{"filings":[{"id":760877,"accession_number":"0001193125-26-250020","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2026-06-01T13:15:16+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern COO John Orr resigns; Brian Barr appointed successor effective June 1","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Orr resigned as EVP & COO effective May 31, 2026, citing good reason due to proposed operational changes.","Brian Barr, previously VP & Chief Mechanical Officer, appointed COO effective June 1, 2026.","Orr will serve as advisor through June 30, then retire; continued advisor until merger close or June 2027.","Orr receives severance per Executive Severance Plan and $2.25M retention bonus payable at merger close.","Barr receives $600k base salary, 130% incentive, LTIP $2.5M target, and promotional award $1.26M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98372,"accession_number":"0001193125-26-214920","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Norfolk Southern shareholders elect all 12 directors, ratify KPMG, approve Say on Pay at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All twelve director nominees elected with strong majority votes; each received over 148M votes for.","KPMG ratified as independent auditor for FY2026: 173.5M for, 10.3M against, 335k abstain.","Advisory Say on Pay passed with 145.1M votes for (94.5% of votes cast); broker non-votes 29.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98371,"accession_number":"0001193125-26-175084","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q1 EPS $2.43 (-27% YoY); operating ratio 70.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Railway operating revenues $3.0B flat YoY; volume down 1%.","Reported diluted EPS $2.43, down $0.88 or 27% vs Q1 2025.","Income from railway operations $877M, down $269M or 23% YoY; operating ratio 70.7% vs 61.7%.","Adjusted EPS (excl. Eastern Ohio and merger costs) $2.65, down 1% YoY.","Merger-related expenses $52M; Eastern Ohio net expense $10M vs $185M recovery in prior year."],"consensus_eps_estimate":null,"consensus_eps_actual":2.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":2998000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98370,"accession_number":"0001193125-26-140350","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Norfolk Southern renews HQ lease for 5 years, $498.7M aggregate; reclassifies as finance lease","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Renewed lease for headquarters at 650 West Peachtree Street, Atlanta, for a 5-year term starting April 1, 2026.","Aggregate lease amount of approximately $498.7 million at floating interest rate (Term SOFR plus margin).","Lease reclassified from operating to finance lease for financial reporting purposes.","Norfolk Southern Corporation guarantees subsidiary's obligations under the lease.","BAL (BA Leasing BSC, LLC) now sole counterparty; previous bank interests transferred."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113792,"accession_number":"0001193125-26-028244","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q4 adj. EPS $3.22 (+6%); revenue $3.0B (-2%); OR 65.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $3.0B (-2% YoY); volume down 4%. Income from railway ops $937M (-17%).","Adjusted Q4 income from railway ops $1.0B (-3%); adjusted operating ratio 65.3% vs 62.6% reported.","Adjusted Q4 diluted EPS $3.22, up $0.18 (+6%) from adjusted Q4 2024.","Full year revenue $12.2B; adjusted diluted EPS $12.49, up 5% YoY; operating ratio improved 80 bps adj.","Exceeded productivity target: $215M in annual savings; repurchased 2.2M shares for $533M in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":12.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":12180000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130198,"accession_number":"0001193125-25-327039","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Norfolk Southern & Union Pacific file STB merger application for first transcontinental railroad","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["7,000-page application filed with STB on Dec. 19, 2025; 2,000 support letters; 99% shareholder approval at both companies.","End-to-end combination to create 50,000 route-mile network connecting 43 states and 100+ ports.","Expects to shift 2 million truckloads from road to rail annually; estimated 60,000 car-miles saved per day.","Protects all union jobs; expects ~900 net new union jobs by year three; $2.1B incremental capital planned.","Transaction expected to close by early 2027, subject to STB approval and oversight."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130197,"accession_number":"0001193125-25-283950","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Norfolk Southern shareholders approve merger with Union Pacific; ~99% vote FOR","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Shareholders voted 162.2M FOR, 2.4M AGAINST, 310k abstain — ~98.6% of votes cast in favor.","Per share consideration: 1.0 Union Pacific share plus $88.82 cash.","Transaction expected to close by early 2027, subject to Surface Transportation Board approval.","CEO Mark George cites creation of first coast-to-coast transcontinental railroad.","Non-binding advisory vote on executive compensation also passed (152.7M FOR)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130196,"accession_number":"0001193125-25-270037","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Norfolk Southern discloses three shareholder lawsuits challenging UP merger; supplements proxy","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Three lawsuits filed in NY Supreme Court (Oct 23-26, 2025) allege disclosure deficiencies in merger proxy.","NS and UP voluntarily supplement proxy with advisor details (Morgan Stanley, BofA) to moot disclosure claims.","Special shareholder meetings for both companies set for Nov 14, 2025 to vote on the merger.","Supplemental disclosures include broker price target ranges and selected transaction multiples."