CSX (CSX) 주식 개요
CSX Corporation은 자회사와 함께 미국과 캐나다에서 철도 기반 화물 운송 서비스를 제공합니다. 자세히 보기
CSX Community Fair Values
Create NarrativeSee what 49 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
CSX Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$49.93 |
| 52주 최고가 | US$51.29 |
| 52주 최저가 | US$31.80 |
| 베타 | 1.21 |
| 1개월 변동 | 8.07% |
| 3개월 변동 | 8.12% |
| 1년 변동 | 42.78% |
| 3년 변동 | 51.53% |
| 5년 변동 | 56.47% |
| IPO 이후 변동 | 4,154.39% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 21
CSX: Intermodal Strength And Tighter Rail Capacity Will Support Earnings Power
The CSX fair value estimate has been raised from $55.00 to $58.00. This change reflects analysts' higher price targets across the rail sector, updated freight and intermodal assumptions, and ongoing expectations that operational initiatives and a tighter capacity backdrop support stronger modeled revenue and earnings.
새로운 내러티브 • Jul 12
Efficiency Gains And Capital Demands Will Eventually Restrain Rail Earnings Potential
Catalysts About CSX CSX is a North American freight railroad that moves merchandise, intermodal containers and coal across its network. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Jul 07
CSX: Buyback Support And Rail Efficiency Gains Will Temper Valuation Concerns
Analysts have nudged the CSX fair value estimate higher, with the target moving from about $46.25 to roughly $47.30 as they factor in updated price targets across the Street, slightly lower discount rate assumptions, modestly higher revenue growth and profit margin expectations, and a marginally higher future P/E. Analyst Commentary Recent Street commentary on CSX reflects a mix of optimism around freight demand, operating progress, and capital returns, alongside fresh pockets of caution on valuation and positioning.Seeking Alpha • Jul 04
CSX Corporation Is Getting Better, But The Stock Already Knows It
Summary CSX Corporation remains a high-quality railroad with a durable competitive moat and improving operational outlook into 2026. Despite operational improvements and growth levers like the Howard Street Tunnel, CSX trades at a premium 30x TTM P/E, above peers. Normalized free cash flow yield is projected at only 3-3.2% for 2026, leaving valuation stretched even with margin recovery. I rate CSX a hold, as the current risk-reward is insufficient for a buy despite the potential for multi-year FCF and margin gains. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Jul 21
CSX: Intermodal Strength And Tighter Rail Capacity Will Support Earnings Power
The CSX fair value estimate has been raised from $55.00 to $58.00. This change reflects analysts' higher price targets across the rail sector, updated freight and intermodal assumptions, and ongoing expectations that operational initiatives and a tighter capacity backdrop support stronger modeled revenue and earnings.새로운 내러티브 • Jul 12
Efficiency Gains And Capital Demands Will Eventually Restrain Rail Earnings Potential
Catalysts About CSX CSX is a North American freight railroad that moves merchandise, intermodal containers and coal across its network. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Jul 07
CSX: Buyback Support And Rail Efficiency Gains Will Temper Valuation Concerns
Analysts have nudged the CSX fair value estimate higher, with the target moving from about $46.25 to roughly $47.30 as they factor in updated price targets across the Street, slightly lower discount rate assumptions, modestly higher revenue growth and profit margin expectations, and a marginally higher future P/E. Analyst Commentary Recent Street commentary on CSX reflects a mix of optimism around freight demand, operating progress, and capital returns, alongside fresh pockets of caution on valuation and positioning.Seeking Alpha • Jul 04
CSX Corporation Is Getting Better, But The Stock Already Knows It
Summary CSX Corporation remains a high-quality railroad with a durable competitive moat and improving operational outlook into 2026. Despite operational improvements and growth levers like the Howard Street Tunnel, CSX trades at a premium 30x TTM P/E, above peers. Normalized free cash flow yield is projected at only 3-3.2% for 2026, leaving valuation stretched even with margin recovery. I rate CSX a hold, as the current risk-reward is insufficient for a buy despite the potential for multi-year FCF and margin gains. Read the full article on Seeking Alpha새로운 내러티브 • Jun 28
Rail Capacity Expansion And Cost Efficiencies Will Support Stronger Long-Term Freight Opportunities
Catalysts About CSX CSX operates a major freight railroad network in the eastern United States, moving merchandise, intermodal containers and coal for industrial and consumer end markets. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Jun 23
CSX: Buyback And Efficiency Plans Will Balance Stronger Volumes With Execution Risks
The analyst price target for CSX has been nudged higher to $46.25 from $45.89 as analysts point to stronger than previously modeled earnings contributions from rail volume trends, a steady profit margin outlook, and modestly higher future P/E assumptions. Analyst Commentary Recent research on CSX shows a mix of upbeat and more cautious views, providing a broader picture of how the stock is being framed on valuation, growth, and execution.분석 기사 • Jun 16
