GATX GATX Corporation Common Stock
NYSE · Trading Companies & Distributors · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 31, 2026GATX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
GATX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
| Ex-date | Split | Type |
|---|---|---|
| June 2, 1998 | 2-for-1 | Forward |
| June 4, 1990 | 2-for-1 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | GATX | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 16.95Y avg ≈21.2 | ≈21.2 | 26.4 | Undervalued | |
| P/S (TTM) | 2.95Y avg ≈3.2 | ≈3.2 | 1.3 | Overvalued | |
| P/B (MRQ) | 2.25Y avg ≈2.0 | ≈2.0 | 2.5 | Undervalued | |
| Price / Cash Flow | 18.35Y avg ≈8.4 | ≈8.4 | 9.8 | Undervalued | |
| Price / Tangible Book | 4.55Y avg ≈2.1 | ≈2.1 | · | · | |
| PEG Ratio | ≈1.0 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | GATX | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 26.0%5Y avg ≈26.8% | ≈26.8% | 10.2% | Top tier | |
| Pretax Margin (TTM) | 15.0%5Y avg ≈16.0% | ≈16.0% | 6.7% | Top tier | |
| Net Profit Margin (TTM) | 17.9%5Y avg ≈16.9% | ≈16.9% | 5.2% | Top tier | |
| ROA (TTM) | 2.4%5Y avg ≈2.2% | ≈2.2% | 3.5% | Below avg | |
| ROE (TTM) | 13.5%5Y avg ≈11.0% | ≈11.0% | 10.7% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | GATX | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 9.8%5Y avg ≈7.6% | ≈7.6% | · | · | |
| Revenue CAGR 3Y | 11.0%5Y avg ≈8.1% | ≈8.1% | · | · | |
| Revenue CAGR 5Y | 7.5% | · | · | · | |
| EPS YoY | 17.2%5Y avg ≈18.5% | ≈18.5% | · | · | |
| Net Income YoY | 17.3%5Y avg ≈19.3% | ≈19.3% | · | · | |
| EPS CAGR 3Y | 28.0%5Y avg ≈23.9% | ≈23.9% | · | · | |
| EPS CAGR 5Y | 16.4% | · | · | · | |
| Net Income CAGR 3Y | 28.8%5Y avg ≈24.7% | ≈24.7% | · | · | |
| Net Income CAGR 5Y | 17.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | GATX | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.15Y avg ≈0.1 | ≈0.1 | 0.9 | Weak | |
| Receivables Turnover | 8.6 | · | 8.3 | In line | |
| Revenue / Employee | ≈$734.0K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 15, 2026 | $0.66 | USD | ≈1.5% |
| Jun 15, 2026 | $0.66 | USD | ≈1.4% |
| Mar 2, 2026 | $0.66 | USD | ≈1.3% |
| Dec 15, 2025 | $0.61 | USD | ≈1.4% |
| Sep 15, 2025 | $0.61 | USD | ≈1.4% |
| Jun 13, 2025 | $0.61 | USD | ≈1.6% |
| Feb 28, 2025 | $0.61 | USD | ≈1.4% |
| Dec 13, 2024 | $0.58 | USD | ≈1.4% |
| Sep 13, 2024 | $0.58 | USD | ≈1.7% |
| Jun 14, 2024 | $0.58 | USD | ≈1.7% |
| Feb 29, 2024 | $0.58 | USD | ≈1.8% |
| Dec 14, 2023 | $0.55 | USD | ≈1.8% |
| Sep 14, 2023 | $0.55 | USD | ≈1.9% |
| Jun 14, 2023 | $0.55 | USD | ≈1.7% |
| Mar 2, 2023 | $0.55 | USD | ≈1.9% |
| Dec 14, 2022 | $0.52 | USD | ≈1.9% |
| Sep 14, 2022 | $0.52 | USD | ≈2.1% |
| Jun 14, 2022 | $0.52 | USD | ≈2.1% |
| Feb 24, 2022 | $0.52 | USD | ≈1.9% |
| Dec 14, 2021 | $0.50 | USD | ≈2.0% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 27, 2026 | $2.84 | $2.51 | 13.2% |
| March 31, 2026 | $2.35 | $2.32 | 1.3% | |
| Dec. 31, 2025 | $2.24 | $2.47 | -9.3% | |
| Sept. 30, 2025 | $2.25 | $2.37 | -5.0% | |
| June 30, 2025 | $2.06 | $2.05 | 0.48% | |
| March 31, 2025 | $2.15 | $2.13 | 1.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.74B | $1.59B | $1.41B | $1.27B | $1.26B | $1.21B | $1.20B | $1.18B | $1.38B | $1.42B | $1.45B | $1.45B | |
| SG&A Expense | $253M | $236M | $213M | $195M | $198M | $172M | $180M | $182M | $180M | $169M | $192M | $189M | |
| Operating Expenses | $1.21B | $1.11B | $1.02B | $933M | $960M | $922M | $921M | $892M | $1.04B | $1.05B | $1.09B | $1.14B | |
| Interest Expense | $392M | $341M | $263M | $214M | $204M | $190M | $180M | $163M | $160M | $148M | $155M | $158M | |
| Other Non-op | $-400.0K | $-10M | $-9M | $-27M | $-4M | $-13M | $-7M | $-22M | $-13M | $-18M | $-13M | $-14M | |
| Pretax Income | $279M | $261M | $246M | $177M | $195M | $125M | $145M | $171M | $214M | $305M | $270M | $231M | |
| Income Tax | $63M | $60M | $59M | $55M | $53M | $37M | $41M | $30M | $-244M | $96M | $111M | $76M | |
| Net Income | $333M | $284M | $259M | $156M | $143M | $151M | $211M | $211M | $502M | $257M | $205M | $205M | |
| EPS (Basic) | $9.14 | $7.80 | $7.13 | $4.41 | $4.04 | $4.33 | $5.92 | $5.62 | $12.95 | $6.35 | $4.76 | $4.55 | |
| EPS (Diluted) | $9.12 | $7.78 | $7.12 | $4.35 | $3.98 | $4.27 | $5.81 | $5.52 | $12.75 | $6.29 | $4.69 | $4.48 | |
