CSX (CSX) Set to Post Earnings on Wednesday

CSX (NASDAQ:CSX) is expected to post its Q3 2026 results after the market closes on Wednesday, October 21st. Analysts expect CSX to announce earnings of $0.5310 per share and revenue of $3.96 billion for the quarter. Parties may visit the company’s upcoming Q3 2026 earnings report for the latest details on the call scheduled for Wednesday, October 21, 2026 at 4:30 PM ET.

CSX (NASDAQ:CSX) last announced its quarterly earnings data on Wednesday, July 22nd. The transportation company reported $0.54 EPS for the quarter, beating analysts’ consensus estimates of $0.52 by $0.02. The company had revenue of $3.94 billion during the quarter, compared to the consensus estimate of $3.89 billion. CSX had a net margin of 22.21% and a return on equity of 24.98%. The company’s quarterly revenue was up 10.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.44 EPS. On average, analysts expect CSX to post $1.99 EPS for the current fiscal year and $2.23 EPS for the next fiscal year.

CSX Stock Down 1.6%

CSX stock opened at $47.88 on Tuesday. The company has a debt-to-equity ratio of 1.22, a current ratio of 0.82 and a quick ratio of 0.72. The company’s 50-day moving average is $48.73 and its 200-day moving average is $47.42. The firm has a market capitalization of $88.70 billion, a PE ratio of 27.04, a P/E/G ratio of 2.30 and a beta of 1.21. CSX has a fifty-two week low of $33.63 and a fifty-two week high of $53.60.

CSX Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be issued a dividend of $0.14 per share. The ex-dividend date is Monday, November 30th. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. CSX’s dividend payout ratio (DPR) is presently 32.37%.

Insider Activity at CSX

In other CSX news, SVP Michael S. Burns sold 13,000 shares of CSX stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $52.68, for a total value of $684,840.00. Following the transaction, the senior vice president owned 59,643 shares in the company, valued at $3,141,993.24. The trade was a 17.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Angela C. Williams sold 30,000 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $53.29, for a total transaction of $1,598,700.00. Following the transaction, the chief accounting officer owned 10,437 shares of the company’s stock, valued at approximately $556,187.73. This represents a 74.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.30% of the company’s stock.

Key CSX News

Here are the key news stories impacting CSX this week:

• Positive Sentiment: Unusually strong options activity provided a bullish signal: investors purchased 31,140 call options, about 121% above the typical daily volume of 14,092. However, options activity does not guarantee further stock gains.
• Positive Sentiment: CSX and BNSF announced a faster coast-to-coast domestic intermodal service. The partnership could improve transit times and strengthen CSX’s intermodal offering, although the immediate financial impact was not disclosed. BNSF and CSX team up for faster coast-to-coast domestic intermodal service
• Positive Sentiment: CSX is testing drones for railcar inspections at its Curtis Bay terminal. The technology may improve inspection speed, safety and operating efficiency, though the earnings benefit is likely to be gradual. CSX Uses Drones to Enhance Railcar Inspections at Curtis Bay Terminal CSX tests drone technology for enhanced rail-car inspections
• Neutral Sentiment: CSX confirmed that third-quarter results are due October 21. With earnings approaching, investors may be taking a more cautious stance until management provides updated guidance. CSX schedules third-quarter results
• Neutral Sentiment: Pre-market coverage focused on CSX’s trading level and its upcoming earnings release, offering limited new information for valuation. CSX Corp. stock pre-market coverage
• Negative Sentiment: Raymond James reduced its price target for CSX to $53 from $56. The cut may pressure the stock by signaling more limited upside, even though the revised target remains above recent trading levels. Raymond James cuts target for CSX stock
• Negative Sentiment: Analysts are watching whether diesel costs create a margin test for CSX and other North American railroads. Higher fuel costs could weigh on profitability if they cannot be fully recovered through fuel surcharges. CSX Stock and North American Rail Shares Facing a Diesel Margin Test
• Negative Sentiment: A fatal incident involving a CSX train in Ocala, Florida, could create reputational, regulatory or liability concerns, although the financial impact is not yet known. CSX train hits and kills man in Ocala

Analyst Upgrades and Downgrades

CSX has been the topic of a number of recent analyst reports. Stifel Nicolaus set a $54.00 price target on CSX in a research report on Thursday, July 23rd. Wells Fargo & Company upped their price objective on CSX from $50.00 to $54.00 and gave the company an “overweight” rating in a research note on Wednesday, July 8th. Citigroup reaffirmed a “cautious” rating on shares of CSX in a research report on Wednesday, October 7th. TD Cowen raised their price objective on CSX from $46.00 to $54.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Finally, Barclays reiterated an “overweight” rating and set a $60.00 target price (up from $55.00) on shares of CSX in a research note on Thursday, July 23rd. Seventeen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $51.17.

About CSX

CSX Corporation is a transportation company whose primary business is freight railroading through its CSX Transportation subsidiary. The company operates an extensive rail network across the eastern United States, serving major industrial centers, population hubs, ports and distribution markets.

CSX transports a broad range of products, including chemicals, agricultural and food products, forest products, minerals, metals, automotive goods and other manufactured merchandise. Its services also include intermodal transportation, which combines rail service with trucks and containers, as well as the movement of coal and other bulk commodities.

The company traces its roots to the formation of CSX Corporation in 1980 through the merger of Chessie System and Seaboard Coast Line Industries.