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130195,"accession_number":"0001193125-25-248775","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q3 rev $3.1B (+2%), adj EPS $3.30 (+2%); raises FY25 productivity target to ~$200M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $3.16 vs $4.85 YoY (prior year included $380M railway line gains).","Adjusted operating ratio improved 10 bps to 63.3%; revenue up despite flat volumes.","Merger-related expenses $15M; restructuring costs $12M; Eastern Ohio net expense $13M.","Repurchased 2.2M shares ($533M) YTD 2025; no buyback in prior year period.","Raising 2025 productivity target to ~$200M from ~$175M, citing land sales and efficiency."],"consensus_eps_estimate":null,"consensus_eps_actual":9.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":9206000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146764,"accession_number":"0001193125-25-223388","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Norfolk Southern awards $13.25M retention bonuses to five NEOs for merger stability","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Mark R. George receives $4M; CFO Jason A. Zampi $2.25M; John F. Orr $3M; Claude E. Elkins $2M; Anil Bhatt $2M.","Awards vest 25% on Apr 28, 2026, 25% on Jan 28, 2027, and 50% upon closing of Union Pacific merger.","Program adopted July 28, 2025 alongside merger agreement; awards approved Sept 23, 2025.","Full forfeiture if executive leaves before vesting; accelerated vesting on certain terminations without cause or post-close qualifying termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146763,"accession_number":"0001193125-25-168147","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Union Pacific to acquire Norfolk Southern in stock-and-cash deal valued at $88.82 cash plus 1 UNP share per NSC share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Each NSC share converts into 1 share of UNP common stock plus $88.82 in cash.","Transaction valued at implied premium; expected to close by Jan 28, 2028, subject to regulatory and shareholder approvals.","Union Pacific will pay Norfolk Southern a $2.5B termination fee under certain regulatory denial scenarios.","Three NSC directors, including Mark George and Richard Anderson, will join Union Pacific's board post-closing.","NSC common stock will be delisted from NYSE and deregistered upon completion of the merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146762,"accession_number":"0001193125-25-167198","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q2 EPS $3.41, announces $85B merger with Union Pacific","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Revenue $3.1B (+2% YoY), diluted EPS $3.41 vs $3.25; adjusted EPS $3.29 (+8%).","Shareholders to receive 1.0 UP share + $88.82 cash per NSC share; implied value ~$320/share.","Full-year revenue growth guidance revised to 2-3%; adjusted OR improvement 100-150 bps.","Productivity savings raised to $175M+; Q3 OR pressured due to weaker revenue early.","Repurchased 1.9M shares in H1 2025 for $455M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146761,"accession_number":"0001193125-25-167156","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Union Pacific to acquire Norfolk Southern for $320/sh; creates first transcontinental railroad","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Transaction values Norfolk Southern at $85B enterprise; combined enterprise over $250B.","Norfolk Southern shareholders to receive 1.0 UNP share + $88.82 cash per NSC share; $320 implied value.","Expected annualized synergies of approximately $2.75B; STB approval required; target close early 2027.","Combined network of over 50,000 route miles across 43 states, linking ~100 ports.","Union Pacific will issue ~225M shares; NSC shareholders to own 27% of combined company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146760,"accession_number":"0001193125-25-163962","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Norfolk Southern and Union Pacific in advanced merger discussions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Norfolk Southern (NSC) and Union Pacific (UNP) confirmed advanced discussions for a potential business combination.","No assurances that an agreement will be reached; terms of any transaction not disclosed.","Companies do not intend to comment further unless disclosure is required or appropriate.","Press release issued July 24, 2025, confirming the talks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165181,"accession_number":"0001193125-25-140337","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Norfolk Southern elects Richard H. Anderson as independent board chair, effective immediately","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Anderson succeeds Claude Mongeau, who