CSX Corporation

CSX Corporation

CSXยทNASDAQ

$46.44

+0.65%
IndustrialsRailroads

CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It transports chemicals, agricultural and food products, automotive, minerals, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities. The company also offers intermodal transportation services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments. It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks. The company operates approximately 19,500 route mile rail network, which serves various population centers in 23 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns and leases approximately 3,500 locomotives. It also serves production and distribution facilities through track connections. CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.

At a Glance

Live Snapshot
Market Cap$86.29B
EPS1.5400
P/E Ratio30.16
Earnings Date07/22/2026
csx

CSX Corporation Street Expectations Map

CSX ยท NASDAQ

Wall Street analysts project that CSX stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 43.54, with estimates ranging from a low of 30.00 to a high of 50.00.

Lowest Target
30.00
-35.40%
Consensus Target
43.54
-6.24%
Highest Target
50.00
7.67%

The consensus 1-year price target stands at 43.54, with estimates ranging from a low of 30.00 to a high of 50.00.

Analyst Consensus Analysis

Upside Potential

-6.2%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

45.9% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.22x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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CSX Corporation Forward Estimates of Revenue

CSX ยท NASDAQ
Latest Revenue
14.09B
FY 2025
Avg Estimate
14.78B
FY 2026
Estimate Range
14.69B - 14.89B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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CSX Corporation Forward Estimates of Net Income

CSX ยท NASDAQ
Latest Net Income
2.89B
FY 2025
Avg Estimate
3.71B
FY 2026
Estimate Range
3.61B - 3.80B
Analyst Spread

Forward Growth Analysis

Projected Growth+28.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CSX Corporation Forward Estimates of EPS

CSX ยท NASDAQ
Latest EPS
1.54
FY 2025
Avg Estimate
$1.91
FY 2026
Estimate Range
$1.86 - $1.96
Analyst Spread

Forward Growth Analysis

Projected Growth+23.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CSX Corporation Forward Estimates of EBIT

CSX ยท NASDAQ
Latest EBIT
4.59B
FY 2025
Avg Estimate
6.02B
FY 2026
Estimate Range
5.98B - 6.07B
Analyst Spread

Forward Growth Analysis

Projected Growth+31.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CSX Corporation Forward Estimates of EBITDA

CSX ยท NASDAQ
Latest EBITDA
5.87B
FY 2025
Avg Estimate
7.71B
FY 2026
Estimate Range
7.67B - 7.77B
Analyst Spread

Forward Growth Analysis

Projected Growth+31.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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CSX Corporation Forward Estimates of SG&A Expense

CSX ยท NASDAQ
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
-58.58M
FY 2026
Estimate Range
-59.01M - -58.22M
Analyst Spread

Forward Growth Analysis

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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CSX Corporation Insider Positioning

CSX ยท NASDAQ

During the last 12 months, insiders have purchased $3.03M and sold $9.47M worth of CSX shares, resulting in $6.43M of net selling activity.

3 Months

Bought

25.0K

1.01M

Sold

0

0.00

Net Activity

+1.0M

+$1.01M

3-6 Months

Bought

0

0.00

Sold

188.1K

7.45M

Net Activity

-7.5M

-$7.45M

6-9 Months

Bought

55.0K

2.03M

Sold

55.3K

2.01M

Net Activity

+16K

+$16K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
ASF

Angel Stephen F

Director, Officer: President & Ceo

80.0K sharesโ€ข2 transactions

$3.03M

Top Sellers

1
SDB

Sorfleet Diana B

Officer: Evp & Cao

156.7K sharesโ€ข2 transactions

$6.24M

2
FS

Fortune Stephen

Officer: Evp - Cd & To

31.5K sharesโ€ข1 transactions

$1.22M

3
BKS

Boone Kevin S.

Officer: Evp & Cco

31.1K sharesโ€ข1 transactions

$1.12M

4
BMS

Burns Michael S.

Officer: Svp - Clo & Corp Secy

24.2K sharesโ€ข1 transactions

$891K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.43M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.32:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$1.01M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.