CSX Corporation

NasdaqGS:CSX Aktierapport

Börsvärde: US$87.6b

CSX Framtida tillväxt

Future kriterier kontrolleras 2/6

CSX förväntas öka intäkter och intäkter med 8.7% respektive 4.4% per år. EPS förväntas tillväxt med 11.3% per år. Avkastningen på eget kapital förväntas bli 26.5% om 3 år.

Viktig information

8.7%

Tillväxttakt i vinsten

11.34%

Tillväxttakt för EPS

Transportation vinsttillväxt14.1%
Intäkternas tillväxttakt4.4%
Framtida avkastning på eget kapital26.50%
Bevakning av analytiker

Good

Senast uppdaterad19 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:CSX - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202815,9624,0953,7545,93911
12/31/202715,4663,8603,3505,87819
12/31/202614,7753,5113,1305,40420
3/31/202614,1513,0501,9044,630N/A
12/31/202514,0922,8891,7114,613N/A
9/30/202514,1232,9021,5524,615N/A
6/30/202514,1553,1022,0064,964N/A
3/31/202514,2823,2362,7055,436N/A
12/31/202414,5403,4702,7185,247N/A
9/30/202414,6813,6192,9715,348N/A
6/30/202414,6343,5532,8885,214N/A
3/31/202414,6323,5742,9985,329N/A
12/31/202314,6573,6683,2575,514N/A
9/30/202314,7073,8043,1225,389N/A
6/30/202315,0304,0873,2435,562N/A
3/31/202315,1464,2813,3265,571N/A
12/31/202214,8534,1143,4135,526N/A
9/30/202214,5504,0823,5275,535N/A
6/30/202213,9473,9393,3825,230N/A
3/31/202213,1223,9343,3505,166N/A
12/31/202112,5223,7813,3085,099N/A
9/30/202111,9203,6073,3174,954N/A
6/30/202111,2763,3752,8994,478N/A
3/31/202110,5412,7012,7664,317N/A
12/31/202010,5832,7652,6374,263N/A
9/30/202010,6432,7762,5664,241N/A
6/30/202010,9732,8963,0784,767N/A
3/31/202011,7793,2673,1704,855N/A
12/31/201911,9373,331N/A4,850N/A
9/30/201912,1953,402N/A4,972N/A
6/30/201912,3463,440N/A4,899N/A
3/31/201912,3873,447N/A4,848N/A
12/31/201812,2503,308N/A4,641N/A
9/30/201811,9706,606N/A4,017N/A
6/30/201811,5846,170N/A3,915N/A
3/31/201811,4155,803N/A3,395N/A
12/31/201711,4085,470N/A3,472N/A
9/30/201711,5821,788N/A3,414N/A
6/30/201711,5491,785N/A3,015N/A
3/31/201711,3201,719N/A3,330N/A
12/30/201611,0691,713N/A3,041N/A
9/23/201610,8131,721N/A3,346N/A
6/24/201611,0421,772N/A3,380N/A
3/25/201611,4021,881N/A3,434N/A
12/25/201511,8111,967N/A3,370N/A
9/25/201512,2221,992N/A3,553N/A
6/26/201512,5041,994N/A3,480N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: CSX s prognostiserade vinsttillväxt ( 8.7% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: CSX s intäkter ( 8.7% per år) förväntas växa långsammare än marknaden för US ( 16.9% per år).

Höga tillväxtresultat: CSX s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: CSX s intäkter ( 4.4% per år) förväntas växa långsammare än marknaden för US ( 11.9% per år).

Hög tillväxtintäkter: CSX s intäkter ( 4.4% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: CSX s avkastning på eget kapital förväntas bli hög om 3 år ( 26.5 %)


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/28 21:48
Aktiekurs vid dagens slut2026/05/28 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

CSX Corporation bevakas av 40 analytiker. 20 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
John EadeArgus Research Company
Daniel MooreBaird
Brandon OglenskiBarclays