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CSCSX

CSX Corporation

$CSX·$92B·Railroads·Industrials
$48.95-0.2%YTD+34.5%1Y+49.0%
Price updated 32m ago·X counts updated 19m ago
CSCSX
$CSXCSX Corporation
$48.95-0.18%72 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CSX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

72X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CSX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-01

CSX is bullish and part of a rails-sector rotation. Bulls note NSC/CSX/CNI/CP as a top group now with 'rails going off the rails' framing. CSX is one of the reasons SPY is holding up while individual growth names get hit. Multiple traders include CSX in long baskets that are 'at profits and acting relatively well' alongside PACS/HXL/ADM/MRK/LLY/HSBC/JNJ.

Read what X is saying about $CSX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CSX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-10

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

CSX up 33% YTD and 50% over twelve months — inside the rails-sector rotation with NSC, CNI, CP

CSX is a Class I railroad operating east of the Mississippi — moving intermodal, coal, chemicals and agricultural products across roughly 20,000 miles of track.

  • Fundamentals stack for a rail: PE 30x, Q2 revenue $3.94B up from $3.48B in Q1, gross margin 55%, operating margin 34%, ROIC 9%, free-cash yield 6.2% — the operating margin is elite for the industry.
  • Chart is confirming a re-rating: up 33% YTD and 50% over twelve months, at 76% of the 52-week range, beta 1.21 — orderly participation in a genuine sector rotation.
  • Balance sheet manageable: debt-to-equity 1.37, mega-float — no positioning quirks.

A quality rail franchise inside a real sector-rotation trade; the setup rewards a longer view if the freight cycle sustains.

Agrees with X sentimentX frames CSX as part of a top rails basket (NSC/CSX/CNI/CP) with the "rails going off the rails" framing and "at 5-star ratings" positioning language. That aligns with the bundle — the sector rotation is real and CSX participates.

What to watch: Q3 print Oct 15 for intermodal volume growth, operating ratio and any commentary on chemical/coal mix; a stable operating ratio would confirm the rotation setup.

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

cyclical swingpremium multiple trailing

Read the AI verdict on $CSX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Major eastern US freight railway operator transporting coal, chemicals, intermodal, and automotive goods.

Industry overviewAI analysisGenerated by AI from underlying data

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

Railroads · Industrials

Rail volumes are stabilising after the 2023 freight-recession trough; precision-scheduled railroading efficiency gains and intermodal share recovery from trucking are structural tailwinds. Fuel costs and labour agreements affect near-term operating ratio.

What this means for $CSX

Direct beneficiary — CSX Eastern rail; coal and intermodal exposure, PSR-driven margin improvement.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+9.7%YTD
+15.7%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 $0.54

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.2B$14.9B – $15.4B$2.01$1.96 – $2.0616
FY27$16.0B$15.6B – $16.2B$2.28$2.18 – $2.4016
FY28$16.5B$16.2B – $17.2B$2.51$2.36 – $2.6612
FY29$17.5B$17.2B – $17.9B$2.76$2.69 – $2.8510
FY30$18.4B$18.0B – $18.8B$2.94$2.85 – $3.026

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.1.0×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.79%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.-2.3%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.+13.0%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 today0.5% 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$465K
+ 9 other (7 awards · 2 exempts) 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
+ 11 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.

Ausdal Financial Partners Inc. Invests $594,000 in CSX Corporation $CSXdefenseworld.net·15d agoHere's Why Investors Should Add CSX Stock to Their Portfoliozacks.com·16d agoCSX Honors 55 Customers for Chemical Safety Excellenceglobenewswire.com·16d agoCSX DCF Analysis: Intrinsic Value $32 vs Price $51gurufocus.com·18d agoBlue Capital Inc. Makes New Investment in CSX Corporation $CSXdefenseworld.net·21d ago

More in Railroads

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CP$UNP$CNI
Voices on X · last 7 days

No standout posts about $CSX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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