resigned June 2, 2025 for personal reasons.","Anderson is former CEO of Delta Air Lines, Optum Health, and Amtrak; joined NSC board in May 2024.","Board size reduced from 13 to 12 directors following Mongeau's resignation.","Jack Huffard appointed chair of Compensation and Talent Management Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165180,"accession_number":"0001193125-25-133796","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Board Chair Claude Mongeau resigns for personal reasons","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Claude Mongeau resigned from the Board effective June 2, 2025, citing personal reasons.","A new Board Chair will be elected at the next scheduled board meeting later in June 2025.","Mongeau had served as independent director since Sept 2019 and as Chair since May 2024.","CEO Mark R. George thanked Mongeau for his leadership during recent challenges and board integration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165179,"accession_number":"0001193125-25-116497","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-05-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Norfolk Southern shareholders elect all 13 director nominees and approve KPMG and say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 13 director nominees elected; Mark R. George received 171,317,566 votes for, 1,945,522 withheld.","Ratification of KPMG as independent auditor for FY2025 passed with 190,047,668 for, 10,337,467 against.","Advisory say-on-pay resolution approved with 164,352,835 for, 8,166,851 against, 742,206 abstentions.","Broker non-votes totaled ~27.4M on director election and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165178,"accession_number":"0001193125-25-111607","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Norfolk Southern closes $400M offering of 5.100% Senior Notes due 2035","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400M aggregate principal of 5.100% Senior Notes due 2035 issued on May 2, 2025.","Interest payable semi-annually at 5.100% per annum; redeemable at Norfolk Southern's option.","Underwriters include BofA Securities, SMBC Nikko, and Wells Fargo Securities.","Issued under existing shelf registration; proceeds not specified in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165177,"accession_number":"0001193125-25-101873","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Norfolk Southern issues $400M of 5.100% Senior Notes due 2035","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400M aggregate principal of 5.100% Senior Notes due 2035.","Public offering price 99.830%; net proceeds ~$395.75M after expenses.","Proceeds used for general corporate purposes; closing expected May 2, 2025.","Underwriters include BofA Securities, SMBC Nikko, and Wells Fargo Securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165176,"accession_number":"0001193125-25-090057","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q1 adjusted EPS up 8% to $2.69; OR improves 200 bps to 67.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted diluted EPS $2.69, up $0.20 or 8% YoY; reported EPS $3.31 included $185M Eastern Ohio insurance benefit.","Railway operating revenue $3.0B, down $11M YoY; adjusted revenue ex fuel surcharge $2.8B, up 2% on 1% volume growth.","Adjusted operating ratio 67.9% vs 69.9% in Q1 2024; reported OR 61.7% vs 92.9%.","Repurchased 1.0M shares for $250M in Q1; full-year guidance reiterated despite macro uncertainty.","Net cash from operations $950M, up from $839M; dividends paid $306M, unchanged YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":3.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":2993000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182870,"accession_number":"0001193125-25-014968","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q4 adj OR 64.9%, adj EPS $3.04; full-year adj OR 65.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $3.0B (-2% YoY); GAAP diluted EPS $3.23 (+39%); adjusted EPS $3.04 (+7%).","Q4 GAAP operating ratio improved to 62.6% from 73.7%; adjusted OR 64.9% vs 68.8% a year ago.","Full-year revenue $12.1B (-$33M); adjusted OR 65.8% (160 bps improvement); adjusted EPS $11.85 (+1%).","Insurance recoveries for East Ohio incident exceeded costs for third straight quarter; total incident expense $325M in 2024.","Productivity initiatives drove results; CEO cites momentum and additional opportunity in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":11.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":12123000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182869,"accession_number":"0001193125-25-013480","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2025-01-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern appoints former Celanese CEO Lori Ryerkerk to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lori J. Ryerkerk, ex-CEO of Celanese Corp., elected to Norfolk Southern's Board effective Jan 27, 2025.","Board expands to 14 members; Ryerkerk will serve on Human Capital Management, Compensation, and Governance & Nominating Committees.","Appointment made pursuant to November 2024 cooperation agreement with Ancora Holdings.","Ryerkerk brings over 30 years of global experience in energy, manufacturing, and chemicals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199454,"accession_number":"0001552781-24-000606","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-11-14T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Norfolk