Zacks Investment Research·4 days ago
Has CSX (CSX) Outpaced Other Transportation Stocks This Year?Here is how CSX (CSX) and C.H. Robinson Worldwide (CHRW) have performed compared to their sector so far this year.
CSX Corporation(CSX)Earnings, Financials & Key Ratios
CSX•NASDAQ
$48.51
31.5× P/E·Price updated Jul 7, 2026
AboutCSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It transports chemicals, agricultural and food products, automotive, minerals, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities. The company also offers intermodal transportation services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments. It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks. The company operates approximately 19,500 route mile rail network, which serves various population centers in 23 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns and leases approximately 3,500 locomotives. It also serves production and distribution facilities through track connections. CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.Show more
- Revenue$14.09B-3.1%
- EBITDA$5.8B-17.8%
- Net Income$2.89B-16.7%
- EPS (Diluted)1.54-14.0%
- Gross Margin33.25%-12.2%
- EBITDA Margin41.14%-15.2%
- Operating Margin32.08%-13.1%
- Net Margin20.5%-14.1%
- ROE22.51%-20.6%
CSX Price & Volume
CSX Corporation (CSX) stock price & volume — 10-year historical chart
Loading chart...
Operational Volatility Challenges Long-Term Margin Sustainability
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Adequate
Cash Flow:Stable
Primary Risk:Regulatory and Volume Sensitivity
Key Thesis Takeaways
- CSX faces a complex outlook characterized by high capital intensity, with CapEx/Revenue ratios consistently between 14% and 23%, which limits free cash flow predictability.
- While the company maintains a dominant Eastern US rail network, structural declines in legacy freight segments and persistent operating margin fluctuations—ranging from 30.4% to 38.7%—suggest significant sensitivity to industrial cycles.
- Investors should monitor the company's aggressive capital return strategy, which often consumes substantial cash flow despite a debt-to-equity ratio that has remained elevated between 1.42 and 1.61.
Verdict Logic
the current forward P/E of 24.89 appears stretched given the inconsistent revenue growth and the structural risks associated with maintaining a $36.8 billion net PPE asset base.
CSX Growth Metrics
CSX Corporation (CSX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years1.78%
5 Years5.89%
3 Years-1.74%
TTM-0.92%
Profit CAGR
10 Years3.92%
5 Years0.88%
3 Years-11.12%
TTM-5.75%
EPS CAGR
10 Years8.68%
5 Years5.12%
3 Years-7.57%
TTM-2.4%
Return on Capital
10 Years12.74%
5 Years13.56%
3 Years12.97%
Last Year11.3%
CSX Recent Earnings
CSX Corporation (CSX) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
Apr 22, 2026Metric
Actual
Est
EPS
$0.43+10.5%
$0.39
Rev
$3.5B-0.2%
$3.5B
Q1 2026
Jan 22, 2026Metric
Actual
Est
EPS
$0.39-5.1%
$0.41
Rev
$3.5B-0.9%
$3.5B
Q4 2025
Oct 16, 2025Metric
Actual
Est
EPS
$0.44+3.7%
$0.42
Rev
$4.5B+24.9%
$3.6B
Q3 2025
Jul 23, 2025Metric
Actual
Est
EPS
$0.44+5.8%
$0.42
Rev
$3.6B-0.1%
$3.6B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $0.43vs $0.39+10.5% | $3.5Bvs $3.5B-0.2% |
| Q1 2026 | Jan 22, 2026 | $0.39vs $0.41-5.1% | $3.5Bvs $3.5B-0.9% |
| Q4 2025 | Oct 16, 2025 | $0.44vs $0.42+3.7% | $4.5Bvs $3.6B+24.9% |
| Q3 2025 | Jul 23, 2025 | $0.44vs $0.42+5.8% | $3.6Bvs $3.6B-0.1% |
Based on last 12 quarters of dataView full earnings history →
Latest CSX News
Recent stock market news and headlines for CSX Corporation (CSX)
GlobeNewsWire·Jun 22, 2026
CSX Corp. Announces Date for Second Quarter Earnings Release and Earnings CallJACKSONVILLE, Fla., June 22, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) will release first quarter financial and operating results after the market close on Wednesday, July 22, 2026.
Zacks Investment Research·Jun 17, 2026
CSX Stock Up 45.5% Y/Y: Can the Momentum Last Throughout 2026?CSX shares surge 45.5% in a year, supported by growth initiatives, stronger network performance and rising earnings estimates.
Zacks Investment Research·Jun 17, 2026
Are Transportation Stocks Lagging CSX (CSX) This Year?Here is how CSX (CSX) and EuroDry (EDRY) have performed compared to their sector so far this year.
GuruFocus·Jun 16, 2026
CSX DCF Analysis: Intrinsic Value $31 vs Price $47On June 16, 2026, we present a discounted cash flow (DCF) analysis for CSX Corp (CSX). The company has shown notable price performance, with a year-to-date incr
Peers Comparison
Key metrics vs top competitors for CSX Corporation (CSX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $48.51 | $90.14B | 31.50 | -3.08% | 20.5% | 22.51% | 1.07% | |
| $283.12 | $168.08B | 23.65 | 1.07% | 29.82% | 42.37% | — | |
| $322.74 | $72.48B | 25.31 | 0.47% | 21.91% | 17.43% | — | |
| $88.72 | $79.65B | 27.96 | 3.66% | 27.21% | 10.09% | — | |
| $122.78 | $75.07B | 23.08 | 1.43% | 27.22% | 21.93% | — | |
| $259.19 | $43.98B | 37.95 | 7.51% | 10.52% | 10.9% | — |
Compare CSX vs Peers
CSX Corporation (CSX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CSX SEC Filings & Documents
CSX Corporation (CSX) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 22, 2026·SEC
Material company update
Jan 22, 2026·SEC
Material company update
Oct 29, 2025·SEC
10-K Annual Reports
310-Q Quarterly Reports
6Get notified when CSX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
CSX Frequently Asked Questions
CSX Corporation (CSX) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is CSX Corporation's revenue?
CSX Corporation (CSX) reported $14.15B in revenue for fiscal year 2025. This represents a 34% increase from $10.54B in 1996.
How fast is CSX Corporation growing?
CSX Corporation (CSX) saw revenue decline by 3.1% over the past year.
Is CSX profitable?
Yes, CSX Corporation (CSX) is profitable, generating $3.05B in net income for fiscal year 2025 (20.5% net margin).
Dividend & Returns
Does CSX pay dividends?
Yes, CSX Corporation (CSX) pays a dividend with a yield of 1.07%. This makes it attractive for income-focused investors.
What is CSX's return on equity?
CSX Corporation (CSX) has a return on equity (ROE) of 22.5%. This is excellent, indicating efficient use of shareholder capital.
What is CSX Corporation's free cash flow?
CSX Corporation (CSX) generated $4.13B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.