Recent 8-K filings for NSC

• Apr 24, 2026 23:59 UTC earnings materiality 0.75 negative item 2.02item 7.01item 9.01

  Norfolk Southern Q1 EPS $2.43 (-27% YoY); operating ratio 70.7%

  Railway operating revenues $3.0B flat YoY; volume down 1%.

• Jan 29, 2026 23:59 UTC earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Norfolk Southern Q4 adj. EPS $3.22 (+6%); revenue $3.0B (-2%); OR 65.3%

  Q4 revenue $3.0B (-2% YoY); volume down 4%. Income from railway ops $937M (-17%).

• Dec 19, 2025 23:59 UTC m_and_a materiality 0.85 positive item 7.01

  Norfolk Southern & Union Pacific file STB merger application for first transcontinental railroad

  7,000-page application filed with STB on Dec. 19, 2025; 2,000 support letters; 99% shareholder approval at both companies.

• Nov 17, 2025 23:59 UTC m_and_a materiality 0.85 positive item 5.07item 8.01item 9.01

  Norfolk Southern shareholders approve merger with Union Pacific; ~99% vote FOR

  Shareholders voted 162.2M FOR, 2.4M AGAINST, 310k abstain — ~98.6% of votes cast in favor.

• Nov 06, 2025 23:59 UTC litigation materiality 0.65 neutral item 8.01

  Norfolk Southern discloses three shareholder lawsuits challenging UP merger; supplements proxy

  Three lawsuits filed in NY Supreme Court (Oct 23-26, 2025) allege disclosure deficiencies in merger proxy.

• Oct 23, 2025 23:59 UTC earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  Norfolk Southern Q3 rev $3.1B (+2%), adj EPS $3.30 (+2%); raises FY25 productivity target to ~$200M

  GAAP EPS $3.16 vs $4.85 YoY (prior year included $380M railway line gains).

• Sep 29, 2025 23:59 UTC other_material materiality 0.65 neutral item 5.02item 9.01

  Norfolk Southern awards $13.25M retention bonuses to five NEOs for merger stability

  CEO Mark R. George receives $4M; CFO Jason A. Zampi $2.25M; John F. Orr $3M; Claude E. Elkins $2M; Anil Bhatt $2M.

• Jul 29, 2025 23:59 UTC m_and_a materiality 1.00 positive item 8.01item 9.01

  Union Pacific to acquire Norfolk Southern for $320/sh; creates first transcontinental railroad

  Transaction values Norfolk Southern at $85B enterprise; combined enterprise over $250B.

• Jul 29, 2025 23:59 UTC m_and_a materiality 1.00 positive item 2.02item 7.01item 9.01

  Norfolk Southern Q2 EPS $3.41, announces $85B merger with Union Pacific

  Revenue $3.1B (+2% YoY), diluted EPS $3.41 vs $3.25; adjusted EPS $3.29 (+8%).

• Jul 29, 2025 23:59 UTC m_and_a materiality 0.90 neutral item 1.01item 9.01

  Union Pacific to acquire Norfolk Southern in stock-and-cash deal valued at $88.82 cash plus 1 UNP share per NSC share

  Each NSC share converts into 1 share of UNP common stock plus $88.82 in cash.

• Jul 24, 2025 23:59 UTC other_material materiality 0.75 neutral item 7.01item 9.01

  Norfolk Southern and Union Pacific in advanced merger discussions

  Norfolk Southern (NSC) and Union Pacific (UNP) confirmed advanced discussions for a potential business combination.

• Jun 13, 2025 23:59 UTC leadership materiality 0.60 neutral item 7.01item 9.01

  Norfolk Southern elects Richard H. Anderson as independent board chair, effective immediately

  Anderson succeeds Claude Mongeau, who resigned June 2, 2025 for personal reasons.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.70 · Most common event m_and_a

6 positive 1 negative 8 neutral

source · NSC on sec.gov