The strong EPS beat on cost discipline and volume growth suggests improving operating leverage; monitor management's commentary on full-year margin trajectory during the earnings call for upside potential.
Price Chart
Executive Summary
CSX reported Q1 2026 EPS of $0.43, beating consensus by 10.3% ($0.39 expected), on revenue of $3.48B, slightly below the $3.49B estimate. Revenue rose 2% YoY, driven by higher pricing and intermodal volume, while operating income grew 20% to $1.25B.
Key Financial Metrics
Key Facts
- Q1 2026 EPS: $0.43 (beat of $0.04 vs $0.39 consensus)
- Revenue: $3.48B (slightly below $3.49B consensus)
- Operating income: $1.25B (+20% YoY)
- Net earnings: $807M vs $646M in Q1 2025
- Total volume: 1.56M units (+3% YoY)
- Revenue up 2% YoY on stronger pricing, intermodal growth, and higher domestic coal and fuel surcharge revenue
Financial Impact
EPS beat by 10.3%, operating income up 20%, revenue flat vs expectations but up 2% YoY
Risk Factors
- Revenue slightly below consensus despite volume and pricing gains, indicating possible mix or yield headwinds
- Forward-looking statements cite risks from economic conditions, fuel prices, and regulatory changes
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3279365 |
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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