| Shares (Basic) | 35,800,000 | 35,800,000 | 35,700,000 | 35,400,000 | 35,400,000 | 35,000,000 | 35,700,000 | 37,600,000 | 38,800,000 | 40,500,000 | 43,100,000 | 45,000,000 | |
| Shares (Diluted) | 35,900,000 | 35,900,000 | 35,700,000 | 35,900,000 | 36,000,000 | 35,400,000 | 36,400,000 | 38,300,000 | 39,400,000 | 40,900,000 | 43,800,000 | 45,800,000 | |
| EBITDA | $452M | $421M | $392M | · | · | · | · | · | · | · | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $743M | $402M | $451M | $304M | $344M | $292M | $151M | $100M | $296M | $308M | $202M | $210M | |
| Short-term Investments | · | · | $0 | $148M | $0 | · | · | · | · | · | · | · | |
| Receivables | $207M | $199M | $218M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $11.41B | $10.45B | $9.41B | $8.25B | $7.78B | $7.17B | $6.46B | $6.53B | $6.19B | $5.80B | $5.70B | $5.69B | |
| PP&E (Gross) | $15.66B | $14.33B | $13.08B | $11.68B | $11.16B | $10.48B | $9.52B | $9.55B | $9.05B | $8.45B | $8.20B | $8.14B | |
| Accum. Depreciation | $4.25B | $3.88B | $3.67B | $3.42B | $3.38B | $3.31B | $3.07B | $3.01B | $2.85B | $2.64B | $2.51B | $2.46B | |
| Goodwill | $126M | $114M | $120M | $117M | $123M | $144M | $82M | $83M | $86M | $78M | $80M | $86M | |
| Total Assets | $18.00B | $12.30B | $11.33B | $10.07B | $9.54B | $8.94B | $7.99B | $7.32B | $7.42B | $7.11B | $6.89B | $6.92B | |
| Deferred Tax | $1.20B | $1.13B | $1.08B | $1.03B | $1.00B | $963M | $888M | · | · | · | · | · | |
| Other Non-current Liabilities | $69M | $45M | $38M | $37M | $40M | $43M | $33M | $43M | $32M | $42M | $33M | $37M | |
| Total Liabilities | $14.36B | $9.86B | $9.05B | $8.04B | $7.52B | $6.98B | $6.45B | $5.83B | $5.63B | $5.76B | $5.61B | $5.61B | |
| Long-term Debt | $12.51B | $8.27B | $7.45B | $6.49B | $5.93B | $5.36B | $4.81B | $4.47B | $4.41B | $4.29B | $4.21B | $4.20B | |
| Common Stock | $43M | $43M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $42M | $41M | |
| Paid-in Capital | $875M | $847M | $816M | $792M | $764M | $735M | $720M | $706M | $698M | $688M | $677M | $673M | |
| Retained Earnings | $3.45B | $3.21B | $3.01B | $2.83B | $2.75B | $2.68B | $2.60B | $2.42B | $2.26B | $1.83B | $1.64B | $1.50B | |
| Treasury Stock | $1.51B | $1.45B | $1.43B | $1.42B | $1.38B | $1.36B | $1.36B | $1.21B | $1.10B | $999M | $879M | $754M | |
| AOCI | $-105M | $-210M | $-168M | $-212M | $-161M | $-138M | $-164M | $-165M | $-110M | $-211M | $-199M | $-148M | |
| Stockholders' Equity | $2.75B | $2.44B | $2.27B | $2.03B | $2.02B | $1.96B | $1.84B | $1.79B | $1.79B | $1.35B | $1.28B | $1.31B | |
| Liabilities + Equity | $18.00B | $12.30B | $11.33B | $10.07B | $9.54B | $8.94B | $8.29B | $7.62B | $7.42B | $7.11B | $6.89B | $6.92B | |
| Shares Outstanding | 35,400,021 | 69,100,000 | 68,800,000 | 68,600,000 | 35,421,617 | 35,047,317 | 34,833,037 | 36,612,227 | 37,895,641 | 39,442,893 | 41,970,098 | 44,198,850 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $452M | $421M | $392M | $371M | $378M | · | · | · | · | · | · | · | |
| Stock-based Comp | · | $23M | $18M | $13M | $17M | $16M | $12M | $16M | $10M | $16M | $12M | $14M | |
| Deferred Tax | $53M | $46M | $38M | $36M | $34M | $29M | $34M | $18M | $-260M | $73M | $90M | $61M | |
| Other Non-cash | $-191M | $-172M | $-188M | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $648M | $602M | $520M | $534M | $507M | $437M | $426M | $485M | $497M | $629M | $542M | $449M | |
| CapEx | · | · | $1.67B | $1.26B | $1.13B | $861M | $723M | $914M | $567M | $596M | $681M | $1.02B | |
| Investing Cash Flow | $-1.02B | $-1.42B | $-1.22B | $-1.07B | $-918M | $-905M | $-448M | $-660M | $-428M | $-406M | $-305M | $-878M | |
| Debt Issued | $4.84B | $1.30B | $1.42B | $848M | $1.49B | $1.59B | $743M | $694M | $793M | $859M | $749M | $1.22B | |
| Net Debt Issued | $4.11B | $882M | $920M | $598M | · | · | · | $61M | $90M | $59M | $22M | $403M | |
| Stock Repurchased | $65M | $22M | $3M | $47M | $13M | $0 | $150M | $116M | $100M | $120M | $125M | $125M | |
| Net Stock Activity | $-65M | $-22M | $-3M | $-47M | · | · | · | $-116M | $-100M | $-120M | $-125M | $-125M | |
| Dividends Paid | $90M | $85M | $81M | $77M | $74M | $71M | $69M | $69M | $68M | $67M | $68M | $62M | |
| Financing Cash Flow | $4.94B | $770M | $844M | $504M | $463M | $356M | $67M | $-14M | $-84M | $-130M | $-236M | $262M | |
| Net Change in Cash | $4.58B | $-49M | $147M | $-40M | $52M | $142M | $44M | $-193M | · | $105M | $-8M | $-170M | |
