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CSX CSX CORP

Trailing twelve months to 2026-06-30 · as filed 2026-07-22, not restated
Industrials

Scale

Market cap
$95.1bn
Revenue TTM
$14.5bn
Net income TTM
$3.2bn
Free cash flow
$2.8bn
Composite score
55.2
Sector rank
#130

Valuation

P / E
29.5
EV / EBITDA
14.3
EV / sales
6.5
FCF yield
2.94%
Earnings yield vs 10-yr
-1.34pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
22.2%
EBITDA margin
45.5%
ROE
22.9%
ROIC
36.2%
Revenue growth
2.5%

Insider activity, last 90 days

Net open-market
$-9.13m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

RESULTS OF OPERATIONS SECOND QUARTER 2026 RESULTS • Revenue increased $361 million, or 10%, year over year. • Expenses increased $138 million, or 6%, year over year. • Operating income of $1.5 billion increased $223 million, or 17%, year over year. • Operating margin of 38.3% improved 240 basis points versus the prior year. • Earnings per diluted share of $0.54 increased $0.10, or 23%, year over year. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Second Quarter 2026 Revenue Total revenue increased 10% in second quarter 2026 when compared to second quarter 2025 primarily due to increased fuel surcharge revenue together with higher volume and pricing acr …CSX CORP, 10-Q, period ended 2026-06-30, filed 2026-07-22

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