CSX Corporation (NASDAQ:CSX) Quarterly Earnings Preview

CSX Corporation (NASDAQ:CSX), a leading transportation company in the United States, primarily focused on rail-based freight transportation, is set to release its quarterly earnings on July 23, 2025. Analysts have projected an earnings per share (EPS) of $0.42 and revenue of approximately $3.57 billion for this period.

The anticipated EPS of $0.42 represents a 14.3% decrease from the same period last year, as highlighted by analysts. This decline reflects a downward revision of 1.4% in the consensus EPS estimate over the past month. Such revisions are significant as they often influence investor reactions and can impact the short-term price performance of the stock.

CSX's revenue is expected to be $3.57 billion, marking a 3.2% decline year over year. The company's price-to-sales ratio stands at about 4.52, reflecting the market's valuation of its revenue. Additionally, the enterprise value to sales ratio is around 5.81, suggesting how the market values the company relative to its sales, including debt and excluding cash.

The company's price-to-earnings (P/E) ratio is approximately 20.07, indicating the amount investors are willing to pay for each dollar of earnings. The earnings yield for CSX is about 4.98%, representing the inverse of the P/E ratio and providing insight into the return on investment. The debt-to-equity ratio is 1.61, highlighting the company's use of debt financing relative to equity.

CSX's current ratio is approximately 0.88, indicating its ability to cover short-term liabilities with short-term assets. The management's discussion during the earnings call will be crucial in assessing the sustainability of any immediate price changes and future earnings projections. A positive earnings surprise could potentially drive the stock higher, while a miss might lead to a decrease in its value.

• The average target price for CSX Corporation (NASDAQ:CSX) remains stable at $37, reflecting a consistent analyst outlook despite past fluctuations.
• CSX faced a 7% year-over-year decline in revenue in the first quarter, attributed to weaker coal prices and reduced fuel surcharges, yet managed to meet consensus expectations.
• Despite revenue and profit declines, analyst Ken Hoexter from Bank of America Securities sets a price target of $38 for CSX, indicating cautious optimism for the company's future.

CSX Corporation (NASDAQ:CSX) is a major player in the rail-based freight transportation industry, providing essential services across a vast network that connects key population centers and industries. The company's stock has experienced some fluctuations in its consensus target price over the past year. Currently, the average target price is $37, showing stability compared to $37.69 a year ago. This consistency reflects analysts' steady outlook on CSX's performance.

Despite a challenging first quarter, CSX's stock has seen a positive movement, rising by 1.2% as the market shifts focus towards earnings. The company faced a 7% year-over-year decline in revenue, primarily due to weaker coal prices and reduced fuel surcharges. However, CSX managed to meet consensus expectations, indicating resilience in a mixed market environment, as highlighted by the Nasdaq Composite and S&P 500's fractional gains.

The recent uptick in CSX's target price from the last quarter's $35 to $37 suggests a positive shift in analysts' expectations. This could be attributed to improved market conditions or strategic initiatives within the company. Despite the decline in revenue, CSX's demand remains steady, as noted by CEO Joe Hinrichs in a conversation with CNBC's Morgan Brennan. The company's dividend yield stands at 1.9%, but it faces competition from the 10-Year Treasury Note, which offers better risk-adjusted returns.

CSX's first-quarter 2025 earnings report revealed a decline in revenue and profit, falling short of Wall Street expectations. The decrease in coal revenue and fuel surcharges offset gains in intermodal, impacting the company's financial performance. Analyst Ken Hoexter from Bank of America Securities has set a price target of $38 for CSX, reflecting cautious optimism about the company's future prospects.

As CSX navigates its earnings season, investors and stakeholders should monitor upcoming company announcements and industry trends that could influence analysts' target prices and the stock's performance. The company's recent earnings conference call, attended by major financial institutions, provided insights into its strategic direction and financial performance, highlighting the importance of staying informed in a dynamic market landscape.

• The average target price for CSX Corporation (NASDAQ:CSX) remains stable at $37, reflecting a consistent analyst outlook despite past fluctuations.
• CSX faced a 7% year-over-year decline in revenue in the first quarter, attributed to weaker coal prices and reduced fuel surcharges, yet managed to meet consensus expectations.
• Despite revenue and profit declines, analyst Ken Hoexter from Bank of America Securities sets a price target of $38 for CSX, indicating cautious optimism for the company's future.

CSX Corporation (NASDAQ:CSX) is a major player in the rail-based freight transportation industry, providing essential services across a vast network that connects key population centers and industries. The company's stock has experienced some fluctuations in its consensus target price over the past year. Currently, the average target price is $37, showing stability compared to $37.69 a year ago. This consistency reflects analysts' steady outlook on CSX's performance.

Despite a challenging first quarter, CSX's stock has seen a positive movement, rising by 1.2% as the market shifts focus towards earnings. The company faced a 7% year-over-year decline in revenue, primarily due to weaker coal prices and reduced fuel surcharges. However, CSX managed to meet consensus expectations, indicating resilience in a mixed market environment, as highlighted by the Nasdaq Composite and S&P 500's fractional gains.

The recent uptick in CSX's target price from the last quarter's $35 to $37 suggests a positive shift in analysts' expectations. This could be attributed to improved market conditions or strategic initiatives within the company. Despite the decline in revenue, CSX's demand remains steady, as noted by CEO Joe Hinrichs in a conversation with CNBC's Morgan Brennan. The company's dividend yield stands at 1.9%, but it faces competition from the 10-Year Treasury Note, which offers better risk-adjusted returns.

CSX's first-quarter 2025 earnings report revealed a decline in revenue and profit, falling short of Wall Street expectations. The decrease in coal revenue and fuel surcharges offset gains in intermodal, impacting the company's financial performance. Analyst Ken Hoexter from Bank of America Securities has set a price target of $38 for CSX, reflecting cautious optimism about the company's future prospects.

As CSX navigates its earnings season, investors and stakeholders should monitor upcoming company announcements and industry trends that could influence analysts' target prices and the stock's performance. The company's recent earnings conference call, attended by major financial institutions, provided insights into its strategic direction and financial performance, highlighting the importance of staying informed in a dynamic market landscape.

Shares of CSX Corp (NASDAQ:CSX) dropped more than 3% pre-market today after the railroad operator reported fourth-quarter results that fell short of analyst expectations. The company struggled with a challenging operating environment, citing weather disruptions and infrastructure setbacks.

CSX reported earnings per share of $0.38, missing Wall Street’s consensus estimate of $0.44. Revenue for the quarter came in at $3.54 billion, narrowly below analysts’ projections of $3.59 billion.

The company highlighted the impact of significant challenges in 2024, including disruptions from major hurricanes and the Key Bridge outage earlier in the year. Despite these setbacks, the company emphasized its commitment to maintaining high levels of customer satisfaction.

In contrast, competitor Union Pacific delivered stronger results, exceeding profit expectations thanks to improved shipping volumes and effective pricing strategies. However, Union Pacific’s performance was tempered by lower fuel surcharge revenues and a less profitable cargo mix.

CSX’s results underscore the difficulties the railroad faced in navigating external disruptions, while its rival Union Pacific managed to leverage favorable conditions more effectively, widening the competitive gap. Investors will be watching closely as CSX seeks to address these headwinds heading into 2025.

Shares of CSX Corp (NASDAQ:CSX) dropped more than 3% pre-market today after the railroad operator reported fourth-quarter results that fell short of analyst expectations. The company struggled with a challenging operating environment, citing weather disruptions and infrastructure setbacks.

CSX reported earnings per share of $0.38, missing Wall Street’s consensus estimate of $0.44. Revenue for the quarter came in at $3.54 billion, narrowly below analysts’ projections of $3.59 billion.

The company highlighted the impact of significant challenges in 2024, including disruptions from major hurricanes and the Key Bridge outage earlier in the year. Despite these setbacks, the company emphasized its commitment to maintaining high levels of customer satisfaction.

In contrast, competitor Union Pacific delivered stronger results, exceeding profit expectations thanks to improved shipping volumes and effective pricing strategies. However, Union Pacific’s performance was tempered by lower fuel surcharge revenues and a less profitable cargo mix.

