CSX Corporation (CSX)
The Merger Fund Q3 2025 Contributors And Detractors
The Merger Fund® achieved 1.92% in 3Q 2025, contributing to a year-to-date performance of 6.86%. Chevron Corporation's $53 billion acquisition of Hess Corporation completed on July 18. The U.S. Federal Trade Commission cleared the $35.9 billion Mars-Kellanova acquisition on June 25, without conditions, securing 27 of 28 required regulatory approvals.
CSX Corporation (CSX) Presents at UBS Global Industrials and Transportation Conference Transcript
CSX Corporation (CSX) Presents at UBS Global Industrials and Transportation Conference Transcript
2 Railroad Stocks to Watch From the Challenging Industry
Shareholder-friendly initiatives bode well for the Zacks Transportation-Railroad industry. UNP and CSX are well-poised to capitalize on the bullishness.
CSX Corporation (CSX) Presents at Baird 55th Annual Global Industrial Conference Transcript
CSX Corporation ( CSX ) Baird 55th Annual Global Industrial Conference November 11, 2025 10:05 AM EST Company Participants Kevin Boone - Executive VP & CFO Conference Call Participants Daniel Moore - Robert W. Baird & Co. Incorporated, Research Division Presentation Daniel Moore Robert W.
TCW Relative Value Large Cap Fund Q3 2025 Buys And Sells
Equinix is the most prominent colocation data center provider in the industry having developed the most widespread network of data centers in the world. CSX is a railroad company operating 20,000 route miles in 26 states in the eastern U.S. with access to over 70 ocean, lake, and river port terminals. The Texas Instruments position was eliminated due to industry headwinds blunting progress on the investment thesis.
CSX Corporation: Unlikely To See Strong Earnings Growth In The Near-Term
CSX Corporation is rated Hold due to operational improvements but persistent macro headwinds limiting near-term upside. CSX's network efficiencies, infrastructure upgrades, and intermodal share gains support a stronger outlook for 2026 and beyond. Current earnings are weighed down by weak coal, soft industrial volumes, and pricing pressures, with macro conditions remaining challenging.
CSX Q3 Earnings Beat, Revenues Lag Estimates, Both Down Y/Y
CSX beat third-quarter earnings estimates but sees 1% revenue slip year over year as weak coal and merchandise volumes weighed on results.
CSX Corporation: Q3 Earnings Results Confirm It's A Great Value Play
CSX's Q3 2025 revenue of $3.59 billion slightly missed expectations year-over-year but beat consensus, with adjusted EPS of $0.44 surpassing estimates despite a goodwill impairment. Excluding a one-off $164 million goodwill impairment related to Quality Carriers, CSX's adjusted EPS would have been approximately $0.51, showcasing stronger underlying profitability. Operational efficiency improved, with car miles per day increasing to 136.6 and enhanced fuel efficiency, alongside strategic expansion of intermodal services in the Northeast.
CSX Corporation (CSX) Q3 2025 Earnings Call Transcript
CSX Corporation (NASDAQ:CSX ) Q3 2025 Earnings Call October 16, 2025 4:30 PM EDT Company Participants Matthew Korn - Head of Investor Relations Stephen Angel - CEO, President & Director Michael Cory - Executive VP & COO Kevin Boone - Executive VP & Chief Commercial Officer Sean Pelkey - Executive VP & CFO Conference Call Participants Brian Ossenbeck - JPMorgan Chase & Co, Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Ken Hoexter - BofA Securities, Research Division Ariel Rosa - Citigroup Inc., Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Scott Group - Wolfe Research, LLC Brandon Oglenski - Barclays Bank PLC, Research Division Thomas Wadewitz - UBS Investment Bank, Research Division Walter Spracklin - RBC Capital Markets, Research Division Ravi Shanker - Morgan Stanley, Research Division Richa Harnain Jason Seidl - TD Cowen, Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Jeffrey Kauffman - Vertical Research Partners, LLC David Vernon - Sanford C. Bernstein & Co., LLC.
CSX (CSX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for CSX (CSX) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
CSX (CSX) Q3 Earnings Beat Estimates
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 $0.46 per share a year ago.
Markets Mostly Up, Russell 2000 Sets New Closing High
The biggest movers on the day were the Nasdaq, +148 points or +0.66%, and the small-cap Russell 2000 +24 points, +0.97%.
