GATX
GATX Corporation
GATX has the edge over RDW overall, supported by lower modeled downside and stronger fundamentals.
RDW
Redwire Corporation
RDW offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
GATX Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
GATX's revenue, profitability, cash flow and balance sheet are all currently strong.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
GATX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $173 | -8.4% |
| Current | 18x | $189 | — |
| Forward | 18x | $189 | — |
| Fair | 20x | $211 | +11% |
| Expensive | 25x | $267 | +41% |
Historical ranges are pointers, not guarantees.
GATX's PE is in its cheap range at 17.6x. On analysts' estimates for next year's earnings, today's price would be 17.6x.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
GATX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Strongly weakening | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for GATX, but weaker profitability.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over GATX on the outlook, with more favorable profitability expectations.
GATX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.76 | -0.1% |
| Q3 2026 | $10.77 | +26% |
| Q2 2026 | $10.10 | +15% |
| Q1 2026 | $9.32 | +18% |
| Q4 2025 | $9.12 | +17% |
| Q3 2025 | $8.57 | +15% |
| Q2 2025 | $8.75 | +35% |
| Q1 2025 | $7.90 | +13% |
| Q4 2024 | $7.78 | +9.3% |
GATX has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
GATX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $598M | +36% |
| Q2 2026 | $580.1M | +35% |
| Q1 2026 | $583.7M | +38% |
| Q4 2025 | $449M | +8.6% |
| Q3 2025 | $439.3M | +8.4% |
| Q2 2025 | $430.5M | +11% |
| Q1 2025 | $421.6M | +11% |
| Q4 2024 | $413.5M | +12% |
GATX's revenue has grown year over year for 17 quarters in a row: $598M last quarter, up 36% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 32% | +3.2 points |
| Q2 2026 | 28% | -4.2 points |
| Q1 2026 | 30% | -2.2 points |
| Q4 2025 | 30% | +16 points |
| Q3 2025 | 29% | -2.3 points |
| Q2 2025 | 32% | +21 points |
| Q1 2025 | 32% | +13 points |
| Q4 2024 | 15% | +1.6 points |
GATX has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
GATX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $244.2M | +12% |
| Q2 2026 | $276.2M | +71% |
| Q1 2026 | $199.1M | +60% |
| Q4 2025 | $144.3M | -30% |
| Q3 2025 | $218.3M | +36% |
| Q2 2025 | $161.3M | +17% |
| Q1 2025 | $124.2M | +27% |
| Q3 2024 | $160.2M | +13% |
GATX has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
GATX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -400K shares |
| 1 year | -1.7% | -600K shares |
| 3 years | -1.1% | -400K shares |
| 5 years | -1.7% | -600K shares |
| Available history | -2.7% | -1M shares |
GATX has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $79.5M |
| Q2 2026 | $47.6M |
| Q1 2026 | $3.8M |
| Q4 2025 | $46.4M |
| Q3 2025 | $1.5M |
| Q2 2025 | $15.2M |
| Q1 2025 | $1.9M |
| Q4 2024 | $100,000 |
GATX spent $177M buying back its own shares over the past year, about nine times what it spent the year before.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
GATX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.6x | Net Cash |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | 11.9x | High |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.7x | Net Cash |
| Q1 2025 | -0.8x | Net Cash |
| Q4 2024 | 10.9x | High |
GATX has more cash than debt.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GATX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.8 | Neutral |
| Stochastic | 75.7 | Neutral |
GATX's weekly RSI is 60 (neutral) and its Stochastic is 76 (neutral).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
GATX PE vs Industrials Sector
| Metric | GATX | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 27% below |
| PE % | 23 | 58 | 35 pts below |
GATX is trading at 18x earnings, a 27% discount to the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
GATX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $175.5 | 7.9% above |
| 20 week MA | $177.4 | 6.7% above |
| 50 week MA | $178.5 | 6% above |
| 100 week MA | $168.3 | 12% above |
| 200 week MA | $146.7 | 29% above |
GATX has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
GATX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $84.4 | $84.4 | 0% |
| 2021 | $84.4 | $103.1 | +22% |
| 2022 | $103.1 | $109.6 | +6.3% |
| 2023 | $109.6 | $120.2 | +9.7% |
| 2024 | $120.2 | $155.4 | +29% |
| 2025 | $155.4 | $173.2 | +11% |
| 2026 YTD | $173.2 | $189.3 | +9.3% |
GATX has finished higher in five of the last six years. It's up 9.3% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over GATX on returns for 2026, with the stronger performance.