CSX（CSX）株式概要CSXコーポレーションはその子会社とともに、米国とカナダで鉄道を利用した貨物輸送サービスを提供している。 詳細CSX ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績1/6財務の健全性2/6配当金4/6報酬収益は年間8.72%増加すると予測されています リスク分析多額の負債を抱えている すべてのリスクチェックを見るCSX Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€38.209.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture018b2016201920222025202620282031Revenue US$17.6bEarnings US$3.8bAdvancedSet Fair ValueView all narrativesCSX Corporation 競合他社Norfolk SouthernSymbol: NYSE:NSCMarket cap: US$71.3bCanadian National RailwaySymbol: TSX:CNRMarket cap: CA$92.9bCanadian Pacific Kansas CitySymbol: TSX:CPMarket cap: CA$104.1bUnion PacificSymbol: NYSE:UNPMarket cap: US$159.3b価格と性能株価の高値、安値、推移の概要CSX過去の株価現在の株価US$38.2052週高値US$39.6152週安値US$25.18ベータ1.241ヶ月の変化7.24%3ヶ月変化12.16%1年変化49.96%3年間の変化31.39%5年間の変化37.23%IPOからの変化152.56%最新ニュースお知らせ • May 08Csx Corporation and Canadian Pacific Kansas City Upgrade Southeast Mexico Express with Dedicated Train and Faster Transit TimesCSX Corporation and Canadian Pacific Kansas City announced upgrades to the Southeast Mexico Express premium service featuring faster transit times with more origin and destination options for customers looking to reach new markets. The new Southeast Mexico Express premium service schedule and routing options launched May 4, 2026, offer industry-best, truck-competitive transit times between southeastern markets such as Atlanta, Charlotte or central Florida, and markets in Texas and Mexico, including Dallas and Monterrey. The service improvements have reduced transit times for every previously available Southeast Mexico Express option. These reductions range from approximately one-day-faster service between Atlanta and Dallas, and approximately 2.5 days faster between Atlanta and central Mexico. Southeast Mexico Express improvements are the result of capital investments in track, bridges and signal infrastructure on the former Meridian & Bigbee Railroad and continued investments across the corridor in Georgia, Alabama, Mississippi, Louisiana, and Texas offering greater speeds and more efficiency. The new Southeast Mexico Express dedicated train service provides two-day service between Atlanta and Dallas, with three-day service from Monterrey and four-day service from central Mexico to Atlanta. Customers can extend their reach with new Southeast Mexico Express origins and destinations in Charlotte, Jacksonville and Central Florida. Southeast Mexico Express gives intermodal, automotive and carload customers truck-competitive transit times, greater capacity, and environmentally sustainable rail solutions. Advantages of Southeast Mexico Express include: Direct connectivity: Links to Mexico, Texas and U.S. Southeast. Market access: Expanded connectivity to diverse origin points across North America. Faster transit times: Improved time and cost efficiency supported by infrastructure upgrades. Secure transportation: Advanced technology expedites border crossings while enhancing shipment security. Environmental sustainability: Replaces up to 300 semi-trucks per train, reducing emissions. The combined strength of CSX Corporation and Canadian Pacific Kansas City through Southeast Mexico Express continues to meet evolving customer demands and set new standards in North American freight.Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$0.43 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.43 (up from US$0.34 in 1Q 2025). Revenue: US$3.48b (up 1.7% from 1Q 2025). Net income: US$807.0m (up 25% from 1Q 2025). Profit margin: 23% (up from 19% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €36.82. The fair value is estimated to be €30.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.3%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.お知らせ • Mar 31CSX Corporation, Annual General Meeting, May 12, 2026CSX Corporation, Annual General Meeting, May 12, 2026.お知らせ • Mar 24CSX Corporation to Report Q1, 2026 Results on Apr 22, 2026CSX Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026お知らせ • Feb 27CSX Corp. Increases Quarterly Dividend on Common Stock, Payable on March 13, 2026CSX Corp. announced on February 26, 2026 that the Company’s Board of Directors approved a $0.14 per share quarterly dividend on the Company’s common stock, payable on March 13, 2026, to shareholders of record at the close of business on February 27, 2026. This reflects 8% increase over the previous dividend payment of $0.13 per share.最新情報をもっと見るRecent updatesお知らせ • May 08Csx Corporation and Canadian Pacific Kansas City Upgrade Southeast Mexico Express with Dedicated Train and Faster Transit TimesCSX Corporation and Canadian Pacific Kansas City announced upgrades to the Southeast Mexico Express premium service featuring faster transit times with more origin and destination options for customers looking to reach new markets. The new Southeast Mexico Express premium service schedule and routing options launched May 4, 2026, offer industry-best, truck-competitive transit times between southeastern markets such as Atlanta, Charlotte or central Florida, and markets in Texas and Mexico, including Dallas and Monterrey. The service improvements have reduced transit times for every previously available Southeast Mexico Express option. These reductions range from approximately one-day-faster service between Atlanta and Dallas, and approximately 2.5 days faster between Atlanta and central Mexico. Southeast Mexico Express improvements are the result of capital investments in track, bridges and signal infrastructure on the former Meridian & Bigbee Railroad and continued investments across the corridor in Georgia, Alabama, Mississippi, Louisiana, and Texas offering greater speeds and more efficiency. The new Southeast Mexico Express dedicated train service provides two-day service between Atlanta and Dallas, with three-day service from Monterrey and four-day service from central Mexico to Atlanta. Customers can extend their reach with new Southeast Mexico Express origins and destinations in Charlotte, Jacksonville and Central Florida. Southeast Mexico Express gives intermodal, automotive and carload customers truck-competitive transit times, greater capacity, and environmentally sustainable rail solutions. Advantages of Southeast Mexico Express include: Direct connectivity: Links to Mexico, Texas and U.S. Southeast. Market access: Expanded connectivity to diverse origin points across North America. Faster transit times: Improved time and cost efficiency supported by infrastructure upgrades. Secure transportation: Advanced technology expedites border crossings while enhancing shipment security. Environmental sustainability: Replaces up to 300 semi-trucks per train, reducing emissions. The combined strength of CSX Corporation and Canadian Pacific Kansas City through Southeast Mexico Express continues to meet evolving customer demands and set new standards in North American freight.Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$0.43 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.43 (up from US$0.34 in 1Q 2025). Revenue: US$3.48b (up 1.7% from 1Q 2025). Net income: US$807.0m (up 25% from 1Q 2025). Profit margin: 23% (up from 19% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Apr 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €36.82. The fair value is estimated to be €30.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.3%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.お知らせ • Mar 31CSX Corporation, Annual General Meeting, May 12, 2026CSX Corporation, Annual General Meeting, May 12, 2026.お知らせ • Mar 24CSX Corporation to Report Q1, 2026 Results on Apr 22, 2026CSX Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026お知らせ • Feb 27CSX Corp. Increases Quarterly Dividend on Common Stock, Payable on March 13, 2026CSX Corp. announced on February 26, 2026 that the Company’s Board of Directors approved a $0.14 per share quarterly dividend on the Company’s common stock, payable on March 13, 2026, to shareholders of record at the close of business on February 27, 2026. This reflects 8% increase over the previous dividend payment of $0.13 per share.Reported Earnings • Feb 15Full year 2025 earnings released: EPS: US$1.55 (vs US$1.79 in FY 2024)Full year 2025 results: EPS: US$1.55 (down from US$1.79 in FY 2024). Revenue: US$14.1b (down 3.1% from FY 2024). Net income: US$2.89b (down 17% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Feb 03CSX Corporation Announces Executive ChangesCSX Corporation announced that Executive Vice President and Chief Administrative Officer Diana Sorfleet will retire from the company. Riz Chand is appointed Chief Human Resources Officer, effective February 23, 2026, and will report directly to President and Chief Executive Officer, Steve Angel. Sorfleet retires after nearly 15 years of distinguished service at CSX, during which she played a central role in shaping the company’s people strategy and strengthening its culture. Her leadership was essential in helping guide CSX through pivotal moments and organizational transformations, including the transition of four CEOs, while serving the organization and the Board of Directors with confidence. Riz Chand Named Chief Human Resources Officer. Chand comes to CSX from AEA Investors, a mid-market private equity firm, where he served as Chief Talent Officer and Operating Partner and was responsible for leading talent and organization development, fostering strong cultures, and the advancement of leadership capabilities across their operating companies to drive business performance. His background includes senior human resources leadership roles at BNSF, Energy Future Holdings, Kennametal, Mary Kay Cosmetics, and Aetna International, as well as early-career work with PepsiCo Foods, The Hay Group, and Schlumberger. Chand holds a B.S. in mechanical engineering and an MBA from Southern Methodist University and has held notable community leadership roles, including service on the executive committee of the board of directors for the Health Transformation Alliance and as Chairman of the Board of the United Way of Tarrant County. In his new role at CSX, Chand will oversee Human Resources, Total Rewards, People Systems, and Occupational Health Compliance. He will be based in Jacksonville, FL.Reported Earnings • Jan 24Full year 2025 earnings released: EPS: US$1.54 (vs US$1.79 in FY 2024)Full year 2025 results: EPS: US$1.54 (down from US$1.79 in FY 2024). Revenue: US$14.1b (down 3.1% from FY 2024). Net income: US$2.89b (down 17% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Dec 22CSX Corporation to Report Q4, 2025 Results on Jan 22, 2026CSX Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 22, 2026Declared Dividend • Nov 17Third quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 28th November 2025 Payment date: 15th December 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 29+ 1 more updateCSX Corporation Announces Chief Financial Officer ChangesCSX announced executive leadership changes designed to strengthen the company’s strategic focus and advance its long-term growth objectives. Effective October 29, 2025, Kevin Boone has been named chief financial officer, succeeding Sean Pelkey, who has departed the company. Boone joined CSX in 2017 and has held several key leadership roles. Most recently, he served as executive vice president and chief commercial officer. He brings exceptional expertise to the role of executive vice president and chief financial officer, a position he previously held for two years during the company’s navigation of supply chain challenges brought on by the COVID-19 pandemic. Boone also served as vice president of corporate affairs and investor relations at CSX. Prior to joining the company, he spent nearly two decades in the investment industry, specializing in finance, accounting, and mergers and acquisitions.Reported Earnings • Oct 18Third quarter 2025 earnings released: EPS: US$0.37 (vs US$0.46 in 3Q 2024)Third quarter 2025 results: EPS: US$0.37 (down from US$0.46 in 3Q 2024). Revenue: US$3.59b (flat on 3Q 2024). Net income: US$694.0m (down 22% from 3Q 2024). Profit margin: 19% (down from 25% in 3Q 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Oct 17CSX Corporation Reports Impairment Charges for the Third Quarter Ended September 30, 2025CSX Corporation reported impairment charges for the third quarter ended September 30, 2025. For the quarter, the company reported Goodwill Impairment was $164 million.Declared Dividend • Oct 13Second quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 28th November 2025 Payment date: 15th December 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 09CSX Corporation Declares Quarterly Dividend, Payable on December 15, 2025CSX Corp. announced that the Company’s Board of Directors approved a $0.13 per share quarterly dividend on the Company’s common stock. The dividend is payable on December 15, 2025, to shareholders of record at the close of business on November 28, 2025.