GATXGATX CORP

Transportation Services

Revenue: $1.7B; 9.8% YoY
Operating margin: —
EBITDA: —
Market cap: $6.3B
Employees: —
Net debt / EBITDA: —; $11.5B net debt
AI in 10-K: 1.2; mentions per 10K words

Takeover score 0 of 13

Fixable underperformance 0 of 7

TSR below peersNo
—
3+ of last 5 years
High CEO pay despite TSRNo
—
Median CEO pay ≥ $15M while TSR trails
Earnings not backed by cashNo
194% of net income
Cash flow under 80% of net income
Dilutive SBCNo
1% of revenue
Over 10% of revenue
Payouts exceed cash flowNo
24% of cash flow
Buybacks + dividends over cash flow
Goodwill-heavyNo
1% of assets
Over 40% of assets
Shareholder dissentNo
99% lowest support
Any vote under 80% support

Buyer economics 0 of 4

Low revenue per employeeNo
—
Bottom quartile of its SIC industry
Quiet on AINo
1.2 per 10K words · 39th pct
Bottom quartile of AI mentions in 10-Ks
Net cashNo
—
More cash than debt, positive EBITDA
Buyout-sizedNo
$6.3B market cap
Market cap $500M–$5B

Catalysts 0 of 2

Active 13DNo
0 filings
Active-intent 13D in 18 months
Net insider sellingNo
−$7M net
Net sales over $10M in 12 months

Financials

Metric	FY2021	FY2022	FY2023	FY2024	FY2025	YoY	Trend
Revenue	$1.3B	$1.3B	$1.4B	$1.6B	$1.7B	9.8%
Net income	$143M	$156M	$259M	$284M	$333M	17%
Operating cash flow	$507M	$534M	$520M	$602M	$648M	7.6%
Capex	$1.1B	$1.3B	$1.7B	—	—
Stock-based comp	$17M	$13M	$18M	$23M	$25M	8.7%
Buybacks	$13M	$47M	$3M	$22M	$65M	197%
Dividends	$74M	$77M	$81M	$85M	$90M	5.9%

Deal filings

None.

13D filers

Filed	Filer	Form	Stake	Intent
Apr 2, 2026	GAMCO INVESTORS, INC. ET AL	SCHEDULE 13D/A	5.5%	Passive
Jan 16, 2025	GAMCO INVESTORS, INC. ET AL	SCHEDULE 13D/A	6.6%	Passive
Jul 13, 2023	GAMCO INVESTORS, INC. ET AL	SC 13D/A	7.6%	Passive
Dec 22, 2021	GAMCO INVESTORS, INC. ET AL	SC 13D/A	8.6%	Passive
Feb 18, 2021	GAMCO INVESTORS, INC. ET AL	SC 13D/A	9.6%	Passive

Insider trading

Open-market buys, 12 mo: $0 · 0
Open-market sells, 12 mo: $7M · 16
Net: −$7M

Pay vs performance

No pay-versus-performance disclosure yet.