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CSX Corporation (CSX) Bank of America Industrials, Transportation & Airlines Key Leaders Conference Call Transcript
Seeking Alphaยท 2025-05-13 14:15
Core Insights - CSX Corporation is facing significant headwinds in 2025 due to ongoing projects such as the Blue Ridge Subdivision rebuild and the Howard Street Tunnel project, yet it is experiencing high volume levels and operational improvements [3]. Group 1: Company Performance - The company reported that volumes are reaching some of the highest levels of the year, indicating a positive trend in operational capacity [3]. - The impact of Hurricane Helene last year led to significant outages, particularly affecting the Blue Ridge rebuild project [4]. Group 2: Conference Highlights - The conference call featured Sean Pelkey, EVP and CFO of CSX, who emphasized the importance of the ongoing projects and their implications for future growth [3]. - The conference marks CSX's 17th consecutive appearance, showcasing the company's commitment to engaging with investors and stakeholders [1].