CSX Corporation

“CSX is still competing in the East against the combined railroad.”

Norfolk Southern frames CSX as a continuing Eastern competitor even after the proposed UP merger.

“Our primary rail providers BNSF, NS, and CSX continue to deliver excellent service, which we believe is taking share from Highway.”

J.B. Hunt cites CSX as a primary eastern rail provider delivering excellent service that is winning share from trucking, a positive read-through on CSX intermodal service.

“CSX has had this major construction project and debottlenecking with their Howard Street tunnel. And so that makes them a lot more efficient North, South along the East.”

An analyst notes CSX's Howard Street tunnel upgrade improves its north-south efficiency, a competitive read-through for the Eastern rail market.

“We have the same lanes, same markets that with the CSX that we do with Norfolk”

UP notes existing interline alliances spanning the same lanes and markets with CSX, indicating ongoing cooperative traffic arrangements.

“you've got CSX on one hand and Norfolk Southern on the other.”

CSX remains one of the two eastern Class 1 railroads Martin Marietta ships on; management sees little structural change in the East post a UP-Norfolk Southern merger.

“can you talk a little bit about the marketing agreement with the BNSF sort of how we should think about the build as you move through 2026?”

An analyst probes CSX's intermodal marketing agreement with BNSF; management frames such interline partnerships as a way to convert truck freight to rail, a read-through on CSX-BNSF cooperation.

“On the CPKC, Myrtlewood connection, we just had another cross-functional team meeting the other day, and there's a number of truck conversions and opportunities that don't move over rail today that we're really going after and targeting.”

CSX is working with CPKC (Canadian Pacific Kansas City) through the new Myrtlewood interchange to jointly pursue truck-to-rail conversion opportunities.