GATX vs Oshkosh
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KIRA’s take AI analyst
I put GATX and Oshkosh side by side, using each one’s latest annual report. Here is what stands out:
- Oshkosh is the larger business, with $10.4B of revenue in fiscal 2025 against $1.7B for GATX, about 6.0 times as much.
- GATX grew revenue faster (9.8%, against −2.9%).
- Oshkosh earned a higher return on the capital invested in it (14.8%, against 4.0%).
- Investors pay more for each dollar of GATX’s earnings: a P/E of 16.4x against 14.8x for Oshkosh.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
GATX
GATX
2/7
Revenue growthNet margin
Oshkosh
OSK
5/7
5-year growthReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | GATX FY25 | OSK FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.9B | $8.4B |
| Revenue | $1.7B | $10.4B |
| Free cash flow | — | $618M |
| Net income | $333M | $647M |
| Growth | ||
| Revenue growth | 9.8% | −2.9% |
| 5-year growth | 7.6% | 8.7% |
| Share count change | 0.0% | −1.9% |
| Profitability | ||
| Gross margin | — | 17.5% |
| Operating margin | — | 9.0% |
| Net margin | 19.2% | 6.2% |
| FCF margin | — | 5.9% |
| Return on capital | 4.0% | 14.8% |
| Return on equity | 12.9% | 14.9% |
| Balance sheet | ||
| Net debt | $11.8B | $692M |
| Net debt / EBITDA | 10.6x | 0.6x |
| Dividends and buybacks | $155M | $408M |
| Valuation & quality | ||
| P/E | 16.4x | 14.8x |
| Piotroski F-score | — | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.