CNBC's Morgan Brennan talks with Joe Hinrichs, CSX CEO, to discuss how the company is thinking about a potential merger between Union Pacific and Norfolk Southern, whether a merger would pose competitive threat if CSX remains independent, and much more. ...

The SEC dropped its probe of CSX's previously reported accounting errors and certain non-financial metrics, the company disclosed on Wednesday https://t.co/Q4ZCzyA2dC ...

Canadian National Railway lowered its earnings guidance for 2025 and removed its outlook for next year entirely as the trade war rattles key economic sectors https://t.co/SP8RAEkUfU ...

Exclusive: Union Pacific is in talks to acquire its smaller rival Norfolk Southern in what would be a megamerger in the railroad industry https://t.co/3yhe3dKNBM ...

Union Pacific is reportedly considering acquiring a rival railroad, sending shares of CSX and Norfolk Southern higher. https://t.co/ObiDpIWemr ...

Brightline Trains Florida, the private passenger railroad between Miami and Orlando, is deferring interest payments on some of its debt as it burns cash to offset lower-than-expected ridership and higher costs. https://t.co/AcARb4jHh2 ...

Brightline Trains Florida, the Fortress Investment Group-backed passenger railroad, plans to defer a July 15 interest payment on its 10% and 12% unrated tax-exempt bonds https://t.co/WVj9U7ZQZ4 ...

Brightline Trains Florida, the junk-rated private passenger railroad connecting Miami and Orlando, plans to issue as much as $400 million of tax-exempt bonds to finance capital projects and an expansion to Tampa https://t.co/5V5QO7SVNN ...

Sweden's Iron Ore railroad is a key part of the country's economic infrastructure — and a prime target for foreign sabotage https://t.co/9dgiJ6PF0P ...

Industry Overview - The Zacks Transportation - Rail industry is facing challenges such as tariff-induced economic uncertainties, persistent inflation, and supply-chain disruptions, compounded by geopolitical issues [1] - The industry has declined by 2.2% over the past year, while the broader Zacks Transportation sector has plunged 9.4%, contrasting with the S&P 500 Index's gain of 9.4% [2] Company Performance - Railroad companies like Union Pacific Corporation (UNP), Canadian National Railway Company (CNI), and Norfolk Southern Corporation (NSC) have consistently paid dividends, demonstrating a pro-shareholder stance [3] - UNP has a market capitalization of $131.80 billion, with a dividend yield of 2.43% and a payout ratio of 48%, having raised dividends for 125 consecutive years [6][8][9] - CNI, with a market capitalization of $64.08 billion, offers a dividend yield of 2.54% and a payout ratio of 47%, also showing consistent dividend growth [10][11] - NSC has a market capitalization of $56.46 billion, maintaining a dividend yield of 2.16% and a payout ratio of 45%, with a five-year dividend growth rate of 9.44% [12][13][14] Dividend and Shareholder Returns - UNP returned $3.9 billion to shareholders in 2023 through dividends ($3.2 billion) and buybacks ($0.7 billion), and plans to buy back shares worth $4.0-$4.5 billion in 2025 [9] - CNI paid dividends of C$2.07 billion and repurchased shares worth C$4.55 billion in 2023, with consistent efforts to reward shareholders [11] - NSC paid dividends worth $1.23 billion and repurchased shares worth $622 million in 2023, indicating a commitment to shareholder value [14]