CSX Corporation's Q2 earnings were mixed, with revenue down 3.4% year-over-year but operational efficiency improving sequentially. Coal weakness and merchandise pricing pressured revenue, but expense control helped mitigate the impact on margins and earnings. We recommend taking profits at the high end of the trading range, while holding a core position for dividends and buybacks.
I upgrade CSX to buy as operational recovery is complete, with clear signs of volume momentum and improved customer satisfaction. Key growth catalysts—Howard Street Tunnel expansion and industrial development—are on track, unlocking capacity and supporting long-term market share gains. Despite a 3.4% revenue decline, underlying strength is evident in intermodal and minerals, with management seeming confident in H2 2025 volume growth.
CSX's second-quarter 2025 revenues are hurt by lower export coal prices, reduced fuel surcharge, and a decline in merchandise volume.
Railroad M&A speculation is heating up, with potential coast-to-coast mergers likely to reshape the industry and create significant strategic value. CSX's Q2 earnings showed a 3% revenue decline, pressured by lower fuel surcharges and weak volumes in key segments like chemicals and forest products. CSX is funding shareholder returns partly with new debt, raising concerns about sustainability given its modest growth prospects and demanding valuation.
CSX Corporation (NASDAQ:CSX ) Q2 2025 Earnings Conference Call July 23, 2025 4:30 PM ET Company Participants Joseph R. Hinrichs - President, CEO & Director Kevin S.
CSX (CSX) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.49 per share a year ago.
CSX (NASDAQ:CSX) is set to release its earnings on Wednesday, July 23, 2025. Historically, CSX has recorded a positive one-day return in 65% of cases following its earnings announcements over the previous five years.
When a wave of bullish activity from different corners of the market converges on a single, vital company, it can signal that a significant shift is underway. For CSX Corporation NASDAQ: CSX, a critical artery of the American economy, those signals are now flashing brightly.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for CSX (CSX), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
CSX (CSX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
CSX battles rising costs, weak coal demand and a low 0.88 current ratio as liquidity tightens and capex pressures mount.
We Initiate CSX with a Buy rating and $38 PT, seeing transitory cost/yield headwinds masking a robust margin inflection and capital efficiency setup for 2026. Precision Scheduled Railroading continues to drive structural efficiency gains, supporting margin expansion as volumes normalize and temporary obstacles subside. CSX's disciplined capital allocation—strong buybacks, dividend growth, and prudent reinvestment—delivers downside protection and long-term value compounding.