Norfolk Southern Corporation

NYSE:NSC Stok Raporu

Piyasa değeri: US$69.9b

Norfolk Southern Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Norfolk Southern kazanç ve gelirin sırasıyla yıllık 7.9% ve 4.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 7.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 16.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

7.9%

Kazanç büyüme oranı

7.76%

EPS büyüme oranı

Transportation kazanç büyümesi14.1%
Gelir büyüme oranı4.8%
Gelecekteki özkaynak getirisi16.08%
Analist kapsamı

Good

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • May 04

NSC: Rail Partnerships And Merger Synergies Will Support Future Infrastructure Appeal

Norfolk Southern's analyst price target has been revised higher to about $332 from roughly $311. Analysts cite updated assumptions for modestly stronger revenue growth, slightly higher profit margins, and a higher future P/E, supported by a recent wave of target increases across major research firms.
Seeking Alpha • Apr 24

Norfolk Southern: Watch It, But Union Pacific Is The Better Trade In The Deal Now (Earnings Review)

Summary Norfolk Southern (NSC) now trades in tight correlation with Union Pacific (UNP) due to the pending merger, with deal terms implying $326 per NSC share. NSC’s Q1 2026 results showed flat revenue at $3B, a 1% volume decline, and deteriorating operating ratio, with EPS down 1.5% year-over-year. The standalone valuation for NSC is $213 per share, presenting a poor risk/reward profile given current pricing and the narrow arbitrage spread. UNP is the superior investment choice regardless of deal outcome, as NSC’s risk/reward is skewed and optionality is no longer attractive. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Apr 20

NSC: Rail Partnerships And Merger Synergies Will Shape Future Infrastructure Appeal

The analyst price target for Norfolk Southern has been adjusted slightly lower to $311.21 from $312.63, as analysts balance recent target cuts with continued interest in rail infrastructure and potential merger related synergies. Analyst Commentary Recent research on Norfolk Southern reflects a split view, with some firms trimming price targets and others lifting them meaningfully.
Anlatı Güncellemesi • Apr 06

NSC: Merger Synergies And Rail Projects Will Shape Future Infrastructure Appeal

The analyst price target for Norfolk Southern has been trimmed by about $1 to reflect a slightly higher discount rate, modest tweaks to revenue growth and margin assumptions, and a mix of recent target cuts and raises across the Street as analysts reassess merger related opportunities and risks. Analyst Commentary Recent Street research on Norfolk Southern presents a mix of optimism and caution, with several firms revisiting price targets and views as the Union Pacific merger proposal moves through the regulatory process.
Anlatı Güncellemesi • Mar 22

NSC: Merger Synergies And Rail Expansion Will Drive Future Infrastructure Appeal

Analysts have nudged the Norfolk Southern fair value estimate up by about $1 to roughly $314, reflecting slightly higher target multiples and continued focus on long lived rail infrastructure as well as potential merger related synergies highlighted in recent research. Analyst Commentary Recent research on Norfolk Southern reflects a mix of optimism and caution as analysts adjust targets and ratings around the proposed Union Pacific transaction and the broader appeal of rail infrastructure.
Anlatı Güncellemesi • Mar 08

NSC: Merger Synergies And Rail Corridor Expansion Will Shape Balanced Future Outlook

Analysts have nudged their blended fair value estimate for Norfolk Southern higher to roughly $313 per share, reflecting modestly adjusted assumptions on growth, margins and P/E multiples. They also highlight potential merger related synergies with Union Pacific and the appeal of rail infrastructure as a long lived, hard to replicate asset base.
Anlatı Güncellemesi • Feb 20

NSC: Merger Scrutiny And Corridor Expansion Will Guide Fairly Balanced Rail Outlook

Norfolk Southern's updated analyst price target edges higher to about $308, with analysts pointing to slightly adjusted fair value and discount rate assumptions as they reassess sector risks and recent target cuts across the rail group. Analyst Commentary Recent research on Norfolk Southern reflects a mixed setup, with some firms trimming price targets or ratings while others are modestly lifting their valuation work as they refresh rail sector assumptions.
Anlatı Güncellemesi • Feb 05

