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CAI International, Inc. Stock: price and insider trades · United States
CAI International, Inc.: what insiders have been doing
Every trade that managers of CAI International, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Industrials sector. CAI International, Inc. has had no insider filing for more than a year; the last one goes back to 22 November 2021.
Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
16
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€29M
7 ops. · all time
Analyst consensus: bullish or bearish?
Analysts rate CAI International, Inc. Buy (bullish), based on 12 analysts. Average price target: US$27.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 13,329 of 24,166 companies
48.6
score / 100
Value36
Quality62
FCF yld0.8%
Earn yld-0.8%
EV/EBITDA·
ROE20%
Gross mgn66%
Net mgn-8.4%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$22.18
Analyst consensus
12 analystsBuy
US$22.00Target US$27.00(+22%)US$36.00
Income statement
RevenueUS$812M
Gross profitUS$539.2M66% margin
EBITDAUS$11.4M1% margin
Net income-US$68.1M10.6% margin
Valuation
PER (trailing)2.3x
PER (forward)58.7x
P/Book10.6x
Balance sheet & cash
Market capUS$6.3B
Total debtUS$427.7M
Free Cash FlowUS$66.9M
Debt / Equity76%
Profitability & ownership
ROE20.1%
ROA8.8%
% insiders48.5%
% institutions56.5%
Last declaration on 22 November 2021
Declarations16 total
24,912 shares@ US$56.00100.0% of flowCommon StockSEC:0001140361-21-038984:0
229 shares@ US$15.580.0001% mcap50.0% of flowCommon StockSEC:0001140361-21-038975:0
5,973 shares0Common StockSEC:0001140361-21-038976:0
17,441 shares0Common StockSEC:0001140361-21-038978:0
11,622 shares0Common StockSEC:0001140361-21-038979:0
32,679 shares@ US$56.0090.2% of flowCommon StockSEC:0001140361-21-038982:0
31,006 shares@ US$56.00100.0% of flowCommon StockSEC:0001140361-21-038981:0
473,075 shares@ US$56.00100.0% of flowCommon StockSEC:0001140361-21-038977:0
25,578 shares@ US$56.00100.0% of flowCommon StockSEC:0001140361-21-038980:0
1,947 shares@ US$25.90100.0% of flowSeries A Fixed to Floating Rate Redeemable Preferred StockSEC:0001225208-21-009731:0
5,302 shares0Common StockSEC:0001225208-21-009084:0
3,699 shares0Common StockSEC:0001225208-21-009080:0
3,699 shares0Common StockSEC:0001225208-21-009081:0
3,699 shares0Common StockSEC:0001225208-21-009083:0
3,699 shares0Common StockSEC:0001225208-21-009082:0
10,000 shares@ US$21.629.8% of flowCommon StockSEC:0001225208-21-008920:0
16 of 16 declarations
About CAI International, Inc.
CAI International, Inc. is a U.S.-based transportation finance company historically focused on the ownership, leasing and management of intermodal containers used in global supply chains. The company was listed on the NYSE before its acquisition and, in SEC history and legacy investor materials, remains a useful reference point for understanding the economics of container leasing and transport asset finance in the United States. Its long-standing headquarters were in San Francisco, California, United States, giving it a U.S. operating base while serving an international shipping and logistics customer base.
Founded in the late 1980s, CAI built its business as a specialist in transportation finance and expanded over time into the broader life cycle management of container equipment. Its core activity centered on leasing intermodal containers to ocean carriers, logistics operators and other transportation customers, with revenues driven by lease contracts, fleet utilization, remarketing of used assets and disciplined capital allocation. In earlier years, CAI also operated in related transport niches such as rail leasing and logistics, but over time it became increasingly identified with container leasing. That focus allowed the company to develop expertise in asset deployment, customer relationships, utilization management and residual-value optimization.
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From a competitive perspective, CAI operated in a concentrated global market dominated by a small number of large container lessors. In this industry, scale, financing access, fleet quality, pricing discipline and global customer reach are key differentiators. CAI’s position was typically that of a focused, specialized lessor rather than a diversified industrial company. For investors, the main drivers of performance in this business are tied to global trade volumes, shipping demand, port activity, lease rates, fleet turnover and the ability to manage risk across different cycles. The business model is therefore highly sensitive to macro trade conditions even when the underlying assets are relatively standardized.
A major recent milestone was the 2021 announcement that CAI had entered into a definitive agreement to be acquired by Mitsubishi HC Capital. The transaction was subsequently approved by shareholders, and later communications indicated that CAI’s container leasing platform was integrated with Beacon Intermodal Leasing within the Mitsubishi HC Capital group. As a result, CAI should now be viewed primarily as a legacy listed transport-finance platform whose standalone corporate profile has been absorbed into a larger international parent. That context is important for equity investors reviewing historical filings or SEC Form 4 insider transactions: the name still carries analytical value, but the economic story is now best understood through the lens of global container leasing and group-level integration rather than standalone public-company growth.
