CSX Corporation (CSX) Stock: Price, Forecast & Analyst Target
CSX Corporation (CSX) — MoonshotScore 72/100 (Strong band), calculated Oct 4, 2026. Price $47.43 (+1.91%), as of the Oct 2, 2026 trading session; market cap $87.9B. Expected results Oct 15, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 63.24× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 15, 2026
CSX Corporation · CSX · NASDAQ · Industrials · Railroads
Research dated 2026-09-12: CSX moves merchandise, intermodal containers, coal and truck-linked freight across an eastern rail network; it is not a passenger carrier or merely a coal hauler. The latest results mark a sharp earnings rebound after a prolonged annual decline, and the durability of that rebound depends on revenue growth arriving with better network economics and stronger free cash flow.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · CSX (CSX)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, though the balance sheet is only middling; the market is already moving on it. Business Quality: Elite; Financial Safety: Okay; Valuation: Full; Growth Durability: Flat; Momentum: Rising.
- quarterly revenue $3.94B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 4 of 8
- expected results Oct 15, 2026
Helping: business quality, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 74 | Strong | |
| 74 | Strong | |
| 72 | Strong | |
| 72 | Strong | |
| 73 | Strong | |
| 73 | Strong |
The score was 72 in the stored Oct 3, 2026 snapshot and remains 72 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Growth Durability -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $47.43 | |
| Change on the day | +1.91% | |
| 52-week range | $33.63–$53.60 | |
| Market capitalisation | $87.9B | |
| Price / earnings (trailing) | 27.42 | |
| Shares traded on the day | 10.96M | |
| Beta (volatility vs the S&P 500) | 1.21 | |
| Dividends per share (last 12 months) | $0.55 | |
| Dividend yield (last 12 months) | 1.16% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Now we'll review our updated guidance for 2026 on Slide 13.
Stephen Angel · Statement from
We now expect full year revenue growth in the mid- to high single digits, operating margin expansion of greater than 350 basis points and free cash flow growth of greater than 80%. Our outlook for capital spending remains unchanged at less than $2.4 billion.
Stephen Angel · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for CSX (CSX): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the CSX film — every key number, told as a short cinematic story
~2 min · open the film
What is CSX (CSX), and what does it report?
Short answer · as of
CSX sells cargo transportation to industrial producers, consumer-goods shippers, automakers, agricultural customers, energy users and exporters.
Research dated 2026-09-12.
CSX sells cargo transportation to industrial producers, consumer-goods shippers, automakers, agricultural customers, energy users and exporters. Its service extends beyond rail haulage: intermodal terminals, drayage, automotive distribution sites and rail-to-truck transfers connect customers that lack direct rail access.
Reported revenue therefore reflects freight demand, shipment mix and the reach of this integrated network. Merchandise is the dominant disclosed revenue group, complemented by intermodal, coal services and trucking, so the headline numbers measure a diversified freight system rather than exposure to a lone commodity market.
What do the latest results show for CSX (CSX)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $3.94B.
Research dated 2026-09-12.
The latest reported period produced the strongest revenue, operating result, net result and diluted earnings in the recent series. Revenue improved from the preceding period and the comparable earlier period, while profit advanced much faster; operating cash flow also remained substantial. That is a meaningful reversal against the latest full-year record, where revenue and net income had been contracting.
Management expects continued revenue growth, material operating-margin expansion and sharply higher free cash flow while keeping capital spending below its stated ceiling. Those are management’s targets, not explanations for the reported rebound; confirmation requires the income statement and cash conversion to keep moving together.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $3.94B Jun 30, 2026
- Latest quarter · SG&A
- $2.43B Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $1.51B Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $3.94B | Not available | $2.43B | $1.51B |
| Mar 31, 2026 | $3.48B | Not available | $0.00 | $1.25B |
| Dec 31, 2025 | $3.51B | Not available | $0.00 | $1.11B |
| Sep 30, 2025 | $3.59B | Not available | $0.00 | $1.09B |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $3.94B Jul 22, 2026
- Latest report · revenue estimate
- $3.89B Jul 22, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 22, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 22, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 22, 2026 | $3.94B | $3.89B | $0.5400 | $0.5180 |
| Apr 22, 2026 | $3.48B | $3.49B | $0.4300 | $0.3890 |
| Jan 22, 2026 | $3.51B | $3.54B | $0.3900 | $0.4110 |
| Oct 16, 2025 | $4.46B | $3.57B | $0.4400 | $0.4241 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $3.94B | $1.00B | $0.54 (diluted) |
| Q1 FY2026 | $3.48B | $807M | $0.43 (diluted) |
| Q4 FY2025 | $3.51B | $720M | $0.39 (diluted) |
| Q3 FY2025 | $3.59B | $694M | $0.37 (diluted) |
What are the financial strengths and risks for CSX (CSX)?
