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Earnings transcript
Read the complete earnings call transcript.
CSX
CSX Corporation
$41.22
-0.22
(-0.53%)
| Exchange: | NASDAQ |
| Market Cap: | 76.651B |
| Shares Outstanding: | 5.446B |
About The Company
| Sector: | Industrials | |||||
| Industry: | Railroads | |||||
| CEO: | Stephen F. Angel | |||||
| Full Time Employees: | 23400 | |||||
| Address: |
| |||||
| Website: | https://www.csx.com |
CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It transports chemicals, agricultural and food products, automotive, minerals, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities. The company also offers intermodal transportation services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments. It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks. The company operates approximately 19,500 route mile rail network, which serves various population centers in 23 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns and leases approximately 3,500 locomotives. It also serves production and distribution facilities through track connections. CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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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) | 17,403,261.730 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 18,149,026.734 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 17,661,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 8,619,421.224 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 8,988,780.876 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 8,747,072.853 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 4,983,031.202 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 5,261,866.962 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 5,079,400.002 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | -57,522.112 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | -55,158.460 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | -55,975.344 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 2.730 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 2.820 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 2.670 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 6 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | 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.
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
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
-0.53
Trading Metrics:
| Open: | 40.36 | Previous Close: | 41.44 | |
| Day Low: | 40.34 | Day High: | 41.31 | |
| Year Low: | 26.22 | Year High: | 43.35 | |
| Price Avg 50: | 40.16 | Price Avg 200: | 36.2 | |
| Volume: | 12.351M | Average Volume: | 13.742M |
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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,…
