CSX Performance degli utili passati
Criteri Il passato verificati 1/6
Gli utili di CSX sono diminuiti a un tasso medio annuo di -3.4%, mentre il settore Transportation ha visto gli utili crescere a un tasso medio annuo di 0.4%. I ricavi sono cresciuti crescere a un tasso medio annuo di 3.7%. Il ritorno sul capitale proprio di CSX è 22.5% e ha margini netti di 21.6%.
Informazioni chiave
-3.38%
Tasso di crescita degli utili
0.86%
Tasso di crescita dell'EPS
| Transportation Crescita del settore | 15.63% |
| Tasso di crescita dei ricavi | 3.70% |
| Rendimento del capitale proprio | 22.46% |
| Margine netto | 21.55% |
| Prossimo aggiornamento sugli utili | 22 Jul 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Nuova narrativa • Jul 12
Efficiency Gains And Capital Demands Will Eventually Restrain Rail Earnings Potential
Catalysts About CSX CSX is a North American freight railroad that moves merchandise, intermodal containers and coal across its network. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Jul 07
CSX: Buyback Support And Rail Efficiency Gains Will Temper Valuation Concerns
Analysts have nudged the CSX fair value estimate higher, with the target moving from about $46.25 to roughly $47.30 as they factor in updated price targets across the Street, slightly lower discount rate assumptions, modestly higher revenue growth and profit margin expectations, and a marginally higher future P/E. Analyst Commentary Recent Street commentary on CSX reflects a mix of optimism around freight demand, operating progress, and capital returns, alongside fresh pockets of caution on valuation and positioning.Seeking Alpha • Jul 04
CSX Corporation Is Getting Better, But The Stock Already Knows It
Summary CSX Corporation remains a high-quality railroad with a durable competitive moat and improving operational outlook into 2026. Despite operational improvements and growth levers like the Howard Street Tunnel, CSX trades at a premium 30x TTM P/E, above peers. Normalized free cash flow yield is projected at only 3-3.2% for 2026, leaving valuation stretched even with margin recovery. I rate CSX a hold, as the current risk-reward is insufficient for a buy despite the potential for multi-year FCF and margin gains. Read the full article on Seeking Alpha
Nuova narrativa • Jun 28
Rail Capacity Expansion And Cost Efficiencies Will Support Stronger Long-Term Freight Opportunities
Catalysts About CSX CSX operates a major freight railroad network in the eastern United States, moving merchandise, intermodal containers and coal for industrial and consumer end markets. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jun 23
CSX: Buyback And Efficiency Plans Will Balance Stronger Volumes With Execution Risks
The analyst price target for CSX has been nudged higher to $46.25 from $45.89 as analysts point to stronger than previously modeled earnings contributions from rail volume trends, a steady profit margin outlook, and modestly higher future P/E assumptions. Analyst Commentary Recent research on CSX shows a mix of upbeat and more cautious views, providing a broader picture of how the stock is being framed on valuation, growth, and execution.Articolo di analisi • Jun 16
CSX (CSX) Stock Could Be 3.3% Overvalued After Buyback And Efficiency Push
Recent commentary on CSX (CSX) has turned to efficiency, after the company paired a new performance focused culture with a fresh US$5b share repurchase plan and executive changes aimed at sharpening operations. See our latest analysis for CSX. CSX stock has attracted fresh attention as investors react to the efficiency message from the new leadership team, with a 90 day share price return of 17.58% and a 1 year total shareholder return of 47.60% suggesting momentum has been building over both...Aggiornamento narrativa • Jun 05
CSX: Buyback And Efficiency Plans Will Support Balanced Rail Cycle Outlook
CSX's fair value estimate edges up to $45.89 from $45.54 as analysts factor in a cluster of higher price targets, including BofA's move to $51 following the $5.0b buyback authorization, along with modest adjustments to the discount rate, profit margin, and future P/E assumptions. Analyst Commentary Recent research on CSX reflects a mix of optimism around capital returns and execution, alongside a more cautious view from some firms that are reassessing risk and growth assumptions.Aggiornamento narrativa • May 03
