| CSX |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$0.52 vs. cons $0.513 (Visible Alpha, 7/18/26) |
MEDIUM |
| CSX |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$3.87B vs. cons $3.895B (Visible Alpha, 7/18/26) |
MEDIUM |
| CSX |
Report |
Operating Ratio (Q2 2026) |
IN-LINE |
pred ~63.1% vs. cons 62.9% (Visible Alpha, 7/18/26) |
MEDIUM |
| CSX |
Guide |
FY Revenue (FY 2026) |
UNCHANGED |
guide 'mid-single digits' vs. cons $15.013B (Visible Alpha, 7/18/26) |
MEDIUM |
| CSX |
Guide |
FY OR Expansion (FY 2026) |
UNCHANGED |
guide 'high end of 200-300 bps' vs. cons 63.4% OR (Visible Alpha, 7/18/26) |
MEDIUM |
| CSX |
Guide |
Volume/demand tone (qualitative) |
BETTER |
Upgrade: intermodal conversion + Howard St. Tunnel ramp vs. prior cautious tone |
HIGH |
| CSX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| CSX |
Return |
5-day cumulative residual |
+0.5% (FADE) |
FADE — guidance maintained not raised; sell-side trims revenue estimates on slight miss; cost story intact but stock needs a formal raise to sustain the run |
MEDIUM |