CSX CORP is expected to release its Q3 2026 10-Q filing on October 14, 2026. Last quarter: In Q2 FY2026, CSX grew revenue 10% YoY to $3.935B and operating income 17% to $1.506B, expanding operating margin by 240bps to 38.3% on higher volume, pricing and fuel surcharge recovery, while diluted EPS rose 23% to $0.54.
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 Q2 2026 10-Q:
Total revenue increased 10% ($361M) in Q2 FY2026 versus Q2 FY2025, primarily due to increased fuel surcharge revenue together with higher volume and pricing across merchandise, intermodal and coal. Merchandise revenue grew 8% to $2,446M, Intermodal revenue grew 26% to $620M, and Coal revenue grew 9% to $520M.
Operating margin improved to 38.3% from 35.9% a year ago as expenses grew only 6% ($138M) versus 10% revenue growth; fuel expense rose $177M but was offset by a $39M decrease in non-fuel expense, including $54M of efficiency savings in purchased services and other costs.
Six-month FCF before dividends increased by $1.2 billion year over year to $1.617B, driven by lower property additions ($1,119M vs $1,495M) following completion of the Blue Ridge subdivision rebuild, higher net earnings, and the absence of a prior-year $429M postponed tax payment.
Revenue
$3.94B
++10.10% YoY
EPS (Basic)
$0.54
++22.73% YoY
Operating Income
$1.51B
++17.38% YoY
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