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Norfolk Southern

NYSE: NSC

Stock price

337.85 USD

(+0%) TODAY

Rail TransportationRailroads

Financial Performance

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5Y price score: 34

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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: 328.2%

DATE RANGE:

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    268.2

    52-week range

    358.6

    337.85

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    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

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    5 %

    Dividend Yield TTM

    1.6 %

    Market cap $

    $ 75,884

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    28.8

    Price / Book TTM

    4.7

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    2.8

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    21.8 %

    35 %

    328.2 %

    Free cash flow per share growth

    30 %

    14.9 %

    493.7 %

    Earnings per share growth

    10.2 %

    62.6 %

    150 %

    Founded: 1,881

    Employees: 19,600

    Business Summary:Norfolk Southern Corporation (NSC), operating through its various subsidiaries, is a prominent rail transport provider in the United States. The company's core business involves the conveyance of raw materials, semi-finished goods, and completed merchandise across the nation. Its extensive freight services cover a broad spectrum of commodities. This includes a variety of agricultural and forestry products like grains (e.g., soybeans, wheat, corn), fertilizers, animal feeds, and diverse foodstuffs such as oils, flour, sweeteners, beverages, and canned goods, alongside lumber and paper products. NSC also handles a wide range of chemicals, from sulfur and petroleum derivatives to chlorine compounds, plastics, industrial chemicals, and sand. Furthermore, the company moves metals and construction supplies, including steel, aluminum, heavy machinery, cement, aggregates, and specialized military equipment. Transportation of both finished motor vehicles and automotive components is a significant segment, as is the consistent shipment of coal. Beyond its principal freight operations, Norfolk Southern facilitates global trade by connecting with various Atlantic and Gulf Coast ports for overseas cargo. The corporation also manages an expansive intermodal network and offers commuter passenger rail services. As of the close of 2021, the company's vast railway infrastructure extended over roughly 19,300 route miles, serving 22 states and the District of Columbia. Norfolk Southern Corporation, originally incorporated in 1980, is based in Atlanta, Georgia.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Jul 23, 2026)

    1) Strategic Leadership and Operational Focus - Norfolk Southern's leadership emphasized a strong commitment to safety, service, and disciplined cost control, with CEO Mark George highlighting the importance of maintaining reliable service amidst rising volumes. - The appointment of Brian Barr as Chief Operating Officer is seen as a strategic move to enhance operational performance, leveraging his experience in improving network efficiency and locomotive reliability. - The company is focused on continuous improvement, with an emphasis on executing operational fundamentals to enhance service and productivity.

    2) Financial Performance and Segment Results - Norfolk Southern reported a 7% increase in net income and earnings per share (EPS) growth, with adjusted EPS at $3.52 for Q2 2026. - Revenue increased significantly, driven by a 4% rise in volume and strong performance in intermodal and merchandise segments, with intermodal revenue less fuel up 7%. - The operating ratio for the quarter was 65.5%, reflecting a 210 basis point increase year-over-year, primarily due to higher fuel prices and inflationary pressures.

    3) Challenges and Headwinds - The company faced substantial cost pressures from rising fuel prices, which contributed to an estimated $400 million to $500 million increase in operating expenses for 2026. - Inflationary pressures and network disruptions from previous winter conditions added complexity to operations, requiring focused efforts to improve service metrics. - Despite these challenges, Norfolk Southern has seen improvements in safety metrics, with a 16% decrease in the personal injury index year-over-year.

    4) Operational Improvements and Future Outlook - The company is committed to achieving at least $150 million in cost reductions during 2026, with a cumulative savings target of $650 million over three years. - Operational improvements have led to a 20% increase in on-time originations and rising train velocity, indicating enhanced network fluidity. - The outlook remains positive, with expectations for continued demand growth in key markets, including intermodal and coal, driven by favorable economic conditions and industrial development projects.

    5) Guidance and Market Conditions - Norfolk Southern updated its operating expense guidance for 2026 to $8.8 billion to $8.9 billion, reflecting the impact of fuel price fluctuations. - The company remains cautiously optimistic about the macroeconomic environment, acknowledging potential risks from sustained high fuel prices and their impact on consumer demand. - The transcript lacks specific forward-looking guidance on market conditions beyond 2026 and detailed projections for pricing strategies in the intermodal segment.

    Bottom line: Norfolk Southern is navigating a dynamic operational environment with a strong focus on safety and service, achieving solid financial results despite cost pressures. The company is well-positioned for growth, driven by operational improvements and favorable market conditions, making it an attractive prospect for shareholders.

    Annual Reports, Presentations And IR Contacts

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    Norfolk Southern — Financial Overview, Stock Price, Market Cap

    Norfolk Southern is a company. Founded in 1881. As of August 14, 2026, the company's market capitalization is $75883812800 with a current stock price of $337.85.