freight Network

Union Pacific (UNP) and CSX (CSX) reported strong Q2 results, with UNP's revenue up 12% YoY and CSX hitting a record $3.9B. GATX (GATX) and Wabtec (WAB) also showed growth, with GATX's backlog up 42% YoY and WAB's sales up 17.5%. All four companies highlighted their pricing power and long-term contracts. UNP and CSX have raised dividends, while GATX and WAB also increased payouts.

GATX sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning GATX (GATX CORP). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.

Recent GATX coverage spans insider activity, earnings and sector analysis.

What's driving GATX

  • Guidance shows sequential earnings decline despite revenue growth, suggesting integration risk and pricing pressure.

    investing.com · Oct 28, 2026

  • Watsco (WSO) reported Q2 revenue of $2.10B, up 2.1% YoY, missing estimates by 1.9%. Its stock fell 19.5% to $295.70. FTAI Aviation (FTAI) reported $953.1M revenue, up 40.9% YoY, beating expectations by 10.2%, but missed EBITDA and EPS estimates. Its stock dropped 17% to $163.73. DXP (DXPE) reported $576.5M revenue, up 15.6% YoY, beating expectations by 6.2%, and its stock rose 4.4% to $175.73.

    finance.yahoo.com · Oct 19, 2026

  • Higher lease rates and consistent dividend growth highlight pricing power in the railcar leasing market.

    aol.com · Sep 25, 2026

  • Insider sale by a senior officer may signal personal lack of confidence, but the transaction size is modest.

    SEC EDGAR · Sep 11, 2026

  • GATX gains strategic foothold in China’s aviation leasing market.

    english.news.cn · Sep 3, 2026

AlphAI scores every news story that mentions GATX with an AI model for sentiment and relevance, and aggregates insider trades from GATX CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $GATX

Score
$GATXMedAI 8/10

GATX earnings on deck after massive Wells Fargo rail fleet deal

GATX Corporation reports Q3 earnings on Thursday, with analysts expecting $2.46 EPS and $592.66M revenue, up 17% and 35% YoY. The company completed a major rail fleet acquisition in January. Four analysts rate it a Strong Buy with a $219.50 mean price target. Investors will focus on integration progress, lease pricing, and fleet utilization.

Industrial Distributors Stocks Q2 Results: Benchmarking GATX (NYSE:GATX)

Watsco (WSO) reported Q2 revenue of $2.10B, up 2.1% YoY, missing estimates by 1.9%. Its stock fell 19.5% to $295.70. FTAI Aviation (FTAI) reported $953.1M revenue, up 40.9% YoY, beating expectations by 10.2%, but missed EBITDA and EPS estimates. Its stock dropped 17% to $163.73. DXP (DXPE) reported $576.5M revenue, up 15.6% YoY, beating expectations by 6.2%, and its stock rose 4.4% to $175.73.

$UNPLow

4 Dividend Stocks Built Around America’s Irreplaceable Freight Network

Union Pacific (UNP) and CSX (CSX) reported strong Q2 results, with UNP's revenue up 12% YoY and CSX hitting a record $3.9B. GATX (GATX) and Wabtec (WAB) also showed growth, with GATX's backlog up 42% YoY and WAB's sales up 17.5%. All four companies highlighted their pricing power and long-term contracts. UNP and CSX have raised dividends, while GATX and WAB also increased payouts.

Global aircraft engine lessor makes direct leasing move in China

Rolls-Royce & Partners Finance (RRPF), a joint venture between Rolls-Royce and GATX, will establish a direct aero engine leasing entity in China's Tianjin. The 339 million USD investment aims to capitalize on China's aviation market growth, offering domestic leasing services and reducing costs for airlines. The move marks a shift in overseas aviation asset management in China.

GATX (NYSE:GATX) Misses Q2 CY2026 Revenue Estimates

GATX (NYSE:GATX) reported Q2 CY2026 results. Revenue rose 34.8% year on year to $580.1 million but missed Wall Street’s estimate. GAAP EPS was $2.84, up from $2.06, and beat consensus. The article cites operating margin at negative 27.2% and full-year EPS guidance of $10.41 vs $10.10 consensus.

Related tickers