earnings
confidence high
sentiment negative
materiality 0.75
CSX Q3 GAAP EPS $0.37 vs $0.46 YoY; adjusted EPS $0.44; revenue $3.59B -1%
CSX CORP
2025-Q3 EPS
reported $1.16
vs consensus $0.43
▲ beat
(+170.0%)
- GAAP net earnings $694M ($0.37 EPS) vs $894M ($0.46 EPS) in Q3 2024; includes $164M goodwill impairment.
- Adjusted operating income $1.25B (margin 34.9%); adjusted EPS $0.44, down from $0.46 YoY.
- Revenue $3.59B (-1% YoY) as lower export coal and merchandise volume partially offset by intermodal growth.
- Volume 1.61M units (+1% YoY, +2% sequential); CEO cites operational strength and opportunities.
- Adjusted results include $35M in restructuring/severance/advisory expenses.