| CSX |
Report |
Adjusted operating ratio |
MISS |
pred ~64.0% vs. cons 63.2% |
MEDIUM |
| CSX |
Report |
EPS (adj.) |
MISS |
pred ~$0.49 vs. cons $0.51 |
MEDIUM |
| CSX |
Report |
Revenue |
IN-LINE |
pred ~$3.83B vs. cons $3.85B |
MEDIUM |
| CSX |
Guide |
FY26 operating-margin expansion |
UNCHANGED |
guide ~200-300bps, high end vs. cons ~250bps (FY2026) |
MEDIUM |
| CSX |
Guide |
FY26 revenue growth |
UNCHANGED |
guide ~mid-single-digit (+4-5%) vs. cons ~+5% (FY2026) |
LOW |
| CSX |
Guide |
M&A advisory costs / UP-NS consolidation stance |
UNKNOWN |
guide advisory cost ~$20-40M vs. cons ~n/a (Q2/FY2026) |
LOW |
| CSX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| CSX |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
Into a rich +45% 12-mo run near 52-wk highs with consensus embedding a clean beat (EPS +16%, OR down ~90bps), pre-flagged Q2 headwinds (no ~$44M real-estate gain, locomotive overhaul timing, incentive comp, M&A advisory, ~100bps fuel margin drag) likely muddy the margin line. A margin/EPS miss triggers modest downward out-period EPS revisions that drift estimates lower even if revenue is fine; merger optionality provides a partial floor but not enough to reverse, so the initial idiosyncratic drop follows through rather than fully recovering. |
LOW |