CSX’s results underscore the difficulties the railroad faced in navigating external disruptions, while its rival Union Pacific managed to leverage favorable conditions more effectively, widening the competitive gap. Investors will be watching closely as CSX seeks to address these headwinds heading into 2025.

CSX Corporation (NASDAQ: CSX) is a major player in the freight railroad industry, providing essential rail services across the eastern United States and parts of Canada. The company operates within the Zacks Transportation - Rail industry, facilitating the transportation of various commodities such as chemicals and automotive products. Despite its significant role, CSX recently reported earnings that fell short of expectations.

On January 23, 2025, CSX announced earnings per share (EPS) of $0.42, slightly below the estimated $0.44. This marks a decrease from the $0.45 per share reported in the same quarter the previous year. The earnings miss represents a negative surprise of 2.33%, as highlighted by Zacks. In the previous quarter, CSX also missed expectations, with earnings of $0.46 per share against an anticipated $0.48, resulting in a 4.17% negative surprise.

CSX's revenue for the quarter was $3.54 billion, falling short of the estimated $3.56 billion. This represents a 1.24% decline from the Zacks Consensus Estimate and a decrease from the $3.68 billion reported a year ago. The shortfall was primarily attributed to decreased coal shipments and reduced fuel surcharges. Despite these challenges, CSX has managed to surpass consensus earnings per share estimates twice in the last four quarters.

The company's financial results for the fourth quarter and full year of 2024 were impacted by a pre-tax, non-cash goodwill impairment charge of $108 million. This led to a decrease in operating income to $1.11 billion from $1.32 billion in the same period the previous year. Net income for the quarter was $733 million, or $0.38 per diluted share, down from $882 million, or $0.45 per diluted share, in the fourth quarter of 2023.

For the full year 2024, CSX reported an operating income of $5.25 billion, reflecting a 5% decline from the previous year. The net income for the year was $3.47 billion, or $1.79 per share, compared to $3.67 billion, or $1.82 per share, in 2023. When adjusted for the goodwill impairment charge, the operating income for the quarter was $1.21 billion, and for the year, it was $5.35 billion. Adjusted net income stood at $815 million, or $0.42 per diluted share, for the quarter, and $3.55 billion, or $1.83 per share, for the year.

CSX Corporation (NASDAQ: CSX) is a major player in the freight railroad industry, providing essential rail services across the eastern United States and parts of Canada. The company operates within the Zacks Transportation - Rail industry, facilitating the transportation of various commodities such as chemicals and automotive products. Despite its significant role, CSX recently reported earnings that fell short of expectations.

On January 23, 2025, CSX announced earnings per share (EPS) of $0.42, slightly below the estimated $0.44. This marks a decrease from the $0.45 per share reported in the same quarter the previous year. The earnings miss represents a negative surprise of 2.33%, as highlighted by Zacks. In the previous quarter, CSX also missed expectations, with earnings of $0.46 per share against an anticipated $0.48, resulting in a 4.17% negative surprise.

CSX's revenue for the quarter was $3.54 billion, falling short of the estimated $3.56 billion. This represents a 1.24% decline from the Zacks Consensus Estimate and a decrease from the $3.68 billion reported a year ago. The shortfall was primarily attributed to decreased coal shipments and reduced fuel surcharges. Despite these challenges, CSX has managed to surpass consensus earnings per share estimates twice in the last four quarters.

The company's financial results for the fourth quarter and full year of 2024 were impacted by a pre-tax, non-cash goodwill impairment charge of $108 million. This led to a decrease in operating income to $1.11 billion from $1.32 billion in the same period the previous year. Net income for the quarter was $733 million, or $0.38 per diluted share, down from $882 million, or $0.45 per diluted share, in the fourth quarter of 2023.

For the full year 2024, CSX reported an operating income of $5.25 billion, reflecting a 5% decline from the previous year. The net income for the year was $3.47 billion, or $1.79 per share, compared to $3.67 billion, or $1.82 per share, in 2023. When adjusted for the goodwill impairment charge, the operating income for the quarter was $1.21 billion, and for the year, it was $5.35 billion. Adjusted net income stood at $815 million, or $0.42 per diluted share, for the quarter, and $3.55 billion, or $1.83 per share, for the year.