What to Expect From CSX’s Q4 2025 Earnings Report

Company Overview - CSX Corporation has a market cap of $68 billion and is a major U.S. freight transportation and railroad company headquartered in Jacksonville, Florida, operating a 20,000-mile rail network serving 26 U.S. states and parts of Canada [1] Earnings Expectations - CSX is set to announce its fourth-quarter results on January 22, with analysts expecting a profit of $0.42 per share, consistent with the same quarter last year [2] - For the current year, analysts project an EPS of $1.64, a decrease of 10.4% from $1.83 reported in 2024, with a rebound expected in fiscal 2026 to $1.90 per share, reflecting a year-over-year increase of 15.9% [3] Stock Performance - Over the past 52 weeks, CSX shares have increased by 14.7%, underperforming the S&P 500 Index's 16% returns and the Industrial Select Sector SPDR Fund's 17.4% gains [4] Recent Financial Results - On October 16, CSX reported third-quarter results with an adjusted EPS of $0.44, surpassing Wall Street expectations, although revenue of $3.59 billion was slightly below forecasts. Freight volumes showed modest growth, primarily due to strong intermodal traffic, while adjusted operating income fell to $1.25 billion due to higher operating expenses and ongoing infrastructure investments [5] Analyst Ratings - Analysts maintain a consensus "Strong Buy" rating for CSX, with 17 out of 25 analysts recommending "Strong Buys," two "Moderate Buys," and six "Holds." The mean price target of $39.50 indicates an 8.1% upside potential from current price levels [6]