Short answer
Cash and short-term investments were $1.39B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $1.33B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
CSX consistently generates operating cash flow while funding heavy rail investment, and recent cash and short-term investments have rebuilt from their low point. Profitability remains strong, with healthy operating and net margins, and the latest quality screen is favorable.
Debt remains far larger than cash and short-term investments, while short-term assets do not fully cover short-term obligations. Revenue weakness in merchandise, intermodal or coal would therefore meet an infrastructure base that still demands capital spending, narrowing financial flexibility if cash conversion deteriorates. Long-term investments increase the broader asset total but should not be treated as equivalent to immediately available cash.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $1.33B Jun 30, 2026
- Previous quarter · operating cash flow
- $1.27B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $1.33B | −$576.00M |
| Mar 31, 2026 | $1.27B | −$543.00M |
| Dec 31, 2025 | $1.39B | −$677.00M |
| Sep 30, 2025 | $1.34B | $1.50B |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at CSX (CSX)?
Short answer · as of
The next earnings report is expected on Oct 15, 2026.
Research dated 2026-09-12.
The forthcoming report needs to show revenue holding near the latest elevated level, profit conversion remaining strong and operating cash flow comfortably exceeding capital spending. Watch whether cash continues rebuilding, whether merchandise and intermodal support the top line, and whether reported margins and free cash flow begin to validate management’s outlook. Consensus expects little sequential revenue movement, making execution and cash conversion more informative than headline growth alone.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Now we'll review our updated guidance for 2026 on Slide 13.
Stephen Angel ·
We now expect full year revenue growth in the mid- to high single digits, operating margin expansion of greater than 350 basis points and free cash flow growth of greater than 80%. Our outlook for capital spending remains unchanged at less than $2.4 billion.
Stephen Angel ·
How does CSX compare with its peers?
Short answer
CSX's score ranks 2nd of 6 in the bounded comparison shown, against 5 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
CSX is better understood as an eastern freight network with several ways to reach the same shipper than as a narrow bulk railroad. Merchandise supplies the largest disclosed revenue base, while intermodal terminals, drayage, trucking and rail-to-road transfers extend the offering beyond line-haul rail service. Coal remains important, including export access, but it sits beside industrial, automotive, agricultural and consumer-goods flows rather than defining the whole company.
| Company | Price | Market value | Score |
|---|---|---|---|
| $262.92 Oct 2, 2026 | $75.6B | 83 5-pillar Oct 4, 2026 | |
| CSX (CSX) — this page | $47.43 | $87.9B | 72 |
| $85.94 Oct 2, 2026 | $75.6B | 67 5-pillar Oct 4, 2026 | |
| $528.32 Oct 2, 2026 | $72.9B | 67 5-pillar Oct 4, 2026 | |
| $290.36 Oct 2, 2026 | $68.7B | 64 5-pillar Oct 4, 2026 | |
| $676.56 Oct 2, 2026 | $102B | 62 5-pillar Oct 4, 2026 | |
| $119.77 Date unavailable | $72.5B | — Model unavailable | |
| $317.44 Date unavailable | $71.3B | — Model unavailable | |
| $287.54 Date unavailable | $48.6B | — Model unavailable | |
| $278.28 Date unavailable | $165B | — Model unavailable | |
| $26.13 Date unavailable | $2.08B | — Model unavailable | |
| $40.58 Date unavailable | $1.26B | — Model unavailable | |
| $37.27 Date unavailable | $390M | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $32.00 – $60.00
- Consensus target
- $51.00
- Median target
- $53.00
Consensus record · Captured .