| Taxes Paid | $14M | $23M | $17M | $19M | $10M | $21M | $12M | $18M | $22M | $29M | $13M | $19M | |
| Free Cash Flow | · | · | $-1.14B | $-722M | · | · | · | $-421M | $-70M | $30M | $-147M | $-566M | |
| Levered FCF | · | · | $-1.35B | $-870M | · | · | · | $-560M | $-413M | $-71M | $-239M | $-673M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 19.1% | 17.9% | 18.4% | 12.2% | · | · | · | 15.5% | 36.5% | 18.1% | 14.2% | 14.1% | |
| Pretax Margin | 16.0% | 16.5% | 17.4% | 13.9% | · | · | · | 14.3% | 15.6% | 21.5% | 18.6% | 15.9% | |
| EBITDA Margin | 26.0% | 26.6% | 27.8% | · | · | · | · | · | · | · | · | · | |
| ROA | 2.2% | 2.4% | 2.4% | 1.6% | · | · | · | 2.8% | 6.9% | 3.7% | 3.0% | 3.0% | |
| ROE | 12.8% | 11.7% | 11.7% | 7.8% | · | · | · | 11.7% | 32.0% | 19.6% | 15.8% | 15.1% |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | · | · | · | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| Receivables Turnover | 8.6 | 7.6 | · | · | · | · | · | · | · | · | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $77.70 | $68.56 | $64.09 | $57.55 | · | · | · | $48.84 | $47.31 | $34.16 | $30.50 | $29.73 | |
| Revenue / Share | $48.48 | $44.16 | $39.52 | $35.46 | · | · | · | $35.53 | $34.95 | $34.68 | $33.10 | $31.68 | |
| Cash Flow / Share | $18.05 | $16.77 | $14.58 | $14.86 | · | · | · | $13.28 | $12.61 | $15.31 | $12.20 | $9.81 | |
| Cash / Share | $20.99 | $11.29 | $12.71 | $8.61 | · | · | · | $2.74 | $7.82 | $7.80 | $4.82 | $4.75 | |
| Dividend / Share | $2.44 | $2.32 | $2.20 | · | · | · | · | $1.76 | $1.68 | $1.60 | $1.52 | $1.32 | |
| EPS (TTM) | $9.12 | $7.78 | $7.12 | $4.35 | $3.98 | $4.27 | $5.81 | $5.52 | $12.75 | $6.29 | $4.69 | $4.48 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.8% | 12.4% | 10.8% | 1.2% | 4.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.0% | 8.0% | 5.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 17.2% | 9.3% | 63.7% | 9.3% | -6.8% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 28.0% | 25.0% | 18.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 16.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 17.3% | 9.7% | 66.3% | 8.9% | -5.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 28.8% | 25.7% | 19.7% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 4.8% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.74B | $1.59B | $1.41B | $1.27B | $1.26B | $1.21B | $1.20B | $1.18B | $1.38B | $1.42B | $1.45B | $1.45B | |
| Net Income TTM | $333M | $284M | $259M | $156M | $143M | $151M | $211M | $211M | $502M | $257M | $205M | $205M | |
| Market Cap | $6.00B | $5.51B | $4.26B | $3.75B | · | · | · | $2.59B | $2.36B | $2.43B | $1.79B | $2.54B | |
| P/E | 18.6 | 19.9 | 16.9 | 24.4 | 26.2 | 19.5 | 14.3 | 12.8 | 4.9 | 9.8 | 9.1 | 12.8 | |
| P/S | 3.4 | 3.5 | 3.0 | 2.9 | · | · | · | 2.2 | 1.7 | 1.7 | 1.2 | 1.8 | |
| P/B | 2.2 | 2.3 | 1.9 | 1.8 | · | · | · | 1.4 | 1.3 | 1.8 | 1.4 | 1.9 | |
| P / Tangible Book | 2.3 | 2.4 | 2.0 | 2.0 | 1.9 | 1.6 | · | · | · | · | · | · | |
| P / Cash Flow | 9.3 | 9.2 | 8.2 | 7.0 | · | · | · | 5.1 | 4.7 | 3.9 | 3.3 | 5.7 | |
| P / FCF | · | · | -3.7 | -5.2 | · | · | · | -6.2 | -33.7 | 79.9 | -12.1 | -4.5 | |
| Dividend Yield | 1.5% | 1.5% | 1.9% | 2.0% | · | · | · | 2.7% | 2.9% | 2.8% | 3.8% | 2.4% | |
| Earnings Yield | 5.4% | 5.0% | 5.9% | 4.1% | 3.8% | 5.1% | 7.0% | 7.8% | 20.5% | 10.2% | 11.0% | 7.8% | |
| Payout Ratio | 26.9% | 29.8% | 31.1% | 49.1% | · | · | · | 32.8% | 13.6% | 26.2% | 33.2% | 30.2% | |
| Annual Payout | $90M | $85M | $81M | $77M | $74M | $71M | $69M | $69M | $68M | $67M | $68M | $62M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $580M | $584M | $449M | $439M | $430M | $422M | $414M | $405M | $387M | $380M | $369M | $360M | $343M | $339M | $323M | $321M | |
| SG&A Expense | $69M | $71M | $72M | $66M | $58M | $57M | $65M | $57M | $59M | $56M | $59M | $51M | $52M | $50M | $52M | $48M | |
| Operating Expenses | $420M | $410M | $314M | $312M | $293M | $287M | $291M | $279M | $276M | $266M | $271M | $257M | $249M | $246M | $233M | $234M | |
| Interest Expense | · | · | · | · | · | · | · | · | $83M | $78M | $73M | $68M | $64M | $59M | $57M | $54M | |
| Other Non-op | $13M | $6M | $-3M | $6M | $-1M | $-3M | $1M | $-900.0K | $-11M | $800.0K | $-2M | $2M | $-5M | $-4M | $-11M | $-2M | |
| Pretax Income | $100M | $80M | $70M | $59M | $80M | $70M | $60M | $86M | $42M | $73M | $48M | $54M | $67M | $77M | $46M | $35M | |
