secwatch.observer — SEC 8-K summary
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Issuer:     CSX CORP (CSX)
CIK:        0000277948
Form:       8-K
Filed at:   2026-01-22T23:59:59+00:00
Accession:  0000277948-26-000003
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

CSX Q4 2025 EPS $0.39, revenue $3.51B down 1% YoY; full-year EPS $1.54
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/277948/000027794826000003/0000277948-26-000003-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/277948/000027794826000003/csx-20260122.htm
  HTML page:      https://secwatch.observer/filing/0000277948-26-000003

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer