Here's What to Expect From CSX's Next Earnings Report

Core Insights - CSX Corporation, based in Jacksonville, Florida, is a leading transportation company in North America, focusing on rail-based freight services in the U.S. and Canada, with a market capitalization of $63.4 billion [1] Financial Performance - CSX is expected to announce its third-quarter results on October 16, with analysts predicting a profit of $0.44 per share, a decrease of 4.4% from $0.46 per share in the same quarter last year [2] - For the full fiscal year 2025, analysts forecast an EPS of $1.67, down 8.7% from $1.83 in 2024, but a rebound of 15.6% to $1.93 per share is anticipated in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, CSX stock has seen a marginal increase of 32 basis points, significantly underperforming the Industrial Select Sector SPDR Fund's 13.3% gains and the S&P 500 Index's 15.6% returns [4] - Following the release of mixed Q2 results, CSX stock experienced a slight gain, despite a 3.4% year-over-year drop in total revenues to $3.6 billion, which missed market expectations [5] Earnings and Cost Management - CSX managed to reduce expenses effectively, resulting in a smaller decline in net earnings, which totaled $829 million, down 13.9% year-over-year, while the EPS of $0.44 exceeded consensus estimates by 4.8% [6] Analyst Ratings - Analysts maintain a consensus "Moderate Buy" rating for CSX, with 17 "Strong Buys," 2 "Moderate Buys," and 7 "Holds" among the 26 analysts covering the stock, and a mean price target of $38.04 indicating an 11.8% upside potential from current levels [7]