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Sep 30, 2025
CSX Q3 2025 Earnings Report
CSX reported lower revenue and net income in Q3 2025, but showed strong operational performance and adjusted profitability.
Key Takeaways
CSX posted $3.59 billion in revenue and $694 million in net income for Q3 2025. Despite a slight year-over-year revenue decline, adjusted earnings and operational strength remained solid, driven by intermodal volume growth and improved pricing.
Adjusted EPS reached $0.44, excluding a $164 million goodwill impairment.
Revenue declined 1% YoY due to weaker export coal prices and lower merchandise volume.
Volume rose 1% YoY and 2% sequentially, totaling 1.61 million units.
Operational margin improved on an adjusted basis to 34.9%.
Forward Guidance
CSX expects to build on operational momentum to drive long-term profitable growth, leveraging current network performance.
Positive Outlook
- Strong operational performance across the network
- Clear opportunities for further efficiency gains
- Positive trends in intermodal volume
- Higher pricing in merchandise segment
- Stable sequential volume growth
Challenges Ahead
- Decline in export coal prices impacted revenue
- Merchandise volume decline weighed on performance
- Overall revenue dropped 1% YoY
- Goodwill impairment affected GAAP results
- Corporate restructuring and advisory costs impacted adjusted earnings
Historical Earnings Impact
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Avg. Return Before/After Earnings
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