CSX(US:CSX)2025-09-17 09:00Company Strategy & Operations - The company is driving operational excellence and efficiency as a cornerstone of its growth strategy [9] - The company is leveraging its extensive reach across key regions of the US industrial base [9] - The company is building partnerships with customers, Class Is, and short lines [9] - The company is broadening its effective footprint with strategic investments [9] Revenue Diversification - The company has a diversified, industrial-centric revenue stream [10] - Automotive accounts for 16% of 2024 revenue [11] - Agriculture and Food accounts for 9% of 2024 revenue [11] - Minerals account for 22% of 2024 revenue [11] - Forest Products account for 6% of 2024 revenue [11] - Chemicals account for 12% of 2024 revenue [11] - Metals and Equipment account for 4% of 2024 revenue [11] - Coal accounts for 8% of 2024 revenue [11] - Intermodal accounts for 6% of 2024 revenue [11] - Fertilizers account for 17% of 2024 revenue [11] Industrial Development - The company is closely aligned to new industrial investment in the US [15] - There are nearly 600 active projects in the pipeline [17] - Over 250 new customer facilities or expansions have occurred since 2023 [17] Anticipated Benefits for 2026 - The company anticipates several discrete benefits for 2026 [18] - Completion of Howard Street Tunnel and Blue Ridge is expected to save ~$10 million per month in OpEx by eliminating rerouting costs [20]