CSX Corp.

CSX Corp.

CSX

Market Cap$53.99B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
CSX Corp.CSX Corp.16.81.7%27%4.10.2

Earnings Call Q1 2025

April 16, 2025 - AI Summary

Operational Challenges and Performance Decline: CSX Corporation faced significant operational challenges in Q1 2025 due to severe winter weather and two major infrastructure projects—the Howard Street Tunnel and the Blue Ridge subdivision rebuild. Total volume decreased by 1%, with a total revenue of $3.4 billion, down 7% YoY. Earnings per share dropped by 24%, indicating that the company's performance fell short of expectations, leaving potential revenue untapped.
Anticipated Improvement in Network Fluidity: Mike Cory emphasized that the company is committed to improving network fluidity to enhance service delivery. Actions include increasing available locomotives, reducing car inventory, and optimizing resource allocation. The team expects performance to improve sequentially as network operations stabilize, targeting more efficient service in the upcoming quarters.
Mixed Customer Demand with Revenue Opportunities: Despite challenges, the company noted that demand remains relatively stable across markets. Opportunities to recapture lost business exist, especially in merchandise sectors like agriculture and minerals. However, the performance in Q1 saw missed growth opportunities in unit trains, especially coal, due to operational disruptions.

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$34.25

Target Price by Analysts

19.2% upsideCSX Target Price DetailsTarget Price
$42.45

Current Fair Value

47.7% upside

Undervalued by 47.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$53.99 Billion
Enterprise Value$55.12 Billion
Dividend Yield$0.49 (1.70494084899095%)
Earnings per Share$1.79
Beta1.22
Outstanding Shares1,890,000,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio16.79
PEG-60.69
Price to Sales4.11
Price to Book Ratio4.79
Enterprise Value to Revenue3.86
Enterprise Value to EBIT13.64
Enterprise Value to Net Income17
Total Debt to Enterprise0.04
Debt to Equity0.19

Revenue Sources

No data

Insider Trades

ESG Score

No data

About CSX Corp.

CEO: James Foote