GATX Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.5%projected annual EPS growth
Analyst Coverage
4analysts covering
FY Revenue (est.)
$2.4Bnext fiscal year
FY EPS (est.)
$10.23next fiscal year
Monitoring Framework
Key Performance Indicators
Rail North America Fleet Utilization Quarterly9,810.0%Target: Maintain above 95%
Lease Price Index (LPI) Renewal Rate Change Quarterly2,230.0%Target: Positive rate change
Renewal Success Rate Quarterly7,910.0%Target: Maintain high customer retention
Watch Items
- Integration of Wells Fargo Rail Operating Lease PortfolioTrigger: Accretion below $0.20-$0.30 per share in 2026Action: Review operational synergies, maintenance costs, and SG&A headcount targets.
- Macroeconomic and Geopolitical UncertaintyTrigger: Decline in bulk commodity shipping demand or fleet utilization below 94%Action: Adjust capital allocation, optimize fleet mix, and focus on long-term lease extensions.
Research as of 19 Jun 2026