| Income Tax | $26M | $21M | $9M | $16M | $21M | $17M | $8M | $23M | $10M | $19M | $6M | $14M | $18M | $20M | $16M | $14M | |
| Net Income | $103M | $86M | $97M | $82M | $76M | $79M | $76M | $89M | $44M | $74M | $66M | $52M | $63M | $77M | $48M | $29M | |
| EPS (Basic) | $2.85 | $2.35 | $2.67 | $2.25 | $2.07 | $2.15 | $2.10 | $2.44 | $1.22 | $2.04 | $1.76 | $1.44 | $1.74 | $2.19 | $1.39 | $0.82 | |
| EPS (Diluted) | $2.84 | $2.35 | $2.66 | $2.25 | $2.06 | $2.15 | $2.11 | $2.43 | $1.21 | $2.03 | $1.78 | $1.44 | $1.74 | $2.16 | $1.37 | $0.81 | |
| Shares (Basic) | 35,700,000 | 35,700,000 | · | 35,900,000 | 35,900,000 | 35,900,000 | · | 35,800,000 | 35,800,000 | 35,800,000 | · | 35,700,000 | 35,600,000 | 35,300,000 | · | 35,200,000 | |
| Shares (Diluted) | 35,800,000 | 35,800,000 | · | 36,000,000 | 35,900,000 | 36,000,000 | · | 35,900,000 | 35,900,000 | 35,900,000 | · | 35,800,000 | 35,700,000 | 35,800,000 | · | 35,700,000 | |
| EBITDA | · | $175M | · | · | · | $109M | · | · | · | $101M | · | · | · | · | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $747M | $741M | $743M | $696M | $755M | $757M | $402M | $504M | $824M | $479M | · | $203M | $318M | $177M | · | $596M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | · | · | |
| Receivables | $342M | $349M | $207M | · | · | · | $199M | · | · | · | · | · | · | · | · | · | |
| PP&E (Net) | $15.27B | $15.45B | $11.41B | $11.08B | $10.93B | $10.72B | $10.45B | $10.38B | $9.91B | $9.62B | · | $9.02B | $8.87B | $8.49B | · | $7.86B | |
| PP&E (Gross) | $19.70B | $19.78B | $15.66B | $15.26B | $15.05B | $14.71B | $14.33B | $14.24B | $13.68B | $13.32B | · | $12.58B | $12.39B | $11.96B | · | $11.17B | |
| Accum. Depreciation | $4.43B | $4.33B | $4.25B | $4.18B | $4.13B | $3.99B | $3.88B | $3.87B | $3.76B | $3.70B | · | $3.56B | $3.52B | $3.47B | · | $3.31B | |
| Goodwill | $123M | $125M | $126M | $126M | $127M | $118M | $114M | $121M | $117M | $118M | · | $116M | $119M | $118M | · | $109M | |
| Total Assets | $17.72B | $17.94B | $18.00B | $13.31B | $13.20B | $12.97B | $12.30B | $12.38B | $12.22B | $11.58B | $11.33B | $10.65B | $10.59B | $10.05B | $10.07B | $9.88B | |
| Deferred Tax | $1.23B | $1.22B | $1.20B | $1.19B | $1.18B | $1.15B | $1.13B | $1.13B | $1.10B | $1.10B | · | $1.07B | $1.07B | $1.05B | · | $1.01B | |
| Other Non-current Liabilities | · | · | $69M | · | · | · | $45M | · | · | · | · | · | · | · | · | · | |
| Total Liabilities | $14.13B | $14.29B | $14.36B | $10.59B | $10.53B | $10.42B | $9.86B | $9.94B | $9.88B | $9.25B | · | $8.47B | $8.41B | $7.95B | · | $7.93B | |
| Long-term Debt | · | · | $12.51B | · | · | · | $8.27B | · | · | · | · | · | · | · | · | · | |
| Common Stock | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | $43M | · | $42M | $42M | $42M | $42M | $42M | |
| Paid-in Capital | $865M | $883M | $875M | $871M | $864M | $856M | $847M | $841M | $836M | $829M | · | $813M | $808M | $798M | · | $788M | |
| Retained Earnings | $3.59B | $3.51B | $3.45B | $3.38B | $3.32B | $3.26B | $3.21B | $3.15B | $3.09B | $3.06B | · | $2.96B | $2.93B | $2.89B | · | $2.80B | |
| Treasury Stock | $1.57B | $1.52B | $1.51B | $1.47B | $1.47B | $1.45B | $1.45B | $1.45B | $1.44B | $1.43B | · | $1.42B | $1.42B | $1.42B | · | $1.42B | |
| AOCI | $-150M | $-142M | $-105M | $-104M | $-88M | $-162M | $-210M | $-151M | $-185M | $-177M | · | $-220M | $-178M | $-202M | · | $-267M | |
| Stockholders' Equity | $2.78B | $2.78B | $2.75B | $2.72B | $2.67B | $2.55B | $2.44B | $2.44B | $2.34B | $2.32B | · | $2.17B | $2.18B | $2.10B | $2.03B | $1.94B | |
| Liabilities + Equity | $17.72B | $17.94B | $18.00B | $13.31B | $13.20B | $12.97B | $12.30B | $12.38B | $12.22B | $11.58B | · | $10.65B | $10.59B | $10.05B | · | $9.88B | |
| Shares Outstanding | 35,305,058 | 35,502,758 | 35,400,021 | 35,678,804 | 35,640,864 | 35,675,787 | 35,575,691 | 35,539,311 | 35,616,553 | 35,577,357 | 68,800,000 | 35,479,758 | 35,448,375 | 35,344,766 | · | 35,230,184 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $172M | $175M | $117M | $114M | $112M | $109M | $110M | $108M | $103M | $101M | $102M | $100M | $96M | $94M | · | · | |
| Deferred Tax | $16M | $20M | $9M | $12M | $16M | $16M | $4M | $19M | $7M | $16M | $-400.0K | $11M | $14M | $14M | $12M | $8M | |
| Other Non-cash | · | $-81M | · | · | · | $-79M | · | · | · | $-93M | · | · | · | · | · | · | |
