Opinions Gordon Reid
GATX CorporationGATXTOP PICKApr 23, 2026
Gordon ReidOwned
N/A
Stock price when the opinion was issued
0
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
Over 100 years old. Railcar leasing, and a bit of aerospace. Very stable, quality. Transformational deal in purchasing (in a joint venture with BIP) another railcar business, effectively doubling its capacity.
(Analysts’ price target is $215.75)As for trade deals, his team tends to look past current headwinds such as the Trump administration, and markets do too.
Trades ~18x PE. The freight slump is seen to be bottoming, so he expects the space to grow ~5% annually through the mid-2030s. ROE of ~12%. Yield is 1.33%.