Q4 Earnings Outperformers: GATX (NYSE:GATX) And The Rest Of The Vehicle Parts Distributors Stocks

February 28, 2025 at 04:03 AM EST

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Looking back on vehicle parts distributors stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including GATX (NYSE: GATX) and its peers.

Supply chain and inventory management are themes that grew in focus after COVID wreaked havoc on the global movement of raw materials and components. Transportation parts distributors that boast reliable selection in sometimes specialized areas combined and quickly deliver products to customers can benefit from this theme. Additionally, distributors who earn meaningful revenue streams from aftermarket products can enjoy more steady top-line trends and higher margins. But like the broader industrials sector, transportation parts distributors are also at the whim of economic cycles that impact capital spending, transportation volumes, and demand for discretionary parts and components.

The 4 vehicle parts distributors stocks we track reported a very strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.9%.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

GATX (NYSE: GATX)

Originally founded to ship beer, GATX (NYSE: GATX) provides leasing and management services for railcars and other transportation assets globally.

GATX reported revenues of $413.5 million, up 12.2% year on year. This print exceeded analysts’ expectations by 0.9%. Overall, it was a strong quarter for the company with full-year EPS guidance exceeding analysts’ expectations and a solid beat of analysts’ EPS estimates.

The stock is up 6.5% since reporting and currently trades at $164.53.

Is now the time to buy GATX? Access our full analysis of the earnings results here, it’s free.

Best Q4: Air Lease (NYSE: AL)

Established by a founder of Century City in Los Angeles, Air Lease Corporation (NYSE: AL) provides aircraft leasing and financing solutions to airlines worldwide.

Air Lease reported revenues of $712.9 million, flat year on year, outperforming analysts’ expectations by 1.6%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA estimates and an impressive beat of analysts’ adjusted operating income estimates.

The market seems content with the results as the stock is up 2.5% since reporting. It currently trades at $47.51.

Is now the time to buy Air Lease? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Rush Enterprises (NASDAQ: RUSHA)

Headquartered in Texas, Rush Enterprises (NASDAQ: RUSH.A) provides truck-related services and solutions, including sales, leasing, parts, and maintenance for commercial vehicles.

Rush Enterprises reported revenues of $2.01 billion, flat year on year, exceeding analysts’ expectations by 8.2%. It may have had the worst quarter among its peers, but its results were still good as it also locked in an impressive beat of analysts’ adjusted operating income estimates and a decent beat of analysts’ EPS estimates.

Rush Enterprises delivered the biggest analyst estimates beat but had the slowest revenue growth in the group. As expected, the stock is down 5.2% since the results and currently trades at $58.

Read our full analysis of Rush Enterprises’s results here.

FTAI Aviation (NASDAQ: FTAI)

With a focus on the CFM56 engine that powers Boeing and Airbus’s planes, FTAI Aviation (NASDAQ: FTAI) sells, leases, maintains, and repairs aircraft engines.

FTAI Aviation reported revenues of $498.8 million, up 59.5% year on year. This number beat analysts’ expectations by 0.9%. Overall, it was a very strong quarter as it also logged an impressive beat of analysts’ EBITDA estimates.

FTAI Aviation scored the fastest revenue growth but had the weakest performance against analyst estimates among its peers. The stock is down 6.5% since reporting and currently trades at $130.99.

Read our full, actionable report on FTAI Aviation here, it’s free.

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Q4 Earnings Outperformers: GATX (NYSE:GATX) And The Rest Of The Vehicle Parts Distributors Stocks

GATX (NYSE: GATX)

Best Q4: Air Lease (NYSE: AL)

Weakest Q4: Rush Enterprises (NASDAQ: RUSHA)

FTAI Aviation (NASDAQ: FTAI)

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