CSX CorporationNasdaq: CSX
Industrials · Rail Transportation
$45.09
-0.76%
Vol: 4.3M
Research Digest
Friday, May 1, 2026
CSX Q1 2026 strong earnings with 26% EPS growth; raises FY guidance to mid-single digits on margin expansion.
CSX Q1 2026 operating income $1.25B, net earnings $807M, diluted EPS $0.43 (+26% YoY). Raised full-year revenue growth outlook to mid-single digits amid efficiency improvements and cost reductions. Cash from operations surged 46.7% YoY to $1.39B. Baird raised PT to $47 from $40 with Outperform rating. JP Morgan Buy April 25. CSX made $670M locomotive fleet upgrade with Wabtec and increased quarterly dividend February.
Previous Market Intelligence
13 daysApr 30CSX delivers Q1 2026 with EPS up 26% YoY to $0.43, beat estimates, and receives Buy rating from J.P. Morgan.Positive▶
CSX Corp reported strong Q1 2026 results with diluted EPS of $0.43, representing 26% YoY growth and beating the consensus estimate of $0.39. Revenue reached $3.48 billion, slightly below the $3.52 billion estimate. The company announced a $670 million locomotive fleet upgrade with Wabtec and added 21 rail-served properties across 10 states to its CSX Select Site Program. Leadership changes were announced to the executive team, and the quarterly dividend was increased in February 2026.
Apr 16CSX raises dividend 8%, partners with Microsoft and Infosys; strong analyst supportPositive▶
CSX increased quarterly dividend to $0.14/share (8% hike). Company announced partnerships with Microsoft and Infosys, alongside $670M locomotive fleet upgrade with Wabtec. Added 21 rail-served properties across 10 states to CSX Select Site Program. Raymond James raised price target to $45 from $41 with Outperform rating. 20 analysts rate Buy with $39.10 average 12-month target. FY2025 revenue declined 3.08% to $14.09B due to mixed demand.
Apr 15CSX receives analyst upgrades (Stephens to Overweight, Wolfe Research Outperform) ahead of Q1 2026 earnings April 22.Mixed▶
CSX received multiple bullish analyst calls with Stephens upgrading price target from $42 to $47 and Wolfe Research raising from $44 to $46. Q1 2026 earnings scheduled for April 22. Recent Chicago-Grand Rapids line shutdown due to flood-related washout highlights infrastructure vulnerabilities. Company announced 8% dividend increase and $670M locomotive fleet upgrade with Wabtec.
Apr 14CSX raises dividend 8% to $0.14 quarterly and launches Microsoft/Infosys partnerships; Q1 earnings April 22.Positive▶
CSX announced 8% dividend increase to $0.14 and new technology partnerships with Microsoft and Infosys. Q1 2026 earnings due April 22 with $0.40 EPS expected (up 17.7% YoY). Wolfe Research raised target from $44 to $46 (Outperform); JPMorgan raised to $42 (Overweight). Stock gained 34% over 52 weeks and 9.2% YTD to $42.26.
Apr 13CSX raises dividend 8%, announces Howard Street Tunnel double-stack service for Q2 2026, targeting margin expansion.Positive▶
CSX increased quarterly dividend 8% to $0.14/share and announced partnerships with Infosys and Microsoft. Howard Street Tunnel project enabling double-stack rail service from Southeast to Northeast launches Q2 2026. CEO reiterates 2026 guidance for low single-digit volume growth and 200-300 bps operating margin expansion. Stephens raised price target to $47. Q1 earnings set for April 22.
Apr 10CSX Corp approves Lordstown expansion with 977 additional parking spots for vehicle drop-off operations.Positive▶
Ohio EPA issued construction permit for CSX Lordstown parking expansion adding 977 spaces (total ~1,700). Stormwater system construction starts May 15. Q1 2026 earnings April 22; analysts expect $0.40 EPS (+17.7% YoY). Analyst upgrades from Wolfe ($46), Rothschild ($45.50), and Sanford Bernstein ($39). Stock at $42.54 with strong momentum.
