CSX
CSX CorporationPrevious close
51.99
Change
−0.25 / −0.48%
P/E (TTM) ?
26.8
Market Cap
$96.0B
1M
+11.78%
S&P 500 −0.91% over same period
Volume / Avg Volume
17.9M / 13.0M
1.38× average
Latest earnings analysisFY2026 Q3Reported 2026-10-21
CSX Q3 2026: record $4.02 billion revenue, EPS $0.57, margin 39.1%
CSX beat on the top and bottom line: revenue of $4.02 billion rose 12.0% and EPS of $0.57 cleared the $0.54 consensus, with operating margin at 39.1%. Read the quarter against last year's adjusted base, not the reported one — a $164 million goodwill impairment flattered the headline growth rates. The rest of this note walks through revenue, earnings, missing guidance and the balance sheet.
Read the full analysis →Revenue$4.02B
EPS$0.57Beatest. $0.54
Next-day move+6.76%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q3 Quarter ended 2026-09 | 2026-10-21 | $4.0B | Read analysis → |
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-22 | $3.9B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-22 | $3.5B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-22 | $14.1B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-16 | $3.6B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-23 | $3.6B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-16 | $3.4B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 79 of its 5-year rangeExpensive
5-year range 16.7 – 29.8 · Median 19.9
Last 4 quarters: $1.2B in buybacks + $1.0B in dividends, 2.29% of market cap combined
P/E (TTM)
26.8
P/B
6.7
P/S
6.4
Dividend Yield
1.35%
Earnings Reaction
Over the last 7 reports, the stock moved ±3.6% on average on the first trading day after, rising 7 times
Most recent +6.76%
Volatility & Correlation
1-year beta 0.38 · Correlation with S&P 500 0.22Low beta
Annualized volatility 22% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 1 · $1.00MNet selling $1.00M
- 10-26ZILLMER JOHN JDirectorSell$1.00M19,500 shares · Avg price 51.24
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 4.02 | +12.0% | — | 1.05 | 0.57 |
| FY2026 Q2 | 3.94 | +10.1% | — | 1.00 | 0.54 |
| FY2026 Q1 | 3.48 | +1.7% | — | 0.81 | 0.43 |
| FY2025 Q4 | 3.51 | −0.9% | — | 0.72 | 0.39 |
| FY2025 Q3 | 3.59 | −0.9% | — | 0.69 | 0.37 |
| FY2025 Q2 | 3.57 | −3.4% | — | 0.83 | 0.44 |
| FY2025 Q1 | 3.42 | −7.0% | — | 0.65 | 0.34 |
| FY2024 Q4 | 3.54 | −3.8% | — | 0.73 | 0.39 |
| FY2024 Q3 | 3.62 | +1.3% | — | 0.89 | 0.46 |
| FY2024 Q2 | 3.70 | +0.1% | — | 0.96 | 0.49 |
| FY2024 Q1 | 3.68 | −0.7% | — | 0.88 | 0.45 |
| FY2023 Q4 | 3.68 | −1.3% | — | 0.88 | 0.45 |