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Norfolk Southern (NSC)
NYSE:NSC
Earnings Data
Report Date
Apr 23, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
2.76Last Year’s EPS
2.49Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 29, 2025
|% Change Since: -17.78%
|Next Earnings Date:Apr 23, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted Norfolk Southern's strong operational performance with notable improvements in volume, safety metrics, and cost reduction, contributing to revenue and productivity gains. However, challenges such as coal revenue decline, labor productivity, and tariff uncertainties present headwinds. The overall sentiment is slightly positive owing to the company's momentum and strategic initiatives that are poised to drive growth despite these challenges.Company Guidance
During the Norfolk Southern Fourth Quarter 2024 Earnings Conference Call, the company reported a strong performance, achieving or surpassing all prior commitments. Key metrics include a 3% increase in volume, a 2% rise in revenue excluding fuel, and a reduction of nearly $300 million in costs, exceeding the $250 million target. The adjusted operating ratio improved to 65.8, outperforming the guidance range of 100 to 150 basis points, with the second half OR at 64.1. Safety metrics saw a notable improvement, with a 27% reduction in the FRA train accident rate and a 13% enhancement in the FRA reportable injury ratio in Q4 compared to the previous year. The company delivered record fuel efficiencies and achieved a 10% system speed improvement, with intermodal train speed increasing by 3.1% and merchandise and unit train speeds rising by 11% and 17%, respectively. Looking ahead to 2025, Norfolk Southern anticipates modest volume growth and aims for a 150 basis point margin expansion, driven by continued productivity improvements, operational efficiency, and service reliability.Volume and Revenue Growth
Norfolk Southern's operations enabled a 3% increase in volume for Q4, yielding a 2% increase in revenue excluding fuel. For the full year, volume grew by 5%, with intermodal leading the growth and merchandise achieving record revenue.
Cost Reduction Achievements
The company removed nearly $300 million of costs in 2024, surpassing the initial target of $250 million. Adjusted operating ratio ended at 65.8, with the second half OR at 64.1.
Safety and Productivity Improvements
Improved safety metrics with a 27% reduction in FRA train accident rate. Velocity increased by 10% and fuel efficiencies reached record levels for both the quarter and the full year.
Strong Financial Performance
Generated a 390 basis point improvement in operating ratio year-over-year, despite revenue headwinds. Achieved high single-digit net income and EPS growth.
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NSC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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NSC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 29, 2025 | $250.96 | $255.36 | +1.75% |
| Oct 22, 2024 | $245.50 | $257.64 | +4.95% |
| Jul 25, 2024 | $219.30 | $243.23 | +10.91% |
| Apr 24, 2024 | $239.66 | $231.04 | -3.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Norfolk Southern (NSC) report earnings?
Norfolk Southern (NSC) is schdueled to report earning on Apr 23, 2025, TBA Not Confirmed.
What is Norfolk Southern (NSC) earnings time?
Norfolk Southern (NSC) earnings time is at Apr 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NSC EPS forecast?
NSC EPS forecast for the fiscal quarter 2025 (Q1) is 2.76.
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