CSX: Heavy Rail Assets And Locomotive Upgrades Will Support Balanced Freight Cycle Outlook
CSX's fair value estimate has been lifted by about $3.44 to $45.54, as analysts adjust price targets higher on the back of updated expectations for revenue growth, profit margins and future P/E multiples, despite some recent downgrades. Analyst Commentary Recent research on CSX reflects a mix of optimism and caution, with several firms lifting price targets while others trim estimates or move to more neutral stances.Aggiornamento narrativa • Apr 18
CSX: Heavy Rail Assets And Upgrades Will Support Freight Cycle Recovery Potential
CSX's updated analyst price target edges higher to $42.10 from $41.15, reflecting analysts' recent mix of target increases and a few downgrades as they factor in slightly higher revenue growth assumptions, a modestly higher future P/E, and ongoing sector level reassessments across transportation and rail names. Analyst Commentary Recent research on CSX reflects a split view, with several firms lifting price targets while a smaller group trims expectations or ratings.Aggiornamento narrativa • Apr 02
CSX: Heavy Rail Assets And Locomotive Upgrades Will Offset Volume And Cycle Risks
The updated analyst price target for CSX has shifted modestly higher to reflect a new fair value estimate of $41.15. This is supported by recent Street research that points to steady revisions in discount rates, revenue growth assumptions, profit margins, and future P/E expectations.Aggiornamento narrativa • Mar 18
CSX: Heavy Asset Rail Franchise Will Balance Volume Softness And Safety Events
CSX's updated analyst price target edges higher by about $0.50 to $40.81. The change reflects slightly adjusted assumptions on growth, margins, and future P/E as analysts weigh mixed rail volume trends, ongoing transportation sector updates, and the view that rail networks remain hard to replicate infrastructure assets.Aggiornamento narrativa • Mar 04
CSX: Heavy Asset Rail Recovery Will Balance Trucking Headwinds And Safety Risks
The analyst price target for CSX has been lifted modestly, with the fair value estimate moving from $39.85 to $40.31, as analysts increasingly highlight the company as a core heavy-asset rail exposure in a freight cycle they view as progressing along a recovery path. Analyst Commentary Recent research on CSX points to a mixed but generally constructive view, with several firms adjusting price targets and framing the stock as a key way to get exposure to rail and broader freight trends.Aggiornamento narrativa • Feb 18
CSX: Fair Outlook Weighs New Locomotive Spend Against Rail And Trucking Risks
Narrative Update: CSX Analyst Price Target Reset The CSX analyst price target has been fine tuned, with modest upward and downward $1 moves across several firms. These are offset by a higher $43 target from JPMorgan and a $40 target from TD Cowen, as analysts factor in recent transportation sector research, updated discount rate assumptions and a slightly higher future P/E input.Aggiornamento narrativa • Feb 03
CSX: Fair Outlook Balances Rail Volume Risks And Trucking Headwinds
The analyst price target for CSX has moved slightly higher to about US$39.85, with analysts citing adjusted Q4 estimates, mixed expectations for Eastern rail volumes, and updated P/E assumptions across the transportation group as they recalibrate for what they describe as another year of consistent uncertainty. Analyst Commentary Recent research on CSX reflects a mix of optimism about the company’s positioning and caution around the broader transportation group, especially as Q4 and early year seasonality play out.Aggiornamento narrativa • Jan 20
CSX: Fair Outlook Balances Higher Freight Uncertainty And Leadership Transition
Narrative Update Analysts have nudged their price expectations for CSX higher, with the blended target rising by about $0.29 to just under $40. This reflects modestly updated views on fair value and profitability, even as they flag softer Eastern rail volumes and uneven transport demand ahead.Aggiornamento narrativa • Jan 06