Southern and Ancora agree to add independent director, nominate four candidates for 2025 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cooperation agreement with Ancora Catalyst Institutional; board to expand to 14 directors from 13.","Four Ancora nominees (Lamphere, Fahmy, Clyburn, plus new director) will be nominated at 2025 annual meeting.","Ancora withdraws its prior nomination of four director candidates and agrees to vote with Board recommendations and standstill.","New independent director to be identified by January 31, 2025, adding gender diversity and leadership experience.","CEO Mark George cites strong Q3 2024 results, operational progress, and positive momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199453,"accession_number":"0001552781-24-000571","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q3 adjusted EPS $3.25 (+23% YoY); OR improves 570bps to 63.4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $3.1B (+3% YoY); GAAP diluted EPS $4.85, adjusted $3.25 (+23% YoY).","Adjusted operating ratio 63.4%, improving 570 bps from 69.1% in Q3 2023.","Railway line sales generated $380M gains and ~$400M cash proceeds in Q3.","Eastern Ohio incident insurance recoveries exceeded costs by $159M in Q3.","Restructuring charges of $60M in Q3 ($156M YTD); no share repurchases in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":8.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":9099000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215487,"accession_number":"0001193125-24-229086","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-09-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Norfolk Southern director Alan H. Shaw resigns effective immediately","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alan H. Shaw resigned from Norfolk Southern's Board of Directors, effective September 30, 2024.","The filing does not provide a reason for the resignation.","No replacement or interim director has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215486,"accession_number":"0001193125-24-224876","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-09-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Norfolk Southern appoints Jason Zampi as CFO with $600k base salary and $554k equity award","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jason A. Zampi, age 49, appointed EVP, CFO and Treasurer effective September 24, 2024; served as Acting CFO since Sept 11.","Annual base salary of $600,000; annual incentive target set at 150% of base salary, prorated for 2024.","Long-term equity award of $554,200 grant date fair value in RSUs, PSUs, and stock options, prorated for 2024.","Zampi joined Norfolk Southern in 2011, previously Senior VP Finance & Treasurer; prior roles include VP Financial Planning and VP Controller.","New CFO is eligible for the Company's Executive Severance Plan; no family relationships or transactions with other officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215485,"accession_number":"0001193125-24-217556","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern fires CEO Alan Shaw for policy violation; appoints CFO Mark George as CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board terminated Alan H. Shaw for cause due to consensual relationship with Chief Legal Officer; no severance.","Mark R. George (previously EVP & CFO) appointed President & CEO and Board member effective immediately.","George receives $1M base salary, 225% annual incentive, and $4M equity award (50% RSUs, 50% options).","Jason A. Zampi named Acting CFO; Nabanita Nag terminated as Chief Legal Officer.","Company reaffirms full-year 2024 guidance provided on July 25, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215484,"accession_number":"0001552781-24-000408","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q2 adj EPS $3.06, revenue $3.04B; reaffirms FY adj OR ~66%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $737M ($3.25 diluted EPS); adjusted EPS $3.06, up 4% YoY.","Railway operating revenue $3.04B (+2% YoY); merchandise $1.904B, intermodal $742M, coal $398M.","Adjusted operating ratio improved 160 bps to 65.1%; GAAP OR 62.8% due to insurance recovery exceeding incident costs.","Reaffirmed full-year 2024 adjusted operating ratio guidance of approximately 66%.","No share repurchases in H1 2024 vs $305M in H1 2023; operating cash flow $1.875B."],"consensus_eps_estimate":null,"consensus_eps_actual":3.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":6048000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234823,"accession_number":"0001193125-24-139405","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-05-15T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Norfolk Southern annual meeting: three Ancora dissident directors elected; say-on-pay fails","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected 13 directors including Ancora nominees William Clyburn Jr., Sameh Fahmy, and Gilbert Lamphere.","Advisory vote on executive compensation failed: 122.9M against vs. 47.6M for.","Ancora's bylaw proposal to require shareholder vote on board-adopted bylaw amendments passed (105.9M for).","Say-on-pay failed with 72% of votes against; broker non-votes 5.4M.","Ratification of KPMG as auditor passed with 172.5M for; shareholder lobbying