- CSX Corporation reported operating income of $1.11 billion for the fourth quarter of 2025.
- The reported operating income represents a 16% decrease compared to the same quarter last year.
- This operating income figure falls short of analyst estimates, which were projected at $1.24 billion.
- Total carload activity for the quarter was 1.58 million, marking a 1.3% increase year-over-year.
- The total carloads slightly exceeded expectations, with estimates at 1.57 million.
- Analyst recommendations include 21 buys and 7 holds, with no sell recommendations for CSX.
Csx Corp on Smartkarma
Analyst coverage of CSX Corp on Smartkarma shows a positive sentiment from Baptista Research. In their report titled “CSX Corporation: A Hurricane-Hit Performance But Fundamentals Remain Strong! – Major Drivers,” the analysts discuss the company’s resilient performance in the face of challenges like severe weather impacts and market fluctuations. President and CEO Joseph Hinrichs highlighted the company’s recovery from hurricane damage and consistent progress across key business areas, with a 3% growth in total volume and a 6% increase in merchandise revenue.
In another report by Baptista Research titled “CSX Corporation: How Are They Capitalizing on Industrial Development Projects? – Major Drivers,” the focus is on the company’s complex yet fundamentally strong operational and financial performance during Q2 2024. Despite challenges from external factors like Hurricane Debbie and infrastructure issues, the leadership team led by Joseph Hinrichs remains committed to driving growth through strategies such as safety measures, operational efficiency, cost management, and customer partnerships. Baptista Research also undertakes an independent valuation of the company using a Discounted Cash Flow (DCF) methodology to assess future price influences.
A look at Csx Corp Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
CSX Corporation, an international freight transportation company, is positioned with a mixed outlook based on the Smartkarma Smart Scores assessment. While the company scores moderately on Dividend and Growth factors, indicating stability and potential for expansion, it falls slightly short on Value and Resilience scores. This suggests some room for improvement in terms of undervaluation and the ability to withstand market challenges. However, with a decent Momentum score, CSX Corp is showing positive signs of market traction and performance.
CSX Corporation, known for its rail, intermodal, and logistics services, faces a long-term outlook where growth opportunities and dividend stability are key strengths. Despite facing challenges in terms of value and resilience, the company’s momentum is notable in the current market landscape. Investors may find CSX Corp an intriguing prospect for its growth potential and stable dividend payouts, as it continues to navigate the competitive freight transportation industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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