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Upturn AI SWOT - About
GATX 
GATX Corporation (GATX)
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Upturn Advisory Summary
10/15/2025: GATX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $188.75
1 Year Target Price $188.75
| 0 | Strong Buy |
| 1 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 39.47% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.22B USD | Price to earnings Ratio 19.96 | 1Y Target Price 188.75 |
Price to earnings Ratio 19.96 | 1Y Target Price 188.75 | ||
Volume (30-day avg) 3 | Beta 1.19 | 52 Weeks Range 129.03 - 178.26 | Updated Date 10/17/2025 |
52 Weeks Range 129.03 - 178.26 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 1.35% | Basic EPS (TTM) 8.74 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-21 | When Before Market | Estimate 2.32 | Actual - |
Profitability
Profit Margin 19.13% | Operating Margin (TTM) 32.08% |
Management Effectiveness
Return on Assets (TTM) 2.58% | Return on Equity (TTM) 12.75% |
Valuation
Trailing PE 19.96 | Forward PE 19.08 | Enterprise Value 14504053738 | Price to Sales(TTM) 3.72 |
Enterprise Value 14504053738 | Price to Sales(TTM) 3.72 | ||
Enterprise Value to Revenue 8.68 | Enterprise Value to EBITDA 13.11 | Shares Outstanding 35640864 | Shares Floating 35432721 |
Shares Outstanding 35640864 | Shares Floating 35432721 | ||
Percent Insiders 1.1 | Percent Institutions 103.35 |
Upturn AI SWOT
GATX Corporation
Company Overview
History and Background
GATX Corporation was founded in 1898 as General American Transportation Corporation. Initially focused on railcar leasing, it has grown to become a leading provider of railcar leasing and other transportation services. Over time, GATX has expanded its global presence and diversified its service offerings.
Core Business Areas
- Rail North America: Leases railcars to various industries, including agriculture, energy, chemicals, and manufacturing. Provides fleet management and maintenance services.
- Rail International: Leases railcars primarily in Europe and India, offering similar services as Rail North America. This segment is expanding operations through acquisition and organic growth.
- Portfolio Management: Manages and invests in assets, primarily rail-related assets, including remarketing and sales of railcars.
Leadership and Structure
The CEO of GATX Corporation is Brian A. Kenney. The company operates under a typical corporate structure with a board of directors and various executive leadership roles overseeing each business segment.
Top Products and Market Share
Key Offerings
- Railcar Leasing (North America): GATX leases a wide variety of railcars, including tank cars, hopper cars, and boxcars. They are a major player in the North American market. Market share information is difficult to pinpoint exactly, but GATX is estimated to be among the top 3 railcar leasing companies. Competitors include Union Tank Car (UTLX), TrinityRail (TRN), and Wells Fargo Rail.
- Railcar Leasing (Europe and India): GATX Rail Europe and India lease similar railcar types to North America, adapted for local regulations and needs. The company is actively expanding in these markets, making it a key provider in these regions. Competition is from VTG, Ermewa, and Touax Rail.
- Fleet Management Services: GATX provides maintenance, repair, and regulatory compliance services for leased railcars. Revenue is generated through service agreements and maintenance contracts. Competitors include UTLX, TrinityRail, and independent railcar repair shops.
Market Dynamics
Industry Overview
The railcar leasing industry is cyclical, driven by macroeconomic factors, commodity prices, and regulatory changes. Demand is strongly correlated to industrial production and transportation needs for key commodities. The sector is relatively concentrated.
Positioning
GATX is a leading provider in the railcar leasing industry, known for its large and diversified fleet, strong customer relationships, and efficient operations. The company leverages its scale and expertise to provide competitive pricing and value-added services.
Total Addressable Market (TAM)
The global railcar leasing market is estimated to be in the tens of billions of dollars annually. GATX is well-positioned to capture a significant portion of this TAM, particularly in North America and Europe, through its established market presence and expansion initiatives.
Upturn SWOT Analysis
Strengths
- Large and diversified railcar fleet
- Strong customer relationships
- Experienced management team
- Geographic diversification (North America, Europe, India)
- Efficient operations and maintenance capabilities
Weaknesses
- Exposure to cyclical industries
- Dependence on rail infrastructure
- High capital intensity
- Sensitivity to interest rate changes
- Regulatory compliance costs
Opportunities
- Expansion into new geographic markets
- Growing demand for rail transportation due to environmental concerns
- Acquisition of smaller leasing companies
- Development of new railcar technologies
- Increased outsourcing of fleet management services
Threats
- Economic downturns reducing demand for rail transport
- Increased competition from other leasing companies
- Changes in government regulations impacting rail operations
- Technological disruptions such as autonomous trucking
- Rising interest rates increasing borrowing costs
Competitors and Market Share
Key Competitors
- UTLX
- TRN
- WFC
Competitive Landscape
GATX competes on price, service, and fleet availability. Its large size and diversified fleet provide a competitive advantage.
Major Acquisitions
D'Evelyn Corporation
- Year: 2018
- Acquisition Price (USD millions): 360
- Strategic Rationale: Acquisition of tank car assets increased the size of the fleet and expanded GATX's North American market presence.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by organic expansion and strategic acquisitions.
Future Projections: Analysts' estimates vary but generally project continued growth in line with industry trends.
Recent Initiatives: GATX has focused on expanding its railcar fleet, improving operational efficiency, and investing in new technologies.
Summary
GATX is a leading railcar leasing company with a strong presence in North America and expanding operations in Europe and India. Its large, diversified fleet and experienced management team are key strengths. However, its reliance on cyclical industries and high capital intensity pose challenges. GATX's long-term growth depends on its ability to capitalize on opportunities in new markets and adapt to evolving industry dynamics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- GATX Corporation Investor Relations
- Company Filings (SEC)
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly. Conduct thorough research before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About GATX Corporation
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 1987-11-05 | President, CEO & Director Mr. Robert C. Lyons C.F.A. | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 2150 | Website https://www.gatx.com |
Full time employees 2150 | Website https://www.gatx.com | ||
GATX Corporation, together its subsidiaries, operates as railcar leasing company in the United States, Canada, Mexico, Europe, and India. It operates through three segments: Rail North America, Rail International, and Engine Leasing. The company leases tank and freight railcars, and locomotives for petroleum, chemical, food/agriculture, and transportation industries. It also offers maintenance services, including the interior cleaning of railcars, routine maintenance and repair of car body and safety appliances, regulatory compliance works, wheelset replacements, interior blast and lining, exterior blast and painting, and car stenciling services. In addition, the company manufactures commercial aircraft jet engines and leases aircraft spare engines; and owns and manages tank containers that are leased to chemical, industrial gas, energy, food, cryogenic and pharmaceutical industries, and tank container operators, as well as provides tank container leasing, remarketing, and inspection and maintenance services. As of December 31, 2024, it owned and operated a fleet of approximately 152,000 railcars; 593 four-axle and 68 six-axle locomotives; 427 aircraft spare engines; and 25,041 tank containers. GATX Corporation was founded in 1898 and is headquartered in Chicago, Illinois.
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