Norfolk Southern Corp.
NSC
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+ FollowMarket Cap$71.38B
Close$
Earnings Call Q1 2025
April 23, 2025 - AI Summary
Strong Financial Performance: Norfolk Southern reported an 8% year-over-year growth in adjusted earnings per share (EPS), reaching $2.69 for Q1 2025. This growth was achieved despite incurring $35 million in storm restoration costs, significantly impacted by 18 storms that affected operations.
Productivity Improvements: The company realized $55 million in labor productivity savings, leading to an overall operating ratio improvement of 200 basis points year-over-year to 67.9%. Despite challenges from weather and increased costs, operating expenses were down 3% on higher volumes, showcasing the effectiveness of cost-control measures.
Revenue Outlook: While total revenue remained flat due to fuel surcharge headwinds and lower export coal pricing, revenue excluding fuel rose 2%. Management reiterated its full-year guidance of 3% revenue growth and a commitment to maintaining a 150 basis point operating ratio improvement as they navigate market uncertainty.
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$49.72
84.7% downside
Current Fair Value
84.7% downsideOvervalued by 84.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $71.38 Billion |
|---|---|
| Enterprise Value | $87.14 Billion |
| Dividend Yield | $5.40 (1.70%) |
| Earnings per Share | $12.75 |
| Beta | 1.28 |
| Outstanding Shares | 225,102,881 |
Return
| Return on Equity | 16.22% |
|---|---|
| Return on Assets | 5.84% |
| Return on Invested Capital | 9.70% |
Valuation & Multiples
| P/E Ratio | 27.12 |
|---|---|
| PEG | -612.48 |
| Price to Sales | 5.91 |
| Price to Book Ratio | 4.51 |
| Enterprise Value to Revenue | 6.95 |
| Enterprise Value to EBIT | 21.52 |
| Enterprise Value to Net Income | 33 |
| Total Debt to Enterprise | 0.19 |
| Debt to Equity | 1.04 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 4, 2026
EPS Estimate
$3.12
Average shareholder expectationRevenue Estimate
$3.25 B
Average shareholder expectationNext Earnings Call
Expected Date
October 22, 2026
EPS Estimate
$3.48
Average shareholder expectationRevenue Estimate
$3.47 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.0000▼ 117.43% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.12%▼ 76.36% |
|---|---|
| Total Invested | $86.49M▼ 99.84% |
| Investors Holding | 98▼ 1811.00% |
ESG Score
No data
About Norfolk Southern Corp.
19,300 employees
CEO: James Squires Norfolk Southern Corp. is a transportation company, which engages in the rail transportation of raw materials, intermediate products, and finished goods. The company also transports overseas freight through several Atlantic and Gulf Coas...