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.
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 is likely to have faced Q4 earnings pressure from weaker coal revenues, softer merchandise volumes and rail network challenges.
The logistics company said a train was derailed in Kentucky, which is expected to cause shipment delays.
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CSX Corporation (CSX) Presents at UBS Global Industrials and Transportation Conference Transcript