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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Industrials sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q2) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Railroads industry is 6.5/10 across 4 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 4-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q1
What management and analysts said on calls mapped to this calendar quarter.
The quarter's story is a sharp rebound in the East. The industry average sentiment score climbed from 5 to 6.5, driven almost entirely by CSX Corporation (CSX), which jumped from 3 to 7, and Norfolk Southern (NSC), which recovered from 3 to 5. Cost pressure faded as an industry theme, cited by 3 companies in the prior quarter and only 1 this quarter, while pricing pressure held steady at 1 to 1.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| CAPEX | 3 | 3 |
| Oil Energy | 3 | 21 |
| Trade & Tariffs | 3 | 21 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.