Apr 9CSX signals openness to merger talks; announces dividend increase to $0.14 per share and $670M Wabtec locomotive deal.Positive▶
CSX Corporation announced Q1 2026 earnings release for April 22 after market close, with conference call at 4:30 p.m. ET. The company's Board approved a $0.14 per share quarterly dividend, representing an 8% increase. CSX CEO Steve Angel stated openness to merger prospects as industry consolidates, focusing on generating returns through improved efficiency and performance—relevant context amid Union Pacific/Norfolk Southern merger pursuit. CSX signed a $670 million deal with Wabtec Corporation in February 2026 to upgrade fleet with 100 new locomotives. CSX reopened Blue Ridge Subdivision, a 60-mile freight corridor destroyed by Hurricane Helene, transporting over 14 million tons of freight annually. Ohio EPA issued construction stormwater permit to CSX subsidiary for parking lot expansion at Lordstown Automotive Facility. JPMorgan raised price target to $42 from $41 with Overweight rating. Leadership changes include Kevin Boone as CFO and Maryclare Kenney as SVP/Chief Commercial Officer.
Apr 8CSX raises dividend and secures partnerships amid weather disruptionNeutral▶
CSX Corporation announced an 8% increase in quarterly dividend to $0.14 per share and secured partnerships with Infosys and Microsoft. However, a flood-related washout near Coloma has shut a rail line between Chicago and other locations, putting the company's resilience in focus.
Apr 7CSX boosts quarterly dividend 8% to $0.14, partners with Microsoft and InfosysNeutral▶
CSX Corporation announced 8% dividend increase to $0.14 per share and new partnerships with Infosys and Microsoft. Added 21 rail-served properties across 10 states to CSX Select Site Program on March 16. Approved $670M locomotive fleet upgrade with Wabtec on February 9. Q1 2026 results scheduled for April 22 after market close. Bernstein raised price target to $39 from $36 with Market Perform rating.
Apr 6CSX appoints Steve Angel as new CEO; raises quarterly dividend 8% and launches $670M locomotive upgradePositive▶
CSX Corporation announced CEO transition with Steve Angel replacing Joe Hinrichs following shareholder pressure. The board approved an 8% increase in quarterly dividend to $0.14 per share. CSX announced $670M locomotive fleet upgrade with Wabtec and added 21 rail-served properties to its Select Site Program. Q4 2025 operating income reached $1.11 billion with net earnings of $720 million ($0.39 per share). Full-year 2025 revenue was $14.09 billion, down 3.08%. Consensus rating is "Buy" with 12-month target of $38.95.
Apr 3CSX raises quarterly dividend 8% to $0.14 per share; Sanford C. Bernstein raises target to $39 from $36.Positive▶
CSX Corporation raised its quarterly dividend by 8% to $0.14 per share on April 3, 2026. CSX added 21 rail-served properties across 10 states. In January 2026, CSX signed $670 million deal with Wabtec for 100 new locomotives. Sanford C. Bernstein raised price target from $36 to $39 with market perform rating.
Apr 2CSX increased quarterly dividend 8% to $0.14 per share; Blue Ridge Subdivision freight corridor reopened after Hurricane Helene damage.Positive▶
CSX Corporation increased quarterly dividend 8% to $0.14 per share and reopened the critical Blue Ridge Subdivision (60-mile freight corridor destroyed by Hurricane Helene) that transports 14+ million tons of freight annually. Q4 2025 operating income was $1.11B with net earnings of $720M ($0.39 per share). Q1 2026 results scheduled for April 22. Executive leadership changes: Kevin Boone named EVP and CFO effective October 29, 2025. Analyst consensus is Buy with average price target of $38.95.
Apr 1CSX appointed Steve Angel as new CEO on March 30, 2026, replacing Joe Hinrichs; increased quarterly dividend 8%.Positive▶
CSX announced major leadership changes effective March 30, 2026, appointing Steve Angel as new CEO. The company increased its quarterly dividend 8% to $0.14 per share. CSX announced a $670 million locomotive fleet upgrade with Wabtec and reopened its Blue Ridge Subdivision. RBC Capital raised PT to $43.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| UNPUNION | $266.35 | -1.16% | +9.8% | 19.7x | 0.97 | $160.0B |
| CSXCSX | $45.09 | -0.76% | +9.5% | 21.1x | 1.25 | $84.4B |
| NSCNORFOLK | $316.44 | +0.19% | +9.6% | 23.4x | 1.31 | $70.9B |
| CATCATERPILLAR | $890.93 | +0.09% | +23.4% | 31.8x | 1.52 | $414.2B |
| GEGENERAL | $287.56 | -0.82% | +0.4% | 33.4x | 1.43 | $302.9B |
| GEVGE | $1,064.74 | -1.73% | +20.7% | 44.2x | 1.20 | $291.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.