proposal rejected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.15,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234822,"accession_number":"0001193125-24-135078","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Norfolk Southern shareholders elect 10 of 13 company nominees; 3 Ancora nominees also join board","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected 10 of the company's director nominees and 3 nominees from Ancora Alternatives LLC.","New board includes former STB Commissioner William Clyburn, among others; Amy Miles and three others depart.","Company says positive change underway and intends to work collaboratively with new directors.","Preliminary vote count; final results will be reported on a subsequent Form 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234821,"accession_number":"0001552781-24-000243","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q1 net income drops to $53M ($0.23 EPS) from $466M; incident costs persist","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2024 diluted EPS $0.23 vs $2.04 a year ago; net income fell 89% to $53M.","Railway operating revenues $3.0B, down 4% YoY from $3.1B; intermodal and coal declined.","Eastern Ohio incident expenses $592M in Q1 2024 (incl. $108M insurance recoveries), up from $387M.","Restructuring charges $99M for voluntary/involuntary separation of ~350 nonagreement employees and COO appointment.","No share repurchases in Q1 2024; spent $1.64B on acquisition of CSR assets and $557M on property additions."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":3004000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234820,"accession_number":"0001193125-24-092978","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-04-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Norfolk Southern clarifies CPKC Agreement terms, says Meridian Speedway changes are not consequential","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Meridian Speedway Amendments affect ~25% of intermodal traffic on that corridor, ~1% of total revenue.","Dallas Terminal Amendment removes right of first refusal for CPKC-CSX intermodal traffic via Myrtlewood, AL.","Company retains its option to acquire the Dallas Wylie Terminal.","Lease Amendment confirms KCSR trackage rights at Meridian Terminal and changes termination to mutual consent.","Norfolk Southern states the amendments are not consequential and do not materially affect operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234819,"accession_number":"0001193125-24-090246","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-04-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern reports preliminary Q1 GAAP loss; revenue down 4%; $600M East Palestine settlement","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Preliminary GAAP diluted EPS $0.23; adjusted EPS $2.49; operating ratio 92.9% GAAP vs 69.9% adjusted.","Railway operating revenues $3,004M, down 4% YoY despite 4% volume growth due to RPU headwinds.","Recorded $600M charge for agreement in principle to settle East Palestine class action; $691M total special items.","Reaffirms FY 2024 adjusted operating ratio improvement of 100-150 bps; targets 400+ bps improvement in H2.","Expects $50-100M revenue impact in Q2 from Baltimore bridge collapse; operational improvements noted."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":3004000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234818,"accession_number":"0001193125-24-087563","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-04-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Norfolk Southern adds OR to 2024 incentive plan; COO Orr reports early 8% gains","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["COO John Orr appointed March 20; Intermodal & Automotive moved to Operations.","Terminal dwell, Merchandise speed, active train count each improved 8% in first two weeks under Orr.","53 low-volume intermodal lanes eliminated (15% of network) to reduce complexity.","Two hump yards reclassified as 'High Performance Terminals'; targeted 33% dwell improvement in 60 days.","2024 annual incentive plan adds Operating Ratio (30% weighting); long-term goal of sub-60% OR in 3-4 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252673,"accession_number":"0001193125-24-072052","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-03-20T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern appoints John Orr as COO, Paul Duncan departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Orr appointed EVP & COO effective March 20, 2024; Paul Duncan departs effective March 31.","Orr receives $750k base salary, $825k cash hiring bonus, $2.7M LTIP equity, and $6M one-time RSU grant.","Norfolk Southern pays CPKC $25M for waiver of Orr's non-compete; plus commercial terms on Meridian Speedway.","Orr, a 40-year rail veteran, previously at CPKC, KCS, and CN; oversees safety, transportation, and engineering.","Appointment aims to accelerate execution of Norfolk Southern's balanced strategy for top-tier growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252672,"accession_number":"0001552781-24-000029","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Norfolk Southern EVP & Chief Transformation Officer Adams departs; retention agreement through July 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ann A. Adams leaves EVP & Chief Transformation Officer role effective March 16, 2024; remains as employee under Retention Agreement through July 31, 2025.","Retention Agreement: oversight of HR, IT, labor relations, litigation support, and 2025 national labor negotiations.","Severance benefits: 2x base salary lump sum, prorated 2024 annual incentive, cash for equity awards, $30k outplacement, $36k healthcare.","Departure qualifies as 'Good Reason' under Executive Severance Plan; Separation Agreement required for benefits.","Retention Agreement to be filed with Q1 2024 10-Q."