| Operating Cash Flow | $276M | $199M | $144M | $218M | $161M | $124M | $206M | $160M | $138M | $98M | $120M | $142M | $163M | $95M | $181M | $136M | |
| Investing Cash Flow | $46M | $-4.36B | $-364M | $-287M | $-130M | $-235M | $-285M | $-432M | $-387M | $-312M | $-359M | $-316M | $-422M | $-123M | $-467M | $-130M | |
| Debt Issued | $20M | $974M | $3.82B | $146M | $0 | $880M | $-1M | $12M | $728M | $557M | $511M | $324M | $420M | $165M | $10M | $443M | |
| Net Debt Issued | · | $-26M | · | · | · | $473M | · | · | · | $257M | · | · | · | $-85M | · | · | |
| Stock Repurchased | $48M | $4M | $46M | $2M | $15M | $2M | $100.0K | $13M | $4M | $5M | $3M | $0 | $0 | $0 | $0 | $8M | |
| Net Stock Activity | $-48M | $-4M | · | · | · | $-2M | · | · | · | $-5M | · | · | · | $0 | · | · | |
| Dividends Paid | $24M | $25M | $22M | $22M | $22M | $24M | $21M | $21M | $21M | $22M | $20M | $20M | $20M | $21M | $19M | $19M | |
| Financing Cash Flow | $-314M | $-83M | $4.51B | $11M | $-36M | $462M | $-19M | $-50M | $594M | $245M | $484M | $61M | $397M | $-98M | $-8M | $414M | |
| Net Change in Cash | $6M | $-4.24B | $4.29B | $-59M | $-2M | $356M | $-102M | $-320M | $345M | $28M | $248M | $-114M | $140M | $-126M | $-293M | $416M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 17.8% | 14.6% | · | 18.7% | 17.5% | 18.6% | · | 21.9% | 11.5% | 19.6% | · | 14.6% | 18.4% | 22.8% | · | 9.1% | |
| Pretax Margin | 17.2% | 13.6% | · | 13.3% | 18.7% | 16.6% | · | 21.1% | 10.9% | 19.3% | · | 14.9% | 19.5% | 22.7% | · | 11.0% | |
| EBITDA Margin | · | 29.9% | · | · | · | 25.8% | · | · | · | 26.5% | · | · | · | · | · | · | |
| ROA | 0.67% | 0.55% | · | 0.64% | 0.59% | 0.64% | · | 0.77% | 0.39% | 0.69% | · | 0.52% | 0.62% | 0.78% | · | · | |
| ROE | 3.8% | 3.2% | · | 3.2% | 3.0% | 3.2% | · | 3.9% | 2.0% | 3.4% | · | 2.5% | 3.1% | 3.7% | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | · | |
| Receivables Turnover | 3.4 | 3.3 | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $78.87 | $78.25 | · | $76.20 | $74.91 | $71.46 | · | $68.56 | $65.80 | $65.33 | · | $61.29 | $61.47 | $59.46 | · | · | |
| Revenue / Share | $16.20 | $16.30 | · | $12.20 | $11.99 | $11.71 | · | $11.29 | $10.77 | $10.58 | · | $10.06 | $9.61 | $9.47 | · | $8.99 | |
| Cash Flow / Share | · | $5.56 | · | · | · | $3.45 | · | · | · | $2.72 | · | · | · | $2.65 | · | · | |
| Cash / Share | $21.16 | $20.87 | · | $19.51 | $21.17 | $21.22 | · | $14.17 | $23.12 | $13.47 | · | $5.72 | $8.96 | $5.02 | · | · | |
| Dividend / Share | $0.66 | $0.66 | $0.61 | $0.61 | $0.61 | $0.61 | $0.58 | $0.58 | $0.58 | $0.58 | $0.55 | $0.55 | $0.55 | $0.55 | · | $0.52 | |
| EPS (TTM) | $10.10 | $9.32 | · | $8.57 | $8.75 | $7.90 | · | $7.45 | $6.46 | $6.99 | · | $6.71 | $6.08 | $4.41 | · | $4.68 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.05B | $1.90B | · | $1.70B | $1.67B | $1.63B | · | $1.54B | $1.50B | $1.45B | · | $1.36B | $1.33B | $1.30B | · | $1.27B | |
| Net Income TTM | $368M | $340M | · | $313M | $320M | $288M | · | $274M | $237M | $256M | · | $242M | $218M | $158M | · | $168M | |
| Market Cap | $6.26B | $6.06B | · | $6.24B | $5.47B | $5.54B | · | $4.71B | $4.71B | $4.77B | · | $3.86B | $4.56B | $3.89B | · | · | |
| P/E | 17.5 | 18.3 | · | 20.4 | 17.5 | 19.7 | · | 17.8 | 20.5 | 19.2 | · | 16.2 | 21.2 | 24.9 | · | 18.2 | |
| P/S | 3.0 | 3.2 | · | 3.7 | 3.3 | 3.4 | · | 3.1 | 3.2 | 3.3 | · | 2.8 | 3.4 | 3.0 | · | · | |
| P/B | 2.2 | 2.2 | · | 2.3 | 2.0 | 2.2 | · | 1.9 | 2.0 | 2.1 | · | 1.8 | 2.1 | 1.9 | · | · | |
| P / Tangible Book | 2.4 | 2.3 | · | 2.4 | 2.2 | 2.3 | · | 2.0 | 2.1 | 2.2 | · | 1.9 | 2.2 | 2.0 | · | · | |
| P / Cash Flow | · | 30.4 | · | · | · | 44.6 | · | · | · | 48.9 | · | · | · | 40.9 | · | · | |
| Dividend Yield | 1.5% | 1.5% | · | 1.4% | 1.6% | 1.6% | · | 1.8% | 1.8% | 1.7% | · | 2.1% | 1.7% | 2.0% | · | · | |
| Earnings Yield | 5.7% | 5.5% | · | 4.9% | 5.7% | 5.1% | · | 5.6% | 4.9% | 5.2% | · | 6.2% | 4.7% | 4.0% | · | 5.5% | |
| Payout Ratio | · | 29.5% | · | · | · | 29.9% | · | · | · | 29.6% | · | · | · | 27.0% | · | · | |
| Annual Payout | $93M | $92M | · | $89M | $88M | $86M | · | $84M | $83M | $82M | · | $79M | $78M | $77M | · | $76M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $1.74B | $1.59B | $1.41B | $1.27B | $1.26B |
| Net Income | $333M | $284M | $259M | $156M | $143M |
| Diluted EPS | $9.12 | $7.78 | $7.12 | $4.35 | $3.98 |
Not enough fundamentals data to build this statement yet.