NSC: Merger Scrutiny And Corridor Expansion Will Shape Fairly Valued Outlook

Analysts have trimmed their price targets on Norfolk Southern by about $4 per share, reflecting slightly lower fair value estimates even as they factor in marginally higher revenue growth expectations, a modestly softer profit margin outlook, and small adjustments to discount rate and future P/E assumptions following recent sector research. Analyst Commentary Recent research on Norfolk Southern clusters around two main themes, where price target cuts are balanced against prior target increases and broader views on the proposed Union Pacific tie up and the freight rail backdrop.
Anlatı Güncellemesi • Jan 22

NSC: Merger Scrutiny And New Corridor Will Shape Fairly Valued Outlook

Analysts have nudged their fair value estimate for Norfolk Southern higher to about US$311 from roughly US$309, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin, and future P/E following recent sector research and price target revisions. Analyst Commentary Recent research around the proposed Union Pacific and Norfolk Southern merger has sharpened how analysts think about Norfolk Southern's valuation, regulatory risk, and long term growth profile.
Anlatı Güncellemesi • Jan 07

NSC: Merger Review And Labor Deal Will Shape Fairly Valued Outlook

Analysts have nudged their price target for Norfolk Southern higher to approximately US$309 from about US$308, reflecting small updates to discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News The US Department of Justice has begun investigating Union Pacific's proposed acquisition of Norfolk Southern and is expected to file a formal notice to participate in the Surface Transportation Board review of the deal (CTFN).
Anlatı Güncellemesi • Dec 15

NSC: Shares Will Navigate Merger Scrutiny Amid Resilient Earnings Expectations

Analysts have nudged their price target for Norfolk Southern slightly higher, citing a series of upward target revisions across the Street that emphasize resilient 2025 earnings expectations and relatively stable margins, despite modestly softer long term revenue growth assumptions and a cautious backdrop for the broader transports group. Analyst Commentary Bullish analysts are leaning into Norfolk Southern's relative earnings resilience, lifting price targets even as the broader transports group remains out of favor.
Anlatı Güncellemesi • Nov 30

NSC: Shares Will Pursue Opportunities Amid Merger Review And Industry Headwinds

Norfolk Southern's analyst price target has been modestly increased from $311.50 to $311.68. This reflects analyst optimism in light of higher sector targets, despite ongoing industry challenges such as weak industrial growth and muted rail volumes.
Anlatı Güncellemesi • Nov 16

NSC: Shares Will Navigate Merger Uncertainty And Industry Shifts Ahead

The analyst consensus price target for Norfolk Southern was adjusted slightly lower to $311.50 from $311.63, as analysts factor in modestly increased revenue growth expectations. This is offset by a lower profit margin and discount rate, reflecting resilience despite mixed transports sector outlooks.
Anlatı Güncellemesi • Nov 01

NSC: Sector Merger Activity And Industry Pressures Will Influence Performance Ahead

Norfolk Southern’s analyst price target has increased substantially, with recent updates reflecting a rise of over $60 per share. Analysts cite resilient earnings expectations and improving industry sentiment despite broader transportation sector pressures.
Anlatı Güncellemesi • Oct 18

PSR 20 Transformation Will Unlock Operational Efficiencies And Cost Savings

Analysts have modestly increased their average price target for Norfolk Southern, raising it from approximately $307 to $313 per share. They cite resilient profit margin projections and relatively unchanged earnings outlooks, despite ongoing sector headwinds and uncertainty following the pending Union Pacific merger.
Anlatı Güncellemesi • Oct 03

PSR 20 Transformation Will Unlock Operational Efficiencies And Cost Savings

Analysts have increased their fair value estimate for Norfolk Southern by approximately $7 to $307. They cite resilience in 2025 earnings forecasts and upward price target revisions, despite sector underperformance and ongoing merger developments.
Anlatı Güncellemesi • Sep 18

PSR 20 Transformation Will Unlock Operational Efficiencies And Cost Savings

Analysts modestly raised Norfolk Southern’s price target to $300.42, driven by the merger premium with Union Pacific and anticipated strategic benefits, but note that regulatory uncertainty and near-term valuation constraints are likely to keep the shares trading sideways until greater clarity emerges. Analyst Commentary Bullish analysts note near-term financial upside for Norfolk Southern has become limited after the merger announcement with Union Pacific, as share prices are now close to the proposed deal value and the extended regulatory review period constrains further appreciation.
Analiz Makalesi • Jul 25

Norfolk Southern (NYSE:NSC) Has Affirmed Its Dividend Of $1.35

Norfolk Southern Corporation's ( NYSE:NSC ) investors are due to receive a payment of $1.35 per share on 20th of...
Analiz Makalesi • Jul 11

Should You Investigate Norfolk Southern Corporation (NYSE:NSC) At US$263?

Norfolk Southern Corporation ( NYSE:NSC ) led the NYSE gainers with a relatively large price hike in the past couple of...
Analiz Makalesi • Jun 27

Norfolk Southern (NYSE:NSC) Has Some Way To Go To Become A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Seeking Alpha • Apr 22

Norfolk Southern: This Is What CSX Earnings Suggest

Summary Norfolk Southern Corporation's Q1 earnings might outperform CSX Corporation due to fewer operational disruptions and lower costs from infrastructure projects and rerouting expenses. CSX was impacted by infrastructure rebuild projects which could drive more traffic on Norfolk Southern's network. Intermodal volumes increased by 2% for CSX, partly due to tariff-related pull-forwards, indicating potential revenue growth for NSC. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Norfolk Southern: An Undervalued Dividend Stock To Buy Now

Summary Since my previous article, shares of Norfolk Southern have delivered 19% total returns. Volume growth and productivity gains should return the railroad operator to solid growth in 2025 and beyond. Norfolk Southern's debt-to-capitalization ratio meaningfully improved in 2024. The railroad operator appears to be trading at a 7% discount to fair value. Norfolk Southern could be poised for 40%-plus cumulative total returns through 2027. Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

Norfolk Southern: From Setback To Comeback

Summary Norfolk Southern has shown strong recovery post-derailment, with improved margins and profits, driven by cost savings and increased intermodal traffic. Q4 earnings highlighted a 7% improvement in operating expenses and an 11% increase in operating income, despite a 2% revenue decrease. The company is resuming share repurchases and maintaining a steady dividend, signaling confidence in future growth and balance sheet strength. Trading at a forward PE below 20, Norfolk Southern offers a compelling investment opportunity with expected EPS growth and a dividend yield above 2%. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Norfolk Southern: It's Way More Expensive Than The S&P 500

Summary I sold Norfolk Southern at a 38% profit; shares have since dropped 5.2%, validating my decision. Despite recent earnings looking good, Norfolk Southern's valuation remains high, and the company is less profitable and more indebted than in 2019. The market's growth expectations for Norfolk Southern are excessive, especially given its lower profitability and deteriorating balance sheet. With the 10 Year Treasury yielding more than Norfolk Southern's dividend, the risk-adjusted returns do not justify investing in this stock. Read the full article on Seeking Alpha
Seeking Alpha • Dec 18

Norfolk Southern: Moving Efficiently Into 2025

Summary Norfolk Southern is currently undervalued, presenting a buying opportunity for investors. NSC's improving balance sheet, infrastructure investments, and expanding intermodal train capacity position it well for future growth. Despite short-term challenges, NSC's positive Q3 2024 results and expected FY 2025 performance indicate strong future demand and revenue growth. Management's cost reduction initiatives and share buyback plans further enhance NSC's attractiveness. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

Norfolk Southern: Q3, Superb Profitability And Productivity Improvements

Summary Norfolk Southern's Q3 showed significant operational efficiency improvements at the railroad. Productivity gains, including increased car velocities and reduced fuel expenses, have enhanced profitability and improved the operating ratio. NSC's improved safety measures and reduced accident rates are crucial, especially after the 2023 derailments, bolstering long-term stability. With the major costs of the East Palestine derailment behind, Norfolk Southern can focus on share repurchases and capital improvements, enhancing shareholder value. Buy rating maintained. Read the full article on Seeking Alpha
Seeking Alpha • Oct 17

Selling Norfolk Southern Corporation

Summary I’m selling my Norfolk Southern shares due to excessive valuation and lower profitability compared to pre-pandemic levels. The company faces significant contractual obligations, with potential risks from elevated interest rates impacting debt refinancing. Financial performance has deteriorated, with revenue and net income down, and long-term debt significantly increased. Current market valuation is high, with Norfolk Southern trading at a premium, indicating overly optimistic growth expectations. Read the full article on Seeking Alpha
Seeking Alpha • Sep 25

Norfolk Southern's Undeniable Potential: A Turnaround You Don't Want To Miss

Summary I initially considered selling Norfolk Southern Corporation to reduce my portfolio but decided to hold due to its wide moat, promising turnaround potential, and dividend growth. Despite recent struggles, including intermodal weakness and derailments, Norfolk Southern is improving operations, cutting costs, and positioning itself for future growth. In the long term, I expect economic reshoring and efficiency gains to drive strong returns. Norfolk Southern's dividend growth and recovery make it a valuable part of my portfolio. Read the full article on Seeking Alpha
Seeking Alpha • Aug 21

