CSX Corporation (CSX)
NASDAQIndustrialsRailroadsSnapshot 2026-07-07
$48.51-0.61%
Close 2026-07-07 · 1-day change
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Track CSX free→Warn: Management is running behind on a stated commitment.
CSX is cutting costs and improving efficiency. Expenses fell 6% in Q1 2026. Analysts expect earnings per share to rise to $1.92 in 2026. The company is buying back $5 billion in shares.
Rail demand could weaken and hurt volume growth. Cost cuts may stall. Earnings could miss the $1.54 low EPS guidance for 2026. Executive departures may disrupt operations.
The price is about 25% above our fair value near $39. Analysts expect 6.5% revenue growth. Our fair value is below the Street median of $47.
Breaks if: buyback program is canceled or significantly reduced
Breaks if: EPS guidance falls below $1.54 for 2026
expenses rise above $2.23 billion in any quarter after Q1 2026
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
CSX is focused on improving its expense profile through cost discipline and efficiency.
Stated in 2 of last 2 quarters. Expenses of $2.2 billion in 2026-Q1 decreased by $153 million (6%) from 2025-Q1, reflecting progress in improving the expense profile. The trajectory is delivering on management's cost discipline focus.
“CSX performed well this quarter by providing reliable and efficient service to our customers through changing market conditions, while improving our expense profile.”
“CSX performed well this quarter by providing reliable and efficient service to our customers through changing market conditions, while improving our expense profile.”
Breaks if: revenue growth falls below 6.5% year over year