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | · | · | $-1.14B | $-722M | · |
Institutional owners (13F) 429 filers · $7.0B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 48 (-6 vs prior Q) | 32 (-3 vs prior Q) | 126 (-16 vs prior Q) | 140 (+24 vs prior Q) | +995K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $961,670,020 | 5,427,338 | 13.76% | Shares |
| BlackRock, Inc. | $823,055,375 | 4,645,044 | 11.78% | Shares |
| VANGUARD GROUP INC | $650,890,709 | 3,837,799 | 9.31% | Shares |
| EARNEST PARTNERS LLC | $453,021,141 | 2,556,697 | 6.48% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $363,243,575 | 2,050,023 | 5.20% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $283,258,946 | 1,598,617 | 4.05% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $270,309,064 | 1,525,505 | 3.87% | Shares |
| AMERICAN CENTURY COMPANIES INC | $247,260,877 | 1,395,456 | 3.54% | Shares |
| STATE STREET CORP | $245,669,328 | 1,386,474 | 3.51% | Shares |
| GAMCO INVESTORS, INC. ET AL | $186,928,717 | 1,054,962 | 2.67% | Shares |
| BANK OF AMERICA CORP /DE/ | $178,041,817 | 1,004,807 | 2.55% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $170,737,984 | 963,422 | 2.44% | Shares |
| GABELLI FUNDS LLC | $143,727,669 | 811,150 | 2.06% | Shares |
| SEI INVESTMENTS CO | $134,923,804 | 761,464 | 1.93% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $120,438,701 | 679,715 | 1.72% | Shares |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $113,915,451 | 642,900 | 1.63% | Shares |
| NORTHERN TRUST CORP | $110,677,303 | 624,625 | 1.58% | Shares |
| ALLIANCEBERNSTEIN L.P. | $99,280,017 | 581,469 | 1.42% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73,758,350 | 416,267 | 1.06% | Shares |
| FMR LLC | $70,480,352 | 397,767 | 1.01% | Shares |
| NORGES BANK | $65,998,314 | 372,472 | 0.94% | Shares |
| MORGAN STANLEY | $60,122,608 | 339,310 | 0.86% | Shares |
| Ensign Peak Advisors, Inc | $54,707,590 | 308,751 | 0.78% | Shares |
| Bank of New York Mellon Corp | $51,177,599 | 288,829 | 0.73% | Shares |
| Invesco Ltd. | $50,459,813 | 284,778 | 0.72% | Shares |
| Capital International Investors | $44,451,832 | 250,871 | 0.64% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $42,075,006 | 237,457 | 0.60% | Shares |
| GOLDMAN SACHS GROUP INC | $36,600,725 | 206,562 | 0.52% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $33,564,182 | 184,157 | 0.48% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $31,260,214 | 176,422 | 0.45% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $31,252,175 | 176,377 | 0.45% | Shares |
| ProShare Advisors LLC | $31,189,515 | 176,023 | 0.45% | Shares |
| TUDOR INVESTMENT CORP ET AL | $27,462,678 | 154,990 | 0.39% | Shares |
| AMERIPRISE FINANCIAL INC | $27,042,832 | 152,621 | 0.39% | Shares |
| UBS Group AG | $26,563,793 | 149,917 | 0.38% | Shares |
| WELLS FARGO & COMPANY/MN | $26,435,222 | 149,191 | 0.38% | Shares |
| EULAV Asset Management | $24,585,290 | 138,751 | 0.35% | Shares |
| JANUS HENDERSON GROUP PLC | $24,439,352 | 143,133 | 0.35% | Shares |
| JPMORGAN CHASE & CO | $24,433,801 | 135,376 | 0.35% | Shares |
| Walleye Capital LLC | $21,690,714 | 122,415 | 0.31% | Shares |
| RHUMBLINE ADVISERS | $19,633,679 | 110,806 | 0.28% | Shares |
| Nuveen, LLC | $19,632,530 | 110,800 | 0.28% | Shares |
| LOOMIS SAYLES & CO L P | $18,811,731 | 106,167 | 0.27% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15,282,936 | 89,510 | 0.22% | Shares |
| Retirement Systems of Alabama | $15,149,213 | 85,497 | 0.22% | Shares |
| Harbor Island Capital LLC | $14,776,937 | 83,396 | 0.21% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $14,371,882 | 81,110 | 0.21% | Shares |
| FIRST TRUST ADVISORS LP | $13,129,071 | 74,096 | 0.19% | Shares |
| Swiss National Bank | $11,995,763 | 67,700 | 0.17% | Shares |
| Clearbridge Investments, LLC | $11,967,735 | 67,542 | 0.17% | Shares |
Activists & 5%+ owners 3 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL, GABELLI FUNDS LLC, GAMCO Asset Management Inc., GABELLI FOUNDATION, INC., MJG ASSOCIATES, INC., GGCP, INC., Associated Capital Group, Inc., GABELLI MARIO J ×2 filings | April 2, 2026 | 3.10% | Amendment | · | SEC |
| Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., MJG Associates, Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×6 filings | July 13, 2023 | · | Initial filing | · | SEC |
| Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., MJG Associates, Inc. I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli ×7 filings | Nov. 27, 2018 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 59 insiders · 19 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Robert C Lyons | President and CEO | Feb. 23, 2026 A | 50,575 | 0 | 0 | $0 |
| Brian A Kenney | Chairman, President and CEO | April 8, 2022 S | 19,048 | 0 | 0 | $0 |
| Thomas A. Ellman | EVP & CFO | Aug. 5, 2026 M | 34,361 | 0 | 3 | $-3,277,375 |
| Geoffrey Phillips | Sr. VP, Operations | Sept. 11, 2026 M | 1 | 0 | 3 | $-443,987 |
| Eren Doygun | SVP Chief Plan. & Invest. Off. | Aug. 26, 2026 M | 5,323 | 0 | 1 | $-179,520 |
| Kevin Hillesland | SVP, Structured Finance | Aug. 15, 2026 F | 7,212 | 0 | 0 | $0 |
