earnings
confidence high
sentiment positive
materiality 0.75
Norfolk Southern Q1 adjusted EPS up 8% to $2.69; OR improves 200 bps to 67.9%
NORFOLK SOUTHERN CORP
2025-Q1 EPS reported
$3.31
revenue$2,993,000,000
- Adjusted diluted EPS $2.69, up $0.20 or 8% YoY; reported EPS $3.31 included $185M Eastern Ohio insurance benefit.
- Railway operating revenue $3.0B, down $11M YoY; adjusted revenue ex fuel surcharge $2.8B, up 2% on 1% volume growth.
- Adjusted operating ratio 67.9% vs 69.9% in Q1 2024; reported OR 61.7% vs 92.9%.
- Repurchased 1.0M shares for $250M in Q1; full-year guidance reiterated despite macro uncertainty.
- Net cash from operations $950M, up from $839M; dividends paid $306M, unchanged YoY.