CSX: New Leadership And ONECSX Execution Will Shape Rail Network Future
Analysts have nudged the CSX price target higher to around US$41 to US$42 from about US$39 to US$40, citing a recent Q3 beat, one-off restructuring charges, and continued progress on the ONECSX and operational improvement initiatives as key supports for this shift. Analyst Commentary Recent research updates show a cluster of price target revisions for CSX toward the low US$40s after the Q3 report, with analysts pointing to the earnings outcome, one off restructuring charges, and ongoing ONECSX initiatives as key drivers of their views.Articolo di analisi • Jan 04
Here's Why CSX (NASDAQ:CSX) Has A Meaningful Debt Burden
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Aggiornamento narrativa • Dec 16
CSX: New Leadership And Consolidation Optionality Will Shape Rail Network Future
Our CSX fair value estimate has inched higher to approximately $39.54 per share. This reflects analysts modestly higher price targets in the low $40s, driven by solid Q3 execution, improving margins, and rising confidence in both operational initiatives and potential strategic outcomes.Aggiornamento narrativa • Dec 02
CSX: New CEO Appointment And Rail Corridor Upgrade Will Drive Future Performance
CSX’s analyst price target has edged higher, with recent updates reflecting upward revisions of $1 to $4 per share. Analysts cited strong quarterly performance, improving operational trends, and growing confidence in the company’s leadership and strategic direction.Aggiornamento narrativa • Nov 18
CSX: Leadership Changes And New Rail Partnership Will Drive Momentum
CSX's analyst price target has edged up to $39.29 from $39.20, as analysts highlight stronger operational execution, improving fundamentals, and increased optimism following recent management and strategic developments. Analyst Commentary Recent research reports reflect a dynamic landscape of analyst opinion regarding CSX, with price targets shifting alongside evolving management strategies and industry developments.Aggiornamento narrativa • Nov 03
CSX: Operational Momentum And Leadership Changes Will Shape Railroad’s M&A Prospects
The analyst price target for CSX has increased modestly by $0.12 to $39.20. Analysts point to ongoing operational improvements, stronger-than-expected earnings, and increased confidence in the company’s future under new leadership.Aggiornamento narrativa • Oct 20
Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency
The analyst price target for CSX has increased from $38.44 to $39.08. This change reflects analysts' growing confidence in the company's improving financial performance, operational progress, and strengthened outlook following recent quarterly results and management changes.Aggiornamento narrativa • Oct 05
Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency
Analysts have modestly increased their fair value estimate for CSX to $38.44, citing rising price targets due to signs of improved fundamentals and anticipated M&A opportunities. Analyst Commentary Recent street research reflects a mix of optimism and caution regarding CSX's outlook.Aggiornamento narrativa • Sep 08
Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency
CSX’s consensus price target has seen a slight downward revision as analysts, tempered by macro uncertainty and neutralizing after a strong rally, weigh mixed implications of the CSX-BNSF intermodal deal—viewed both as a volume opportunity and dampener on merger speculation—resulting in a marginal decrease in fair value from $37.92 to $37.60. Analyst Commentary Bullish analysts cite the new CSX-BNSF intermodal service agreement as months in the making, likely delivering volume benefits and not ruling out potential future M&A activity.Articolo di analisi • Sep 03
CSX's (NASDAQ:CSX) Returns Have Hit A Wall
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Apr 18
CSX Corporation: Treasuries Look Better
Summary CSX's financial performance is uninspired, with declining revenue, net income, and operating income, indicating a period of slow growth. The dividend yield of 1.9% requires an unrealistic 17.7% CAGR to match the 10-Year Treasury Note, making CSX less attractive. Treasuries offer better risk-adjusted returns compared to CSX, with guaranteed cash returns and potential capital gains. I recommend avoiding CSX until the yield spikes or earnings improve and would consider buying if the stock trades in the low $20s. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