CSX (CSX) Stock Could Be 3.3% Overvalued After Buyback And Efficiency Push
Recent commentary on CSX (CSX) has turned to efficiency, after the company paired a new performance focused culture with a fresh US$5b share repurchase plan and executive changes aimed at sharpening operations. See our latest analysis for CSX. CSX stock has attracted fresh attention as investors react to the efficiency message from the new leadership team, with a 90 day share price return of 17.58% and a 1 year total shareholder return of 47.60% suggesting momentum has been building over both...내러티브 업데이트 • Jun 05
CSX: Buyback And Efficiency Plans Will Support Balanced Rail Cycle Outlook
CSX's fair value estimate edges up to $45.89 from $45.54 as analysts factor in a cluster of higher price targets, including BofA's move to $51 following the $5.0b buyback authorization, along with modest adjustments to the discount rate, profit margin, and future P/E assumptions. Analyst Commentary Recent research on CSX reflects a mix of optimism around capital returns and execution, alongside a more cautious view from some firms that are reassessing risk and growth assumptions.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • Sep 03
CSX's (NASDAQ:CSX) Returns Have Hit A Wall
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Apr 18
CSX Corporation: Treasuries Look Better
Summary CSX's financial performance is uninspired, with declining revenue, net income, and operating income, indicating a period of slow growth. The dividend yield of 1.9% requires an unrealistic 17.7% CAGR to match the 10-Year Treasury Note, making CSX less attractive. Treasuries offer better risk-adjusted returns compared to CSX, with guaranteed cash returns and potential capital gains. I recommend avoiding CSX until the yield spikes or earnings improve and would consider buying if the stock trades in the low $20s. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
CSX: It Can Be Traded, But A Low Growth Year Is In Store
Summary CSX Corporation's stock has remained range-bound between $30-$36, making it suitable for trading strategies like covered calls and put selling. Despite revenue declines due to natural disasters and lower coal prices, CSX managed to control expenses, improving its operating ratio to 65.7%. For 2025, we expect CSX to remain range-bound but see the potential for a breakout if coal prices rebound and intermodal volumes grow. We project 2025 revenues to be flat to up 2%, with earnings likely increasing by mid-single digits due to repurchase and operating efficiencies. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
CSX: Continuing To Avoid
Summary CSX shares have underperformed, with a negative 3.4% return versus a 5.5% gain for the S&P 500, prompting a reevaluation of their financials and valuation. Financial performance is weak: revenue up 0.22%, net income down 1.75%, and long-term debt increased by $79 million, worsening the capital structure. Management spent $1.8 billion on buybacks at an average price of $37.58, which is 14% higher than the current stock price. CSX shares are overpriced at $33, and therefore definitely overpriced at $37.58, making the buybacks a questionable use of capital compared to dividends. Read the full article on Seeking Alpha주주 수익률
| CSX | US Transportation | US 시장 | |
|---|---|---|---|
| 7D | 1.0% | 0.9% | -0.7% |
| 1Y | 42.8% | 11.8% | 17.3% |
수익률 대 산업: CSX은 지난 1년 동안 11.8%의 수익을 기록한 US Transportation 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: CSX은 지난 1년 동안 17.3%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| CSX volatility | |
|---|---|
| CSX Average Weekly Movement | 3.5% |
| Transportation Industry Average Movement | 6.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: CSX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: CSX의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1978 | 22,200 | Steve Angel | www.csx.com |
CSX Corporation은 자회사와 함께 미국과 캐나다에서 철도 기반 화물 운송 서비스를 제공합니다. 이 회사는 철도와 트럭 운송의 두 가지 부문으로 운영됩니다. 이 회사는 철도 서비스, 복합 컨테이너 및 트레일러 운송, 그리고 철도-트럭 간 운송 및 벌크 상품 운영과 같은 기타 운송 서비스를 제공합니다.
CSX Corporation 기초 지표 요약
| CSX 기초 통계 | |
|---|---|
| 시가총액 | US$92.70b |
| 순이익 (TTM) | US$3.05b |
| 매출 (TTM) | US$14.15b |
30.4x
주가수익비율(P/E)6.6x
주가매출비율(P/S)CSX는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| CSX 손익계산서 (TTM) | |
|---|---|
| 매출 | US$14.15b |
| 매출원가 | US$7.53b |
| 총이익 | US$6.63b |
| 기타 비용 | US$3.58b |
| 순이익 | US$3.05b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.64 |
| 총이익률 | 46.82% |
| 순이익률 | 21.55% |
| 부채/자본 비율 | 139.6% |
CSX의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| CSX 배당 일정 | |
|---|---|
| 배당락일 | Aug 31 2026 |
| 배당 지급일 | Sep 15 2026 |
| 배당락일까지 남은 일수 | 39 days |
| 배당 지급일까지 남은 일수 | 54 days |
CSX는 안정적으로 배당을 지급합니까?
CSX 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/22 21:59 |
| 종가 | 2026/07/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
CSX Corporation는 39명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Daniel Moore | Baird |
| Garrett Chase | Barclays |