CSX says its aggregate business is strong, pricing is positive and merchandise volumes are growing for a third year. A cloud-services outage disrupted operations without affecting dispatching, while a technology fix is in place.
CSX · Csx Corp
You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Price & Indicators
Up next
Latest documents
CSX said its unusual supply-driven cycle, truck conversions and infrastructure spending drove a strong aggregate business, with positive price and over 100 opportunities in the pipeline. A technology outage is recovering as infrastructure hardening continues.
CSX delivered third-quarter earnings of 57 cents per share, up 30 percent, on five percent volume growth and a 39.1 percent operating margin; revenue-growth guidance rose to high single digits, with full-year operating margin expansion of more than 350 basis points expected.
CSX Corporation repurchased 11,143,489 shares during the third quarter of 2026 at an average price of 48.75, leaving 5,161,361,994 in remaining authority; disclosure controls were effective as of September 30, 2026.
CSX Corp. reported third-quarter 2026 operating income of $1.57 billion, up 44%; operating margin expanded 880 bps to 39.1%. Record quarterly revenue was $4.02 billion, up 12%, and diluted EPS was $0.57, up 54%.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Railroads — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CSX
this stock
Csx Corp
|
$95.95B | +43.6% | +17.6% | 27.0 | 2.0% |
|
UNP
Union Pacific Corp
|
$179.73B | +30.7% | -10.0% | 23.6 | 5.1% |
|
CP
Canadian Pacific Kansas City Ltd
|
$81.87B | +27.9% | — | — | 2.0% |
|
CNI
Canadian National Railway Co
|
$76.27B | +28.7% | — | — | 0.7% |
|
NSC
Norfolk Southern Corp
|
$73.65B | +13.6% | +6.7% | 27.5 | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 11, 2026
- This year
- 17
CSX said its unusual supply-driven cycle, truck conversions and infrastructure spending drove a strong aggregate business, with positive price and over 100 opportunities in the pipeline. A technology outage is recovering as infrastructure hardening continues.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CSX | +6.0% | +6.9% | +11.7% | +0.1% | +43.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +3.4% | +8.1% | +11.2% | +0.3% | +33.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.