Company Dossier · Industrials
GATX
- MidCap 400
What GATX is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 23, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $2.05 billion, up 23% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2021: −$0.70 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2021: $1.13 billion, up 41% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.07 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $4.84 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 19, 2026): 5 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $4.5 million on the open market.SEC Form 4
- 410 institutional managers reported a position at June 30, 2026 (+14 on the quarter before).SEC Form 13F
- H-1B filings certified in Q3 2021: 1.U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →GATX's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Oct 22, 2025 | $200M | 5.500% | 2035 (10y) | +105bp | 5.007% |
| Oct 22, 2025 | $200M | 6.050% | 2054 (29y) | +115bp | 5.691% |
| Feb 4, 2025 | $500M | 5.500% | 2035 (10y) | +102bp | 5.549% |
| Feb 4, 2025 | $300M | 6.050% | 2054 (29y) | +113bp | 5.905% |
| Jun 3, 2024 | $200M | 6.050% | 2034 (10y) | +130bp | 5.700% |
| Jun 3, 2024 | $400M | 6.050% | 2054 (30y) | +150bp | 6.053% |
| Feb 27, 2024 | $350M | 5.400% | 2027 (3y) | +95bp | 5.430% |
| Oct 31, 2023 | $400M | 6.900% | 2034 (11y) | +205bp | 6.923% |
From the pricing term sheets GATX filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name GATX, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveGATX Stock: Strong Demand And Utilization But Fairly Valued (NYSE:GATX)
seekingalpha.com · via Marketaux · Oct 6, 2026
- NeutralA Look at GATX Corp (GATX) After 3.3% Decline -- GF Value $206.99 vs Price $170.02
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (ELEVATE GOVERNMENT AFFAIRS, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (GATX CORPORATION)third_quarter 2026 · $0.3 million
- Oct 19, 2026LobbyingLobbying report (AXADVOCACY GOVERNMENT RELATIONS)third_quarter 2026 · $0.1 million
- Oct 18, 2026LobbyingLobbying report (MR. EDWARD MERLIS)third_quarter 2026 · $0.0 million
- Jul 21, 2026LobbyingLobbying report (ELEVATE GOVERNMENT AFFAIRS, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (GATX CORPORATION)second_quarter 2026 · $0.3 million
- Jul 20, 2026LobbyingLobbying report (AXADVOCACY GOVERNMENT RELATIONS)second_quarter 2026 · $0.1 million
- Jul 16, 2026LobbyingLobbying report (MR. EDWARD MERLIS)second_quarter 2026 · $0.0 million
- May 21, 20268-KMaterial agreement signedItem 1.01
- Apr 28, 20268-KDirector or officer changeItem 5.02
- Apr 28, 20268-KShareholder vote resultsItem 5.07
- Mar 16, 20268-KMaterial agreement signedItem 1.01
- Mar 3, 20268-KAcquisition or sale completedItem 2.01
- Feb 19, 202610-KAnnual report (10-K)5 risk factors added, 0 removed
- Jan 5, 20268-KMaterial agreement signedItem 1.01
- Jan 5, 20268-KAcquisition or sale completedItem 2.01
- Oct 24, 20258-KMaterial agreement signedItem 1.01
- Sep 17, 2025Trademark
- Jul 14, 20258-KDirector or officer changeItem 5.02
- Jul 1, 20258-KMaterial agreement signedItem 1.01
- May 30, 20258-KMaterial agreement signedItem 1.01
- Apr 30, 20258-KShareholder vote resultsItem 5.07
- Feb 19, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 6, 20258-KMaterial agreement signedItem 1.01
- Feb 16, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Hexcel HXL | $2.0B | $0.2B | Sep 30, 2026 |
| AeroVironment AVAV | $2.0B | −$0.0B | Aug 1, 2026 |
| MSA Safety MSA | $1.9B | $0.3B | Jun 30, 2026 |
| RBC Bearings RBC | $1.9B | — | Jun 27, 2026 |
| EXL Service EXLS | $2.2B | $0.3B | Mar 31, 2026 |
| AAON, INC. AAON | $1.9B | — | Jun 30, 2026 |
| WillScot Mobile Mini WSC | $2.3B | $0.7B | Jun 30, 2026 |
| Comfort Systems USA FIX | $1.8B | $2.2B | Jun 30, 2026 |