Monitor the next earnings call for commentary on sustainability of margin improvements and volume growth trends, particularly in intermodal and coal segments.
Price Chart
Executive Summary
CSX reported strong first-quarter 2026 results with EPS of $0.43 (26% YoY growth) and revenue of $3.48B (2% YoY growth), beating consensus estimates. The company highlighted improved expense control and volume growth in intermodal and domestic coal as key drivers. This marks a significant turnaround from the prior year's adjusted EPS of $0.42.
Key Financial Metrics
Key Facts
- EPS of $0.43 beat consensus of $0.39 by 10.3%
- Revenue of $3.48B grew 2% YoY, slightly above consensus of $3.49B
- Operating margin improved to 36.0% from 30.4% in prior year
- Volume increased 3% YoY with intermodal volume growth of 6% and higher domestic coal revenue
- Expenses decreased $153M (6%) YoY despite 14% increase in fuel prices
Financial Impact
$0.43 EPS and $3.48B revenue, representing 26% and 2% YoY growth respectively
Risk Factors
- Sustainability of cost reductions may be challenged by ongoing inflation
- Dependence on industrial demand which remains subdued
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000277948-26-000013 |
| Document: csx-20260422.htm | 0000277948-26-000013 |
| Document: pressrelease_q12026.htm | 0000277948-26-000013 |
| Document: 0000277948-26-000013-index-headers.html | 0000277948-26-000013 |
| Document: 0000277948-26-000013-index.html | 0000277948-26-000013 |
| Document: 0000277948-26-000013.txt | 0000277948-26-000013 |
| 8-K Data (Synthetic) | 0000277948-26-000013 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 27, 2026 9w ago | Insider Cluster | $51.80 $51.44 | ▼ −0.69% | ▼ −3.99% | $47.37 (−8.56%) |
Jul 22, 2026 10w ago | 8-K | $52.81 $50.97 | ▼ −3.49% | ▼ −6.80% | $47.37 (−10.31%) |
May 14, 2026 20w ago | 8-K | $45.92 $47.57 | ▲ +3.60% | ▲ +4.46% | $47.37 (+3.16%) |
Apr 22, 2026 23w ago | Press Release | $46.18 $45.94 | ▼ −0.51% | ▼ −5.15% | $47.37 (+2.57%) |
Apr 22, 2026 23w ago | 8-K | $46.18 $45.94 | ▼ −0.51% | ▼ −5.15% | $47.37 (+2.57%) |
Mar 30, 2026 26w ago | DEFA14A | $39.75 $45.23 | ▲ +13.79% | ▲ +1.19% | $47.37 (+19.17%) |
US Market Status
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