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252671,"accession_number":"0001552781-24-000023","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Norfolk Southern enters into $800M revolver and $1B term loan facilities","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $800M unsecured revolving credit facility matures Jan 2031, amends and restates existing $800M facility from 2020.","New $1B unsecured 364-day delayed draw term loan facility for general corporate purposes.","No direct financial obligations have arisen under either facility as of filing date.","Interest rates vary based on Base Rate or Adjusted Term SOFR; customary covenants include leverage ratio test."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252670,"accession_number":"0001552781-24-000021","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q4 EPS $2.32 (adj. $2.83); full-year EPS $8.02 down 42%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $3.1B, down 5% YoY; railway operating income $808M (incl. $150M Ohio incident charge) down 32%.","Full-year 2023 revenue $12.2B (-5%); adjusted railway operating income $4.0B (-18%); adjusted diluted EPS $11.74 (-15%).","Eastern Ohio incident total charge $1.1B in 2023, net of $101M insurance recoveries; $150M in Q4.","Q4 merchandise revenue $1.85B (-1%), intermodal $794M (-13%), coal $430M (-4%).","Net cash from operations $3.18B vs $4.22B in 2022; capex $2.35B; share repurchases $627M."],"consensus_eps_estimate":null,"consensus_eps_actual":8.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":12156000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270156,"accession_number":"0001552781-23-000467","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-11-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Norfolk Southern closes $1B debt offering: $400M 5.550% notes due 2034, $600M 5.950% notes due 2064","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Completed $400M 5.550% Senior Notes due 2034 and $600M 5.950% Senior Notes due 2064.","Notes issued under indenture with U.S. Bank Trust Company as trustee; pay semi-annual interest.","Company may redeem notes at make-whole or par depending on redemption timing.","Underwriting agreement with Citigroup, Goldman Sachs, and U.S. Bancorp as representatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270155,"accession_number":"0001552781-23-000461","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-11-21T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Norfolk Southern issues $1B in senior notes: $400M 5.55% due 2034, $600M 5.95% due 2064","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $400M of 5.550% Senior Notes due 2034 and $600M of 5.950% Senior Notes due 2064 at 99.985% and 99.721% of par, respectively.","Estimated net proceeds of ~$988.56M after underwriting discount and expenses; proceeds for general corporate purposes.","Underwriting agreement with Citigroup, Goldman Sachs, and U.S. Bancorp as representatives; closing expected November 22, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270154,"accession_number":"0001552781-23-000413","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q3 adjusted EPS $2.65 (-35% YoY); $163M Ohio incident charge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.10 GAAP; adjusted $2.65, down 35% vs Q3 2022 $4.10.","Railway operating revenues $2.97B, down 11% YoY; intermodal -22%, merchandise -7%, coal -8%.","Q3 includes $163M Eastern Ohio incident charge, net of $25M insurance recovery.","Income from railway operations $756M GAAP; adjusted $919M, down 28% YoY.","First nine months 2023 incident costs total $966M; no further third-party recoveries booked."],"consensus_eps_estimate":null,"consensus_eps_actual":5.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":9083000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287132,"accession_number":"0001552781-23-000340","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Norfolk Southern closes $1.6B debt offering: $600M at 5.050% due 2030, $1B at 5.350% due 2054","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M aggregate principal of 5.050% Senior Notes due 2030 and $1B of 5.350% Senior Notes due 2054 on August 2, 2023.","Notes issued under eleventh supplemental indenture with U.S. Bank Trust Company as trustee.","Underwriters: BofA Securities, Morgan Stanley, and Wells Fargo Securities.","Notes redeemable at company's option; make-whole premium applies if redeemed before two months (2030) or six months (2054) to maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287131,"accession_number":"0001552781-23-000335","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Norfolk Southern issues $1.6B senior notes at 5.050% and 5.350%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M of 5.050% notes due 2030 at 99.796% of par; $1B of 5.350% notes due 2054 at 99.416% of par.","Net proceeds