Consistent efforts to reward its shareholders through dividend payments and share repurchases highlight the financial strength of CSX.
Consistent efforts of CSX to reward its shareholders through dividend hikes and share repurchases highlight its financial bliss.
CSX Corporation (CSX) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
CSX signs a $670M deal with Wabtec to buy 100 locomotives and modernize 50 units, which boosts fuel efficiency, reliability and long-term network performance.
CSX Corporation delivered a flat Q4 and 2025, with revenue at $3.51B and subdued growth outlook. Management projects 200–300bps operating margin expansion and over 50% free cash flow growth in 2026, driven by cost discipline. Intermodal is expected to offset weak segments, delivering mid-single-digit growth amid soft macro conditions and persistent headwinds.
CSX posts a 7% EPS drop in fourth-quarter 2025 as weak shipping demand and rising costs drag earnings and revenues below estimates.
Although the revenue and EPS for CSX (CSX) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
CSX Corporation (CSX) Q4 2025 Earnings Call Transcript
CSX (CSX) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.42 per share a year ago.
The railroad operator was driven by lower merchandise volume and export coal revenue, which offset increases in merchandise and intermodal prices, intermodal volume and fuel surcharge revenue.
CSX's Q4 is expected to be soft on volumes and EPS, yet its 2026 has easy comps, improving service metrics, and a clear path to margin expansion. AAR data show coal and some minerals holding up, while chemicals, forest products, and automotive remain weak. Intermodal is growing faster than the industry, but at lower margins. The partnership with BNSF is key to forecasting how 2026 could play out.
Get a deeper insight into the potential performance of CSX (CSX) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.