CSX Corporation (CSX)
NASDAQIndustrialsRailroadsSnapshot 2026-07-08
$48.69+0.37%
Close 2026-07-08 · 1-day change
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 26% growth a year, above the roughly 7% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskCSX's growth in rail demand has to keep compounding to justify the price. Revenue grew 2% year over year, and the last quarter beat expectations with a 10% surprise. It trades at 29× P/E versus a peer median of 31×, indicating that the market is pricing in more growth than forecasted, which looks full. The specific risk is that if CSX cuts guidance on the next call, it could lead to a significant negative impact, as the Street tends to walk down estimates. Peer multiples imply a price about 26% below where it trades (it looks expensive on this basis); this read is provisional.
Trailing returns as of 2026-07-08. CSX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering CSX (as of Jul 2026).
Based on 13 Wall Street analysts offering 12-month price targets for CSX in the last 4 months.
A consensus fair price across 10 valuation methods, at three horizons. Current price $48.69. As of 2026-07-09. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrials (broad) — fair value, gap to price, and forward P/E.
Advances: Deliver full-year volume growth
Improving rail demand supports volume growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-08. EPS is implied from price ÷ P/E. Not investment advice.
Current $48.69
The last 12 months of price, then the range of analyst 12-month targets from today’s $48.69.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Improve expense profile
Earnings lagging estimates indicates cost management issues.
Threatens: Improve expense profile
Revenue miss suggests expense profile improvement is needed.