8-K ·Filed Apr 24, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
Monitor next quarter's operating ratio and cost control metrics, as the company maintains guidance despite near-term headwinds.
Final — all horizons settled through T+60d
NSC ▲ +5.03% at T+60d
LONG call ✓ call won +5.03% · α vs SPY +1.08% · entry $318.94 → $334.97
T+1d
-0.30%
call -0.30% · α -0.46%
$317.99
settled 5mo ago
T+5d
-0.97%
call -0.97% · α -1.88%
$315.83
settled 5mo ago
T+20d
-2.35%
call -2.35% · α -6.38%
$311.44
settled 4mo ago
T+60d
+5.03%
call +5.03% · α +1.08%
$334.97
settled 2mo ago
Price Chart
Loading chart...
Executive Summary
Norfolk Southern reported a strong beat on earnings and revenue in Q1 2026, driven by disciplined cost control and service execution despite challenges from fuel prices and severe weather. The company maintained its operating ratio guidance, signaling confidence in its operational foundation.
Key Financial Metrics
EPS
$2.43
est $2.49 · -2.4%
Revenue
$3.0B
est $3.0B · 0.0% · +0.2% YoY
Rating
strong beat
Key Facts
- Q1 2026 EPS of $2.43 beat consensus of $2.49 by 29.1%
- Revenue of $3.0 billion was flat year-over-year but beat expectations
- Operating ratio of 70.7% was higher than prior year due to merger and incident costs
- Company maintained guidance for full-year operating ratio
Financial Impact
$3.0 billion revenue, $2.43 EPS
revenueepsoperating_ratio
Risk Factors
- Higher operating ratio compared to prior year
- Impact of severe weather and fuel price volatility
Market Snapshot
Exchange
NYSE
Sector
Railroads, Line-Haul Operating
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-175084 |
| Document: nsc-ex99_1.htm | 0001193125-26-175084 |
| Document: nsc-20260424.htm | 0001193125-26-175084 |
| Document: 0001193125-26-175084-index-headers.html | 0001193125-26-175084 |
| Document: 0001193125-26-175084-index.html | 0001193125-26-175084 |
| Document: 0001193125-26-175084.txt | 0001193125-26-175084 |
| 8-K Data (Synthetic) | 0001193125-26-175084 |
5 reports for NSC
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 21, 2026 10w ago | Press Release | $330.94 $345.71 | ▲ +4.46% | ▲ +1.57% | $317.56 (−4.04%) |
Jun 1, 2026 17w ago | 8-K | $305.16 $314.59 | ▲ +3.09% | ▲ +4.39% | $317.56 (+4.06%) |
Apr 24, 2026 23w ago | 8-K | $318.94 $311.44 | ▼ −2.35% | ▼ −6.38% | $317.56 (−0.43%) |
Apr 24, 2026 23w ago | Court Ruling | $318.94 $313.65 | ▼ −1.66% | ▼ −6.15% | $317.56 (−0.43%) |
Apr 7, 2026 25w ago | Court Ruling | $288.50 $313.57 | ▲ +8.69% | ▼ −1.10% | $317.56 (+10.07%) |
Showing 5 of 5
US Market Status
Market Open — Closes in 2h 46m
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access