| CSX |
Report |
Revenue |
BEAT |
pred ~$3.91B vs. cons $3.85B |
MEDIUM |
| CSX |
Report |
Adjusted EPS |
BEAT |
pred ~$0.52 vs. cons $0.51 |
MEDIUM |
| CSX |
Report |
Adjusted operating ratio |
IN-LINE |
pred ~62.6% vs. cons 63.2% |
MEDIUM |
| CSX |
Guide |
Revenue growth |
UNCHANGED |
guide ~5.5% vs. cons 5.4% (FY2026) |
MEDIUM |
| CSX |
Guide |
Operating-margin expansion |
UNCHANGED |
guide ~275 bps vs. cons 275 bps (FY2026) |
MEDIUM |
| CSX |
Guide |
Free-cash-flow growth |
BETTER |
guide ~65% vs. cons 62% (FY2026) |
LOW |
| CSX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.7% |
— |
MEDIUM |
| CSX |
Return |
5-day cumulative residual |
+0.8% (FADE) |
A modest EPS and operating-ratio upside should support the initial reaction, but largely unchanged FY2026 revenue and margin expectations imply only limited out-period estimate revisions; elevated valuation and fuel-driven revenue quality should cause part of the day-1 gain to fade. |
MEDIUM |