earnings
confidence high
sentiment positive
materiality 0.70
Norfolk Southern Q3 rev $3.1B (+2%), adj EPS $3.30 (+2%); raises FY25 productivity target to ~$200M
NORFOLK SOUTHERN CORP
2025-Q3 EPS reported
$9.88
revenue$9,206,000,000
- GAAP EPS $3.16 vs $4.85 YoY (prior year included $380M railway line gains).
- Adjusted operating ratio improved 10 bps to 63.3%; revenue up despite flat volumes.
- Merger-related expenses $15M; restructuring costs $12M; Eastern Ohio net expense $13M.
- Repurchased 2.2M shares ($533M) YTD 2025; no buyback in prior year period.
- Raising 2025 productivity target to ~$200M from ~$175M, citing land sales and efficiency.