CSX Corporation's fourth-quarter 2025 results fell short of expectations, with earnings per share at 39 cents, below the anticipated 42 cents, and total revenues of $3.51 billion missing the $3.55 billion target. Declines in merchandise and coal revenues contributed to a year-over-year drop in operating income to $1.11 billion, while long-term debt increased to $18.2 billion. Despite a 7% rise in intermodal revenues, the company's financial outlook remains cautious, predicting low single-digit revenue growth amid broader market volatility and geopolitical uncertainties.
“CSX Corporation · reported · fourth-quarter 2025 results · unimpressive”
“CSX Corporation · earnings per share · 39 cents · fell short of the Zacks Consensus Estimate of 42 cents”
“CSX Corporation · total revenues · $3.51 billion · missed the Zacks Consensus Estimate of $3.55 billion”
“CSX Corporation · operating income · decreased · year over year to $1.11 billion”
“CSX Corporation · operating margin · 31.6% · during the December quarter”
“CSX Corporation · merchandise revenues · fell 2% year over year · to $2.16 billion”
“CSX Corporation · intermodal revenues · increased 7% year over year · to $562 million”
“CSX Corporation · coal revenues · slid 5% year over year · to $472 million”
“CSX Corporation · cash and cash equivalents · $670 million · compared with $933 million at the end of 2024”
“CSX Corporation · long-term debt · $18.2 billion · increased from the 2024 levels of $17.9 billion”
“CSX Corporation · financial outlook · includes low single-digit revenue growth · 200 to 300-basis-point improvement in operating margin”
“CSX Corporation · guidance · capital expenses · to be below $2.4 billion”
