earnings
confidence high
sentiment negative
materiality 0.70
CSX Q2 2025 EPS $0.44, down 10% YoY; revenue $3.57B, down 3%
CSX CORP
2025-Q2 EPS
reported $0.78
vs consensus $0.42
▲ beat
(+84.8%)
- Net income $829M vs $963M YoY; operating income $1.28B, down 11% from $1.45B.
- Revenue $3.57B, down 3% YoY; operating margin 35.9%, down 320 bps YoY but up 550 bps sequentially.
- Volume flat YoY at 1.58M units, up 4% sequentially; lower export coal and fuel surcharge weighed on revenue.
- CEO cites sequential improvements in network fluidity and cost efficiency; two major infrastructure projects ongoing.
- Q2 2025 diluted EPS $0.44 vs $0.49 prior year, a 10% decline; sequentially up 29% from Q1.
item 2.02item 9.01