Norfolk Southern Q2: This Freight Train Is On Track For Long-Term Returns

Summary Norfolk Southern's Q2 was mostly positive in my opinion, with the firm expanding operating income thanks to efficiency improvements at the railroad. The firm's ability to deliver real cost-savings and efficiency improvements in Q2 increases the credibility of their long-term target of an operating ratio below 60%. My base-case valuation suggests shares are fairly valued at present time, which, combined with margin expansion, suggests a long-term opportunity may be present in shares. Some uncertainty still exists regarding macroeconomic conditions, with a recessionary environment potentially placing real strain on Norfolk Southern's revenues. Buy rating issued (upgrade). Read the full article on Seeking Alpha
Seeking Alpha • Aug 13

Norfolk Southern: Sit Back, Watch Buybacks Boost Shares

Summary Norfolk Southern is a freight railroad company operating in the eastern USA, shipping merchandise, intermodal units, and coal. The company faced a significant financial impact in 2023 due to a train derailment incident in Eastern Ohio, resulting in decreased net income. Norfolk Southern has a strong economic moat due to factors such as limited competition, barriers to land acquisition, and monopolist status, leading to high margins and returns on equity. By price to earnings and operating cash flow to market cap metrics, NSC is currently trading at a relatively high valuation historically speaking. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:NSC - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202813,8093,3572,6295,04310
12/31/202713,2523,0302,6374,64018
12/31/202612,6892,6632,2193,87319
3/31/202612,1852,6671,6183,755N/A
12/31/202512,1802,8702,1574,361N/A
9/30/202512,2302,9592,0994,249N/A
6/30/202512,1783,3472,0244,204N/A
3/31/202512,1123,3161,8894,163N/A
12/31/202412,1232,619284,052N/A
9/30/202412,1722,413-4283,774N/A
6/30/202412,0921,791-9613,208N/A
3/31/202412,0281,411-1,2752,845N/A
12/31/202312,1561,8248303,179N/A
9/30/202312,3202,0871,1423,304N/A
6/30/202312,6922,5681,9984,057N/A
3/31/202312,9623,0302,4144,401N/A
12/31/202212,7453,2682,2744,222N/A
9/30/202212,3603,2392,6394,366N/A
6/30/202211,8693,0332,4894,169N/A
3/31/202211,4183,0342,6404,234N/A
12/31/202111,1423,0032,7854,255N/A
9/30/202110,8632,9142,7174,183N/A
6/30/202110,5172,7292,5903,976N/A
3/31/20219,8032,3022,3043,697N/A
12/31/20209,7892,0102,1433,637N/A
9/30/20209,9062,0042,0843,662N/A
6/30/202010,2412,0931,9233,698N/A
3/31/202011,0812,4212,0483,966N/A
12/31/201911,2962,717N/A3,892N/A
9/30/201911,5022,752N/A3,839N/A
6/30/201911,6082,796N/A3,852N/A
3/31/201911,5812,785N/A3,791N/A
12/31/201811,4582,660N/A3,726N/A
9/30/201811,2315,927N/A3,672N/A
6/30/201810,9545,732N/A3,503N/A
3/31/201810,6935,519N/A3,223N/A
12/31/201710,5515,400N/A3,253N/A
9/30/201710,3721,849N/A3,187N/A
6/30/201710,2261,801N/A3,178N/A
3/31/201710,0431,709N/A3,001N/A
12/31/20169,8881,663N/A3,034N/A
9/30/20169,9161,607N/A3,012N/A
6/30/201610,1051,600N/A2,839N/A
3/31/201610,3641,628N/A3,156N/A
12/31/201510,5111,550N/A2,908N/A
9/30/201510,8631,700N/A2,714N/A
6/30/201511,1731,808N/A2,916N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: NSC 'nin tahmini kazanç büyümesi (yıllık 7.9% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: NSC şirketinin kazançlarının (yıllık 7.9% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: NSC şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: NSC şirketinin gelirinin (yıllık 4.8% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: NSC şirketinin gelirinin (yıllık 4.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: NSC 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 16.1 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 11:02
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Norfolk Southern Corporation 40 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John EadeArgus Research Company
Daniel MooreBaird
Brandon OglenskiBarclays