Key Takeaways:
- GATX Corporation (GATX, Financial) exceeds earnings expectations and shows strong revenue growth.
- Analysts see a potential price upside for GATX of nearly 17% from current levels.
- Current brokerage recommendations suggest a "Hold" status for GATX stock.
GATX Corporation's First-Quarter Financial Performance
GATX Corporation (GATX) reported impressive first-quarter results, with Non-GAAP earnings per share hitting $2.15, surpassing expectations by $0.06. The company’s revenue climbed to $421.6 million, marking an 11% increase year over year. This performance exceeded analyst estimates by $4.51 million, highlighting GATX's strong financial position. Fleet utilization in Rail North America remained robust at 99.2%, paired with a Lease Price Index of 24.5%. During the quarter, GATX invested approximately $300 million and reaffirmed its 2025 full-year earnings guidance of $8.30–$8.70 per diluted share.
Wall Street Analysts' Outlook
The one-year price targets for GATX Corp (GATX, Financial), as offered by 3 analysts, average at $173.67. The highest estimate stands at $182.00, while the lowest is $165.00. This average target price indicates a potential upside of 16.96% from the current price of $148.49. For a more comprehensive analysis, visit the GATX Corp (GATX) Forecast page.
Brokerage firms currently provide GATX Corp (GATX, Financial) with an average recommendation rating of 2.7, classifying it as a "Hold". This recommendation scale ranges from 1, which indicates a Strong Buy, to 5, denoting a Sell.
GuruFocus Valuation Insights
According to GuruFocus estimates, the estimated GF Value for GATX Corp (GATX, Financial) one year from now is $155.35. This suggests a modest upside of 4.62% from the current price of $148.49. The GF Value metric is derived from a combination of historical multiples, past business growth, and projections of future performance. For additional insights into GATX's valuation, please visit the GATX Corp (GATX) Summary page.