| John Sbragia | SVP, Engineering and Quality | Aug. 14, 2026 M | 6,820 | 0 | 1 | $-342,760 |
| Jennifer Van Aken | Sr VP Treasurer & CRO | Aug. 3, 2026 M | 5,916 | 0 | 4 | $-602,665 |
| Christopher Lahurd | SVP, International | Feb. 23, 2026 A | 1,106 | 0 | 0 | $0 |
| Brian L Glassberg | EVP, General Counsel & Secy. | Feb. 23, 2026 A | 7,041 | 0 | 2 | $-396,578 |
| Kimberley Nero | EVP & Chief HR Officer | Feb. 23, 2026 A | 4,303 | 0 | 0 | $0 |
| Jennifer Mcmanus | Sr. VP & Controller | Feb. 23, 2026 A | 3,468 | 0 | 0 | $0 |
| Robert Zmudka | Sr. VP & Chief Comm. Off. | Feb. 23, 2026 A | 7,493 | 0 | 1 | $-1,001,572 |
| Niyi Adedoyin | SVP & CIO | Feb. 23, 2026 A | 3,859 | 0 | 0 | $0 |
| Jeffery R. Young | SVP, Chief Tax Officer | Feb. 23, 2026 A | 7,700 | 0 | 1 | $-509,373 |
| Paul F Titterton | EVP & Pres. Rail NA | Feb. 23, 2026 A | 10,468 | 0 | 0 | $0 |
| Deborah A Golden | EVP, Gen. Counsel and Secy | Nov. 2, 2022 S | 8,448 | 0 | 0 | $0 |
| Necati Gokce Tezel | Exec. VP and Pres., Rail Intl. | March 15, 2022 M | 15,098 | 0 | 0 | $0 |
| Eric D. Harkness | SVP, Treas. & Chief Risk Off. | Aug. 11, 2020 M | 0 | 0 | 0 | $0 |
| Adam L. Stanley | Director | Aug. 3, 2026 A | 9,430 | 0 | 0 | $0 |
| Shelley J Bausch | Director | Aug. 3, 2026 A | 4,308 | 0 | 0 | $0 |
| Robert S Wetherbee | Director | Aug. 3, 2026 A | 1,645 | 0 | 0 | $0 |
| John Mcclain Holmes III | Director | Aug. 3, 2026 A | 4,464 | 0 | 0 | $0 |
| David Sutherland | Director | Feb. 3, 2025 A | 86,862 | 0 | 0 | $0 |
| Stephen R Wilson | Director | Feb. 1, 2024 A | 19,956 | 0 | 0 | $0 |
| John W Rogers JR | Director | May 3, 2004 A | 13,620 | 0 | 0 | $0 |
| State Farm Mutual Automobile Insurance Company | 10% owner | Oct. 9, 2024 P | 3,312,294 | 0 | 0 | $0 |
| Anne L Arvia | · | Aug. 3, 2026 A | 34,277 | 0 | 0 | $0 |
| Diane Aigotti | · | Aug. 3, 2026 A | 19,904 | 0 | 0 | $0 |
| REAM JAMES B | · | Aug. 3, 2026 A | 49,470 | 0 | 0 | $0 |
| Paul G Yovovich | · | Aug. 3, 2026 A | 42,420 | 0 | 0 | $0 |
| James M. Conniff | · | May 10, 2021 M | 0 | 0 | 0 | $0 |
| Ernst A Haberli | · | Feb. 1, 2021 A | 31,626 | 0 | 0 | $0 |
| Amita Shetty | · | Feb. 19, 2020 M | 700 | 0 | 0 | $0 |
| Robert J. Ritchie | · | Feb. 3, 2020 A | 31,855 | 0 | 0 | $0 |
| William M Muckian | · | July 31, 2019 M | 7,660 | 0 | 0 | $0 |
| Casey Sylla | · | Feb. 1, 2019 A | 37,677 | 0 | 0 | $0 |
| Michael T. Brooks | · | Jan. 28, 2019 F | 9,693 | 0 | 0 | $0 |
| James F Earl | · | Jan. 29, 2018 M | 82,859 | 0 | 0 | $0 |
| Curt F Glenn | · | Feb. 4, 2016 G | 25,289 | 0 | 0 | $0 |
| Mary Katherine Lawler | · | June 2, 2014 M | 13,233 | 0 | 0 | $0 |
| Mark G Mcgrath | · | Nov. 1, 2013 A | 37,619 | 0 | 0 | $0 |
| Nicholas J. Matthews | · | Feb. 25, 2013 F | 4,345 | 0 | 0 | $0 |
| Clifford J Porzenheim | · | Feb. 25, 2012 F | 20,116 | 0 | 0 | $0 |
| William J Hasek | · | Feb. 25, 2012 F | 10,892 | 0 | 0 | $0 |
| Deborah M Fretz | · | Feb. 1, 2012 A | 38,136 | 0 | 0 | $0 |
| Richard M Fairbanks | · | Feb. 1, 2011 A | 48,489 | 0 | 0 | $0 |
| Michael E Murphy | · | Feb. 2, 2009 A | 24,183 | 0 | 0 | $0 |
| James M Denny | · | Feb. 2, 2009 A | 28,846 | 0 | 0 | $0 |
| Gail L Duddy | · | Dec. 31, 2007 F | 7,299 | 0 | 0 | $0 |
| Marla C Gottschalk | · | Nov. 1, 2007 A | 3,536 | 0 | 0 | $0 |
| Yvonne S Scott | · | May 1, 2007 M | 7,155 | 0 | 0 | $0 |
| Rodney F Dammeyer | · | Feb. 1, 2007 A | 11,982 | 0 | 0 | $0 |
| Miles L Marsh | · | Nov. 1, 2006 A | 18,720 | 0 | 0 | $0 |
| Ronald J Ciancio | · | Jan. 30, 2006 I | 0 | 0 | 0 | $0 |
| Ronald H Zech | · | Nov. 1, 2005 D | 57,510 | 0 | 0 | $0 |
| Alan C Coe | · | Aug. 12, 2005 M | 11,257 | 0 | 0 | $0 |
| Susan A Noack | · | March 25, 2005 A | 4,021 | 0 | 0 | $0 |
| David M Edwards | · | Dec. 14, 2004 S | 4,087 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 81 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EPSB · Harbor ETF Trust | 2.13% | 570 NS | July 31, 2026 | N-PORT |
| EPSV · Harbor ETF Trust | 1.94% | 659 NS | July 31, 2026 | N-PORT |
| EPMV · Harbor ETF Trust | 1.50% | 392 NS | July 31, 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1.44% | 368 NS | July 31, 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 1.31% | 12,488 NS | July 31, 2026 | N-PORT |
| HSMV · First Trust Exchange-Traded Fund III | 1.17% | 2,297 NS | July 31, 2026 | N-PORT |
| XMLV · Invesco Exchange-Traded Fund Trust … | 1.10% | 45,006 SH | Oct. 2, 2026 | Daily |
| XMVM · Invesco Exchange-Traded Fund Trust | 0.74% | 21,999 SH | Oct. 2, 2026 | Daily |
| ESSC · Strategy Shares | 0.67% | 1,353 NS | July 31, 2026 | N-PORT |
| SAWS · ETF Series Solutions | 0.63% | 277 NS | July 31, 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.48% | 15,541 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.38% | 29,086 SH | Aug. 19, 2026 | Daily |
| NUSC · Nushares ETF Trust | 0.35% | 25,492 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.29% | 196 NS | July 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.28% | 9,418 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.26% | 1,277 NS | July 31, 2026 | N-PORT |