お知らせ • Sep 30Ancora Holdings Provides Information to Shareholders of CSX CorpOn September 29, 2025, Ancora Holdings Group LLC announced that it criticized Hinrichs for failing to adapt to industry changes, particularly the push for transcontinental rail service, and believes appointment of Steve Angel, who possesses strong M&A experience, positions Company for success in the new era of the transcontinental railroad, the move comes amid growing support for transcontinental railroads, including positive remarks from President Donald Trump about the UNP-NSC transaction. In addition, Ancora Holdings urges Angel and the Company board to pursue opportunities to increase shareholder value, consider potential mergers, evaluate and possibly restructure the leadership team to restore operational excellence.お知らせ • Sep 29+ 1 more updateCSX Corporation Announces Executive and Board ChangesCSX Corporation announced that its Board of Directors has named Steve Angel as President and a member of the Board, effective September 28. He succeeds Joe Hinrichs, who has departed from the company as President and Board member. Angel will work closely with the Board and management team to ensure a seamless transition. CSX’s operating performance remains strong, and the company still expects to deliver full-year volume growth. Angel is an accomplished executive with over 45 years of experience leading large, public companies and generating strong shareholder returns. He has a long and proven track record of leading high-performing teams, fostering a collaborative culture, and driving operational excellence and growth, while maintaining disciplined capital allocation and attractive returns on capital. Over Angel’s long career as CEO of Linde plc, and its predecessor Praxair Inc., companies under his leadership have created significant and sustained shareholder value. During Angel’s tenures, Linde and Praxair generated total shareholder returns of 219% and 257%, respectively. Since the combination of Linde AG and Praxair, the company’s market capitalization has grown by 141%, a $131 billion increase in value, outperforming the S5MATR Index and creating the world’s largest industrial gases and engineering company. Angel was CEO of Praxair from 2007-2018. After its merger with Linde in 2018, he became CEO of the combined company until 2022, when he was named Chair. He plans to retire from Linde’s Board in January 2026. He began his career at General Electric where he held a variety of management positions for over 22 years and worked directly with locomotive and rail operations. Steve Angel served as Linde Chief Executive Officer from 2018 to 2022, and Chairman since 2022. He plans to retire from Linde’s Board effective January 31, 2026.During his tenure, he oversaw the successful integration of Linde AG and Praxair Inc., which created the world’s largest industrial gases and engineering company. Prior to Praxair’s merger with Linde, Angel served as Chairman, President, and Chief Executive Officer from 2007 to 2018, helping guide Praxair through significant transformation while identifying and pursuing strategic growth initiatives. He first joined Praxair in 2001 as Executive Vice President, responsible for Praxair's businesses in North America, Europe, and Asia. He was later named President and Chief Operating Officer in 2006. Angel began his career at General Electric, where he spent 22 years in a variety of management positions, working directly with locomotive and rail operations. This early operational grounding shaped his leadership approach, combining deep industry knowledge with a focus on performance, safety, and people. He serves as Non-Executive Chairman of the Board of Directors of GE Vernova, where he is a member of the Nominating and Governance Committee, and on the Board of Directors at GE Aerospace, where he chairs the Management Development and Compensation Committee. In addition, he is a member of the Board of Directors of Stoke Space Technologies, and has previously served as director of PPG Industries, the Hydrogen Council, and the US-China Business Council, and as co-chair of the US-Brazil CEO Forum. He is also a graduate member of The Business Council, where he served on the executive committee. Angel has received numerous awards and recognition throughout his career. In 2020, he was awarded North Carolina State University’s Watauga Medal, the university’s highest non-academic honor, for his decades of service to the university. In 2019, he was given The American-German Institute’s Leadership Award, which recognized Linde’s commitment to making the world more productive and its contribution to the German-American partnership. A native of Winston-Salem, North Carolina, Angel holds a Bachelor of Science degree in Civil Engineering from North Carolina State University and an MBA from Loyola College in Baltimore.お知らせ • Sep 18CSX Corporation to Report Q3, 2025 Results on Oct 16, 2025CSX Corporation announced that they will report Q3, 2025 results After-Market on Oct 16, 2025お知らせ • Aug 28CSX Railroad's Merger Prospects Derail as BNSF and CPKC Make Clear They Aren't Interested in A DealThe prospects for additional consolidation in the rail industry derailed this week when both of CSX (CSX Corporation (NasdaqGS:CSX))'s potential partners said they weren't interested in a deal. Investors widely speculated that CSX would be an acquisition target once rumors of merger talks between Union Pacific and Norfolk Southern emerged over the summer, because of the challenge of competing against a nationwide railroad. CSX's stock nearly hit a new 52-week high last week at $37.25 before falling to $32.31 26 August 2025 after it became clear that neither BNSF (BNSF Railway Company) nor Canadian Pacific Kansas City Limited (TSX:CP) railroads is pursuing the Jacksonville, Florida-based railroad, one of the six remaining major freight railroads in North America. The Union Pacific-Norfolk Southern deal still faces a lengthy review by the U.S. Surface Transportation Board that is likely to stretch on for at least two years. When Canadian Pacific acquired Kansas City Southern two years ago in the first major rail merger in more than two decades the board also spent two years reviewing that deal. If the $85 billion megamerger of Union Pacific and Norfolk Southern does get approved that might change the calculus about whether a deal makes sense. But in the meantime, CSX and the other major freight railroads seem focused on finding ways to cooperate more to improve service without merging. Just last week, CSX and BNSF announced an agreement to deliver some shipments seamlessly coast-to-coast without handing them off. Last month, CPKC and CSX announced a similar agreement to streamline shipments between Mexico, Texas and the Southeast. CPKC CEO Keith Creel said he thinks the industry should be more focused on agreements like that and efforts to improve service on each individual railroad. “We believe that a transcontinental merger would trigger permanent restructuring of the industry and result in a disproportionately large railway whose size and scope would require others to take action,” Creel said. “This will likely result in an unnecessary wave of railway mergers that today is not the best way to support American businesses nor the public interest, and has the potential to create more issues than it solves.” Indeed, the STB adopted a high standard for rail mergers in 2001 after a series of prolonged disruptions and delayed shipments that followed major deals in the 1990s. A merger between Union Pacific and Southern Pacific in 1996 led to an extended period of snarled traffic on U.S. rails. Three years later, Conrail was divvied up by Norfolk Southern and CSX, creating serious backups in the East. On 25 August 2025, Warren Buffett, whose Berkshire Hathaway conglomerate owns BNSF, said to CNBC that he's not interested in buying another railroad even though he's sitting on more than $344 billion in cash after several years without completing a major acquisition. Buffett and the man who will take over as Berkshire CEO in January, Greg Abel, did recently meet with CSX CEO Joe Hinrichs to discuss more ways to cooperate while making it clear that Berkshire won't be bidding on CSX.Upcoming Dividend • Aug 22Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 15 September 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (4.5%). Lower than average of industry peers (3.1%).お知らせ • Aug 22CSX Corporation and BNSF Announce New Intermodal Services, Offering Seamless Coast-To-Coast Rail SolutionsCSX Corporation and BNSF announced several new intermodal service products that will offer customers seamless, efficient, coast-to-coast solutions to ship between the western and eastern U.S. New services will include: The introduction of new, coast- to-coast, direct domestic intermodal services between Southern California and Charlotte, North Carolina and Jacksonville, Florida. In addition, a new service will also be launched between Phoenix, Arizona, and Atlanta, Georgia, aiming to convert over-the-road (OTR) freight to rail through a seamless product between the two railroads. The introduction of new direct international intermodal services between the Port of New York and New Jersey, and Norfolk, Virginia, and Kansas City. Between Phoenix and Flagstaff, two new 10,000-foot sidings will further support this growing market by enabling more efficient meet/pass operations on the route connecting to BNSF's Southern Transcon. These new, customer-focused service products will offer immediate value for customers by increasing flexibility and optionality, while delivering integrated service for freight moving across the U.S. Further details about each of these new services will be announced soon.お知らせ • Aug 20Ancora Holdings Group Sends Letter to the Board of Directors of CSX CorporationOn August 19, 2025, Ancora Holdings Group, LLC disclosed a letter sent to the Board of Directors of CSX Corporation on August 6, 2025. Since sending this letter via private channels, the Company has ignored us and not even confirmed receipt of its correspondence. The Company stated that as this occurred, trusted sources informed Ancora Holdings that the Company’s advisors appeared to be breaching their ethical obligations by talking to members of the media – without attribution – about Ancora Holdings and what was intended to be a private letter. Perhaps this should not be surprised given that the Company’s reported investment bank remains undisclosed, even though the bank has been marketing its representation of CSX in pitch decks disseminated as recently as this week. All of this leads to fear that the Company’s Board is exhibiting poor judgment, insufficient oversight and undermining shareholders’ best interests. Ancora Holdings stated that it asserts the Board should immediately announce the formal retention of an investment bank and plan to vigorously explore mergers as rail consolidation persists. Ancora Holdings also expressed its view that the Company should be conducting ongoing conversations with BNSF Railway Company and Canadian Pacific Kansas City Limited. Ancora Holdings also stated that it notes the Company’s current standalone future is bleak based on Anemic TSR, excessive spending, poor recruitment and the deterioration of operations. Ancora Holdings urges the Board to terminate Joe Hinrichs, if a merger cannot be consummated in a timely manner.