Revenue segments as reported by the company.

Merchandise

Intermodal

Coal

Trucking

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Labor and Fringe

Purchased Services and Other

Depreciation and Amortization

Fuel

Equipment and Other Rents

Gains on Property Dispositions

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Seaboard Coast Line Railroad is a former Class I railroad company operating in the Southeastern United States beginning in 1967. Its passenger operations were taken over by Amtrak in 1971. Eventually, the railroad was merged with its affiliate lines to create the Seaboard System in 1983.

Seaboard Coast Line Railroad

Conrail is the commonly used name for modern-day Conrail (reporting mark CRCX). Conrail is an American railroad company. It operates three networks—the North Jersey, South Jersey/Philadelphia, and Detroit Shared Assets Areas, where it serves as a contract local carrier and switching company for its owners, CSX Transportation and the Norfolk Southern Railway.

Conrail

CSX Corp. engages in the provision of rail-based freight transportation services. Its services include rail service, the transport of intermodal containers and trailers, rail-to-truck transfers and bulk commodity operations. The company was founded in 1827 and is headquartered in Jacksonville, FL.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

CSX reports robust Q4 earnings, eyes volume growth opportunities

CSX delivered strong financial results in Q4 2022, showcasing revenue and operating income growth. The company is focused on maintaining operational improvements, controlling costs, and pursuing volume growth opportunities to drive future success.

CSX reports strong Q1 earnings, eyes growth in key segments

CSX's Q1 performance reflects robust financial growth, operational excellence, and a strategic focus on customer service and safety.
While facing challenges such as cost moderation and intermodal revenue decline, CSX is leveraging opportunities in growth segments and efficiency enhancements.
The company's proactive approach to competition and industrial development projects positions it for sustained growth and improved operational efficiency.

CSX meets Q2 expectations, eyes growth in truck conversion

CSX delivered a solid performance in Q2, focusing on safety, operational efficiency, and revenue growth in key segments.
While facing challenges in intermodal revenue and market pressures on yields, CSX remains optimistic about volume growth and truck conversion opportunities.
The company aims to control costs, improve efficiency, and sustain high service levels to navigate through current market challenges and capitalize on growth opportunities.

CSX reports Q3 revenue decline, eyes efficiency and growth

CSX faced revenue decline and cost challenges in Q3 but maintained strong free cash flow. The company aims for low single-digit revenue growth in Q4, focusing on efficiency, cost control, and improving operating ratio. Emphasis on culture, growth strategy, and market trends for future success.

CSX reports mixed Q4 results, eyes margin improvement in 2024

CSX's Q4 2023 performance showed mixed results with volume growth but a slight revenue decline, with a strong emphasis on margin improvement and operational efficiency for the future.
The company's strengths lie in positive growth across key segments, safety focus, and plans for intermodal truck conversion, while facing challenges in revenue headwinds and significant expenses.
Opportunities in export markets, operational enhancements, and back-end loaded growth strategies position CSX for potential growth and performance improvements in 2024.

CSX reports solid Q1 performance, eyes margin improvement and growth

CSX's Q1 2024 performance showed resilience amidst challenges, with a focus on operational improvements, safety culture, and customer service. Despite revenue decline and lower earnings per share year-over-year, the company aims for margin improvement and cost efficiency. Opportunities lie in industrial growth and enhanced labor productivity.

CSX posts strong Q2 results, navigates challenges with resilience

CSX reported a strong quarter marked by volume growth and improved operating margins. Despite facing challenges like port constraints and operational disruptions, the company demonstrated resilience and adaptability. With a focus on safety, efficiency, and growth opportunities in key segments, CSX is well-positioned for future success.

CSX reports resilient Q3 performance, focuses on culture and growth

CSX's Q3 earnings call highlighted a strong performance amidst challenges, emphasizing the importance of service excellence, employee engagement, and safety. The company's focus on building a strong culture and teamwork has led to positive outcomes and growth in revenue.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Canadian Pacific Kansas City Limited

GATX

Norfolk Southern

Union Pacific

The trade group representing the nation's freight railroads is confident that a strike by more than 100,000 union members can be avoided, even after rank-and-file members rejected the tentative labor deals reached earlier this fall.

Freight railroad unions say strike can still be avoided

Key rail union votes and decisions are coming as UPS, retailers, and the U.S. economy prepare for a potential strike that could shut down the freight network.

With U.S. economy at risk, here's how a national rail strike could start in December

CSX Corporation (NASDAQ:CSX ) Stephens Annual Investment Conference 2022 November 15, 2022 10:00 AM ET Company Participants Kevin Boone - EVP & Chief, Sales & Marketing Conference Call Participants Justin Long - Stephens Inc. Justin Long All right. This is Justin Long with Stephens.

CSX Corporation (CSX) Stephens Annual Investment Conference 2022 Transcript

CSX Corporation (NASDAQ:CSX ) Baird 52nd Annual Global Industrial Conference 2022 November 9, 2022 10:40 AM ET Company Participants Garrett Holland - Baird Conference Call Participants Sean Pelkey - EVP and CFO Sean Pelkey We'll get started with our next session here. Hello. My name is Garrett Holland senior analyst covering transportation and logistics here at Baird.

CSX Corporation (CSX) Baird 52nd Annual Global Industrial Conference 2022 Transcript

JACKSONVILLE, Fla., Nov. 10, 2022 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) executive vice president of sales & marketing, Kevin Boone, will address the Stephens Annual Investment Conference in Nashville, Tenn., Tuesday, November 15 at 10 a.m. Eastern time.