Measured against a quoted price of $47.43 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 25, 2026
- Transactions
- 18
- Identified insiders
- 7
- Purchases
- 0
- Sales
- 4
- Other transactions
- 14
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 80.1% Period end Jun 30, 2026
- Previous quarter · ownership
- 77.2% Prior to period end Jun 30, 2026
- Reporting holders
- 2,059 Period end Jun 30, 2026
- Previous quarter · holders
- 1,941 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 161,062,005 |
| Vanguard Capital Management LLC | 121,371,632 |
| State Street Corp | 91,455,446 |
| Price T Rowe Associates INC /Md/ | 70,889,485 |
| Invesco Ltd. | 58,361,617 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about CSX (CSX)?
CSX Industrials Stock FAQ
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
How do CSX intermodal terminals and drayage work together?
CSX carries containers across its rail network, while drayage handles pickup and final delivery around the rail journey. That arrangement lets the company serve consumer-goods shipments whose origin or destination is not directly on a rail line.
Why does CSX merchandise matter more than coal alone?
Merchandise is CSX’s largest disclosed revenue group and spans chemicals, agriculture, automotive products, minerals, timber, fertilizers, metals and equipment. Coal is meaningful, but the company’s results depend on a much broader set of industrial freight flows.
What would validate CSX management’s margin outlook?
Revenue would need to remain firm while operating profit grows faster and operating cash flow converts that improvement into free cash flow after rail investment. The latest period moved in that direction, but sustained cash conversion would provide stronger confirmation.
Can CSX fund rail investment while carrying substantial debt?
Operating cash flow has generally covered reported capital spending, supporting continued network investment. Debt nevertheless exceeds readily available cash by a wide margin, so weaker freight demand or poorer cash conversion would reduce that cushion.
What is the CSX stock price today?
The last price recorded on this page for CSX Corporation (CSX) is $47.43, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the CSX price target?
The analyst consensus price target for CSX Corporation (CSX) is $51.00 (range $32.00 to $60.00, median $53.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are CSX's next earnings?
The next earnings date listed on this page for CSX Corporation (CSX) is Oct 15, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (80 figures)
The 80 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Stephen Angel (Jul 22, 2026): Now we'll review our updated guidance for 2026 on Slide 13. Stephen Angel (Jul 22, 2026): We now expect full year revenue growth in the mid- to high single digits, operating margin expansion of greater than 350 basis points and free cash flow growth of greater than 80%. Our outlook for capital spending remains unchanged at less than $2.4 billion. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 500 Water Street, 15TH Floor, Jacksonville, FL, 32202 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "500 Water Street, Jacksonville, FL, 32202, US". |
FMP — 69 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $47.43 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:14:27.763Z. | |
px.change | Change on the day | +1.91% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $87.9B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:01.000Z. Captured from FMP at 2026-10-04T21:14:26.639Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.89 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $3.94B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $33.63–$53.60 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 27.42 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 10.96M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.21 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Stephen F. Angel | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 22,200 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $12.52B, net result $3.78B; FY2022 revenue $14.85B, net result $4.11B; FY2023 revenue $14.66B, net result $3.67B; FY2024 revenue $14.54B, net result $3.47B; FY2025 revenue $14.09B, net result $2.89B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Trucking $816.00M · Intermodal $2.10B · Coal Services $1.90B · Total Merchandise $8.80B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 54.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $3.94B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $2.43B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $1.51B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $3.48B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $1.25B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $3.51B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $1.11B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $3.59B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $1.09B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-22.revenue_actual | Revenue · reported — report date 2026-07-22 | $3.94B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.revenue_estimated | Revenue · estimate — report date 2026-07-22 | $3.89B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_actual | EPS · reported — report date 2026-07-22 | $0.5400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_estimated | EPS · estimate — report date 2026-07-22 | $0.5180 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_actual | Revenue · reported — report date 2026-04-22 | $3.48B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_estimated | Revenue · estimate — report date 2026-04-22 | $3.49B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_actual | EPS · reported — report date 2026-04-22 | $0.4300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_estimated | EPS · estimate — report date 2026-04-22 | $0.3890 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-22.revenue_actual | Revenue · reported — report date 2026-01-22 | $3.51B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-22.revenue_estimated | Revenue · estimate — report date 2026-01-22 | $3.54B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-22.eps_actual | EPS · reported — report date 2026-01-22 | $0.