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Mar 31, 2025
Norfolk Southern Q1 2025 Earnings Report
Norfolk Southern reported first quarter results with solid adjusted earnings growth despite weather disruptions and incident-related adjustments.
Key Takeaways
Norfolk Southern delivered strong operational performance in Q1 2025, achieving adjusted EPS growth and an improved operating ratio, while reaffirming full-year guidance amid economic uncertainty.
Adjusted EPS rose 8% YoY, reaching $2.69 after excluding the Eastern Ohio incident.
Revenue totaled $3.0 billion, with growth in volumes offsetting lower fuel surcharge revenues.
Operating ratio improved to 61.7% on a reported basis and 67.9% on an adjusted basis.
Insurance recoveries related to the Eastern Ohio incident offset incremental costs during the quarter.
Forward Guidance
Norfolk Southern reiterated its full-year guidance despite macroeconomic uncertainties, highlighting confidence in its service performance and operational improvements.
Positive Outlook
- Maintains full-year guidance despite headwinds
- Insurance recoveries mitigated costs from the Eastern Ohio incident
- Improved service consistency supports market share gains
- Volume growth of 1% supported underlying revenue rise
- Resilience through winter weather disruptions
Challenges Ahead
- Macroeconomic uncertainty acknowledged
- Fuel surcharge revenue declined YoY
- Eastern Ohio incident still a factor in reported results
- No specific revenue growth forecast provided
- EPS still below potential without adjustments
Historical Earnings Impact
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Avg. Return Before/After Earnings
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