CSX Executive Vice President of Sales & Marketing to Address Stephens Annual Investment Conference

Retail isn't the only sector that can benefit from a robust holiday shopping season.

3 Beaten-Down Railroad Stocks to Watch as the Holiday Season Approaches

Old Dominion Freight Line

PPG Industries

Rockwell Automation

Sherwin-Williams

The shares could drop because demand for capital goods, transportation, and materials such as paint varies with the health of the economy.

Industrial and Material Stocks Look Cheap. That Doesn't Make Them Buys Yet.

JACKSONVILLE, Fla., Nov. 02, 2022 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) Executive Vice President and Chief Financial Officer, Sean Pelkey, will address the 2022 Baird Global Industrial Conference in Chicago on Wednesday, November 9, at 10:40 Eastern time.

CSX Chief Financial Officer to Address Baird Global Industrial Conference

With improvement in mind, CSX is positioned for growth.

This Railroad Company Just Posted Double-Digit Revenue Growth

A second rail union, Brotherhood of Railroad Signalmen, voted overwhelmingly to reject a deal with railroad companies needed to avert a nationwide strike.

Second railroad union votes down deal needed to avert nationwide strike

American Express

Bank of America

Goldman Sachs

Johnson & Johnson

Lockheed Martin

Netflix

Procter & Gamble

Schlumberger

AT&T

Tractor Supply

Tesla

Big Tech firms like Alphabet, Microsoft and Apple, as well as retail giants like Coca-Cola, are all set to report earnings this week.

Jim Cramer says these 13 companies' earnings helped drive markets higher

CSX, which delivered a third-quarter earnings beat and robust guidance last week, is well positioned to boost the performance of its rail network, analysts say.

CSX set to boost rail network performance, say analysts

As new CSX president and CEO Joe Hinrichs settles into his role, a major focus for the former auto executive will be instilling a company culture that values not only the railroad's existing and potential customers but its employees as well. The culture initiative, named “One CSX,” was actually established months ago, but recent tensions between the railroads and labor unions, as well as some distrust between shippers and the railroads because of service disruptions, make it an opportune time for the company to commit to the initiative, Hinrichs said.

CSX to engage workers, customers as it rolls out culture initiative

CSX's Q3 revenues benefit from a higher fuel surcharge, pricing gains, an increase in volumes, and an increase in storage and other revenues.

CSX Q3 Earnings & Revenues Top Estimates, Rise Year Over Year

CSX Corp (NASDAQ:CSX) is up 3.2% at $27.95 at last glance, after the transportation and logistics company's strong third-quarter report.

Call Traders Target CSX After Strong Results

CSX Corp. is in a tough spot as shares are down 30%. The company is suffering from worsening economic conditions, high inflation, and network inefficiencies.

Buying The CSX Corporation Crash

CSX (CSX) delivered earnings and revenue surprises of 6.12% and 3.67%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

CSX (CSX) Q3 Earnings and Revenues Surpass Estimates

CSX Corporation (NASDAQ:CSX ) Q3 2022 Earnings Conference Call October 20, 2022 4:30 PM ET Company Participants Matthew Korn - Head of Investor Relations Joe Hinrichs - Incoming President & Chief Executive Officer Jim Foote - President & Chief Executive Officer Kevin Boone - Executive Vice President of Sales & Marketing Jamie Boychuk - Executive Vice President of Operations Sean Pelkey - Executive Vice President & Chief Financial Officer Conference Call Participants Ken Hoexter - Bank of America Scott Group - Wolfe Research Ben Nolan - Stifel Amit Mehrotra - Deutsche Bank Jon Chappell - Evercore ISI Tom Wadewitz - UBS Brian Ossenbeck - JPMorgan Chris Wetherbee - Citi Justin Long - Stephens Ari Rosa - Credit Suisse Brandon Oglenski - Barclays Fadi Chamoun - BMO Ravi Shankar - Morgan Stanley David Vernon - Bernstein Operator Ladies and gentlemen, thank you for standing by. My name is Brent, and I will be your conference operator today.

CSX Corporation (CSX) Q3 2022 Earnings Call Transcript

Shares of rail operator CSX Corp. moved higher after hours on Thursday after the company reported third-quarter results that beat estimates, helped by higher prices and fuel surcharges.

CSX stock rallies after Q3 results beat, as higher prices lift results

JACKSONVILLE, Fla., Oct. 20, 2022 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) today announced third quarter 2022 operating income of $1.58 billion compared to $1.44 billion in the prior year period. Net earnings of $1.11 billion, or $0.52 per share, compared to $968 million, or $0.43 per share in the same period last year.

CSX Corp. Announces Third Quarter Financial Results

Two companies providing the backbone of U.S. transportation face ongoing headwinds.

Markets Look to Rebound, but 2 Key Stocks Are Feeling the Pain

Verizon

The three major U.S. equity indexes closed higher on Tuesday, a second consecutive day of higher equity prices.

Earnings Previews: American Express, CSX, Schlumberger, Verizon

This is the fourth episode of a series that covers the North American railroad industry. The series tries to use the assessing lens of Warren Buffett since we can learn how he views his BNSF investment from his letters to Berkshire.

Looking At Railroads As Mr. Buffett Does: CSX

The management team at CSX Corp is due to report financial results for the third quarter of the company's 2022 fiscal year in a few days. Analysts have high expectations even in light of certain risks facing the firm and the industry more broadly.

CSX Q3 2022 Earnings Preview: The Brightest Prospect In The Railroad Space

CSX Corporation (NYSE: CSX) is scheduled to report its Q3 2022 results on Thursday, October 20.

News for CSX Stock (CSX)