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-22.eps_estimated | EPS · estimate — report date 2026-01-22 | $0.4110 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-16.revenue_actual | Revenue · reported — report date 2025-10-16 | $4.46B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-16.revenue_estimated | Revenue · estimate — report date 2025-10-16 | $3.57B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-16.eps_actual | EPS · reported — report date 2025-10-16 | $0.4400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-16.eps_estimated | EPS · estimate — report date 2025-10-16 | $0.4241 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.39B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $1.33B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $2.67B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $19.36B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 6.25× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $1.33B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $1.27B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$576.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$543.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $1.39B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$677.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $1.34B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | $1.50B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $32.00 – $60.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $51.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $53.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 18 transactions · 0 purchases, 4 sales, 14 other transactions · 7 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 25, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 80.1% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 77.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 2,059 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 1,941 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 161,062,005 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 121,371,632 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | State Street Corp — shares in provider snapshot | 91,455,446 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Price T Rowe Associates INC /Md/ — shares in provider snapshot | 70,889,485 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Invesco Ltd. — shares in provider snapshot | 58,361,617 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 15, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-07-28 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 4 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-02 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 63.24× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.39B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.55 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-03, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.16% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-22.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($3.94B) with the recorded estimate ($3.89B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-22.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.5400) with the recorded estimate ($0.5180) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 72 of 100 · Strong · pillars 87 / 47 / 43 / 57 / 74 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 72 (stored snapshot Oct 3, 2026) → 72 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-22. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-22.revenue_actual,earn.history.depth.2026-07-22.revenue_estimated,earn.history.depth.2026-07-22.revenue_actual.comparison,earn.history.depth.2026-07-22.eps_actual.comparison,earn.history.depth.2026-07-22.eps_actual,earn.history.depth.2026-07-22.eps_estimated,earn.history.depth.2026-04-22.revenue_actual,earn.history.depth.2026-04-22.revenue_estimated,earn.history.depth.2026-04-22.eps_actual,earn.history.depth.2026-04-22.eps_estimated,earn.history.depth.2026-01-22.revenue_actual,earn.history.depth.2026-01-22.revenue_estimated,earn.history.depth.2026-01-22.eps_actual,earn.history.depth.2026-01-22.eps_estimated,earn.history.depth.2025-10-16.revenue_actual,earn.history.depth.2025-10-16.revenue_estimated,earn.history.depth.2025-10-16.eps_actual,earn.history.depth.2025-10-16.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | 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. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Trucking: $816.00M; Intermodal: $2.10B; Coal Services: $1.90B; Total Merchandise: $8.80B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-22 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Sector / industry (provider taxonomy) | Industrials / Railroads The company's SEC filings classify it under SIC 4011 — Railroads, Line-Haul Operating. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-22 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $19.36B; Liquidity basis: cash and short-term investments; Total liabilities: $30.64B; Cash and short-term investments: $1.39B; Cash and investments: $4.07B; Long-term investments: $2.67B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $4.07B; Cash and short-term investments: $1.39B; Long-term investments: $2.67B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$17.97B; Total debt: $19.36B; Cash and investments: $1.39B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 0.72; Current ratio: 0.82; Debt to equity: 1.37; Net margin: 22.2%; Gross margin: 54.9%; Operating margin: 34.2%; Return on assets: 7.2%; Return on equity: 24.1% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 2.81; Piotroski F-score: 9 Altman Z below 1.8 is the conventional distress zone. For a company holding large cash against negative retained earnings the score mostly reflects the retained-earnings term. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-15; EPS estimate: $0.54 per share; Revenue estimate: $3.93B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
Data provided for informational purposes only.
ETFs that hold CSX
Funds in our ETF coverage that list CSX among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| HWAY ETF | 4.45% | |
| Volshares Large Cap ETF (VSL) | 3.94% |