GATX Corporation (NYSE:GATX) just released its third-quarter report and things are looking bullish. The company beat forecasts, with revenue of US$405m, some 3.5% above estimates, and statutory earnings per share (EPS) coming in at US$2.43, 24% ahead of expectations. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Check out our latest analysis for GATX

Following the latest results, GATX's two analysts are now forecasting revenues of US$1.71b in 2025. This would be a solid 11% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to rise 9.4% to US$8.26. In the lead-up to this report, the analysts had been modelling revenues of US$1.65b and earnings per share (EPS) of US$8.11 in 2025. So it looks like there's been no major change in sentiment following the latest results, although the analysts have made a slight bump in to revenue forecasts.

The consensus price target increased 14% to US$154, with an improved revenue forecast carrying the promise of a more valuable business, in time.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting GATX's growth to accelerate, with the forecast 8.5% annualised growth to the end of 2025 ranking favourably alongside historical growth of 4.4% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 5.4% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that GATX is expected to grow much faster than its industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

With that in mind, we wouldn't be too quick to come to a conclusion on GATX. Long-term earnings power is much more important than next year's profits. At least one analyst has provided forecasts out to 2026, which can be seen for free on our platform here.

Even so, be aware that GATX is showing 3 warning signs in our investment analysis , and 1 of those is a bit concerning...

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.