earnings
confidence high
sentiment neutral
materiality 0.70
CSX Q4 2025 EPS $0.39, revenue $3.51B down 1% YoY; full-year EPS $1.54
CSX CORP
2025-FY EPS
reported $1.54
vs consensus $0.42
▲ beat
(+270.9%)
- Q4 net earnings $720M ($0.39 per share) vs adjusted $0.42 in prior year; includes $50M in severance and tech rationalization.
- Revenue $3.51B (-1% YoY) on lower merchandise volume and export coal, offset by higher pricing and intermodal volume.
- Operating margin 31.6%; full-year operating income $4.52B includes $164M goodwill impairment in Q3.
- Full-year 2025 revenue $14.09B, adjusted EPS $1.61; CEO cites subdued industrial demand and cost actions.
- No guidance provided; management focuses on productivity and capital discipline for 2026.