Norfolk Southern Corp.
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+ FollowMarket Cap$76.96B
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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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$53.62
84.4% downside
Current Fair Value
84.4% downsideOvervalued by 84.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $76.96 Billion |
|---|---|
| Enterprise Value | $91.77 Billion |
| Annual dividend | $5.40 |
| Dividend yield | 1.58% |
| Earnings per Share | $12.75 |
| Beta | 1.28 |
| Outstanding Shares | 224,600,000 |
Return
| Return on Equity | 16.37% |
|---|---|
| Return on Assets | 5.96% |
| Return on Invested Capital | 9.95% |
Valuation & Multiples
| P/E Ratio | 28.7 |
|---|---|
| PEG | 314.66 |
| Price to Sales | 5.93 |
| Price to Book Ratio | 4.71 |
| Enterprise Value to Revenue | 7.04 |
| Enterprise Value to EBIT | 22.13 |
| Enterprise Value to Net Income | 33 |
| Total Debt to Enterprise | 0.18 |
| Debt to Equity | 0.99 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 22, 2026
EPS Estimate
$3.46
Consensus analyst estimateRevenue Estimate
$3.48 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 28, 2027
EPS Estimate
$3.26
Consensus analyst estimateRevenue Estimate
$3.48 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.75, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.7525▼ 42.18% |
|---|---|
| Total Calls | 10,100▼ 97.60% |
| Total Puts | 7,600▼ 98.46% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.06%▼ 73.43% |
|---|---|
| Total Invested | $2.08B▼ 96.16% |
| Investors Holding | 774▼ 1137.00% |
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...