Earnings PerformanceCSX reported a headline 7% earnings miss as weather, mix, and service challenges from network outages negatively impacted the quarter.
Market OutlookEstimates are running 10% below the street in 2026/2027, and further negative revisions are expected as CSX works through a transitional year.
Volume PerformanceVolumes are trending below the target, with carload growth up only 1.1% year-on-year, which is below the previous target of 3.1%.