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CSCSX

CSX Corporation

$CSX·$99B·Railroads·Industrials
$50.84-1.9%YTD+42.3%1Y+45.1%
Mentions · last 7 days
2026-07-21: 18 posts2026-07-22: 83 posts2026-07-23: 101 posts2026-07-24: 55 posts2026-07-25: 33 posts2026-07-26: 48 posts2026-07-27: 145 posts483+12%
Price updated 5m ago·X counts updated 22h ago
CSCSX
$CSXCSX Corporation
$50.84-1.85%483 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CSX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-28

The move is getting stronger, with heavier trading behind it.

CSX just delivered a Q2 beat with 10% revenue growth and 350+ bps of guided margin expansion — the rails are inflecting after years of chop.

CSX is one of the two big Eastern US Class I railroads (with Norfolk Southern) — hauling intermodal containers, coal, chemicals, and industrial goods across a ~20,000-mile network. Q2 just beat with revenue up 10% YoY and net income up 23%, and management guided 350+ bps of margin expansion plus 80%+ free cash flow growth for 2026.

This is a genuine cyclical inflection into an accelerating tape:

  • The margin and cash-flow guide is what compounder buyers dream of: 350+ bps of operating margin expansion in a single year plus 80%+ FCF growth is a rare acceleration for a mature railroad — combined with sustained volume growth (JBHT, KNX, and CSX all showing the same freight inflection), this is a four-source read on the cycle turning.
  • The financials reflect the operational turn: quarterly EPS climbed from $0.37 to $0.54 across four quarters and revenue from $3.59B to $3.94B, consensus FY26 EPS of $2.00 growing to $2.27 in FY27 — the operating leverage from margin expansion is what makes the 31x TTM P/E defensible even on modest revenue growth.
  • The tape confirms the acceleration: 92nd percentile of the 52-week range, 8% above the 50-day MA and 26% above the 200-day — the operational turn is being fully priced, and CFO Angela Williams's $1.6M S-Sale plus other routine officer M-Exempt/S-Sale activity is planned option-exercise mechanics, not a distribution cluster.

Near 52-week highs on a genuinely raised guide is what accelerating looks like when fundamentals lead the multiple. The Oct 15 print needs to reaffirm the margin expansion pace — that's the whole re-rating lever. A soft intermodal volume number or fuel-cost pass-through friction is the near-term risk, but the setup is one of the cleanest in industrials right now.

Agrees with X sentimentX is right that the Q2 print with 10% revenue growth and 23% net income growth plus the 350+ bps margin expansion guide is a genuine cyclical inflection — and the four-source freight read across JBHT/KNX/CSX validates that this is industry-wide, not a single-name story. Agree without qualification; this is exactly what real-business + accelerating looks like in industrials.

What to watch: Oct 15 Q3 earnings — operating margin trajectory (needs to show the 350+ bps guide is on track), intermodal volume growth, and free cash flow. A guide-in-line print extends the ATH run; margin softness or intermodal weakness is the near-term risk.

On the calendar: 2026-10-15 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment12 posts analyzed · as of 2026-07-27

CSX jumped roughly 5% on a strong Q2 with revenue up 10% and net income up 23%, projecting 350+ bps margin expansion and 80%+ free cash flow growth in 2026. Contributors highlight the rails as a top group and the freight inflection is now four-source across JBHT, KNX, and CSX. Diesel prices reinforce structural rail advantage.

Read the AI verdict + X sentiment for $CSX

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What it does

Plain-English summary of the business — what they sell and how they make money.

CSX Corporation, operating through its subsidiaries, stands as a leading provider of rail-based cargo transportation services. The company offers a wide range of services, including general rail freight, the movement of intermodal containers and trailers, and specialized transport solutions such as efficient rail-to-truck transfers and the handling of bulk commodities. CSX facilitates the shipment of a diverse array of goods, encompassing industrial chemicals, agricultural and food products, automotive components and finished vehicles, minerals, timber products, fertilizers, and various metals and heavy equipment. Additionally, it plays a crucial role in energy supply chains, transporting coal, coke, and iron ore to power generation facilities, steel manufacturers, and industrial plants, and also manages the export of coal via deep-water port access. The company's intermodal operations leverage a robust network of approximately 30 terminals to transport manufactured consumer goods in containers. This also includes drayage services, managing the initial pickup and final delivery of intermodal freight. For the automotive industry, CSX provides dedicated distribution centers and storage locations, and extends its reach to clients without direct rail access by orchestrating transfers of products like plastics and ethanol from rail to road. CSX's substantial infrastructure features an extensive rail network spanning approximately 19,500 route miles. This network strategically connects numerous population centers across 23 states east of the Mississippi River, the District of Columbia, and extends into the Canadian provinces of Ontario and Quebec. Powering these operations, CSX owns and leases around 3,500 locomotives. Its rail lines also provide direct connections to various production and distribution facilities, enhancing supply chain efficiency. Established in 1978, CSX Corporation has its headquarters located in Jacksonville, Florida.

Industry overviewAI analysisGenerated by AI from underlying data

Where Railroads sits in its cycle right now — and what that implies for $CSX.

Railroads · Industrials

No material change from last week — FreightCar America benefits from order book rebuilding as shippers and lessors restock depleted car fleets.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+16.5%YTD
+22.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
34.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$0.54$0.52+4.2%
Q1 2026Apr 22, 2026$0.43$0.39+10.5%
Q4 2025Jan 22, 2026$0.39$0.41-5.1%
Q3 2025Oct 16, 2025$0.44$0.42+3.7%
Next earningsThu, Oct 15·consensus EPS $0.53

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.9B+10.1%100%38.3%$0.54$1.9B
Q1 FY26$3.5B+1.7%47.9%36.0%$0.43$729.0M
Q4 FY25$3.5B-0.9%31.6%31.6%$0.39$709.0M
Q3 FY25$3.6B-0.9%34.9%30.3%$0.37$2.8B

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.2B$14.8B – $15.6B$2.00$1.92 – $2.0314
FY27$15.9B$15.5B – $16.4B$2.27$2.16 – $2.4515
FY28$16.4B$15.9B – $17.1B$2.51$2.35 – $2.6711
FY29$17.1B$16.6B – $17.6B$2.75$2.65 – $2.865
FY30$18.1B$17.6B – $18.6B$2.94$2.82 – $3.055

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.92%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 24Angela C WilliamsVP & Chief Accounting Officer30.0K sh$1.6MSellJul 24Michael S. BurnsSVP - CLO & Corp Secy13.0K sh$685KSellJun 3Kevin S. BooneCFO136.7K sh$6.4MSellJun 3John J ZillmerDirector10.0K sh$465KBuyMar 6Stephen F AngelCEO25.0K sh$1.0MSellFeb 19Diana B SorfleetEVP & CAO90.0K sh$3.7M
+ 31 other (27 awards · 3 exempts · 1 gift) in window

See when $CSX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 148-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
3New insider — initial holdingsFeb 233
+ 12 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CSX (CSX) Is Up 2.71% in One Week: What You Should Knowzacks.com·4d agoCSX Corporation: Volume Growth Is Finally Reaching Earnings (Rating Upgrade)seekingalpha.com·4d agoCSX Q2 Earnings & Revenues Beat Estimates, Up Y/Y, EPS View Raisedzacks.com·5d agoCSX Corporation: Growing Through New Management Strategiesseekingalpha.com·6d agoCSX Corporation (CSX) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d ago

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