CSX Posts Record Q2 Revenue of $3.94B, EPS Climbs 23% to $0.54
CSX sits 61% above its 52-week low of $31.8.
Summary
CSX posted record Q2 2026 revenue of $3.94 billion, up 10% year-over-year, with diluted EPS of $0.54, a 23% increase. Operating margin expanded to 38.3% on volume growth of 6%.
Key Events · Earnings and Guidance · CSX
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Record Quarterly Revenue
Revenue reached $3.94 billion, a 10% increase from $3.57 billion in Q2 2025, driven by higher fuel surcharge revenue, volume growth, and pricing gains across merchandise, intermodal, and coal.
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Earnings Per Share Surge
Diluted EPS rose 23% to $0.54 from $0.44 a year ago, reflecting operating leverage and a lower share count from ongoing buybacks.
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Operating Margin Expansion
Operating income grew 17% to $1.51 billion, with operating margin expanding 240 basis points to 38.3%, as non-fuel expenses declined despite volume growth.
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Broad-Based Volume Growth
Total volume increased 6% to 1.68 million units, led by a 9% jump in intermodal shipments, with merchandise up 4% and coal up 4%.
Analysis · CSX · Energy & Transportation
A standout quarter featured record revenue, meaningful margin expansion, and broad volume growth. The 23% EPS beat and 240-basis-point improvement in operating margin underscore robust operational execution and pricing power. Together with the ongoing $5 billion buyback program, these results highlight the company's ability to return capital to shareholders while continuing to invest in growth.
How filings like this one have moved
In the 30 days to Oct 4, 2026, 29.2% of the 1584 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.60%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, CSX was trading at $51.29 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $92.8B. The 52-week trading range was $31.80 to $51.29. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.