CSX (CSX) Q3 Earnings Beat Estimates

Core Insights - CSX reported quarterly earnings of $0.44 per share, exceeding the Zacks Consensus Estimate of $0.42 per share, but down from $0.46 per share a year ago, resulting in an earnings surprise of +4.76% [1][2] - The company generated revenues of $3.59 billion for the quarter ended September 2025, which was 0.22% below the Zacks Consensus Estimate and a decrease from $3.62 billion year-over-year [2] - CSX shares have increased by approximately 12.3% since the beginning of the year, compared to a 13.4% gain in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.44 on revenues of $3.61 billion, and for the current fiscal year, it is $1.65 on revenues of $14.21 billion [7] - The trend of estimate revisions for CSX was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Transportation - Rail industry, to which CSX belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8] - Another company in the same industry, Norfolk Southern, is expected to report quarterly earnings of $3.18 per share, reflecting a year-over-year decline of 2.2%, with a revenue estimate of $3.09 billion, up 1.3% from the previous year [9][10]