CSX Corp.

CSX Corp.

CSX

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Market Cap$93.36B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
CSX Corp.CSX Corp.29.11.07%23%6.31.4

Earnings Call Q2 2026

July 22, 2026 - AI Summary

Strong Q2 performance (volume, revenue, margins, EPS) - Volume +6% YoY with revenue +10% YoY, reaching a new quarterly record. - Operating income +17% and operating margins +240 bps, despite ~160 bps of fuel headwinds. - EPS +23% YoY. - Total expenses +6% YoY, driven by fuel and labor, but non-fuel expenses down 2% YoY; also noted lower terminal/intermodal cost per lift (-12% Intermodal).
Updated 2026 guidance raised; cash flow and margin outlook improving - CSX raised full-year outlook: revenue growth now mid- to high-single digits. - Operating margin expansion >350 bps (improved profitability target). - Free cash flow growth >80%. - Capex unchanged: < $2.4B for 2026. - Management attribution: strong volume + productivity/cost discipline; service improvements are a stated focus but not yet “best-in-class.”
Safety and productivity momentum is solid, even with tighter service conditions - Safety improved: FRA Injury Rate -19% YoY (even though total people hours -7%); Trade & Accident Rate -30%. - Productivity gains highlighted: fuel efficiency improved for the 4th straight quarter, GTMs per unit of horsepower up for the 6th straight quarter, and employees moved more tonnage per train. - Key operational tension: velocity +3% YoY but dwell increased; availability constraints due to seasonal crew tightness and demand coming in stronger than expected.

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$49.93

Target Price by Analysts

0.9% downsideCSX Target Price DetailsTarget Price
$12.57

Current Fair Value

75.1% downside

Overvalued by 75.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$93.36 Billion
Enterprise Value$111.90 Billion
Dividend Yield$0.54 (1.07%)
Earnings per Share$1.54
Beta1.21
Outstanding Shares1,855,000,000

Return

Return on Equity22.74%ROE
Return on Assets7.16%
Return on Invested Capital12.28%

Valuation & Multiples

P/E Ratio29.13P/E Ratio
PEG139.6PEG
Price to Sales6.3Price to Sales
Price to Book Ratio7.2Price to Book Ratio
Enterprise Value to Revenue7.27
Enterprise Value to EBIT22.47
Enterprise Value to Net Income34
Total Debt to Enterprise0.17
Debt to Equity1.39Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 22, 2026
EPS Estimate
$0.52
Average shareholder expectation
Revenue Estimate
$3.89 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 15, 2026
EPS Estimate
$0.53
Average shareholder expectation
Revenue Estimate
$3.93 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 85.88%
Total Calls- 100.00%
Total Puts81,100 98.71%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %3.52% 73.71%
Total Invested$5.94B 89.91%
Investors Holding910 1023.00%

ESG Score

No data

About CSX Corp.

CEO: James Foote

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and scoring for tax legislation, directly influencing corporate tax structures and capital investment incentives that impact CSX's financial planning.

Finance

Directly controls tax policy (corporate taxation, deductions for capital investments) and trade policy (tariffs), which profoundly affect CSX's profitability and freight volumes.

Appropriations

Directly controls federal spending, including potential appropriations for rail infrastructure projects and grants that could directly benefit CSX or its customers.

Agriculture, Nutrition, and Forestry

Directly influences agricultural policy (Farm Bill), which impacts a major freight segment for CSX, and regulates commodity markets affecting fuel costs and freight volumes.

Health, Education, Labor, and Pensions

Has direct oversight over labor laws and union regulations, which significantly impact CSX's operating costs and workforce management given the highly unionized railroad industry.

Judiciary

Directly oversees antitrust laws, which are critically important for the railroad industry's oligopolistic structure and potential future M&A activities.

Commerce, Science, and Transportation

Has vast jurisdiction over interstate commerce and typically provides oversight for the Surface Transportation Board (STB), which is the primary economic regulator for railroads.

Energy and Natural Resources

Directly influences national energy policy and commodity production (e.g., coal, oil, minerals), which are major freight segments for CSX and affect its fuel costs.

Environment and Public Works

Directly oversees EPA regulations affecting railroad environmental compliance, and influences federal infrastructure funding, which can impact rail and intermodal projects.