お知らせ • Aug 01CSX Reportedly to Work with Goldman Sachs to Explore OptionsCSX Corporation (NasdaqGS:CSX) is working with Goldman Sachs Group Inc., people familiar with the matter said, as the company explores options to participate in rail consolidation after two major rivals announced a merger. The Jacksonville, Florida-based freight operator has spoken with the Wall Street bank about the merits of a merger, according to the people, who asked not to be identified discussing confidential information. Considerations may not lead to any transaction, the people said. Representatives for CSX and Goldman Sachs declined to comment. The talks come as US railroad operators move toward a period of potential consolidation, led by Union Pacific Corp.’s $72 billion acquisition of Norfolk Southern Corp. The planned tie-up, announced this week, piles pressure on rivals including CSX and Berkshire Hathaway Inc.’s BNSF to pursue deals of their own in order to stay competitive. CSX Chief Executive Officer Joe Hinrichs said this month that he’s open to merger talks with other companies. CSX’s network spans roughly 20,000 route miles of track in 26 states, the District of Columbia and the Canadian provinces of Ontario and Quebec.Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$0.44 (vs US$0.49 in 2Q 2024)Second quarter 2025 results: EPS: US$0.44 (down from US$0.49 in 2Q 2024). Revenue: US$3.57b (down 3.4% from 2Q 2024). Net income: US$829.0m (down 14% from 2Q 2024). Profit margin: 23% (down from 26% in 2Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.Declared Dividend • Jul 21First quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 29th August 2025 Payment date: 15th September 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 17CSX Corporation Declares Quarterly Dividend, Payable on September 15, 2025CSX Corporation announced that the Company’s Board of Directors approved a $0.13 per share quarterly dividend on the Company’s common stock. The dividend is payable on September 15, 2025, to shareholders of record at the close of business on August 29, 2025.お知らせ • Jun 25CSX Corporation to Report Q2, 2025 Results on Jul 23, 2025CSX Corporation announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 23, 2025Upcoming Dividend • May 26Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Austrian dividend payers (4.8%). Lower than average of industry peers (3.3%).Declared Dividend • May 11First quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 30th May 2025 Payment date: 13th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 08CSX Corporation Announces Quarterly Dividend Payable on June 13, 2025CSX Corporation announced that the Company’s Board of Directors approved a $0.13 per share quarterly dividend on the Company’s common stock. The dividend is payable on June 13, 2025, to shareholders of record at the close of business on May 30, 2025.Reported Earnings • Apr 17First quarter 2025 earnings released: EPS: US$0.34 (vs US$0.45 in 1Q 2024)First quarter 2025 results: EPS: US$0.34 (down from US$0.45 in 1Q 2024). Revenue: US$3.42b (down 7.0% from 1Q 2024). Net income: US$646.0m (down 27% from 1Q 2024). Profit margin: 19% (down from 24% in 1Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 26CSX Corporation, Annual General Meeting, May 07, 2025CSX Corporation, Annual General Meeting, May 07, 2025.お知らせ • Mar 19CSX Corporation to Report Q1, 2025 Results on Apr 16, 2025CSX Corporation announced that they will report Q1, 2025 results After-Market on Apr 16, 2025Reported Earnings • Mar 03Full year 2024 earnings released: EPS: US$1.79 (vs US$1.83 in FY 2023)Full year 2024 results: EPS: US$1.79 (down from US$1.83 in FY 2023). Revenue: US$14.5b (flat on FY 2023). Net income: US$3.47b (down 5.4% from FY 2023). Profit margin: 24% (down from 25% in FY 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.Declared Dividend • Feb 17Fourth quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 28th February 2025 Payment date: 14th March 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 34%.お知らせ • Feb 13CSX Corporation Announces Quarterly Dividend Payable on March 14, 2025CSX Corp. announced that the Company’s Board of Directors approved an 8% increase in its quarterly dividend, from $0.12 to $0.13 per share. The new $0.13 quarterly dividend is payable on March 14, 2025, to shareholders of record at the close of business on February 28, 2025.お知らせ • Jan 28CSX Corporation Appoints Ann Begeman as Board of DirectorsCSX Corporation announced that Ann Begeman has been appointed to the company's board of directors. Begeman’s career has spanned more than three decades in public service, primarily in the legislative and executive branches of government where she focused on transportation policy. She played a critical role in contributing to the development of significant legislation, including the ICC Termination Act, which dissolved the Interstate Commerce Commission and established the Surface Transportation Board (STB). From 2011 through 2021, Begeman served as a two-term presidential appointee as a member of the STB. During her tenure, she improved the STB’s accountability, transparency, and efficiency while holding leadership positions as the Chairman and Acting Chairman from 2017 to 2021, as well as Vice Chairman. Since 2022, Begeman has been leveraging her expertise as a consultant on railroad regulatory and government affairs matters. In recognition of her work at the STB, she was named a 2020 Railway Age Women in Rail award recipient. Begeman began her career in public service by spending nearly two decades working in various capacities within the U.S. Senate, including as Republican Staff Director for the U.S. Senate Committee on Commerce, Science, and Transportation. Additionally, she held positions as Deputy Staff Director and Transportation Policy Advisor for the U.S. Senate Commerce Committee, as well as Legislative Director and Acting Chief of Staff for Senator John McCain.Reported Earnings • Jan 27Full year 2024 earnings released: EPS: US$1.79 (vs US$1.85 in FY 2023)Full year 2024 results: EPS: US$1.79 (down from US$1.85 in FY 2023). Revenue: US$14.5b (flat on FY 2023). Net income: US$3.47b (down 6.6% from FY 2023). Profit margin: 24% (down from 25% in FY 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.お知らせ • Jan 25CSX Corporation Reports Unaudited Consolidated Goodwill Impairment for the Fourth Quarter Ended December 31, 2024CSX Corporation reported unaudited consolidated goodwill impairment for the fourth quarter ended December 31, 2024. Goodwill impairment was $108 million.お知らせ • Jan 24CSX Corporation Provides Revenue Guidance for the Year 2025CSX Corporation provided revenue guidance for the year 2025. The company expects full year revenue to be impacted by lower global benchmark pricing for coal and reduced fuel surcharge, particularly in the first half of 2025.お知らせ • Dec 18CSX Corporation to Report Q4, 2024 Results on Jan 23, 2025CSX Corporation announced that they will report Q4, 2024 results After-Market on Jan 23, 2025New Risk • Nov 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (131% net debt to equity). Share price has been volatile over the past 3 months (4.5% average weekly change). Significant insider selling over the past 3 months (€1.6m sold).Buy Or Sell Opportunity • Nov 20Now 21% undervaluedOver the last 90 days, the stock has risen 8.5% to €32.86. The fair value is estimated to be €41.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.お知らせ • Nov 12CSX Announces Leadership Changes to its Legal OrganizationCSX announced that Executive Vice President and Chief Legal Officer Nathan Goldman will retire from the company on January 1, 2025. Michael Burns is promoted to Senior Vice President and Chief Legal Officer effective January 2, 2025. Nathan Goldman retires from CSX after a distinguished 21-year tenure with the company. Goldman's leadership was pivotal in steering the transformation of the business and the transition of three CEOs in eight years, serving all three leaders and the Board of Directors with confidence. In his new role, Michael Burns will oversee all of CSX's legal and regulatory affairs, the corporate secretary’s office, risk management, police and infrastructure protection, environmental and hazmat, and audit functions. He previously served as CSX vice president and general counsel. Since joining CSX in 2006, Burns has advanced through roles of increasing responsibility, initially focusing on employment and benefits law before assuming responsibility for the full law department and additional functions such as corporate secretary, risk management, and environmental and hazmat responsibilities. Prior to CSX, Burns practiced labor and employment law at a leading Indiana firm. He holds a bachelor's degree from Wabash College and a Juris Doctor from Indiana University Robert H. McKinney School of Law.Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: US$0.46 (vs US$0.41 in 3Q 2023)Third quarter 2024 results: EPS: US$0.46 (up from US$0.41 in 3Q 2023). Revenue: US$3.62b (up 1.3% from 3Q 2023). Net income: US$894.0m (up 8.0% from 3Q 2023). Profit margin: 25% (up from 23% in 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.Declared Dividend • Oct 14Second quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 29th November 2024 Payment date: 13th December 2024 Dividend yield will be 1.4%, which is higher than the industry average of 1.0%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 32%.お知らせ • Oct 04CSX Corporation Declares Quarterly Dividend, Payable on December 13, 2024CSX Corp. announced that the Company’s Board of Directors approved a $0.12 per share quarterly dividend on the Company’s common stock. The dividend is payable on December 13, 2024, to shareholders of record at the close of business on November 29, 2024.お知らせ • Sep 25CSX Corporation to Report Q3, 2024 Results on Oct 16, 2024CSX Corporation announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 16, 2024Upcoming Dividend • Aug 23Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (6.0%). Lower than average of industry peers (4.8%).Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: US$0.49 (vs US$0.49 in 2Q 2023)Second quarter 2024 results: EPS: US$0.49. Revenue: US$3.70b (flat on 2Q 2023). Net income: US$963.0m (down 3.3% from 2Q 2023). Profit margin: 26% (in line with 2Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Europe.Buy Or Sell Opportunity • Jul 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €32.21. The fair value is estimated to be €40.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.2% per annum over the same time period.Declared Dividend • Jul 15First quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 1.4%, which is higher than the industry average of 1.0%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 31%.お知らせ • Jul 11CSX Corporation Approves Quarterly Dividend, Payable on September 13, 2024CSX Corporation announced that the Company’s Board of Directors approved a $0.12 per share quarterly dividend on the Company’s common stock. The dividend is payable on September 13, 2024, to shareholders of record at the close of business on August 30, 2024.お知らせ • Jul 09CSX Corporation to Report Q2, 2024 Results on Aug 05, 2024CSX Corporation announced that they will report Q2, 2024 results After-Market on Aug 05, 2024Buy Or Sell Opportunity • May 31Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €30.62. The fair value is estimated to be €38.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Upcoming Dividend • May 27Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (4.5%).Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to €31.47. The fair value is estimated to be €39.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Declared Dividend • May 13First quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 1.4%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 09+ 1 more updateCSX Corporation Approves Quarterly Dividend on its Common Stock, Payable on June 14, 2024CSX Corporation announced that the Company’s Board of Directors approved a $0.12 per share quarterly dividend on the Company’s common stock. The dividend is payable on June 14, 2024, to shareholders of record at the close of business on May 31, 2024.Buy Or Sell Opportunity • Apr 24Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €31.54. The fair value is estimated to be €39.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Reported Earnings • Apr 18First quarter 2024 earnings released: EPS: US$0.46 (vs US$0.48 in 1Q 2023)First quarter 2024 results: EPS: US$0.46 (down from US$0.48 in 1Q 2023). Revenue: US$3.68b (flat on 1Q 2023). Net income: US$893.0m (down 9.5% from 1Q 2023). Profit margin: 24% (down from 27% in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 17CSX Unveils its First Hydrogen-Powered Locomotive in Collaboration with CPKCCSX has unveiled its first hydrogen-powered locomotive, marking a significant milestone in sustainable freight transportation. This pioneering achievement is the result of a successful partnership between CSX and Canadian Pacific Kansas City (CPKC) and demonstrates the company’s commitment to innovation and environmental stewardship. The hydrogen locomotive was converted from an existing diesel locomotive using a hydrogen conversion kit developed by CKPC. The transformation took place at the CSX locomotive shop in Huntington, W.Va. Converting an existing unit into a next-generation locomotive further extends the useful life of the asset. The conversion team reused several components, including the frame, cab, traction motors, and trucks. This groundbreaking locomotive makes its debut less than 12 months after the collaboration between CSX and CPKC was announced in the summer of 2023. Hydrogen presents a promising alternative to fossil fuels, offering greater efficiency and zero emissions. Unlike traditional diesel engines, hydrogen-powered locomotives emit only water vapor, contributing to cleaner air and environment. As the next step, CSX will deploy the new hydrogen-powered locomotive for field testing and further evaluate its performance and operational feasibility. This initiative marks a significant stride forward in CSX's ongoing commitment to innovation and sustainability.お知らせ • Mar 28CSX Corporation to Report Q1, 2024 Results on Apr 17, 2024CSX Corporation announced that they will report Q1, 2024 results After-Market on Apr 17, 2024お知らせ • Mar 27CSX Corporation, Annual General Meeting, May 08, 2024CSX Corporation, Annual General Meeting, May 08, 2024, at 10:00 Eastern Daylight. Agenda: To elect the 12 director nominees named in the Proxy Statement to the Company's Board of Directors; To ratify the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm for 2024.Upcoming Dividend • Feb 21Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (4.9%).Declared Dividend • Feb 19Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 28th February 2024 Payment date: 15th March 2024 Dividend yield will be 1.2%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 15CSX Corp. Announces Increase to Quarterly Dividend, Payable on March 15, 2024CSX Corp. announced that the Company’s Board of Directors approved a 9% increase in its quarterly dividend, from $0.11 to $0.12 per share. The new $0.12 quarterly dividend is payable on March 15, 2024, to shareholders of record at the close of business on February 29, 2024.Recent Insider Transactions • Feb 08Executive VP & Chief Commercial Officer recently sold €2.1m worth of stockOn the 6th of February, Kevin Boone sold around 60k shares on-market at roughly €34.52 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.Recent Insider Transactions • Feb 08Executive VP & Chief Commercial Officer recently sold €2.1m worth of stockOn the 6th of February, Kevin Boone sold around 60k shares on-market at roughly €34.52 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.Buy Or Sell Opportunity • Feb 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €33.81. The fair value is estimated to be €27.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.Reported Earnings • Jan 25Full year 2023 earnings released: EPS: US$1.85 (vs US$1.95 in FY 2022)Full year 2023 results: EPS: US$1.85 (down from US$1.95 in FY 2022). Revenue: US$14.7b (down 1.3% from FY 2022). Net income: US$3.72b (down 11% from FY 2022). Profit margin: 25% (down from 28% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.お知らせ • Jan 05CSX Corporation to Report Q4, 2023 Results on Jan 24, 2024CSX Corporation announced that they will report Q4, 2023 results After-Market on Jan 24, 2024Upcoming Dividend • Nov 22Upcoming dividend of US$0.11 per share at 1.4% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (7.1%).Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. President, CEO & Director Joe, Josh Hinrichs was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 21CSX Corporation (NasdaqGS:CSX) announces an Equity Buyback for £5,000 million worth of its shares.CSX Corporation (NasdaqGS:CSX) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares. The program will be funded using the cash on hand, cash generated from operations and debt issuances. The repurchased shares will be retired immediately.Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: US$0.42 (vs US$0.52 in 3Q 2022)Third quarter 2023 results: EPS: US$0.42 (down from US$0.52 in 3Q 2022). Revenue: US$3.57b (down 8.3% from 3Q 2022). Net income: US$846.0m (down 24% from 3Q 2022). Profit margin: 24% (down from 28% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 12CSX Corporation Declares Quarterly Dividend, Payable on December 15, 2023CSX Corp. announced that the Company’s Board of Directors approved a $0.11 per share quarterly dividend on the Company’s common stock. The dividend is payable on December 15, 2023, to shareholders of record at the close of business on November 30, 2023.お知らせ • Sep 22CSX Corporation to Report Q3, 2023 Results on Oct 19, 2023CSX Corporation announced that they will report Q3, 2023 results After-Market on Oct 19, 2023お知らせ • Sep 09CSX Corporation Announces Executive ChangesCSX Corporation announced the appointment of Mike Cory, age 61, a seasoned railroad executive with more than 40 years of operations experience, as the company’s executive vice president and chief operating officer. Formerly executive vice president and chief operating officer for the Canadian National (CN) Railway, Cory has provided transportation consulting services since retiring from the CN in 2019. Cory began his railroad career in 1981 as a laborer in the CN locomotive shops in Winnipeg, Canada. Over the years, he rose through the ranks as a superintendent, general superintendent, director of service design, network operations superintendent and general manager of operations for the Michigan sub-region. He also broadened his business perspective by holding customer service and marketing positions. In 2006, he began his ascent through a series of senior leadership roles, including vice president of network operations, senior vice president of the Eastern region and senior vice president for the Western region. He was named executive vice president and chief operating officer in 2016. At CSX, Cory will lead a strong team of operations professionals – led by Ricky Johnson, Senior Vice President of Operations, and Casey Albright, Senior Vice President of Network Operations and Service Design – who have helped transform the company into a safety and service leader among North American Class I railroads. He will continue to strengthen the company’s operating model across the network while fostering a ONE CSX culture that values and engages front-line employees. The company also announced that Kevin Boone, previously executive vice president of Sales and Marketing, is named executive vice president and chief commercial officer. The new title recognizes Boone’s breadth of existing responsibilities across CSX’s broad customer base and growing offering of supply chain solutions. Boone previously led the company’s finance organization before transitioning to sales and marketing in 2021. He joined CSX in 2017, following a successful 17-year career in the investment industry.Upcoming Dividend • Aug 23Upcoming dividend of US$0.11 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (6.3%).お知らせ • Aug 05CSX Corporation Announces Management ChangesCSX announced that Jamie Boychuk, executive vice president of Operations, is leaving the company. Ricky Johnson, senior vice president of Transportation, and Casey Albright, senior vice president of Network Operations and Service Design, will report directly to Hinrichs as the company conducts an internal and external search prior to naming a new head of all operations functions. Johnson, who oversees all field operations, has over 30 years of experience in the railroad industry, including 22 years of service at CSX. Similarly, Albright has 25 years of service at CSX in various leadership roles. In his current position, he oversees fluid traffic flow across the CSX network, leading the design of service plans that support performance improvement and meet customer needs.Reported Earnings • Jul 21Second quarter 2023 earnings released: EPS: US$0.49 (vs US$0.55 in 2Q 2022)Second quarter 2023 results: EPS: US$0.49 (down from US$0.55 in 2Q 2022). Revenue: US$3.70b (down 3.0% from 2Q 2022). Net income: US$996.0m (down 15% from 2Q 2022). Profit margin: 27% (down from 31% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 13CSX Corporation Declares Quarterly Dividend, Payable on September 15, 2023CSX Corporation announced that the Company’s Board of Directors approved a $0.11 per share quarterly dividend on the Company’s common stock. The dividend is payable on September 15, 2023, to shareholders of record at the close of business on August 31, 2023.お知らせ • Jun 28CSX Corporation to Report Q2, 2023 Results on Jul 20, 2023CSX Corporation announced that they will report Q2, 2023 results After-Market on Jul 20, 2023Upcoming Dividend • May 23Upcoming dividend of US$0.11 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (5.0%).お知らせ • May 11CSX Corporation Approves Quarterly Dividend, Payable on June 15, 2023CSX Corporation announced that the Company’s Board of Directors approved a $0.11 per share quarterly dividend on the Company’s common stock. The dividend is payable on June 15, 2023, to shareholders of record at the close of business on May 31, 2023.Reported Earnings • Apr 21First quarter 2023 earnings released: EPS: US$0.48 (vs US$0.39 in 1Q 2022)First quarter 2023 results: EPS: US$0.48 (up from US$0.39 in 1Q 2022). Revenue: US$3.71b (up 8.6% from 1Q 2022). Net income: US$987.0m (up 15% from 1Q 2022). Profit margin: 27% (up from 25% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.お知らせ • Feb 16CSX Corp. Announces Increase to Quarterly Dividend, Payable on March 15, 2023CSX Corp. announced that the Company’s Board of Directors approved a 10% increase in its quarterly dividend, from $0.10 to $0.11 per share. The new $0.11 quarterly dividend is payable on March 15, 2023, to shareholders of record at the close of business on February 28, 2023.Reported Earnings • Jan 26Full year 2022 earnings released: EPS: US$1.95 (vs US$1.68 in FY 2021)Full year 2022 results: EPS: US$1.95 (up from US$1.68 in FY 2021). Revenue: US$14.9b (up 19% from FY 2021). Net income: US$4.17b (up 10% from FY 2021). Profit margin: 28% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 22CSX Corporation to Report Q4, 2022 Results on Jan 25, 2023CSX Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Jan 25, 2023Upcoming Dividend • Nov 22Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 29 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Austrian dividend payers (5.3%). Lower than average of industry peers (5.3%).Buying Opportunity • Oct 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be €36.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 0.5% per annum over the same time period.Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$0.52 (vs US$0.43 in 3Q 2021)Third quarter 2022 results: EPS: US$0.52 (up from US$0.43 in 3Q 2021). Revenue: US$3.90b (up 18% from 3Q 2021). Net income: US$1.11b (up 15% from 3Q 2021). Profit margin: 28% (in line with 3Q 2021). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.お知らせ • Oct 07CSX Corp. Declares Quarterly Dividend, Payable on December 15, 2022CSX Corporation announced that the Company's Board of Directors approved a $0.10 per share quarterly dividend on the Company's common stock. The dividend is payable on December 15, 2022, to shareholders of record at the close of business on November 30, 2022.株主還元CSXAT TransportationAT 市場7D-0.1%0.9%1.0%1Y50.0%8.6%26.3%株主還元を見る業界別リターン: CSX過去 1 年間で8.6 % の収益を上げたAustrian Transportation業界を上回りました。リターン対市場: CSX過去 1 年間で26.3 % の収益を上げたAustrian市場を上回りました。価格変動Is CSX's price volatile compared to industry and market?CSX volatilityCSX Average Weekly Movement3.2%Transportation Industry Average Movement5.1%Market Average Movement5.0%10% most volatile stocks in AT Market7.0%10% least volatile stocks in AT Market3.0%安定した株価: CSX 、 Austrian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: CSXの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト197822,200Steve Angelwww.csx.comCSXコーポレーションはその子会社とともに、米国とカナダで鉄道を利用した貨物輸送サービスを提供している。鉄道とトラック輸送の2つのセグメントで事業を展開している。同社は鉄道サービス、複合一貫輸送コンテナやトレーラーの輸送、鉄道からトラックへの移管やバルク商品オペレーションなどのその他の輸送サービスを提供している。また、化学品、農産物、食品、鉱物、自動車、林産物、肥料、金属・機器、石炭、コークス、鉄鉱石を発電所、鉄鋼メーカー、工業プラントに輸送し、石炭を大水深の港湾施設に輸出している。さらに、コンテナで消費財を輸送する約30のターミナル・ネットワークを通じた複合一貫輸送サービスや、複合一貫輸送貨物の集荷・配達を含むドレージ・サービスも提供している。同社は、物流センターや保管場所を通じて自動車業界にサービスを提供するほか、プラスチックやエタノールなどの製品を鉄道からトラックへ輸送することで、鉄道以外の顧客にもサービスを提供している。同社は、ミシシッピ川以東の26州、コロンビア特別区、カナダのオンタリオ州とケベック州の様々な人口集中地にサービスを提供する約20,000路線マイルの鉄道網を運営し、約3,500両の機関車を所有・リースしている。線路の接続により生産・流通施設にもサービスを提供している。CSXコーポレーションは1978年に設立され、フロリダ州ジャクソンビルに本社を置いている。もっと見るCSX Corporation 基礎のまとめCSX の収益と売上を時価総額と比較するとどうか。CSX 基礎統計学時価総額€72.17b収益（TTM）€2.60b売上高(TTM)€12.05b27.1xPER（株価収益率5.8xP/SレシオCSX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CSX 損益計算書（TTM）収益US$14.15b売上原価US$7.53b売上総利益US$6.63bその他の費用US$3.58b収益US$3.05b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.64グロス・マージン46.82%純利益率21.55%有利子負債／自己資本比率139.6%CSX の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.3%現在の配当利回り32%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 05:45終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋CSX Corporation 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。41 アナリスト機関John EadeArgus Research CompanyDaniel MooreBairdGarrett ChaseBarclays38 その他のアナリストを表示
お知らせ • May 08Csx Corporation and Canadian Pacific Kansas City Upgrade Southeast Mexico Express with Dedicated Train and Faster Transit TimesCSX Corporation and Canadian Pacific Kansas City announced upgrades to the Southeast Mexico Express premium service featuring faster transit times with more origin and destination options for customers looking to reach new markets. The new Southeast Mexico Express premium service schedule and routing options launched May 4, 2026, offer industry-best, truck-competitive transit times between southeastern markets such as Atlanta, Charlotte or central Florida, and markets in Texas and Mexico, including Dallas and Monterrey. The service improvements have reduced transit times for every previously available Southeast Mexico Express option. These reductions range from approximately one-day-faster service between Atlanta and Dallas, and approximately 2.5 days faster between Atlanta and central Mexico. Southeast Mexico Express improvements are the result of capital investments in track, bridges and signal infrastructure on the former Meridian & Bigbee Railroad and continued investments across the corridor in Georgia, Alabama, Mississippi, Louisiana, and Texas offering greater speeds and more efficiency. The new Southeast Mexico Express dedicated train service provides two-day service between Atlanta and Dallas, with three-day service from Monterrey and four-day service from central Mexico to Atlanta. Customers can extend their reach with new Southeast Mexico Express origins and destinations in Charlotte, Jacksonville and Central Florida. Southeast Mexico Express gives intermodal, automotive and carload customers truck-competitive transit times, greater capacity, and environmentally sustainable rail solutions. Advantages of Southeast Mexico Express include: Direct connectivity: Links to Mexico, Texas and U.S. Southeast. Market access: Expanded connectivity to diverse origin points across North America. Faster transit times: Improved time and cost efficiency supported by infrastructure upgrades. Secure transportation: Advanced technology expedites border crossings while enhancing shipment security. Environmental sustainability: Replaces up to 300 semi-trucks per train, reducing emissions. The combined strength of CSX Corporation and Canadian Pacific Kansas City through Southeast Mexico Express continues to meet evolving customer demands and set new standards in North American freight.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$0.43 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.43 (up from US$0.34 in 1Q 2025). Revenue: US$3.48b (up 1.7% from 1Q 2025). Net income: US$807.0m (up 25% from 1Q 2025). Profit margin: 23% (up from 19% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €36.82. The fair value is estimated to be €30.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.3%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
お知らせ • Mar 31CSX Corporation, Annual General Meeting, May 12, 2026CSX Corporation, Annual General Meeting, May 12, 2026.
お知らせ • Mar 24CSX Corporation to Report Q1, 2026 Results on Apr 22, 2026CSX Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026
お知らせ • Feb 27CSX Corp. Increases Quarterly Dividend on Common Stock, Payable on March 13, 2026CSX Corp. announced on February 26, 2026 that the Company’s Board of Directors approved a $0.14 per share quarterly dividend on the Company’s common stock, payable on March 13, 2026, to shareholders of record at the close of business on February 27, 2026. This reflects 8% increase over the previous dividend payment of $0.13 per share.
お知らせ • May 08Csx Corporation and Canadian Pacific Kansas City Upgrade Southeast Mexico Express with Dedicated Train and Faster Transit TimesCSX Corporation and Canadian Pacific Kansas City announced upgrades to the Southeast Mexico Express premium service featuring faster transit times with more origin and destination options for customers looking to reach new markets. The new Southeast Mexico Express premium service schedule and routing options launched May 4, 2026, offer industry-best, truck-competitive transit times between southeastern markets such as Atlanta, Charlotte or central Florida, and markets in Texas and Mexico, including Dallas and Monterrey. The service improvements have reduced transit times for every previously available Southeast Mexico Express option. These reductions range from approximately one-day-faster service between Atlanta and Dallas, and approximately 2.5 days faster between Atlanta and central Mexico. Southeast Mexico Express improvements are the result of capital investments in track, bridges and signal infrastructure on the former Meridian & Bigbee Railroad and continued investments across the corridor in Georgia, Alabama, Mississippi, Louisiana, and Texas offering greater speeds and more efficiency. The new Southeast Mexico Express dedicated train service provides two-day service between Atlanta and Dallas, with three-day service from Monterrey and four-day service from central Mexico to Atlanta. Customers can extend their reach with new Southeast Mexico Express origins and destinations in Charlotte, Jacksonville and Central Florida. Southeast Mexico Express gives intermodal, automotive and carload customers truck-competitive transit times, greater capacity, and environmentally sustainable rail solutions. Advantages of Southeast Mexico Express include: Direct connectivity: Links to Mexico, Texas and U.S. Southeast. Market access: Expanded connectivity to diverse origin points across North America. Faster transit times: Improved time and cost efficiency supported by infrastructure upgrades. Secure transportation: Advanced technology expedites border crossings while enhancing shipment security. Environmental sustainability: Replaces up to 300 semi-trucks per train, reducing emissions. The combined strength of CSX Corporation and Canadian Pacific Kansas City through Southeast Mexico Express continues to meet evolving customer demands and set new standards in North American freight.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: US$0.43 (vs US$0.34 in 1Q 2025)First quarter 2026 results: EPS: US$0.43 (up from US$0.34 in 1Q 2025). Revenue: US$3.48b (up 1.7% from 1Q 2025). Net income: US$807.0m (up 25% from 1Q 2025). Profit margin: 23% (up from 19% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Apr 17Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €36.82. The fair value is estimated to be €30.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.3%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
お知らせ • Mar 31CSX Corporation, Annual General Meeting, May 12, 2026CSX Corporation, Annual General Meeting, May 12, 2026.
お知らせ • Mar 24CSX Corporation to Report Q1, 2026 Results on Apr 22, 2026CSX Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026
お知らせ • Feb 27CSX Corp. Increases Quarterly Dividend on Common Stock, Payable on March 13, 2026CSX Corp. announced on February 26, 2026 that the Company’s Board of Directors approved a $0.14 per share quarterly dividend on the Company’s common stock, payable on March 13, 2026, to shareholders of record at the close of business on February 27, 2026. This reflects 8% increase over the previous dividend payment of $0.13 per share.
Reported Earnings • Feb 15Full year 2025 earnings released: EPS: US$1.55 (vs US$1.79 in FY 2024)Full year 2025 results: EPS: US$1.55 (down from US$1.79 in FY 2024). Revenue: US$14.1b (down 3.1% from FY 2024). Net income: US$2.89b (down 17% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Feb 03CSX Corporation Announces Executive ChangesCSX Corporation announced that Executive Vice President and Chief Administrative Officer Diana Sorfleet will retire from the company. Riz Chand is appointed Chief Human Resources Officer, effective February 23, 2026, and will report directly to President and Chief Executive Officer, Steve Angel. Sorfleet retires after nearly 15 years of distinguished service at CSX, during which she played a central role in shaping the company’s people strategy and strengthening its culture. Her leadership was essential in helping guide CSX through pivotal moments and organizational transformations, including the transition of four CEOs, while serving the organization and the Board of Directors with confidence. Riz Chand Named Chief Human Resources Officer. Chand comes to CSX from AEA Investors, a mid-market private equity firm, where he served as Chief Talent Officer and Operating Partner and was responsible for leading talent and organization development, fostering strong cultures, and the advancement of leadership capabilities across their operating companies to drive business performance. His background includes senior human resources leadership roles at BNSF, Energy Future Holdings, Kennametal, Mary Kay Cosmetics, and Aetna International, as well as early-career work with PepsiCo Foods, The Hay Group, and Schlumberger. Chand holds a B.S. in mechanical engineering and an MBA from Southern Methodist University and has held notable community leadership roles, including service on the executive committee of the board of directors for the Health Transformation Alliance and as Chairman of the Board of the United Way of Tarrant County. In his new role at CSX, Chand will oversee Human Resources, Total Rewards, People Systems, and Occupational Health Compliance. He will be based in Jacksonville, FL.
Reported Earnings • Jan 24Full year 2025 earnings released: EPS: US$1.54 (vs US$1.79 in FY 2024)Full year 2025 results: EPS: US$1.54 (down from US$1.79 in FY 2024). Revenue: US$14.1b (down 3.1% from FY 2024). Net income: US$2.89b (down 17% from FY 2024). Profit margin: 21% (down from 24% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, while revenues in the Transportation industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Dec 22CSX Corporation to Report Q4, 2025 Results on Jan 22, 2026CSX Corporation announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Jan 22, 2026
Declared Dividend • Nov 17Third quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 28th November 2025 Payment date: 15th December 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 29+ 1 more updateCSX Corporation Announces Chief Financial Officer ChangesCSX announced executive leadership changes designed to strengthen the company’s strategic focus and advance its long-term growth objectives. Effective October 29, 2025, Kevin Boone has been named chief financial officer, succeeding Sean Pelkey, who has departed the company. Boone joined CSX in 2017 and has held several key leadership roles. Most recently, he served as executive vice president and chief commercial officer. He brings exceptional expertise to the role of executive vice president and chief financial officer, a position he previously held for two years during the company’s navigation of supply chain challenges brought on by the COVID-19 pandemic. Boone also served as vice president of corporate affairs and investor relations at CSX. Prior to joining the company, he spent nearly two decades in the investment industry, specializing in finance, accounting, and mergers and acquisitions.
