Jan. 23 at 7:09 PM
CSX shares moved higher even after the company reported a modest earnings miss, as investors looked past short-term weakness and focused on management’s forward guidance. The railroad posted fourth-quarter adjusted EPS of
$0.39, slightly below expectations due to special charges, while revenue met forecasts. Compared with last year, sales and earnings declined, reflecting sluggish manufacturing activity that has weighed on rail volumes.
Conditions improved somewhat in the fourth quarter, with volumes rising 1% year over year, supported by stronger intermodal traffic, although full-year volumes remained flat. Looking ahead, management guided to low single-digit revenue growth in 2026, assuming stable economic conditions, in line with analyst expectations. Some analysts described the outlook as cautious, while others highlighted improving margins and operational discipline.
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