CSX Q2 FY2026: revenue $3.94 billion, EPS $0.54 beats consensus
CSX delivered a record quarter: revenue of $3.94 billion, earnings per share of $0.54 and an operating margin of 38.3%, with volume up 6.0%. The quarter beat the $0.52 consensus EPS estimate (0.5224) and showed real margin expansion. The catch is that part of the growth came from fuel surcharges and management gave no numeric outlook for the second half, so the operating story reads strong while the forward visibility reads thin.
1 · Expected vs. Actual
Free preview belowDiluted EPS of $0.54 was up 23.0% from $0.44 and came in about 3.4% above the $0.52 consensus estimate. Operating income of $1.51 billion rose 17.0% and operating margin expanded 240 basis points to 38.3%. It also marks a clear step up from the $0.43 EPS in the prior quarter listed.
Revenue was $3.94 billion, up 9.9% from $3.58 billion a year earlier and the highest quarterly total in the periods shown. The press release credits increased fuel surcharge revenue plus higher volume and pricing across merchandise, intermodal, and coal. Volume of 1.68 million units rose 6.0%, led by 9.0% intermodal growth.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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