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Norfolk Southern Corporation reported third-quarter revenue growth of 14% and 10% growth in both net income and earnings per share. It raised its 2026 capital expenditure outlook to roughly $2.1 billion from $1.9 billion.
Norfolk Southern Corporation reported third-quarter railway operating revenues of $3,526 million, up 14%, and net income of $759 million, up 7%; Eastern Ohio incident expenses were $28 million and merger-related expenses totaled $42 million.
Norfolk Southern reported record third-quarter 2026 railway operating revenues of $3.5 billion, up 14%, while income from railway operations rose 5% to $1.2 billion and diluted earnings per share increased 7% to $3.37.
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* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Norfolk Southern reported record third-quarter revenue of $3.5 billion, up 14%, with adjusted operating income up 7% and adjusted diluted EPS up 10%. The company raised 2026 CapEx to roughly $2.1 billion to support growth and resilience, but increased full-year adjusted OPEX guidance to just north of $9 billion because of elevated fuel costs.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
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.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted (non-GAAP) Income from railway operations non-GAAP | $1.2B | Second Quarter 2026 filing | — |
| Adjusted (non-GAAP) Railway operating expenses non-GAAP | $2.27B | Second Quarter 2026 filing | — |
| Adjusted operating ratio non-GAAP | 65.5% | Second Quarter 2026 filing | — |
| Average rail headcount change | 320 | Second Quarter 2026 filing | — |
| Coal tonnage - Total | 21.19M | Second Quarter 2026 filing | — |
| Effective tax rate | 23.5% | Second Quarter 2026 filing | — |
| Fuel surcharge revenue | $415M | Second Quarter 2026 filing | — |
| Intermodal units - Domestic | 668.9K | Second Quarter 2026 filing | — |
| Intermodal units - International | 395.2K | Second Quarter 2026 filing | — |
| Intermodal units - Total | 1.06M | Second Quarter 2026 filing | — |
| Total Units | 1.86M | Second Quarter 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NSC
this stock
Norfolk Southern Corp
|
$71.95B | +10.8% | +6.7% | 26.9 | 3.2% |
|
UNP
Union Pacific Corp
|
$172.43B | +25.4% | -10.0% | 22.6 | 4.7% |
|
CSX
Csx Corp
|
$93.70B | +35.5% | +17.6% | 26.3 | 2.2% |
|
CP
Canadian Pacific Kansas City Ltd
|
$81.53B | +25.2% | — | — | 2.2% |
|
CNI
Canadian National Railway Co
|
$75.86B | +25.5% | — | — | 0.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Norfolk Southern reported record third-quarter 2026 railway operating revenues of $3.5 billion, up 14%, while income from railway operations rose 5% to $1.2 billion and diluted earnings per share increased 7% to $3.37.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NSC | -6.6% | +0.7% | 0.0% | -6.6% | +10.8% |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | -3.9% | +6.2% | +0.4% | -3.9% | +3.0% |
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.
