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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Norfolk Southern Railway (NSC) is 5/10.
Norfolk Southern reported Q1 revenue flat year-over-year with RPU up 2% and EPS of $2.65, as PSR 2.0 continued delivering record fuel efficiency and coal volumes surged on utility demand while the Iran conflict drove a fuel cost surge. Management maintained cost guidance of $8.2-8.4 billion with no revenue or EPS guidance, as total adjusted expenses grew just 1% despite inflationary pressures and storm costs, while the UP merger application tracked on schedule for refiling.
Scored from Norfolk Southern Railway’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 | $3.02B | -1.6% | $3.23 | +38.6% | 36.1% | 24.2% | $276M |
| FY2025 Q1 | $2.99B | -0.4% | $3.31 | +1339.1% | 31.3% | 25.1% | $501M |
| FY2025 Q2 | $3.11B | +2.2% | $3.41 | +4.9% | 35.5% | 24.7% | $602M |
| FY2025 Q3 | $3.10B | +1.7% | $3.16 | -34.8% | 33.2% | 22.9% | $720M |
| FY2025 Q4 | $2.97B | -1.7% | $2.87 | -11.1% | 31.5% | 21.7% | $2.54B |
| FY2026 Q1 | $3.00B | +0.2% | $2.43 | -26.6% | 29.3% | 18.2% | $-38M |
| FY2026 Q2 | $3.46B | +11.4% | $3.26 | -4.4% | 32.4% | 21.2% | — |