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Earnings transcript
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CSX
CSX Corporation
$47.28
0.17
(0.36%)
| Exchange: | NASDAQ |
| Market Cap: | 87.853B |
| Shares Outstanding: | 5.446B |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Railroads | |||||
| CEO: | Stephen F. Angel | |||||
| Full Time Employees: | 23400 | |||||
| Address: |
| |||||
| Website: | https://www.csx.com |
CSX Corporation, operating through its subsidiaries, stands as a leading provider of rail-based cargo transportation services. The company offers a wide range of services, including general rail freight, the movement of intermodal containers and trailers, and specialized transport solutions such as efficient rail-to-truck transfers and the handling of bulk commodities. CSX facilitates the shipment of a diverse array of goods, encompassing industrial chemicals, agricultural and food products, automotive components and finished vehicles, minerals, timber products, fertilizers, and various metals and heavy equipment. Additionally, it plays a crucial role in energy supply chains, transporting coal, coke, and iron ore to power generation facilities, steel manufacturers, and industrial plants, and also manages the export of coal via deep-water port access. The company’s intermodal operations leverage a robust network of approximately 30 terminals to transport manufactured consumer goods in containers. This also includes drayage services, managing the initial pickup and final delivery of intermodal freight. For the automotive industry, CSX provides dedicated distribution centers and storage locations, and extends its reach to clients without direct rail access by orchestrating transfers of products like plastics and ethanol from rail to road. CSX’s substantial infrastructure features an extensive rail network spanning approximately 19,500 route miles. This network strategically connects numerous population centers across 23 states east of the Mississippi River, the District of Columbia, and extends into the Canadian provinces of Ontario and Quebec. Powering these operations, CSX owns and leases around 3,500 locomotives. Its rail lines also provide direct connections to various production and distribution facilities, enhancing supply chain efficiency. Established in 1978, CSX Corporation has its headquarters located in Jacksonville, Florida.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 14,657,000 | 14,540,000 | 14,092,000 |
| Gross Profit | 5,603,000 | 5,506,000 | 4,685,000 |
| EBITDA | 7,274,000 | 7,073,000 | 5,866,000 |
| Operating Income | 5,467,000 | 5,366,000 | 4,521,000 |
| Net Income | 3,668,000 | 3,470,000 | 2,889,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 42,212,000 | 42,764,000 | 43,682,000 |
| Total Liabilities | 30,227,000 | 30,257,000 | 30,522,000 |
| Total Stockholders Equity | 11,980,000 | 12,502,000 | 13,160,000 |
| Total Debt | 19,024,000 | 18,989,000 | 18,165,000 |
| Cash and Cash Equivalents | 1,353,000 | 933,000 | 670,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 5,549,000 | 5,247,000 | 4,613,000 |
| Capital Expenditure | -2,281,000 | -2,529,000 | 0 |
| Free Cash Flow | 3,268,000 | 2,718,000 | 4,613,000 |
| Net Income | 3,715,000 | 3,470,000 | 2,889,000 |
| Net Change in Cash | -605,000 | -420,000 | -263,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 17,433,726.460 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 18,209,397.521 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 17,727,333.333 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 8,634,509.679 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 9,018,681.090 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 8,779,926.174 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 5,070,340.962 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 5,365,113.922 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 5,181,920.002 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | -57,713.453 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | -55,255.016 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | -56,185.583 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 2.780 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 2.880 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 2.720 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 5 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Financial Performance Metrics: CSX demonstrates robust profitability with a strong gross profit margin and net profit margin (based on Key Metrics TTM data). High return on equity (ROE TTM) and return on invested capital (ROIC TTM) indicate efficient use of capital and shareholder value creation.
- Strong Cash Flow Generation: The company exhibits consistent free cash flow (as per Cash Flow Statements), supported by strong operating cash flow. This provides financial flexibility for dividends (evident from dividend yield TTM) and reinvestment in operations.
- Strategic Cost Management: Insights from the Q4 2025 Earnings Call transcript highlight CSX's focus on cost management, which has helped mitigate the impact of subdued demand and maintain profitability despite market challenges.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates CSX intrinsic value between $20.58 – $25.03 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about CSX valuation
Is CSX Corporation (CSX) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for CSX Corporation (CSX) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CSX a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CSX trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CSX’s P/E ratio?
You can see CSX’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CSX?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CSX a good long-term investment?
Whether CSX fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CSX
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Daily snapshot
0.36
Trading Metrics:
| Open: | 47.26 | Previous Close: | 47.11 | |
| Day Low: | 46.72 | Day High: | 47.55 | |
| Year Low: | 31.8 | Year High: | 47.55 | |
| Price Avg 50: | 44.34 | Price Avg 200: | 38.53 | |
| Volume: | 9.412M | Average Volume: | 13M |
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Login — it's freeCSX full analysis
YouTube Video Transcript: Comprehensive Stock Analysis of CSX Corporation (CSX) Hey everyone, welcome back to the channel! I’m thrilled to dive into a comprehensive stock analysis of CSX Corporation, ticker CSX, one of the leading players in the rail freight transportation industry. If you’re looking to understand whether CSX is a solid long-term investment, or just curious about how this industrial giant is performing, you’re in the right place. We’re going to break down everything from financials to recent performance,…
