CSX's Q2 2026 revenue surged 10.1% YoY to $3.9B, with operating margin expanding to 38.3%, yet this rebound appears driven by volume gains at the expense of pricing, as revenue per unit likely declined. The company's elevated leverage (D/E of 1.37) and thin li...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded 10.1% YoY in Q2 2026 to $3.9B, but operating margin at 38.3% remains below the 38.7% peak in Q2 2024, suggesting pricing pressure amid volume growth.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Oct 16, 2025 | $0.44+3.7% vs $0.42 | $4.5B+24.9% vs $3.6B |
JACKSONVILLE, Fla., Sept. 21, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) will release third quarter financial and operating results after the market close on Wednesday, Oct. 21, 2026. This will be followed by a conference call and live webcast hosted by the company's management team at 4:30 p.m. ET.
Engineers Gate Manager LP purchased a new position in CSX Corporation (NASDAQ: CSX) in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 32,731 shares of the transportation company's stock, valued at approximately $1,701,000. A number of other large
Bank of America Corp DE bought a new position in shares of CSX Corporation (NASDAQ: CSX) in the second quarter, according to the company in its most recent filing with the SEC. The firm bought 33,641,111 shares of the transportation company's stock, valued at approximately $1,598,962,000. Bank of America Corp DE owned approximately
Ausdal Financial Partners Inc. bought a new position in CSX Corporation (NASDAQ: CSX) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 12,504 shares of the transportation company's stock, valued at approximately $594,000. A number of other institutional investors have also recently bought
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 |
|---|---|---|---|---|---|---|---|
| $47.19 | $87.42B | 30.64 | -3.08% | 20.5% | 22.51% | 1.1% | |
| $275.53 | $163.69B | 23.02 | 1.07% | 28.85% | 38.65% | — | |
| $315.01 | $70.75B | 24.71 | 0.47% | 21.02% | 16.8% | — | |
| $88.28 | $77.61B | 27.62 | 3.66% | 18.76% | 9.58% | — | |
| $119.49 | $72.28B | 22.30 | 1.43% | 26.91% | 22.19% | — | |
| $292.31 | $49.37B | 42.80 | 7.51% | 10.59% | 11.32% | — |
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)
Jul 22, 2026·SEC
May 14, 2026·SEC
Apr 22, 2026·SEC
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CSX Corporation (CSX) stock FAQ — growth, dividends, profitability & financials explained
CSX Corporation (CSX) reported $14.51B in revenue for fiscal year 2025. This represents a 38% increase from $10.54B in 1996.
CSX Corporation (CSX) saw revenue decline by 3.1% over the past year.
Yes, CSX Corporation (CSX) is profitable, generating $3.22B in net income for fiscal year 2025 (20.5% net margin).
Yes, CSX Corporation (CSX) pays a dividend with a yield of 1.10%. This makes it attractive for income-focused investors.
CSX Corporation (CSX) has a return on equity (ROE) of 22.5%. This is excellent, indicating efficient use of shareholder capital.
CSX Corporation (CSX) generated $5.02B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
