CSX appears to be emerging from a cyclical trough, with revenue growth accelerating to 12.0% YoY in Q3 2026 on $4.0B of revenue after a four-quarter contraction streak that bottomed at -7.0% in Q1 2025.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue inflection has driven operating margin from a 30.3% trough in Q3 2025 to 39.1% in Q3 2026, though reported pricing power warrants verification given prior year-over-year revenue declines of up to -7.0%.
CSX is transforming into a more efficient and reliable railroad through scheduled railroading, guided by principles of safety, service, cost control, asset utilization, and people.
CSX demonstrates solid operational performance with 18.5 mph train velocity and 10.8 hours terminal dwell, indicating efficient movement and handling of rail cars.
CSX is well positioned to benefit from long-term economic growth due to its solid fundamentals and high-quality operations in rail transportation.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $0.57+7.3% vs $0.53 | $4.0B+1.5% vs $4.0B |
Q3 2026 Jul 22, 2026 | $0.54+4.2% vs $0.52 | $3.9B+1.0% vs $3.9B |
Q2 2026 Apr 22, 2026 | $0.43+10.5% vs $0.39 | $3.5B-0.2% vs $3.5B |
Q1 2026 Jan 22, 2026 | $0.39-5.1% vs $0.41 | $3.5B-0.9% vs $3.5B |
CSX Corporation (NASDAQ: CSX - Get Free Report) was the target of unusually large options trading activity on Tuesday. Stock traders bought 24,847 call options on the stock. This represents an increase of 89% compared to the typical daily volume of 13,119 call options. Analyst Ratings Changes Several research firms have weighed in on CSX. Raymond
JACKSONVILLE, Fla., Nov. 04, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) Executive Vice President and Chief Financial Officer, Kevin Boone, will address the 2026 Baird Global Industrial Conference in Chicago on Wednesday, November 11, at 10:05 a.m.
Greenleaf Trust increased its holdings in CSX Corporation (NASDAQ: CSX) by 17.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 80,922 shares of the transportation company's stock after acquiring an additional 11,899 shares during the quarter. Greenleaf Trust's holdings in CSX
We assess the investment worthiness of CSX stock post its third-quarter 2026 earnings release.
Benchmark CSX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CSX Corporation (CSX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $49.12 | $90.99B | 25.42 | -3.08% | 23.97% | 25.94% | 1.06% | |
| $290.16 | $172.38B | 22.64 | 1.07% | 28.9% | 37.82% | 1.88% | |
| $319.94 | $71.86B | 26.84 | 0.47% | 20.71% | 16.69% | 1.69% | |
| $92.17 | $81.02B | 29.55 | 3.66% | 24.14% | 8.19% | 0.67% | |
| $124.06 | $75.04B | 21.98 | 1.43% | 26.42% | 22.18% | 2.02% | |
| $283.59 | $47.9B | 34.99 | 7.51% | 11.2% | 12.13% | 0.36% |
CSX Corporation (CSX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
CSX Corporation (CSX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 21, 2026·SEC
Oct 13, 2026·SEC
Jul 22, 2026·SEC
Get notified when CSX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
CSX Corporation (CSX) stock FAQ — growth, dividends, profitability & financials explained
CSX Corporation (CSX) reported $14.94B in revenue over the trailing twelve months. Revenue was $14.09B in fiscal year 2025. That is 34% more than the $10.54B of fiscal year 1996.
CSX Corporation (CSX) grew revenue by 5.8% over the trailing twelve months, compared with the twelve months before.
Yes. CSX Corporation (CSX) earned $3.58B in net income over the trailing twelve months (a 24.0% net margin).
Yes. CSX Corporation (CSX) pays a dividend that yields 1.06% at the current price, a moderate yield.
CSX Corporation (CSX) had a return on equity (ROE) of 25.9% over the trailing twelve months. That is well above the market's typical 10-15%.
CSX Corporation (CSX) generated $3.21B in free cash flow over the trailing twelve months.
