earnings
confidence high
sentiment positive
materiality 0.75
Norfolk Southern Q4 adj OR 64.9%, adj EPS $3.04; full-year adj OR 65.8%
NORFOLK SOUTHERN CORP
2024-FY EPS reported
$11.57
revenue$12,123,000,000
- 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.