CSX CORP is expected to release its Q2 2026 10-Q filing on October 14, 2026. Last quarter: CSX delivered strong Q1 FY2026 results with revenue up 1.7% to $3.48B while operating income surged 20.4% to $1.25B, driving operating margin expansion of ~560 basis points to 36.0% and net income growth of 24.9% to $807M.
EPS Estimate
$0.52
Revenue Estimate
$3.83B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the CSX page.
Drawn from management commentary in the Q1 2026 10-Q:
CSX grew total revenue by 1.7% year-over-year to $3.482B in Q1 FY2026, reflecting steady demand across its freight network despite a modest top-line increase, suggesting pricing power and/or volume gains contributed to the improvement.
Operating income jumped 20.4% to $1.253B while operating margin expanded approximately 560 basis points from 30.4% to 36.0%, indicating significant efficiency improvements and cost discipline that allowed revenue growth to flow through at a much higher rate to operating profit.
Net income grew 24.9% to $807M and basic EPS rose 26.5% from $0.34 to $0.43, with EPS growth exceeding net income growth likely due to share count reduction from ongoing buyback activity, demonstrating strong bottom-line execution.
Revenue
$3.48B
++1.72% YoY
EPS (Basic)
$0.43
++26.47% YoY
Operating Income
$1.25B
++20.37% YoY
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