CSX: Margin Inflection Set For 2026 Amid Yield Headwinds And Cost Overhangs
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.
CSX Inks Landmark Labor Deal With Locomotive Engineers
CSX seals a landmark labor deal with BLET, advancing workforce stability as it nears full union agreement coverage.
CSX Corporation: Valuation Lags Fundamentals
CSX's transformation into a flexible logistics ecosystem and operational improvements position it for long-term resilience despite current headwinds. Q1 2025 results were weak, with falling revenue and margins, but management maintains guidance for volume growth and margin recovery in the second half. My DCF and multiples-based valuation models indicate CSX is undervalued by 10-12%, offering moderate upside if macro conditions stabilize.
Here's Why You Should Give CSX Corporation Stock a Miss Now
The combination of weak coal market, rail network issues and high capex casts a shadow over CSX's investment prospects.
CSX Corporation (CSX) Presents at Wolfe Research 18th Annual Global Transportation & Industrials Conference (Transcript)
CSX Corporation (NASDAQ:CSX ) Wolfe Research 18th Annual Global Transportation & Industrials Conference May 20, 2025 8:35 AM ET Company Participants Kevin Boone - Executive Vice President, Chief Commercial Officer Matthew Korn - Head of Investor Relations Conference Call Participants Scott Group - Wolfe Research Scott Group Let me know when we're good. Okay, fantastic.
Why Is CSX (CSX) Up 13.1% Since Last Earnings Report?
CSX (CSX) reported earnings 30 days ago. What's next for the stock?
CSX reaches tentative 5-year deal with BLET covering 3,400 workers
Railroad operator CSX said on Friday it has signed a tentative agreement for a new five-year contract with the Brotherhood of Locomotive Engineers and Trainmen (BLET).
CSX: A Strong Player In A Changing Freight Market
CSX Corporation, a key player in U.S. railroads, excels in logistics, focusing on efficiency, profitability, and reducing emissions under new CEO Joe Hinrichs. Despite revenue stagnation, CSX maintains high profitability through Precision Scheduled Railroading, cost optimization, and strategic investments in intermodal transport and infrastructure modernization. The company's shares are undervalued, trading at discounts compared to historical and peer averages, presenting a buying opportunity with a potential 16.31% price increase.
CSX Corporation: Treasuries Look Better
CSX's financial performance is uninspired, with declining revenue, net income, and operating income, indicating a period of slow growth. The dividend yield of 1.9% requires an unrealistic 17.7% CAGR to match the 10-Year Treasury Note, making CSX less attractive. Treasuries offer better risk-adjusted returns compared to CSX, with guaranteed cash returns and potential capital gains.
CSX Q1 Earnings & Revenues Lag Estimates, Decrease Year Over Year
CSX's first-quarter 2025 revenues are hurt by declines in coal revenues, fuel surcharges, and merchandise volume.
CSX Corporation (CSX) Q1 2025 Earnings Call Transcript
CSX Corporation (NASDAQ:CSX ) Q1 2025 Earnings Conference Call April 16, 2025 4:30 PM ET Company Participants Matthew Korn - Head of Investor Relations and Strategy Joseph Hinrichs - President and Chief Executive Officer Mike Cory - Executive Vice President and Chief Operating Officer Kevin Boone - Executive Vice President and Chief Commercial Officer Sean Pelkey - Executive Vice President and Chief Financial Officer Conference Call Participants Tom Wadewitz - UBS Brandon Oglenski - Barclays Jonathan Chappell - Evercore ISI Ari Rosa - Citigroup Brian Ossenbeck - JPMorgan Christian Wetherbee - Wells Fargo Ken Hoexter - Bank of America Jordan Alliger - Goldman Sachs Jason Seidl - TD Cowen Ravi Shanker - Morgan Stanley Daniel Imbro - Stephens Walter Spracklin - RBC Capital Markets David Vernon - Bernstein Bascome Majors - Susquehanna Jeffrey Kauffman - Vertical Research Partners Operator Ladies and gentlemen, thank you for standing by. My name is Krista and I will be your conference operator today.
CSX (CSX) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for CSX (CSX) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
