Looking beyond Wall Street's top-and-bottom-line estimate forecasts for CSX (CSX), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 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.
CSX battles rising costs, weak coal demand and a low 0.88 current ratio as liquidity tightens and capex pressures mount.
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 seals a landmark labor deal with BLET, advancing workforce stability as it nears full union agreement coverage.
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.
The combination of weak coal market, rail network issues and high capex casts a shadow over CSX's investment prospects.
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.
CSX (CSX) reported earnings 30 days ago. What's next for the stock?
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 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'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.