CSX Corp.

CSX Corp.

CSX

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Market Cap$84.79B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
CSX Corp.CSX Corp.281.18%22%5.81.4

Earnings Call Q1 2026

April 22, 2026 - AI Summary

Strong First Quarter Performance: CSX reported a 2% increase in total revenue and a 3% rise in volume year-over-year for Q1 2026, contributing to a 20% growth in operating income and a 26% increase in earnings per share (EPS). Key drivers included efficiency initiatives that reduced total expenses by 6%, translating to a significant margin expansion.
Capital Discipline and Cost Management: The company implemented over 100 initiatives aimed at cost reduction and operational efficiency, such as a 7% reduction in the vehicle fleet compared to the end of 2024. Labor costs decreased by 1% due to a 5% reduction in headcount and lowered overtime expenses, demonstrating strong cost control.
Revenue Guidance Adjustment: CSX raised its full-year revenue growth forecast to mid-single digits, up from low single digits, driven primarily by higher-than-expected energy prices. However, this increase in fuel prices may exert pressure on operating margins, with expectations for a 200 to 300 basis-point expansion still anticipated, but now trending towards the high end.

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$46.69

Target Price by Analysts

1.1% upsideCSX Target Price DetailsTarget Price
$13.52

Current Fair Value

70.7% downside

Overvalued by 70.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$84.79 Billion
Enterprise Value$103.45 Billion
Dividend Yield$0.54 (1.18%)
Earnings per Share$1.54
Beta1.22
Outstanding Shares1,860,000,000

Return

Return on Equity22.31%ROE
Return on Assets6.85%
Return on Invested Capital9.27%

Valuation & Multiples

P/E Ratio27.99P/E Ratio
PEG112.32PEG
Price to Sales5.78Price to Sales
Price to Book Ratio6.6Price to Book Ratio
Enterprise Value to Revenue6.89
Enterprise Value to EBIT27.2
Enterprise Value to Net Income34
Total Debt to Enterprise0.19
Debt to Equity1.45Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 22, 2026
EPS Estimate
$0.39
Average shareholder expectation
Revenue Estimate
$3.49 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$0.48
Average shareholder expectation
Revenue Estimate
$3.77 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8588 46.74%
Total Calls7,330,716 59.65%
Total Puts6,295,954 11.49%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %76.00% 0.05%
Total Invested$58.00B 13.08%
Investors Holding1,927 49.00%

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.