Norfolk Southern Corp.

Norfolk Southern Corp.

NSC

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Market Cap$70.5B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Norfolk Southern Corp.Norfolk Southern Corp.26.51.72%17%5.81.1

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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$332.38

Target Price by Analysts

5.9% upsideNorfolk Southern Target Price DetailsTarget Price
$63.46

Current Fair Value

79.8% downside

Overvalued by 79.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$70.50 Billion
Enterprise Value$86.58 Billion
Dividend Yield$5.40 (1.72%)
Earnings per Share$12.75
Beta1.27
Outstanding Shares225,102,881

Return

Return on Equity16.89%ROE
Return on Assets5.92%
Return on Invested Capital9.89%

Valuation & Multiples

P/E Ratio26.47P/E Ratio
PEG-97.78PEG
Price to Sales5.81Price to Sales
Price to Book Ratio4.48Price to Book Ratio
Enterprise Value to Revenue7.11
Enterprise Value to EBIT20.95
Enterprise Value to Net Income32
Total Debt to Enterprise0.2
Debt to Equity1.1Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$2.62
Average shareholder expectation
Revenue Estimate
$2.99 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$3.14
Average shareholder expectation
Revenue Estimate
$3.23 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.2451 23.65%
Total Calls541,600 26.14%
Total Puts674,325 8.82%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %74.74% 2.05%
Total Invested$48.17B 3.29%
Investors Holding1,863 26.00%

ESG Score

No data

About Norfolk Southern Corp.

CEO: James Squires

Relevant Senate Committees

Finance

This committee controls tax policy, trade, and tariffs, all of which directly impact Norfolk Southern's profitability, capital investment decisions, and the volume of goods transported through international trade.

Appropriations

This committee directly allocates federal discretionary spending for infrastructure projects, defense, and other programs, directly influencing revenue streams and demand for rail transportation services.

Agriculture, Nutrition, and Forestry

Railroads transport vast quantities of agricultural products. The Farm Bill and other agricultural policies directly impact the volume and types of commodities available for rail freight, significantly affecting Norfolk Southern's business.

Health, Education, Labor, and Pensions

Labor laws and union regulations are critically important for the heavily unionized railroad industry. Decisions here on labor relations, wages, and benefits directly impact Norfolk Southern's operational costs.

Judiciary

This committee oversees antitrust laws and competition policy. Given the concentrated nature of the railroad industry, potential mergers or competitive practices are highly relevant to Norfolk Southern.

Commerce, Science, and Transportation

This committee holds vast jurisdiction over interstate commerce, transportation safety, and competitive practices within the freight rail industry, directly impacting Norfolk Southern's core business and regulatory environment.

Energy and Natural Resources

Railroads are major transporters of coal, oil, natural gas, and other resources. This committee's policies on energy, mining, and public lands directly affect the volume of these commodities available for rail freight.

Environment and Public Works

This committee directly regulates environmental standards (e.g., emissions, hazardous material transport) and oversees federal infrastructure funding, which is crucial for rail maintenance, expansion, and intermodal projects.