Norfolk Southern Corp.
NSC
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+ FollowMarket Cap$74.15B
Close$
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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$51.38
84.4% downside
Current Fair Value
84.4% downsideOvervalued by 84.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $74.15 Billion |
|---|---|
| Enterprise Value | $88.95 Billion |
| Dividend Yield | $5.40 (1.64%) |
| Earnings per Share | $12.75 |
| Beta | 1.27 |
| 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 | 27.64 |
|---|---|
| PEG | 303.04 |
| Price to Sales | 5.69 |
| Price to Book Ratio | 4.52 |
| Enterprise Value to Revenue | 6.82 |
| Enterprise Value to EBIT | 21.45 |
| Enterprise Value to Net Income | 32 |
| Total Debt to Enterprise | 0.18 |
| Debt to Equity | 0.99 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
October 22, 2026
EPS Estimate
$3.46
Average shareholder expectationRevenue Estimate
$3.48 B
Average shareholder expectationNext Earnings Call
Expected Date
February 4, 2027
EPS Estimate
$3.20
Average shareholder expectationRevenue Estimate
$3.47 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.0000▼ 117.43% |
|---|---|
| Total Calls | 10,100▼ 97.60% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.84%▼ 75.65% |
|---|---|
| Total Invested | $568.74M▼ 98.95% |
| Investors Holding | 287▼ 1622.00% |
ESG Score
No data
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...