| NSC |
Report |
Adjusted EPS |
BEAT |
pred ~$3.36 vs. cons $3.30 |
MEDIUM |
| NSC |
Report |
Revenue |
BEAT |
pred ~$3.20B vs. cons $3.15B |
MEDIUM |
| NSC |
Report |
Adjusted operating ratio |
IN-LINE |
pred ~66.6% vs. cons 66.7% |
MEDIUM |
| NSC |
Guide |
FY2026 adjusted operating-cost guidance |
UNCHANGED |
guide ~$8.30B vs. cons $8.30B (FY2026) |
HIGH |
| NSC |
Guide |
FY2026 structural productivity savings |
UNCHANGED |
guide ~$150M vs. cons $150M (FY2026) |
MEDIUM |
| NSC |
Guide |
Merger-related competitive revenue headwind |
UNCHANGED |
guide ~1.0% of revenue vs. cons 1.0% of revenue (FY2026) |
MEDIUM |
| NSC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| NSC |
Return |
5-day cumulative residual |
+0.8% (STABILIZE) |
A modest EPS and revenue beat, with OR essentially in line, should support an initial positive reaction; however, unchanged ~$8.30B FY2026 costs and ~$150M productivity guidance imply limited upward out-period estimate revision after fuel, merger-related leakage, and second-half demand risks are retained. |
MEDIUM |