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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for CSX Corporation (CSX) is 7/10.
CSX delivered Q1 total revenue increasing 2% on 3% volume growth, with EPS surging 26% driven by broad-based cost efficiency and margin expansion. Operating income increased 20%, and full-year revenue growth guidance was raised from low single digits to mid-single digits. The Howard Street Tunnel was unlocking new capacity for intermodal growth, and the industrial development pipeline continued driving volume. The company targeted the high end of the 200 to 300 basis point margin expansion range, with free cash flow growth now expected above 60% versus 2025.
Scored from CSX Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.54B | -3.8% | $0.38 | -15.6% | 34.2% | 20.7% | $550M |
| FY2025 Q1 | $3.42B | -7.0% | $0.34 | -24.4% | 30.4% | 18.9% | $536M |
| FY2025 Q2 | $3.57B | -3.4% | $0.44 | -10.2% | 35.9% | 23.2% |
| $-141M |
| FY2025 Q3 | $3.59B | -0.9% | $0.37 | -19.6% | 30.3% | 19.3% | $2.83B |
| FY2025 Q4 | $3.51B | -0.9% | $0.39 | +2.6% | 31.6% | 20.5% | $709M |
| FY2026 Q1 | $3.48B | +1.7% | $0.43 | +26.5% | 36.0% | 23.2% | $729M |
| FY2026 Q2 | $3.94B | +10.1% | $0.54 | +22.7% | 38.3% | 25.5% | $1.87B |