CSX: It Can Be Traded, But A Low Growth Year Is In Store
Summary CSX Corporation's stock has remained range-bound between $30-$36, making it suitable for trading strategies like covered calls and put selling. Despite revenue declines due to natural disasters and lower coal prices, CSX managed to control expenses, improving its operating ratio to 65.7%. For 2025, we expect CSX to remain range-bound but see the potential for a breakout if coal prices rebound and intermodal volumes grow. We project 2025 revenues to be flat to up 2%, with earnings likely increasing by mid-single digits due to repurchase and operating efficiencies. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
CSX: Continuing To Avoid
Summary CSX shares have underperformed, with a negative 3.4% return versus a 5.5% gain for the S&P 500, prompting a reevaluation of their financials and valuation. Financial performance is weak: revenue up 0.22%, net income down 1.75%, and long-term debt increased by $79 million, worsening the capital structure. Management spent $1.8 billion on buybacks at an average price of $37.58, which is 14% higher than the current stock price. CSX shares are overpriced at $33, and therefore definitely overpriced at $37.58, making the buybacks a questionable use of capital compared to dividends. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come CSX guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 14,151 | 3,050 | 0 | 0 |
| 31 Dec 25 | 14,092 | 2,889 | 0 | 0 |
| 30 Sep 25 | 14,123 | 2,902 | 0 | 0 |
| 30 Jun 25 | 14,155 | 3,102 | 0 | 0 |
| 31 Mar 25 | 14,282 | 3,236 | 0 | 0 |
| 31 Dec 24 | 14,540 | 3,470 | 0 | 0 |
| 30 Sep 24 | 14,681 | 3,619 | 0 | 0 |
| 30 Jun 24 | 14,634 | 3,553 | 0 | 0 |
| 31 Mar 24 | 14,632 | 3,574 | 0 | 0 |
| 31 Dec 23 | 14,657 | 3,668 | 0 | 0 |
| 30 Sep 23 | 14,707 | 3,804 | 0 | 0 |
| 30 Jun 23 | 15,030 | 4,087 | 0 | 0 |
| 31 Mar 23 | 15,146 | 4,281 | 0 | 0 |
| 31 Dec 22 | 14,853 | 4,114 | 0 | 0 |
| 30 Sep 22 | 14,550 | 4,082 | 0 | 0 |
| 30 Jun 22 | 13,947 | 3,939 | 0 | 0 |
| 31 Mar 22 | 13,122 | 3,934 | 0 | 0 |
| 31 Dec 21 | 12,522 | 3,781 | 0 | 0 |
| 30 Sep 21 | 11,920 | 3,607 | 0 | 0 |
| 30 Jun 21 | 11,276 | 3,375 | 0 | 0 |
| 31 Mar 21 | 10,541 | 2,701 | 0 | 0 |
| 31 Dec 20 | 10,583 | 2,765 | 0 | 0 |
| 30 Sep 20 | 10,643 | 2,776 | 0 | 0 |
| 30 Jun 20 | 10,973 | 2,896 | 0 | 0 |
| 31 Mar 20 | 11,779 | 3,267 | 0 | 0 |
| 31 Dec 19 | 11,937 | 3,331 | 0 | 0 |
| 30 Sep 19 | 12,195 | 3,402 | 0 | 0 |
| 30 Jun 19 | 12,346 | 3,440 | 0 | 0 |
| 31 Mar 19 | 12,387 | 3,447 | 0 | 0 |
| 31 Dec 18 | 12,250 | 3,308 | 0 | 0 |
| 30 Sep 18 | 11,970 | 6,606 | 0 | 0 |
| 30 Jun 18 | 11,584 | 6,170 | 0 | 0 |
| 31 Mar 18 | 11,415 | 5,803 | 0 | 0 |
| 31 Dec 17 | 11,408 | 5,470 | 0 | 0 |
| 30 Sep 17 | 11,582 | 1,788 | 0 | 0 |
| 30 Jun 17 | 11,549 | 1,785 | 0 | 0 |
| 31 Mar 17 | 11,320 | 1,719 | 0 | 0 |
| 30 Dec 16 | 11,069 | 1,713 | 0 | 0 |
| 23 Sep 16 | 10,813 | 1,721 | 0 | 0 |
| 24 Jun 16 | 11,042 | 1,772 | 0 | 0 |
| 25 Mar 16 | 11,402 | 1,881 | 0 | 0 |
| 25 Dec 15 | 11,811 | 1,967 | 0 | 0 |
| 25 Sep 15 | 12,222 | 1,992 | 0 | 0 |
Guadagni di qualità: CSX ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di CSX (21.6%) sono inferiori rispetto allo scorso anno (22.7%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di CSX sono diminuiti del 3.4% all'anno negli ultimi 5 anni.
Accelerare la crescita: CSX ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: CSX ha avuto una crescita negativa degli utili ( -5.7% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Transportation ( -12.3% ).
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 22.46% ) di CSX sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/14 04:23 |
| Prezzo dell'azione a fine giornata | 2026/07/14 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
CSX Corporation è coperta da 38 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Eade | Argus Research Company |
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |