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 Community Fair Values
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Analyst Price Targets
CSX Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$45.81 |
| 52週高値 | US$47.18 |
| 52週安値 | US$30.85 |
| ベータ | 1.24 |
| 1ヶ月の変化 | 1.28% |
| 3ヶ月変化 | 7.31% |
| 1年変化 | 45.80% |
| 3年間の変化 | 45.98% |
| 5年間の変化 | 37.84% |
| IPOからの変化 | 3,803.34% |
最新ニュース
Recent updates
ナラティブの更新 • May 03
CSX: Heavy Rail Assets And Locomotive Upgrades Will Support Balanced Freight Cycle Outlook
CSX's fair value estimate has been lifted by about $3.44 to $45.54, as analysts adjust price targets higher on the back of updated expectations for revenue growth, profit margins and future P/E multiples, despite some recent downgrades. Analyst Commentary Recent research on CSX reflects a mix of optimism and caution, with several firms lifting price targets while others trim estimates or move to more neutral stances.Seeking Alpha • Apr 23
CSX Corporation: The Setup For A Multi-Year Earnings Expansion Story
Summary CSX Corporation is entering a multi-year transformation, combining operational discipline with structural growth drivers for sustained margin expansion. Recent results show a 20% increase in operating income and 26% EPS growth, driven by broad-based efficiency gains and disciplined cost control. Management projects mid-single-digit revenue growth, margin expansion, and over 60% free cash flow growth for the full year, supported by infrastructure investments and industrial development. I rate CSX a 'buy' at current valuation, as internal execution and emerging tailwinds position the company for consistent compounding and potential re-rating. Read the full article on Seeking Alphaナラティブの更新 • Apr 18
CSX: Heavy Rail Assets And Upgrades Will Support Freight Cycle Recovery Potential
CSX's updated analyst price target edges higher to $42.10 from $41.15, reflecting analysts' recent mix of target increases and a few downgrades as they factor in slightly higher revenue growth assumptions, a modestly higher future P/E, and ongoing sector level reassessments across transportation and rail names. Analyst Commentary Recent research on CSX reflects a split view, with several firms lifting price targets while a smaller group trims expectations or ratings.ナラティブの更新 • Apr 02
CSX: Heavy Rail Assets And Locomotive Upgrades Will Offset Volume And Cycle Risks
The updated analyst price target for CSX has shifted modestly higher to reflect a new fair value estimate of $41.15. This is supported by recent Street research that points to steady revisions in discount rates, revenue growth assumptions, profit margins, and future P/E expectations.ナラティブの更新 • Mar 18
CSX: Heavy Asset Rail Franchise Will Balance Volume Softness And Safety Events
CSX's updated analyst price target edges higher by about $0.50 to $40.81. The change reflects slightly adjusted assumptions on growth, margins, and future P/E as analysts weigh mixed rail volume trends, ongoing transportation sector updates, and the view that rail networks remain hard to replicate infrastructure assets.ナラティブの更新 • Mar 04
CSX: Heavy Asset Rail Recovery Will Balance Trucking Headwinds And Safety Risks
The analyst price target for CSX has been lifted modestly, with the fair value estimate moving from $39.85 to $40.31, as analysts increasingly highlight the company as a core heavy-asset rail exposure in a freight cycle they view as progressing along a recovery path. Analyst Commentary Recent research on CSX points to a mixed but generally constructive view, with several firms adjusting price targets and framing the stock as a key way to get exposure to rail and broader freight trends.ナラティブの更新 • Feb 18
CSX: Fair Outlook Weighs New Locomotive Spend Against Rail And Trucking Risks
Narrative Update: CSX Analyst Price Target Reset The CSX analyst price target has been fine tuned, with modest upward and downward $1 moves across several firms. These are offset by a higher $43 target from JPMorgan and a $40 target from TD Cowen, as analysts factor in recent transportation sector research, updated discount rate assumptions and a slightly higher future P/E input.ナラティブの更新 • Feb 03
CSX: Fair Outlook Balances Rail Volume Risks And Trucking Headwinds
The analyst price target for CSX has moved slightly higher to about US$39.85, with analysts citing adjusted Q4 estimates, mixed expectations for Eastern rail volumes, and updated P/E assumptions across the transportation group as they recalibrate for what they describe as another year of consistent uncertainty. Analyst Commentary Recent research on CSX reflects a mix of optimism about the company’s positioning and caution around the broader transportation group, especially as Q4 and early year seasonality play out.ナラティブの更新 • Jan 20
CSX: Fair Outlook Balances Higher Freight Uncertainty And Leadership Transition
Narrative Update Analysts have nudged their price expectations for CSX higher, with the blended target rising by about $0.29 to just under $40. This reflects modestly updated views on fair value and profitability, even as they flag softer Eastern rail volumes and uneven transport demand ahead.ナラティブの更新 • Jan 06
CSX: New Leadership And ONECSX Execution Will Shape Rail Network Future
Analysts have nudged the CSX price target higher to around US$41 to US$42 from about US$39 to US$40, citing a recent Q3 beat, one-off restructuring charges, and continued progress on the ONECSX and operational improvement initiatives as key supports for this shift. Analyst Commentary Recent research updates show a cluster of price target revisions for CSX toward the low US$40s after the Q3 report, with analysts pointing to the earnings outcome, one off restructuring charges, and ongoing ONECSX initiatives as key drivers of their views.分析記事 • Jan 04
Here's Why CSX (NASDAQ:CSX) Has A Meaningful Debt Burden
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブの更新 • Dec 16
CSX: New Leadership And Consolidation Optionality Will Shape Rail Network Future
Our CSX fair value estimate has inched higher to approximately $39.54 per share. This reflects analysts modestly higher price targets in the low $40s, driven by solid Q3 execution, improving margins, and rising confidence in both operational initiatives and potential strategic outcomes.ナラティブの更新 • Dec 02
CSX: New CEO Appointment And Rail Corridor Upgrade Will Drive Future Performance
CSX’s analyst price target has edged higher, with recent updates reflecting upward revisions of $1 to $4 per share. Analysts cited strong quarterly performance, improving operational trends, and growing confidence in the company’s leadership and strategic direction.ナラティブの更新 • Nov 18
CSX: Leadership Changes And New Rail Partnership Will Drive Momentum
CSX's analyst price target has edged up to $39.29 from $39.20, as analysts highlight stronger operational execution, improving fundamentals, and increased optimism following recent management and strategic developments. Analyst Commentary Recent research reports reflect a dynamic landscape of analyst opinion regarding CSX, with price targets shifting alongside evolving management strategies and industry developments.ナラティブの更新 • Nov 03
CSX: Operational Momentum And Leadership Changes Will Shape Railroad’s M&A Prospects
The analyst price target for CSX has increased modestly by $0.12 to $39.20. Analysts point to ongoing operational improvements, stronger-than-expected earnings, and increased confidence in the company’s future under new leadership.ナラティブの更新 • Oct 20
Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency
The analyst price target for CSX has increased from $38.44 to $39.08. This change reflects analysts' growing confidence in the company's improving financial performance, operational progress, and strengthened outlook following recent quarterly results and management changes.ナラティブの更新 • Oct 05
Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency
Analysts have modestly increased their fair value estimate for CSX to $38.44, citing rising price targets due to signs of improved fundamentals and anticipated M&A opportunities. Analyst Commentary Recent street research reflects a mix of optimism and caution regarding CSX's outlook.ナラティブの更新 • Sep 08
Howard Street Tunnel And Blue Ridge Rebuild Will Drive Efficiency
CSX’s consensus price target has seen a slight downward revision as analysts, tempered by macro uncertainty and neutralizing after a strong rally, weigh mixed implications of the CSX-BNSF intermodal deal—viewed both as a volume opportunity and dampener on merger speculation—resulting in a marginal decrease in fair value from $37.92 to $37.60. Analyst Commentary Bullish analysts cite the new CSX-BNSF intermodal service agreement as months in the making, likely delivering volume benefits and not ruling out potential future M&A activity.分析記事 • Sep 03
CSX's (NASDAQ:CSX) Returns Have Hit A Wall
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Jun 24
A Look At The Fair Value Of CSX Corporation (NASDAQ:CSX)
Key Insights Using the 2 Stage Free Cash Flow to Equity, CSX fair value estimate is US$34.36 CSX's US$32.42 share price...Seeking Alpha • Apr 18
CSX Corporation: Treasuries Look Better
Summary CSX's financial performance is uninspired, with declining revenue, net income, and operating income, indicating a period of slow growth. The dividend yield of 1.9% requires an unrealistic 17.7% CAGR to match the 10-Year Treasury Note, making CSX less attractive. Treasuries offer better risk-adjusted returns compared to CSX, with guaranteed cash returns and potential capital gains. I recommend avoiding CSX until the yield spikes or earnings improve and would consider buying if the stock trades in the low $20s. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
CSX: It Can Be Traded, But A Low Growth Year Is In Store
Summary CSX Corporation's stock has remained range-bound between $30-$36, making it suitable for trading strategies like covered calls and put selling. Despite revenue declines due to natural disasters and lower coal prices, CSX managed to control expenses, improving its operating ratio to 65.7%. For 2025, we expect CSX to remain range-bound but see the potential for a breakout if coal prices rebound and intermodal volumes grow. We project 2025 revenues to be flat to up 2%, with earnings likely increasing by mid-single digits due to repurchase and operating efficiencies. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
CSX: Continuing To Avoid
Summary CSX shares have underperformed, with a negative 3.4% return versus a 5.5% gain for the S&P 500, prompting a reevaluation of their financials and valuation. Financial performance is weak: revenue up 0.22%, net income down 1.75%, and long-term debt increased by $79 million, worsening the capital structure. Management spent $1.8 billion on buybacks at an average price of $37.58, which is 14% higher than the current stock price. CSX shares are overpriced at $33, and therefore definitely overpriced at $37.58, making the buybacks a questionable use of capital compared to dividends. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
CSX: A Great Choice For Value Investors Today
Summary CSX Corp. is undervalued with strong growth potential, highlighted by solid 3Q 2024 results despite challenges like storms and falling coal prices. The company’s focus on efficiency, safety, and cost management has improved operating margins and safety scores, with a healthy balance sheet and robust cash flow. In my opinion, CSX looks way stronger than its international competitors such as Russia's Globaltrans and China's Daqin Railway, and isn't lagging behind its US rivals. Despite short-term revenue concerns, CSX is poised for long-term growth through higher volumes, service excellence, and potential acquisitions, making it a value pick. I expect CSX to continue growing. The stock is potentially undervalued compared to its peers, making it a favorable entry point for value investors. CSX is a "Buy" Read the full article on Seeking AlphaSeeking Alpha • Nov 13
Full-On Dividend Crush: Why CSX Is Calling My Name
Summary CSX Corporation is a top-tier dividend growth stock with a 20-year streak of dividend increases, aggressive buybacks, and a wide economic moat. The company benefits from significant onshoring trends, government incentives for U.S. manufacturing, and valuable partnerships in North America's industrial and chemical sectors. Despite a low dividend yield of 1.3%, CSX's strategic focus on industrial expansion and renewable fuels suggests strong long-term growth potential. Currently considering reallocating my portfolio to include CSX, as it aligns perfectly with my investment strategy despite its slight valuation premium. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
CSX Corporation: Not Too Compelling
Summary CSX stock remains a poor investment due to rich valuation amidst declining business performance and a better yield from the 10-Year Treasury Note. Financial performance in 2024 is weaker than 2023, with lower earnings and increased long-term debt, reflecting a sclerotic company. The stock's current valuation is neither cheap nor expensive, but relatively rich compared to its growth prospects, making it an unattractive investment. The market's growth expectations for CSX are excessive, and the negative risk premium compared to Treasury Notes further supports avoiding the stock. Read the full article on Seeking Alpha株主還元
| CSX | US Transportation | US 市場 | |
|---|---|---|---|
| 7D | -0.2% | 1.7% | 1.3% |
| 1Y | 45.8% | 14.5% | 27.7% |
業界別リターン: CSX過去 1 年間で14.5 % の収益を上げたUS Transportation業界を上回りました。
リターン対市場: CSX過去 1 年間で27.7 % の収益を上げたUS市場を上回りました。
価格変動
| CSX volatility | |
|---|---|
| CSX Average Weekly Movement | 3.8% |
| Transportation Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: CSX 、 US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 ( 4% ) 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 |
|---|---|---|---|
| 1978 | 22,200 | Steve Angel | www.csx.com |
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。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、3400両の機関車を所有している。また、3400両の機関車を所有し、線路の接続を通じて生産・流通施設にサービスを提供している。CSXコーポレーションは1978年に法人化され、フロリダ州ジャクソンビルに本社を置いている。
CSX Corporation 基礎のまとめ
| CSX 基礎統計学 | |
|---|---|
| 時価総額 | US$87.59b |
| 収益（TTM） | US$3.05b |
| 売上高(TTM) | US$14.15b |
27.9x
PER（株価収益率6.0x
P/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
| 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| CSX 配当日 | |
|---|---|
| 配当落ち日 | May 29 2026 |
| 配当支払日 | Jun 15 2026 |
| 配当落ちまでの日数 | 0 days |
| 配当支払日までの日数 | 17 days |
CSX 配当は確実ですか？
CSX 配当履歴とベンチマークを見る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 | 2026/05/28 21:36 |
| 終値 | 2026/05/28 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 20 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。40
| アナリスト | 機関 |
|---|---|
| John Eade | Argus Research Company |
| Daniel Moore | Baird |
| Brandon Oglenski | Barclays |