| IWM · iShares Trust | 0.21% | 913,411 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.21% | 17,198 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.19% | 4,670 SH | Oct. 2, 2026 | Daily |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.19% | 20,317 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.19% | 206,694 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.18% | 147,467 NS | July 31, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.18% | 3,907 NS | July 31, 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0.18% | 14,823 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.17% | 57,285 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.17% | 76,353 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.15% | 11,626 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.15% | 12,804 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.15% | 23,670 SH | Sept. 11, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.14% | 4,666 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.14% | 118,962 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 15,424 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.14% | 521 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.13% | 517,085 SH | Aug. 19, 2026 | Daily |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.13% | 3,699,000 | Oct. 2, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.12% | 5,631 SH | Aug. 19, 2026 | Daily |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.11% | 3,425,000 | Oct. 2, 2026 | Daily |
| ISCG · iShares Trust | 0.10% | 5,521 SH | Sept. 11, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.09% | 1,424 SH | Oct. 2, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.09% | 11,126 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.08% | 6,070 SH | Oct. 2, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.08% | 814,578 SH | Aug. 19, 2026 | Daily |
| VIS · VANGUARD WORLD FUND | 0.08% | 40,925 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.07% | 407,648 SH | Aug. 19, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.07% | 90,000 | Oct. 1, 2026 | Daily |
| WSML · iShares Trust | 0.06% | 2,099 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.03% | 30,130 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.03% | 951 NS | July 31, 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0.03% | 200,553 SH | Aug. 19, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.03% | 139,343 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.03% | 2,735 SH | Aug. 19, 2026 | Daily |
| IWO · iShares Trust | 0.03% | 24,141 SH | Sept. 11, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.03% | 73,695 NS | July 31, 2026 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0.03% | 855,000 | Oct. 2, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.02% | 1,010 SH | Oct. 2, 2026 | Daily |
| SMDX · Tidal Trust III | 0.02% | 158 NS | July 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.02% | 50,190 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.02% | 2,585 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 1,944 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 2,958 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 8,560 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 6,462 SH | Oct. 2, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,128,530 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 2,987 SH | Aug. 19, 2026 | Daily |
| IUSG · iShares Trust | 0.01% | 18,407 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 10,256 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.01% | 46,293 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.01% | 12,807 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 9,283 SH | Sept. 11, 2026 | Daily |
| GTOS · Invesco Actively Managed Exchange-T… | 0.00% | 3,000 | Sept. 30, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 26,230 SH | Aug. 19, 2026 | Daily |
| FTLS · First Trust Exchange-Traded Fund III | -0.03% | -4,177 NS | July 31, 2026 | N-PORT |
| IJH · iShares Trust | · | 1,245,278 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 119,093 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 75,944 SH | Aug. 21, 2026 | Daily |
| IWN · iShares Trust | · | 312,667 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 4,856 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 1,579 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 3,933 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 34,859 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 3,159 SH | Aug. 19, 2026 | Daily |
GATX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
4 analysts · 2026-09-30Mean target $219.25 +28.2%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| GATX | $6.00B | 18.6 | 9.8% | 19.1% | 12.8% | · |
| QXO | $13.01B | -30.6 | 11925.0% | -4.1% | -2.9% | 23.0% |
| CNM | · | 23.1 | 2.8% | 5.8% | 23.9% | 26.9% |
| MSM | · | 25.3 | -1.4% | 5.3% | 14.3% | 40.8% |
| RUSHA | · | 16.5 | -4.8% | 3.5% | 12.1% | 19.7% |
| XMTR | · | -40.2 | 25.9% | -9.0% | -20.9% | 39.1% |
| EQPT | · | · | 16.3% | 0.91% | 7.4% | 28.3% |
| HRI | $4.94B | 4946.0 | 22.7% | 0.02% | 0.05% | · |
| SITE | $5.65B | 37.7 | 3.6% | 3.2% | 9.2% | 34.8% |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
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