Reported Earnings • Oct 18Third quarter 2025 earnings released: EPS: US$0.37 (vs US$0.46 in 3Q 2024)Third quarter 2025 results: EPS: US$0.37 (down from US$0.46 in 3Q 2024). Revenue: US$3.59b (flat on 3Q 2024). Net income: US$694.0m (down 22% from 3Q 2024). Profit margin: 19% (down from 25% in 3Q 2024). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Oct 17CSX Corporation Reports Impairment Charges for the Third Quarter Ended September 30, 2025CSX Corporation reported impairment charges for the third quarter ended September 30, 2025. For the quarter, the company reported Goodwill Impairment was $164 million.
Declared Dividend • Oct 13Second quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 28th November 2025 Payment date: 15th December 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 09CSX Corporation Declares Quarterly Dividend, Payable on December 15, 2025CSX Corp. announced that the Company’s Board of Directors approved a $0.13 per share quarterly dividend on the Company’s common stock. The dividend is payable on December 15, 2025, to shareholders of record at the close of business on November 28, 2025.
お知らせ • Sep 30Ancora Holdings Provides Information to Shareholders of CSX CorpOn September 29, 2025, Ancora Holdings Group LLC announced that it criticized Hinrichs for failing to adapt to industry changes, particularly the push for transcontinental rail service, and believes appointment of Steve Angel, who possesses strong M&A experience, positions Company for success in the new era of the transcontinental railroad, the move comes amid growing support for transcontinental railroads, including positive remarks from President Donald Trump about the UNP-NSC transaction. In addition, Ancora Holdings urges Angel and the Company board to pursue opportunities to increase shareholder value, consider potential mergers, evaluate and possibly restructure the leadership team to restore operational excellence.
お知らせ • Sep 29+ 1 more updateCSX Corporation Announces Executive and Board ChangesCSX Corporation announced that its Board of Directors has named Steve Angel as President and a member of the Board, effective September 28. He succeeds Joe Hinrichs, who has departed from the company as President and Board member. Angel will work closely with the Board and management team to ensure a seamless transition. CSX’s operating performance remains strong, and the company still expects to deliver full-year volume growth. Angel is an accomplished executive with over 45 years of experience leading large, public companies and generating strong shareholder returns. He has a long and proven track record of leading high-performing teams, fostering a collaborative culture, and driving operational excellence and growth, while maintaining disciplined capital allocation and attractive returns on capital. Over Angel’s long career as CEO of Linde plc, and its predecessor Praxair Inc., companies under his leadership have created significant and sustained shareholder value. During Angel’s tenures, Linde and Praxair generated total shareholder returns of 219% and 257%, respectively. Since the combination of Linde AG and Praxair, the company’s market capitalization has grown by 141%, a $131 billion increase in value, outperforming the S5MATR Index and creating the world’s largest industrial gases and engineering company. Angel was CEO of Praxair from 2007-2018. After its merger with Linde in 2018, he became CEO of the combined company until 2022, when he was named Chair. He plans to retire from Linde’s Board in January 2026. He began his career at General Electric where he held a variety of management positions for over 22 years and worked directly with locomotive and rail operations. Steve Angel served as Linde Chief Executive Officer from 2018 to 2022, and Chairman since 2022. He plans to retire from Linde’s Board effective January 31, 2026.During his tenure, he oversaw the successful integration of Linde AG and Praxair Inc., which created the world’s largest industrial gases and engineering company. Prior to Praxair’s merger with Linde, Angel served as Chairman, President, and Chief Executive Officer from 2007 to 2018, helping guide Praxair through significant transformation while identifying and pursuing strategic growth initiatives. He first joined Praxair in 2001 as Executive Vice President, responsible for Praxair's businesses in North America, Europe, and Asia. He was later named President and Chief Operating Officer in 2006. Angel began his career at General Electric, where he spent 22 years in a variety of management positions, working directly with locomotive and rail operations. This early operational grounding shaped his leadership approach, combining deep industry knowledge with a focus on performance, safety, and people. He serves as Non-Executive Chairman of the Board of Directors of GE Vernova, where he is a member of the Nominating and Governance Committee, and on the Board of Directors at GE Aerospace, where he chairs the Management Development and Compensation Committee. In addition, he is a member of the Board of Directors of Stoke Space Technologies, and has previously served as director of PPG Industries, the Hydrogen Council, and the US-China Business Council, and as co-chair of the US-Brazil CEO Forum. He is also a graduate member of The Business Council, where he served on the executive committee. Angel has received numerous awards and recognition throughout his career. In 2020, he was awarded North Carolina State University’s Watauga Medal, the university’s highest non-academic honor, for his decades of service to the university. In 2019, he was given The American-German Institute’s Leadership Award, which recognized Linde’s commitment to making the world more productive and its contribution to the German-American partnership. A native of Winston-Salem, North Carolina, Angel holds a Bachelor of Science degree in Civil Engineering from North Carolina State University and an MBA from Loyola College in Baltimore.
お知らせ • Sep 18CSX Corporation to Report Q3, 2025 Results on Oct 16, 2025CSX Corporation announced that they will report Q3, 2025 results After-Market on Oct 16, 2025
お知らせ • Aug 28CSX Railroad's Merger Prospects Derail as BNSF and CPKC Make Clear They Aren't Interested in A DealThe prospects for additional consolidation in the rail industry derailed this week when both of CSX (CSX Corporation (NasdaqGS:CSX))'s potential partners said they weren't interested in a deal. Investors widely speculated that CSX would be an acquisition target once rumors of merger talks between Union Pacific and Norfolk Southern emerged over the summer, because of the challenge of competing against a nationwide railroad. CSX's stock nearly hit a new 52-week high last week at $37.25 before falling to $32.31 26 August 2025 after it became clear that neither BNSF (BNSF Railway Company) nor Canadian Pacific Kansas City Limited (TSX:CP) railroads is pursuing the Jacksonville, Florida-based railroad, one of the six remaining major freight railroads in North America. The Union Pacific-Norfolk Southern deal still faces a lengthy review by the U.S. Surface Transportation Board that is likely to stretch on for at least two years. When Canadian Pacific acquired Kansas City Southern two years ago in the first major rail merger in more than two decades the board also spent two years reviewing that deal. If the $85 billion megamerger of Union Pacific and Norfolk Southern does get approved that might change the calculus about whether a deal makes sense. But in the meantime, CSX and the other major freight railroads seem focused on finding ways to cooperate more to improve service without merging. Just last week, CSX and BNSF announced an agreement to deliver some shipments seamlessly coast-to-coast without handing them off. Last month, CPKC and CSX announced a similar agreement to streamline shipments between Mexico, Texas and the Southeast. CPKC CEO Keith Creel said he thinks the industry should be more focused on agreements like that and efforts to improve service on each individual railroad. “We believe that a transcontinental merger would trigger permanent restructuring of the industry and result in a disproportionately large railway whose size and scope would require others to take action,” Creel said. “This will likely result in an unnecessary wave of railway mergers that today is not the best way to support American businesses nor the public interest, and has the potential to create more issues than it solves.” Indeed, the STB adopted a high standard for rail mergers in 2001 after a series of prolonged disruptions and delayed shipments that followed major deals in the 1990s. A merger between Union Pacific and Southern Pacific in 1996 led to an extended period of snarled traffic on U.S. rails. Three years later, Conrail was divvied up by Norfolk Southern and CSX, creating serious backups in the East. On 25 August 2025, Warren Buffett, whose Berkshire Hathaway conglomerate owns BNSF, said to CNBC that he's not interested in buying another railroad even though he's sitting on more than $344 billion in cash after several years without completing a major acquisition. Buffett and the man who will take over as Berkshire CEO in January, Greg Abel, did recently meet with CSX CEO Joe Hinrichs to discuss more ways to cooperate while making it clear that Berkshire won't be bidding on CSX.
Upcoming Dividend • Aug 22Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 29 August 2025. Payment date: 15 September 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (4.5%). Lower than average of industry peers (3.1%).
お知らせ • Aug 22CSX Corporation and BNSF Announce New Intermodal Services, Offering Seamless Coast-To-Coast Rail SolutionsCSX Corporation and BNSF announced several new intermodal service products that will offer customers seamless, efficient, coast-to-coast solutions to ship between the western and eastern U.S. New services will include: The introduction of new, coast- to-coast, direct domestic intermodal services between Southern California and Charlotte, North Carolina and Jacksonville, Florida. In addition, a new service will also be launched between Phoenix, Arizona, and Atlanta, Georgia, aiming to convert over-the-road (OTR) freight to rail through a seamless product between the two railroads. The introduction of new direct international intermodal services between the Port of New York and New Jersey, and Norfolk, Virginia, and Kansas City. Between Phoenix and Flagstaff, two new 10,000-foot sidings will further support this growing market by enabling more efficient meet/pass operations on the route connecting to BNSF's Southern Transcon. These new, customer-focused service products will offer immediate value for customers by increasing flexibility and optionality, while delivering integrated service for freight moving across the U.S. Further details about each of these new services will be announced soon.
お知らせ • Aug 20Ancora Holdings Group Sends Letter to the Board of Directors of CSX CorporationOn August 19, 2025, Ancora Holdings Group, LLC disclosed a letter sent to the Board of Directors of CSX Corporation on August 6, 2025. Since sending this letter via private channels, the Company has ignored us and not even confirmed receipt of its correspondence. The Company stated that as this occurred, trusted sources informed Ancora Holdings that the Company’s advisors appeared to be breaching their ethical obligations by talking to members of the media – without attribution – about Ancora Holdings and what was intended to be a private letter. Perhaps this should not be surprised given that the Company’s reported investment bank remains undisclosed, even though the bank has been marketing its representation of CSX in pitch decks disseminated as recently as this week. All of this leads to fear that the Company’s Board is exhibiting poor judgment, insufficient oversight and undermining shareholders’ best interests. Ancora Holdings stated that it asserts the Board should immediately announce the formal retention of an investment bank and plan to vigorously explore mergers as rail consolidation persists. Ancora Holdings also expressed its view that the Company should be conducting ongoing conversations with BNSF Railway Company and Canadian Pacific Kansas City Limited. Ancora Holdings also stated that it notes the Company’s current standalone future is bleak based on Anemic TSR, excessive spending, poor recruitment and the deterioration of operations. Ancora Holdings urges the Board to terminate Joe Hinrichs, if a merger cannot be consummated in a timely manner.
お知らせ • Aug 01CSX Reportedly to Work with Goldman Sachs to Explore OptionsCSX Corporation (NasdaqGS:CSX) is working with Goldman Sachs Group Inc., people familiar with the matter said, as the company explores options to participate in rail consolidation after two major rivals announced a merger. The Jacksonville, Florida-based freight operator has spoken with the Wall Street bank about the merits of a merger, according to the people, who asked not to be identified discussing confidential information. Considerations may not lead to any transaction, the people said. Representatives for CSX and Goldman Sachs declined to comment. The talks come as US railroad operators move toward a period of potential consolidation, led by Union Pacific Corp.’s $72 billion acquisition of Norfolk Southern Corp. The planned tie-up, announced this week, piles pressure on rivals including CSX and Berkshire Hathaway Inc.’s BNSF to pursue deals of their own in order to stay competitive. CSX Chief Executive Officer Joe Hinrichs said this month that he’s open to merger talks with other companies. CSX’s network spans roughly 20,000 route miles of track in 26 states, the District of Columbia and the Canadian provinces of Ontario and Quebec.
Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$0.44 (vs US$0.49 in 2Q 2024)Second quarter 2025 results: EPS: US$0.44 (down from US$0.49 in 2Q 2024). Revenue: US$3.57b (down 3.4% from 2Q 2024). Net income: US$829.0m (down 14% from 2Q 2024). Profit margin: 23% (down from 26% in 2Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 1% per year.
Declared Dividend • Jul 21First quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 29th August 2025 Payment date: 15th September 2025 Dividend yield will be 1.6%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 17CSX Corporation Declares Quarterly Dividend, Payable on September 15, 2025CSX Corporation announced that the Company’s Board of Directors approved a $0.13 per share quarterly dividend on the Company’s common stock. The dividend is payable on September 15, 2025, to shareholders of record at the close of business on August 29, 2025.
お知らせ • Jun 25CSX Corporation to Report Q2, 2025 Results on Jul 23, 2025CSX Corporation announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Jul 23, 2025
Upcoming Dividend • May 26Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 30 May 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Austrian dividend payers (4.8%). Lower than average of industry peers (3.3%).
Declared Dividend • May 11First quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 30th May 2025 Payment date: 13th June 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 9.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 08CSX Corporation Announces Quarterly Dividend Payable on June 13, 2025CSX Corporation announced that the Company’s Board of Directors approved a $0.13 per share quarterly dividend on the Company’s common stock. The dividend is payable on June 13, 2025, to shareholders of record at the close of business on May 30, 2025.
Reported Earnings • Apr 17First quarter 2025 earnings released: EPS: US$0.34 (vs US$0.45 in 1Q 2024)First quarter 2025 results: EPS: US$0.34 (down from US$0.45 in 1Q 2024). Revenue: US$3.42b (down 7.0% from 1Q 2024). Net income: US$646.0m (down 27% from 1Q 2024). Profit margin: 19% (down from 24% in 1Q 2024). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 26CSX Corporation, Annual General Meeting, May 07, 2025CSX Corporation, Annual General Meeting, May 07, 2025.
お知らせ • Mar 19CSX Corporation to Report Q1, 2025 Results on Apr 16, 2025CSX Corporation announced that they will report Q1, 2025 results After-Market on Apr 16, 2025
Reported Earnings • Mar 03Full year 2024 earnings released: EPS: US$1.79 (vs US$1.83 in FY 2023)Full year 2024 results: EPS: US$1.79 (down from US$1.83 in FY 2023). Revenue: US$14.5b (flat on FY 2023). Net income: US$3.47b (down 5.4% from FY 2023). Profit margin: 24% (down from 25% in FY 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year.
Declared Dividend • Feb 17Fourth quarter dividend of US$0.13 announcedShareholders will receive a dividend of US$0.13. Ex-date: 28th February 2025 Payment date: 14th March 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.0%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 34%.
お知らせ • Feb 13CSX Corporation Announces Quarterly Dividend Payable on March 14, 2025CSX Corp. announced that the Company’s Board of Directors approved an 8% increase in its quarterly dividend, from $0.12 to $0.13 per share. The new $0.13 quarterly dividend is payable on March 14, 2025, to shareholders of record at the close of business on February 28, 2025.
お知らせ • Jan 28CSX Corporation Appoints Ann Begeman as Board of DirectorsCSX Corporation announced that Ann Begeman has been appointed to the company's board of directors. Begeman’s career has spanned more than three decades in public service, primarily in the legislative and executive branches of government where she focused on transportation policy. She played a critical role in contributing to the development of significant legislation, including the ICC Termination Act, which dissolved the Interstate Commerce Commission and established the Surface Transportation Board (STB). From 2011 through 2021, Begeman served as a two-term presidential appointee as a member of the STB. During her tenure, she improved the STB’s accountability, transparency, and efficiency while holding leadership positions as the Chairman and Acting Chairman from 2017 to 2021, as well as Vice Chairman. Since 2022, Begeman has been leveraging her expertise as a consultant on railroad regulatory and government affairs matters. In recognition of her work at the STB, she was named a 2020 Railway Age Women in Rail award recipient. Begeman began her career in public service by spending nearly two decades working in various capacities within the U.S. Senate, including as Republican Staff Director for the U.S. Senate Committee on Commerce, Science, and Transportation. Additionally, she held positions as Deputy Staff Director and Transportation Policy Advisor for the U.S. Senate Commerce Committee, as well as Legislative Director and Acting Chief of Staff for Senator John McCain.
Reported Earnings • Jan 27Full year 2024 earnings released: EPS: US$1.79 (vs US$1.85 in FY 2023)Full year 2024 results: EPS: US$1.79 (down from US$1.85 in FY 2023). Revenue: US$14.5b (flat on FY 2023). Net income: US$3.47b (down 6.6% from FY 2023). Profit margin: 24% (down from 25% in FY 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year and the company’s share price has also increased by 1% per year.
お知らせ • Jan 25CSX Corporation Reports Unaudited Consolidated Goodwill Impairment for the Fourth Quarter Ended December 31, 2024CSX Corporation reported unaudited consolidated goodwill impairment for the fourth quarter ended December 31, 2024. Goodwill impairment was $108 million.
お知らせ • Jan 24CSX Corporation Provides Revenue Guidance for the Year 2025CSX Corporation provided revenue guidance for the year 2025. The company expects full year revenue to be impacted by lower global benchmark pricing for coal and reduced fuel surcharge, particularly in the first half of 2025.
お知らせ • Dec 18CSX Corporation to Report Q4, 2024 Results on Jan 23, 2025CSX Corporation announced that they will report Q4, 2024 results After-Market on Jan 23, 2025
New Risk • Nov 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (131% net debt to equity). Share price has been volatile over the past 3 months (4.5% average weekly change). Significant insider selling over the past 3 months (€1.6m sold).
Buy Or Sell Opportunity • Nov 20Now 21% undervaluedOver the last 90 days, the stock has risen 8.5% to €32.86. The fair value is estimated to be €41.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 3.5%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 5.7% per annum over the same time period.
お知らせ • Nov 12CSX Announces Leadership Changes to its Legal OrganizationCSX announced that Executive Vice President and Chief Legal Officer Nathan Goldman will retire from the company on January 1, 2025. Michael Burns is promoted to Senior Vice President and Chief Legal Officer effective January 2, 2025. Nathan Goldman retires from CSX after a distinguished 21-year tenure with the company. Goldman's leadership was pivotal in steering the transformation of the business and the transition of three CEOs in eight years, serving all three leaders and the Board of Directors with confidence. In his new role, Michael Burns will oversee all of CSX's legal and regulatory affairs, the corporate secretary’s office, risk management, police and infrastructure protection, environmental and hazmat, and audit functions. He previously served as CSX vice president and general counsel. Since joining CSX in 2006, Burns has advanced through roles of increasing responsibility, initially focusing on employment and benefits law before assuming responsibility for the full law department and additional functions such as corporate secretary, risk management, and environmental and hazmat responsibilities. Prior to CSX, Burns practiced labor and employment law at a leading Indiana firm. He holds a bachelor's degree from Wabash College and a Juris Doctor from Indiana University Robert H. McKinney School of Law.
Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: US$0.46 (vs US$0.41 in 3Q 2023)Third quarter 2024 results: EPS: US$0.46 (up from US$0.41 in 3Q 2023). Revenue: US$3.62b (up 1.3% from 3Q 2023). Net income: US$894.0m (up 8.0% from 3Q 2023). Profit margin: 25% (up from 23% in 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 1% per year.
Declared Dividend • Oct 14Second quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 29th November 2024 Payment date: 13th December 2024 Dividend yield will be 1.4%, which is higher than the industry average of 1.0%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 32%.
お知らせ • Oct 04CSX Corporation Declares Quarterly Dividend, Payable on December 13, 2024CSX Corp. announced that the Company’s Board of Directors approved a $0.12 per share quarterly dividend on the Company’s common stock. The dividend is payable on December 13, 2024, to shareholders of record at the close of business on November 29, 2024.
お知らせ • Sep 25CSX Corporation to Report Q3, 2024 Results on Oct 16, 2024CSX Corporation announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Oct 16, 2024
Upcoming Dividend • Aug 23Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 30 August 2024. Payment date: 13 September 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (6.0%). Lower than average of industry peers (4.8%).
Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: US$0.49 (vs US$0.49 in 2Q 2023)Second quarter 2024 results: EPS: US$0.49. Revenue: US$3.70b (flat on 2Q 2023). Net income: US$963.0m (down 3.3% from 2Q 2023). Profit margin: 26% (in line with 2Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Transportation industry in Europe.
Buy Or Sell Opportunity • Jul 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to €32.21. The fair value is estimated to be €40.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.2% per annum over the same time period.
Declared Dividend • Jul 15First quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 30th August 2024 Payment date: 13th September 2024 Dividend yield will be 1.4%, which is higher than the industry average of 1.0%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 31%.
お知らせ • Jul 11CSX Corporation Approves Quarterly Dividend, Payable on September 13, 2024CSX Corporation announced that the Company’s Board of Directors approved a $0.12 per share quarterly dividend on the Company’s common stock. The dividend is payable on September 13, 2024, to shareholders of record at the close of business on August 30, 2024.
お知らせ • Jul 09CSX Corporation to Report Q2, 2024 Results on Aug 05, 2024CSX Corporation announced that they will report Q2, 2024 results After-Market on Aug 05, 2024
Buy Or Sell Opportunity • May 31Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €30.62. The fair value is estimated to be €38.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Upcoming Dividend • May 27Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 31 May 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (5.7%). Lower than average of industry peers (4.5%).
Buy Or Sell Opportunity • May 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.1% to €31.47. The fair value is estimated to be €39.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Declared Dividend • May 13First quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 31st May 2024 Payment date: 14th June 2024 Dividend yield will be 1.4%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 09+ 1 more updateCSX Corporation Approves Quarterly Dividend on its Common Stock, Payable on June 14, 2024CSX Corporation announced that the Company’s Board of Directors approved a $0.12 per share quarterly dividend on the Company’s common stock. The dividend is payable on June 14, 2024, to shareholders of record at the close of business on May 31, 2024.
Buy Or Sell Opportunity • Apr 24Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €31.54. The fair value is estimated to be €39.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Reported Earnings • Apr 18First quarter 2024 earnings released: EPS: US$0.46 (vs US$0.48 in 1Q 2023)First quarter 2024 results: EPS: US$0.46 (down from US$0.48 in 1Q 2023). Revenue: US$3.68b (flat on 1Q 2023). Net income: US$893.0m (down 9.5% from 1Q 2023). Profit margin: 24% (down from 27% in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 17CSX Unveils its First Hydrogen-Powered Locomotive in Collaboration with CPKCCSX has unveiled its first hydrogen-powered locomotive, marking a significant milestone in sustainable freight transportation. This pioneering achievement is the result of a successful partnership between CSX and Canadian Pacific Kansas City (CPKC) and demonstrates the company’s commitment to innovation and environmental stewardship. The hydrogen locomotive was converted from an existing diesel locomotive using a hydrogen conversion kit developed by CKPC. The transformation took place at the CSX locomotive shop in Huntington, W.Va. Converting an existing unit into a next-generation locomotive further extends the useful life of the asset. The conversion team reused several components, including the frame, cab, traction motors, and trucks. This groundbreaking locomotive makes its debut less than 12 months after the collaboration between CSX and CPKC was announced in the summer of 2023. Hydrogen presents a promising alternative to fossil fuels, offering greater efficiency and zero emissions. Unlike traditional diesel engines, hydrogen-powered locomotives emit only water vapor, contributing to cleaner air and environment. As the next step, CSX will deploy the new hydrogen-powered locomotive for field testing and further evaluate its performance and operational feasibility. This initiative marks a significant stride forward in CSX's ongoing commitment to innovation and sustainability.
お知らせ • Mar 28CSX Corporation to Report Q1, 2024 Results on Apr 17, 2024CSX Corporation announced that they will report Q1, 2024 results After-Market on Apr 17, 2024
お知らせ • Mar 27CSX Corporation, Annual General Meeting, May 08, 2024CSX Corporation, Annual General Meeting, May 08, 2024, at 10:00 Eastern Daylight. Agenda: To elect the 12 director nominees named in the Proxy Statement to the Company's Board of Directors; To ratify the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm for 2024.
Upcoming Dividend • Feb 21Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (4.9%).
Declared Dividend • Feb 19Fourth quarter dividend of US$0.12 announcedShareholders will receive a dividend of US$0.12. Ex-date: 28th February 2024 Payment date: 15th March 2024 Dividend yield will be 1.2%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 15CSX Corp. Announces Increase to Quarterly Dividend, Payable on March 15, 2024CSX Corp. announced that the Company’s Board of Directors approved a 9% increase in its quarterly dividend, from $0.11 to $0.12 per share. The new $0.12 quarterly dividend is payable on March 15, 2024, to shareholders of record at the close of business on February 29, 2024.
Recent Insider Transactions • Feb 08Executive VP & Chief Commercial Officer recently sold €2.1m worth of stockOn the 6th of February, Kevin Boone sold around 60k shares on-market at roughly €34.52 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 08Executive VP & Chief Commercial Officer recently sold €2.1m worth of stockOn the 6th of February, Kevin Boone sold around 60k shares on-market at roughly €34.52 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.4m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Feb 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to €33.81. The fair value is estimated to be €27.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.
Reported Earnings • Jan 25Full year 2023 earnings released: EPS: US$1.85 (vs US$1.95 in FY 2022)Full year 2023 results: EPS: US$1.85 (down from US$1.95 in FY 2022). Revenue: US$14.7b (down 1.3% from FY 2022). Net income: US$3.72b (down 11% from FY 2022). Profit margin: 25% (down from 28% in FY 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Jan 05CSX Corporation to Report Q4, 2023 Results on Jan 24, 2024CSX Corporation announced that they will report Q4, 2023 results After-Market on Jan 24, 2024
Upcoming Dividend • Nov 22Upcoming dividend of US$0.11 per share at 1.4% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (7.1%).
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. President, CEO & Director Joe, Josh Hinrichs was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 21CSX Corporation (NasdaqGS:CSX) announces an Equity Buyback for £5,000 million worth of its shares.CSX Corporation (NasdaqGS:CSX) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares. The program will be funded using the cash on hand, cash generated from operations and debt issuances. The repurchased shares will be retired immediately.
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: US$0.42 (vs US$0.52 in 3Q 2022)Third quarter 2023 results: EPS: US$0.42 (down from US$0.52 in 3Q 2022). Revenue: US$3.57b (down 8.3% from 3Q 2022). Net income: US$846.0m (down 24% from 3Q 2022). Profit margin: 24% (down from 28% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 12CSX Corporation Declares Quarterly Dividend, Payable on December 15, 2023CSX Corp. announced that the Company’s Board of Directors approved a $0.11 per share quarterly dividend on the Company’s common stock. The dividend is payable on December 15, 2023, to shareholders of record at the close of business on November 30, 2023.
お知らせ • Sep 22CSX Corporation to Report Q3, 2023 Results on Oct 19, 2023CSX Corporation announced that they will report Q3, 2023 results After-Market on Oct 19, 2023
お知らせ • Sep 09CSX Corporation Announces Executive ChangesCSX Corporation announced the appointment of Mike Cory, age 61, a seasoned railroad executive with more than 40 years of operations experience, as the company’s executive vice president and chief operating officer. Formerly executive vice president and chief operating officer for the Canadian National (CN) Railway, Cory has provided transportation consulting services since retiring from the CN in 2019. Cory began his railroad career in 1981 as a laborer in the CN locomotive shops in Winnipeg, Canada. Over the years, he rose through the ranks as a superintendent, general superintendent, director of service design, network operations superintendent and general manager of operations for the Michigan sub-region. He also broadened his business perspective by holding customer service and marketing positions. In 2006, he began his ascent through a series of senior leadership roles, including vice president of network operations, senior vice president of the Eastern region and senior vice president for the Western region. He was named executive vice president and chief operating officer in 2016. At CSX, Cory will lead a strong team of operations professionals – led by Ricky Johnson, Senior Vice President of Operations, and Casey Albright, Senior Vice President of Network Operations and Service Design – who have helped transform the company into a safety and service leader among North American Class I railroads. He will continue to strengthen the company’s operating model across the network while fostering a ONE CSX culture that values and engages front-line employees. The company also announced that Kevin Boone, previously executive vice president of Sales and Marketing, is named executive vice president and chief commercial officer. The new title recognizes Boone’s breadth of existing responsibilities across CSX’s broad customer base and growing offering of supply chain solutions. Boone previously led the company’s finance organization before transitioning to sales and marketing in 2021. He joined CSX in 2017, following a successful 17-year career in the investment industry.
Upcoming Dividend • Aug 23Upcoming dividend of US$0.11 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (5.5%). Lower than average of industry peers (6.3%).
お知らせ • Aug 05CSX Corporation Announces Management ChangesCSX announced that Jamie Boychuk, executive vice president of Operations, is leaving the company. Ricky Johnson, senior vice president of Transportation, and Casey Albright, senior vice president of Network Operations and Service Design, will report directly to Hinrichs as the company conducts an internal and external search prior to naming a new head of all operations functions. Johnson, who oversees all field operations, has over 30 years of experience in the railroad industry, including 22 years of service at CSX. Similarly, Albright has 25 years of service at CSX in various leadership roles. In his current position, he oversees fluid traffic flow across the CSX network, leading the design of service plans that support performance improvement and meet customer needs.
Reported Earnings • Jul 21Second quarter 2023 earnings released: EPS: US$0.49 (vs US$0.55 in 2Q 2022)Second quarter 2023 results: EPS: US$0.49 (down from US$0.55 in 2Q 2022). Revenue: US$3.70b (down 3.0% from 2Q 2022). Net income: US$996.0m (down 15% from 2Q 2022). Profit margin: 27% (down from 31% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 13CSX Corporation Declares Quarterly Dividend, Payable on September 15, 2023CSX Corporation announced that the Company’s Board of Directors approved a $0.11 per share quarterly dividend on the Company’s common stock. The dividend is payable on September 15, 2023, to shareholders of record at the close of business on August 31, 2023.
お知らせ • Jun 28CSX Corporation to Report Q2, 2023 Results on Jul 20, 2023CSX Corporation announced that they will report Q2, 2023 results After-Market on Jul 20, 2023
Upcoming Dividend • May 23Upcoming dividend of US$0.11 per share at 1.4% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Austrian dividend payers (5.4%). Lower than average of industry peers (5.0%).
お知らせ • May 11CSX Corporation Approves Quarterly Dividend, Payable on June 15, 2023CSX Corporation announced that the Company’s Board of Directors approved a $0.11 per share quarterly dividend on the Company’s common stock. The dividend is payable on June 15, 2023, to shareholders of record at the close of business on May 31, 2023.
Reported Earnings • Apr 21First quarter 2023 earnings released: EPS: US$0.48 (vs US$0.39 in 1Q 2022)First quarter 2023 results: EPS: US$0.48 (up from US$0.39 in 1Q 2022). Revenue: US$3.71b (up 8.6% from 1Q 2022). Net income: US$987.0m (up 15% from 1Q 2022). Profit margin: 27% (up from 25% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Feb 16CSX Corp. Announces Increase to Quarterly Dividend, Payable on March 15, 2023CSX Corp. announced that the Company’s Board of Directors approved a 10% increase in its quarterly dividend, from $0.10 to $0.11 per share. The new $0.11 quarterly dividend is payable on March 15, 2023, to shareholders of record at the close of business on February 28, 2023.
Reported Earnings • Jan 26Full year 2022 earnings released: EPS: US$1.95 (vs US$1.68 in FY 2021)Full year 2022 results: EPS: US$1.95 (up from US$1.68 in FY 2021). Revenue: US$14.9b (up 19% from FY 2021). Net income: US$4.17b (up 10% from FY 2021). Profit margin: 28% (down from 30% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 22CSX Corporation to Report Q4, 2022 Results on Jan 25, 2023CSX Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Jan 25, 2023
Upcoming Dividend • Nov 22Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 29 November 2022. Payment date: 15 December 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Austrian dividend payers (5.3%). Lower than average of industry peers (5.3%).
Buying Opportunity • Oct 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be €36.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 1.1% per annum. Earnings is also forecast to grow by 0.5% per annum over the same time period.
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$0.52 (vs US$0.43 in 3Q 2021)Third quarter 2022 results: EPS: US$0.52 (up from US$0.43 in 3Q 2021). Revenue: US$3.90b (up 18% from 3Q 2021). Net income: US$1.11b (up 15% from 3Q 2021). Profit margin: 28% (in line with 3Q 2021). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Transportation industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Oct 07CSX Corp. Declares Quarterly Dividend, Payable on December 15, 2022CSX Corporation announced that the Company's Board of Directors approved a $0.10 per share quarterly dividend on the Company's common stock. The dividend is payable on December 15, 2022, to shareholders of record at the close of business on November 30, 2022.
