Financial Performance
5Y price score: 64
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 475.5%
US$ Per
Share
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31.8
52-week range
53.6
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
5.4 %
Dividend Yield TTM
1.1 %
Market cap $
$ 92,883
Price / Earnings TTM
29
Price / Book TTM
6.6
PEG TTM
(2.1)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
40.4 %
54.6 %
475.5 %
Free cash flow per share growth
(34.4) %
(19.8) %
235.4 %
Earnings per share growth
(14) %
28.3 %
129.9 %
Founded: 1,980
Employees: 23,400
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 22, 2026)
1) Strategy & Leadership
- CSX aims for best-in-class performance, focusing on profitable growth rather than market share.
- Leadership emphasizes the importance of safety, productivity, and customer service, with ongoing initiatives to improve network fluidity.
- The company is committed to continuous improvement and has plans in place to enhance performance across various business areas.
2) Financial & Segment Results
- Revenue increased by 10% YoY, reaching a new quarterly record, driven by a 6% increase in volume and higher fuel surcharges.
- Operating income grew by 17%, with operating margins improving by 240 basis points, despite facing 160 basis points of fuel price headwinds.
- Earnings per share rose by 23% in the quarter.
- Key segment performance:
- Intermodal: Revenue up 26% on 9% higher volume.
- Merchandise: Volume up 4%, revenue up 8%.
- Coal: Revenue grew 9% on 4% higher volume.
3) Operational Challenges & Headwinds
- Despite strong performance, CSX faced challenges with crew availability, impacting service metrics like Dwell and Trip Plan performance.
- The company experienced tightness in certain network areas due to seasonal reductions in employee availability.
- Management acknowledges that while productivity improved, service metrics need to be more consistent to meet customer expectations.
4) Guidance & Outlook
- CSX raised its 2026 guidance, expecting full-year revenue growth in the mid- to high single digits and operating margin expansion of over 350 basis points.
- Free cash flow growth is projected to exceed 80%.
- The company anticipates continued opportunities for growth in the second half of the year, particularly in intermodal and merchandise segments, despite potential slowdowns in automotive and chemical markets.
5) Investor Angle & Missing Information
- Investors should note the strong performance metrics and improved guidance, indicating a positive outlook for CSX.
- However, the call did not provide specific figures for intermodal revenue per unit excluding fuel, which could be relevant for assessing pricing strategies.
- The discussion on pricing dynamics and competitive environment suggests that while CSX is well-positioned, market conditions may influence future performance.
Bottom line: CSX's strong Q2 results reflect effective management and operational improvements, positioning the company for continued growth and profitability. The raised guidance and focus on service enhancements indicate a positive trajectory for shareholders, despite some operational challenges.
Annual Reports, Presentations And IR Contacts
Go to the websiteCSX Corporation — Financial Overview, Stock Price, Market Cap
CSX Corporation is a company. Founded in 1980. As of August 14, 2026, the company's market capitalization is $92883347200 with a current stock price of $50.14.