CSX (CSX) Projected to Post Quarterly Earnings on Wednesday

CSX (NASDAQ:CSX) is expected to be announcing its Q3 2026 results after the market closes on Wednesday, October 21st. Analysts expect the company to post earnings of $0.5310 per share and revenue of $3.96 billion for the quarter. Individuals can find conference call details on the company’s upcoming Q3 2026 earnings report for the latest details on the call scheduled for Wednesday, October 21, 2026 at 4:30 PM ET.

CSX (NASDAQ:CSX) last announced its quarterly earnings results on Wednesday, July 22nd. The transportation company reported $0.54 EPS for the quarter, beating analysts’ consensus estimates of $0.52 by $0.02. The company had revenue of $3.94 billion for the quarter, compared to analysts’ expectations of $3.89 billion. CSX had a net margin of 22.21% and a return on equity of 24.98%. CSX’s revenue was up 10.1% compared to the same quarter last year. During the same period in the prior year, the company posted $0.44 EPS. On average, analysts expect CSX to post $1.99 EPS for the current fiscal year and $2.23 EPS for the next fiscal year.

CSX Price Performance

CSX opened at $48.68 on Monday. The company has a 50 day moving average of $48.77 and a 200 day moving average of $47.37. The company has a market cap of $90.18 billion, a PE ratio of 28.14, a price-to-earnings-growth ratio of 2.30 and a beta of 1.21. CSX has a 12 month low of $33.63 and a 12 month high of $53.60. The company has a current ratio of 0.82, a quick ratio of 0.72 and a debt-to-equity ratio of 1.22.

CSX Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, November 30th will be issued a dividend of $0.14 per share. The ex-dividend date of this dividend is Monday, November 30th. This represents a $0.56 dividend on an annualized basis and a yield of 1.2%. CSX’s payout ratio is presently 32.37%.

Insider Transactions at CSX

In other CSX news, SVP Michael Burns sold 13,000 shares of the firm’s stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $52.68, for a total value of $684,840.00. Following the sale, the senior vice president owned 59,643 shares of the company’s stock, valued at $3,141,993.24. This trade represents a 17.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Angela Williams sold 30,000 shares of CSX stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $53.29, for a total value of $1,598,700.00. Following the sale, the chief accounting officer owned 10,437 shares of the company’s stock, valued at approximately $556,187.73. This trade represents a 74.19% decrease in their position. The SEC filing for this sale provides additional information. 0.30% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on CSX shares. Benchmark reiterated a “buy” rating and issued a $54.00 price target (up from $48.00) on shares of CSX in a research report on Wednesday, July 15th. Evercore set a $51.00 price objective on CSX in a research note on Thursday, July 23rd. Truist Financial set a $46.00 price objective on CSX in a research note on Friday, July 10th. Bank of America dropped their price objective on CSX from $56.00 to $55.00 and set a “buy” rating on the stock in a report on Friday, September 18th. Finally, BMO Capital Markets reaffirmed a “market perform” rating and set a $52.00 target price (up from $49.00) on shares of CSX in a report on Thursday, July 23rd. Seventeen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, CSX has a consensus rating of “Moderate Buy” and a consensus price target of $51.17.

CSX News Roundup

Here are the key news stories impacting CSX this week:

• Positive Sentiment: CSX’s rail network was highlighted as an economic moat because building a competing freight system would require enormous capital and decades to replicate. That structural advantage supports long-term pricing power and the company’s dividend appeal. 3 Dividend Stocks With Economic Moats That Are Almost Impossible to Cross
• Positive Sentiment: TD Cowen reportedly maintained a constructive outlook and set a $54 price target following CSX’s announcement that COO Mike Cory is retiring. The target remains above the stock’s recent trading level, although the leadership transition could create near-term uncertainty. CSX retires COO Mike Cory
• Neutral Sentiment: Wall Street estimates for CSX’s quarter ended September 2026 are being examined ahead of earnings, with investors watching revenue, volumes, pricing, operating efficiency and other key metrics—not just earnings per share and sales. Unlocking Q3 Potential of CSX
• Neutral Sentiment: Raymond James lowered its CSX price target to $53 from $56. The reduction may temper enthusiasm, but the revised target still implies upside relative to the recent share price. Raymond James Adjusts CSX Price Target
• Negative Sentiment: CSX’s COO retirement and the reassignment of direct reports to the CEO raise questions about leadership continuity and execution during the upcoming earnings period. Local concerns about a deteriorating bridge associated with CSX also create reputational and potential infrastructure-cost risks, though neither issue currently indicates a material financial impact. How CSX’s COO Retirement May Influence Investors

CSX Company Profile

CSX Corporation is a transportation company whose primary business is freight railroading through its CSX Transportation subsidiary. The company operates an extensive rail network across the eastern United States, serving major industrial centers, population hubs, ports and distribution markets.

CSX transports a broad range of products, including chemicals, agricultural and food products, forest products, minerals, metals, automotive goods and other manufactured merchandise. Its services also include intermodal transportation, which combines rail service with trucks and containers, as well as the movement of coal and other bulk commodities.

The company traces its roots to the formation of CSX Corporation in 1980 through the merger of Chessie System and Seaboard Coast Line Industries.