NSC Earnings Predictions — 2026-07-23

Ticker Report or Guide KPI Prediction Answer Confidence
NSC Report Operating EPS IN-LINE pred ~$3.31 vs. cons $3.286 MEDIUM
NSC Report Revenue IN-LINE pred ~$3.370B vs. cons $3.351B MEDIUM
NSC Report Operating Ratio IN-LINE pred ~66.40% vs. cons 66.32% MEDIUM
NSC Guide Operating Ratio (Q2 2026) UNCHANGED guide/pred ~66.4% vs. cons 66.32% MEDIUM
NSC Guide Adjusted Operating Costs (FY 2026) UNKNOWN guide $8.2B-$8.4B vs. cons UNVERIFIED HIGH
NSC Guide Domestic Intermodal Commentary (2H 2026) UNKNOWN constructive conversion, but quantitative consensus UNVERIFIED LOW
NSC Return Day-1 residual (stock − beta × S&P 500) -2.0% LOW
NSC Return 5-day cumulative residual -3.0% (FOLLOW-THROUGH) FOLLOW-THROUGH — elevated setup and no modeled formal raise LOW