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) 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.
The biggest movers on the day were the Nasdaq, +148 points or +0.66%, and the small-cap Russell 2000 +24 points, +0.97%.
Beyond analysts' top-and-bottom-line estimates for CSX (CSX), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 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.
Here is how CSX (CSX) and Seanergy Maritime Holdings Corp (SHIP) have performed compared to their sector so far this year.
CSX Corporation (NASDAQ:CSX ) Corporation JPMorgan U.S. All Stars Conference September 17, 2025 5:00 AM EDT Company Participants Joseph Hinrichs - President, CEO & Director Sean Pelkey - Executive VP & CFO Conference Call Participants Brian Ossenbeck - JPMorgan Chase & Co, Research Division Presentation Brian Ossenbeck JPMorgan Chase & Co, Research Division Thanks for joining us here. I'm Brian Ossenbeck, I cover Airfreight and Service Transportation for JPMorgan.
I reaffirm my Buy rating on CSX, as operational improvements and logistics transformation outweigh short-term earnings softness and market disappointment over no merger deal. My DCF model and market multiples show CSX remains undervalued, with about 10% upside potential and attractive total return when including dividends and buybacks. CSX's infrastructure projects, stable cash flow, and effective cost controls position it for margin recovery and double-digit profit growth by 2026.
CSX (NASDAQ: CSX) faces a difficult strategic situation after Warren Buffett explicitly ruled out any acquisition interest. CSX stock fell as much as 6.5% after Berkshire Hathaway's Buffett denied rumors of potential railroad acquisitions, ending Monday, August 25, at $33.
In the game of musical merger chairs, CSX might be left without a partner. That could be a problem for the stock.
CSX (CSX) reported earnings 30 days ago. What's next for the stock?
CSX faces investor pressure as Ancora Holdings urges the board to explore merger options amid weak performance and rising competition in the rail industry.