CSX Corporation (CSX) Q2 2026 Earnings Call Transcript

CSX Corporation (CSX) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 23, 2026

CSX Q2 Earnings & Revenues Beat Estimates, Up Y/Y, EPS View Raised

CSX posts strong Q2 2026 beat, with EPS up 22.7% and revenues rising 10.1%, driven by volume, pricing and fuel surcharge gains despite coal export headwinds.

Zacks Investment Research • 20 hours ago

CSX Corporation: Growing Through New Management Strategies

CSX Corporation delivered in-line Q2 results, with revenue up 10% and EPS up 23%, signaling operational strength and robust market demand. Management shifted guidance from low to high single-digit revenue growth, with margin expansion solidified at 350 bps and free cash flow growth over 80%. Truck-to-rail conversion and intermodal growth are central to CSX's strategy, leveraging infrastructure investments amid a tight trucking market.

Seeking Alpha • Jul 23, 2026

These Industrial Stocks Send A Bullish Signal About The Economy

Coordinated earnings beat-and-raise from top XLI ETF holdings suggest an industrial upswing.

Investors Business Daily • 19 hours ago

CSX second-quarter profit, revenue rises on intermodal demand

U.S. railroad operator CSX on Wednesday reported a rise in second-quarter ​profit and revenue, as strong intermodal ‌shipments and higher pricing helped offset a challenging freight environment.

Reuters • Jul 22, 2026

CSX Reports Higher Second-Quarter Profit, Sales

The railroad operator's revenue rose 10%, driven by increased fuel surcharge revenue paired with higher volume and pricing across merchandise, intermodal and coal.

WSJ • Jul 22, 2026

CSX Stock Climbs After Q2 Earnings Beat Estimates

CSX Corp. (NASDAQ:CSX) posted better-than-expected second-quarter results after Wednesday's closing bell. Here's a look at the details inside the report.

Benzinga • Jul 22, 2026

CSX Q2 Earnings Call Highlights

CSX NASDAQ: CSX raised its full-year 2026 outlook after reporting a second quarter marked by higher volumes, record revenue and expanded margins, with executives saying stronger demand and cost controls helped offset fuel-related headwinds.

MarketBeat • Jul 22, 2026

CSX Corp. Announces Second Quarter 2026 Results

Record quarterly revenue of $3.94 billion, up 10% year-over-year; diluted EPS of $0.54, up 23% Operating income of $1.51 billion, up 17%; operating margin expanded 240 bps to 38.3% Volume increased 6% with broad-based growth across markets led by 9% intermodal growth JACKSONVILLE, Fla., July 22, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) today announced second quarter 2026 operating income of $1.51 billion and net earnings of $1.00 billion, or $0.54 per diluted share.

GlobeNewsWire • Jul 22, 2026

CSX (CSX) Q2 Earnings and Revenues Top Estimates

CSX (CSX) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.44 per share a year ago.

Zacks Investment Research • Jul 22, 2026