Q1 2025 EARNINGS CALL In addition to disclosing financial results in accordance with U.S. GAAP, the accompanying presentation contains non-GAAP financial measures. These non-GAAP measures should be viewed as a supplement to and not a substitute for our U.S. GAAP measures, and the financial results calculated in accordance with U.S. GAAP and reconciliations from these results should be carefully evaluated. Reconciliations to the most directly comparable financial measures calculated and presented in accordan ...

Norfolk Southern Corporation (NYSE:NSC) Q1 2025 Earnings Conference Call April 23, 2025 8:45 AM ET Company Participants Luke Nichols - Senior Director of IR Mark George - President and CEO John Orr - EVP and COO Ed Elkins - Chief Commercial Officer Jason Zampi - EVP, Treasurer, and CFO Conference Call Participants Kenneth Hoexter - Bank of America Christian Wetherbee - Wells Fargo Scott Group - Wolfe Research Brian Ossenbeck - JPMorgan Jonathan Chappell - Evercore ISI Jason Seidl - TD Cowen Brandon Oglenski ...

Norfolk Southern (NSC) came out with quarterly earnings of $2.69 per share, missing the Zacks Consensus Estimate of $2.72 per share. This compares to earnings of $2.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.10%. A quarter ago, it was expected that this railroad would post earnings of $2.95 per share when it actually produced earnings of $3.04, delivering a surprise of 3.05%.Over the last four quarters, the company ...

Norfolk Southern (NSC) Q1 2025 Earnings Call April 23, 2025 08:45 AM ET Company Participants Luke Nichols - Senior Director of Investor RelationsMark George - President & CEOJohn Orr - COO & Executive VPClaude Elkins - EVP & Chief Commercial OfficerJason Zampi - EVP, CFO & TreasurerKen Hoexter - Managing DirectorBrian Ossenbeck - Managing DirectorJonathan Chappell - Senior Managing DirectorJason Seidl - Managing DirectorStephanie Moore - SVP & Equity ResearchWalter Spracklin - Canadian Equity Research Manag ...

Financial Performance - Total railway operating revenues for Q1 2025 were $2,993 million, a slight decrease of 0.4% from $3,004 million in Q1 2024[2] - Net income for Q1 2025 increased significantly to $750 million, compared to $53 million in Q1 2024, representing a growth of 1,320%[2] - Earnings per share (diluted) rose to $3.31 in Q1 2025, compared to $0.23 in Q1 2024, marking a substantial increase of 1,341%[2] - Total railway operating expenses decreased to $1,847 million in Q1 2025 from $2,791 million in Q1 2024, a reduction of 33.8%[2] - Cash flows from operating activities for Q1 2025 were $950 million, up from $839 million in Q1 2024, indicating a growth of 13.2%[6] Shareholder Actions - The company repurchased and retired 1.0 million shares of common stock at a cost of $250 million in Q1 2025, while no shares were repurchased in Q1 2024[10] Insurance and Incident Recovery - The Eastern Ohio incident resulted in a net insurance recovery of $185 million in Q1 2025, compared to expenses of $592 million in Q1 2024[8] Asset Management - Current assets decreased to $2,701 million as of March 31, 2025, from $3,188 million at the end of 2024, a decline of 15.3%[4] - Total assets increased slightly to $43,800 million as of March 31, 2025, compared to $43,682 million at the end of 2024, an increase of 0.3%[4] - Long-term debt remained stable at $16,660 million as of March 31, 2025, compared to $16,651 million at the end of 2024[4]

The upcoming report from Norfolk Southern (NSC) is expected to reveal quarterly earnings of $2.72 per share, indicating an increase of 9.2% compared to the year-ago period. Analysts forecast revenues of $2.99 billion, representing a decrease of 0.4% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a ...

Core Viewpoint - Norfolk Southern Corporation (NSC) is expected to report first-quarter 2025 results on April 23, with earnings estimates revised downward by 5.2% to $2.72, indicating a 9.2% increase year-over-year, while revenues are projected at $3.01 billion, reflecting a 0.1% rise from the previous year [1]. Group 1: Earnings Performance - NSC's earnings have lagged the Zacks Consensus Estimate once in the last four quarters, surpassing it in the other three, with an average rise of 2.9% [2]. - The model does not predict an earnings beat for NSC this quarter, with an Earnings ESP of -0.60% and a Zacks Rank of 3 (Hold) [7]. Group 2: Factors Influencing Performance - The first-quarter top-line performance is expected to be negatively impacted by inflation, high interest rates, tariff uncertainties, weak freight demand, and supply-chain disruptions [3]. - E-commerce demand is driving shipment volumes for NSC, which is likely to positively influence results [5]. - However, softness in freight revenues and volumes is anticipated to negatively affect performance in the upcoming quarter [6]. Group 3: Segment Performance - The Intermodal segment's revenue consensus is $767.6 million, indicating a 3% increase from Q1 2024, while the Coal segment's revenue consensus is $368.8 million, reflecting a 7% decrease from the same period [4]. Group 4: Previous Earnings Highlights - In Q4 2024, NSC reported earnings of $3.04 per share, beating the Zacks Consensus Estimate of $2.95, with a year-over-year increase of 7.4% due to lower costs [8].

Norfolk Southern (NSC) shares soared 7.6% in the last trading session to close at $222.02. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 11.4% loss over the past four weeks. The stock gained following President Donald Trump's announcement that he would pause the "reciprocal" import taxes for 90 days. The President said he felt the pause was needed because "more than 75 countries" had contacted his administration to make trade d ...

HUNTSVILLE, Ala., April 3, 2025 /PRNewswire/ -- The International Intermodal Center (IIC) at the Port of Huntsville announces a second consecutive year of growth in cargo operations in 2024 and the best year since 2008 for rail lifts. The North Alabama inland port saw 22.3% more rail lifts in 2024 (33,745) than in 2023 (27,597). On March 19, 2025, the IIC surpassed a historic milestone of one million lifts. Port of Huntsville announces second consecutive year of cargo operations growth in 2024, surpasses 1M ...

Core Insights - Norfolk Southern Corporation has launched RailGreen, a pioneering solution aimed at enabling customers to reduce emissions from freight rail shipments, making it the only freight railroad globally to offer verified certificates for supply chain emissions reduction [1][2][3] Emissions Reduction - Shipping by rail reduces emissions by an average of 75% compared to trucking, with RailGreen addressing the remaining 25% of emissions [2] - RailGreen utilizes blockchain-backed Environmental Attribute Certificates (EACs) to ensure that each ton of reduced CO₂e is uniquely tracked, preventing double counting [4][6] Transparency and Verification - The RailGreen process provides end-to-end transparency, verifying the chain of custody across various stakeholders, including fuel providers and cargo owners, with third-party validation against international standards [5][6] Commitment to Sustainability - RailGreen is part of Norfolk Southern's broader commitment to low-carbon freight solutions, including increased biofuel usage, which is third-party certified and generates RailGreen certificates for customers [7][8] - The company aims to more than double its biofuel consumption from 2022 to further reduce locomotive emissions [9] Industry Impact - RailGreen represents a significant shift in the freight rail industry by providing measurable supply chain decarbonization, enhancing the credibility needed for shippers to meet sustainability goals [6]