| CSX |
Report |
Revenue |
BEAT |
pred ~$3.90B vs. cons $3.85B |
MEDIUM |
| CSX |
Report |
Adjusted EPS |
BEAT |
pred ~$0.53 vs. cons $0.51 |
MEDIUM |
| CSX |
Report |
Operating income |
BEAT |
pred ~$1.45B vs. cons $1.42B |
MEDIUM |
| CSX |
Guide |
FY26 revenue growth |
BETTER |
guide ~6.0% vs. cons 5.0% (FY26) |
MEDIUM |
| CSX |
Guide |
FY26 operating-margin expansion |
BETTER |
guide ~300 bps vs. cons 250 bps (FY26) |
MEDIUM |
| CSX |
Guide |
FY26 capital spending |
BETTER |
guide ~$2.30B vs. cons $2.35B (FY26) |
MEDIUM |
| CSX |
Guide |
FY26 free-cash-flow growth |
BETTER |
guide ~65% vs. cons 60% (FY26) |
LOW |
| CSX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| CSX |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FY26 operating-margin guide ~300 bps vs. consensus 250 bps and revenue-growth guide ~6.0% vs. consensus 5.0% should lift out-period operating-income and EPS estimates rather than leave the beat as a fuel-only or timing-driven event. |
MEDIUM |