| NSC |
Report |
Adj. Operating Ratio (Q2 2026) |
BEAT |
pred ~65.8% vs. cons 66.32% |
MEDIUM |
| NSC |
Report |
Total Revenue (Q2 2026) |
MISS |
pred ~$3.28B vs. cons $3.35B |
MEDIUM |
| NSC |
Report |
Adj. Operating EPS (Q2 2026) |
MISS |
pred ~$3.22 vs. cons $3.29 |
MEDIUM |
| NSC |
Guide |
FY 2026 Cost Envelope (FY 2026) |
BETTER |
guide ~$8.2-8.4B vs. cons implied ~$8.6B OpEx |
HIGH |
| NSC |
Guide |
Q3 2026 OR Sequential (Q3 2026) |
UNCHANGED |
guide ~typical improvement vs. cons 65.5% |
HIGH |
| NSC |
Guide |
Intermodal/Volume Tone (H2 2026) |
BETTER |
upgrade to constructive on domestic intermodal vs. prior cautious |
MEDIUM |
| NSC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| NSC |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — sell-side trims Q3/H2 estimates as CSX-extrapolated bar recalibrates to NSC-specific headwinds (merger losses, housing, intermodal service gap) |
MEDIUM |