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Dec 31, 2025
CSX Q4 2025 Earnings Report
CSX reported mixed results in Q4 2025 with slightly lower revenue and EPS but improvement in safety and operating performance.
Key Takeaways
CSX saw a modest decline in revenue and earnings for Q4 2025, but achieved operational improvements including better train velocity and lower injury and accident rates.
Revenue by Segment
Forward Guidance
CSX expects modest revenue growth and margin improvement in FY26, supported by infrastructure tailwinds and improved network performance.
Positive Outlook
- Strong southeast infrastructure investments
- New business wins in intermodal
- Expanded network reach and faster service products
- Reopening of export coal mines on CSX network
- Free cash flow expected to grow at least 50%
Challenges Ahead
- Soft indicators for housing starts and auto production
- Forest Products and Metals plant closures impacting merchandise
- Soft trucking market affecting intermodal
- Risk of import slowdown after 2025 pull-forward
- Challenged global steel demand
Historical Earnings Impact
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Avg. Return Before/After Earnings
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