estimated at ~$1.58B after underwriting discount and expenses.","Proceeds to be used for general corporate purposes.","Offering expected to close on August 2, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287130,"accession_number":"0001552781-23-000329","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","5.03","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q2 revenue down 8%, EPS $1.56; $416M Ohio charge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2.98B (-8% YoY); GAAP diluted EPS $1.56 reflects $416M Eastern Ohio incident charge.","Adjusted diluted EPS $2.95 (-14% YoY); adjusted income from railway operations $992M (-22%).","Eastern Ohio incident total charge $803M in H1 2023; no insurance recoveries recorded yet.","First six months 2023 revenue $6.112B, net income $822M, diluted EPS $3.60.","Bylaws amended for Universal Proxy Rules (procedural; not material)."],"consensus_eps_estimate":null,"consensus_eps_actual":3.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":6112000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287129,"accession_number":"0001552781-23-000324","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-07-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Norfolk Southern elects Philip S. Davidson and Francesca A. DeBiase as directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elected Philip S. Davidson to serve on Finance and Risk Management Committee and Safety Committee.","Elected Francesca A. DeBiase to serve on Audit Committee and Governance and Nominating Committee.","Each will receive standard non-management director compensation, including prorated $180,000 annual equity grant.","No transactions requiring Item 404(a) disclosure; no arrangements with any person for election."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307216,"accession_number":"0001552781-23-000286","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K/A","filed_at":"2023-05-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Norfolk Southern Board adopts annual advisory vote on exec pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board decided annual frequency for shareholder advisory votes on executive compensation.","Decision based on shareholder preference expressed at May 11, 2023 annual meeting.","No other changes to previously reported voting results from the annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307218,"accession_number":"0001552781-23-000279","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Norfolk Southern annual meeting results: all 13 directors elected, say-on-pay approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 13 director nominees elected; each received majority of votes cast (typical vote totals ranged from 145M to 163M for).","Ratification of KPMG as auditor for 2023: 187.3M for, 8.5M against, 0.4M abstentions.","Advisory say-on-pay resolution approved: 140.1M for, 25.6M against, 0.95M abstentions, 29.5M broker non-votes.","Shareholder proposal on special meeting rights defeated: 75.2M for, 90.4M against, 1.1M abstentions.","Say-on-frequency vote chose one year (161.8M for one year; 3.7M for three years)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307217,"accession_number":"0001552781-23-000242","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Norfolk Southern Q1 GAAP EPS $2.04, down 30% YoY; includes $387M Ohio derailment charge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Railway operating revenues $3.1B, up 7% YoY; merchandise $1.878B, intermodal $814M, coal $440M.","GAAP income from railway operations $711M, down 34% YoY; adjusted (ex-Ohio charge) $1.1B, up 1%.","GAAP diluted EPS $2.04, down 30% YoY; adjusted diluted EPS $3.32, up 13% YoY.","Recognized $387M charge for East Palestine derailment; no insurance recoveries recorded yet.","Repurchased 0.6M shares for $163M in Q1; dividends paid $307M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":3132000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":326265,"accession_number":"0001552781-23-000093","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-03-10T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Norfolk Southern CFO and CMO to speak at J.P. Morgan conference March 15","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["CFO Mark George and CMO Ed Elkins will address the J.P. Morgan Industrials Conference.","Presentation scheduled for March 15, 2023 at 9:40 a.m. ET.","Live webcast available on Norfolk Southern Investor Relations webpage under Presentations.","No material financial or operational information disclosed in the announcement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":326264,"accession_number":"0001552781-23-000051","cik":702165,"company_name":"NORFOLK SOUTHERN CORP","ticker":"NSC","form_type":"8-K","filed_at":"2023-02-17T23:59:59+00:00","items":["2.03","7.01"],"status":"ready","headline":"Norfolk Southern borrows $100M under receivables facility, total $200M outstanding","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowed $100M under $400M receivables securitization facility on Feb 17, 2023.","Total borrowings under facility now $200M; $200M remains available for draw.","Proceeds to increase cash position and preserve financial flexibility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":73145772290.68465,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-02-17T23:59:59+00:00|326264"}