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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tom Wadewitz | UBS | 6 | 0% |
| Brian Ossenbeck | JPMorgan | 6 | 33% |
| Ken Hoexter | Bank of America | 6 | 0% |
| Jon Chappell | Evercore ISI | 6 | 0% |
| Chris Wetherbee | Wells Fargo | 6 | 0% |
| Ravi Shanker | Morgan Stanley | 6 | 17% |
| Dave Vernon | Bernstein | 6 | 0% |
| Ariel Rosa | Citigroup | 6 | 0% |
| Walter Spracklin | RBC Capital Markets | 6 | 17% |
| Brandon Oglenski | Barclays | 5 | 40% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 6 | 33% |
| Morgan Stanley | 1 | 6 | 17% |
| Bank of America | 1 | 6 | 0% |
| Barclays | 2 |
| 6 |
| 33% |
| Evercore ISI | 1 | 6 | 0% |
| Bernstein | 1 | 6 | 0% |
| Citigroup | 1 | 6 | 0% |
| RBC Capital Markets | 1 | 6 | 17% |
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.
Margin | Demand | Cost Pressure | Competitive Dynamics | Revenue Growth | Pricing | Capex Investment | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 1 | 2 | 6 | 3 | 3 | |
| 2025Q1 | 4 | 8 | 5 | 2 | 3 | 2 | 1 | |
| 2025Q2 | 2 | 5 | 5 | 4 | 3 | 2 | 2 | 3 |
| 2025Q3 | 4 | 5 | 2 | 9 | 1 | 4 | 6 | |
| 2025Q4 | 8 | 2 | 5 | 3 | 4 | 4 | 1 | 1 |
| 2026Q1 | 5 | 5 | 5 | 2 | 2 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 6 | 4 | 2 | 4 | 8 | 5 |
| Demand | 4 | 8 | 5 | 5 | 2 | 5 |
| Cost Pressure | 1 | 5 | 5 | 2 | 5 | 5 |
| Competitive Dynamics | 2 | 2 | 4 | 9 | 3 | 2 |
| Revenue Growth | 6 | 3 | 3 | 4 | 2 | |
| Pricing | 3 | 2 | 2 | 1 | 4 | 2 |
| Capex Investment | 3 | 1 | 2 | 4 | 1 | 2 |
| M&A | 3 | 6 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CSX CSX Corporation | 7 | +1.7% | |
| NSC Norfolk Southern Railway | 5 | +0.2% | |
| UNP Union Pacific Corporation | 6 | +3.1% | |
| WAB Wabtec | 8 | +13.0% |