CSX Corporation Q4 2025 Earnings: Revenue Down 1%, Operating Income Falls 9%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: seekingalpha
- Performance Overview: CSX Corporation's Q4 2025 report indicates a 1% year-over-year revenue decline, with operating income and earnings per share falling by 9% and 7%, respectively, reflecting the impact of subdued market demand and coal pricing pressures.
- Safety Metrics Improvement: COO Michael Cory reported significant declines in FRA injury and accident rates for the full year, with the fourth quarter achieving the best safety results of the year, indicating positive progress in enhancing operational safety.
- Future Outlook: CEO Stephen Angel forecasts low single-digit revenue growth for 2026, with operating margin expansion expected in the range of 200 to 300 basis points, primarily driven by workforce optimization and cost control measures.
- Capital Expenditure Plans: The 2026 capital expenditure plan is set below $2.4 billion, representing a substantial reduction from last year, with a focus on investments in safety, reliability, and growth projects to support future business development.
Analyst Views on CSX
Wall Street analysts forecast CSX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSX is 39.50 USD with a low forecast of 30.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
13 Buy
4 Hold
0 Sell
Strong Buy
Current: 36.530
Low
30.00
Averages
39.50
High
45.00
Current: 36.530
Low
30.00
Averages
39.50
High
45.00
About CSX
CSX Corporation is a transportation company. The Company provides rail, intermodal and rail-to-truck transload services and solutions to customers across an array of markets, including energy, industrial, construction, agricultural and consumer products. It provides rail-based freight transportation services, including traditional rail service, the transport of intermodal containers and trailers, as well as other transportation services such as rail-to-truck transfers and bulk commodity operations. Through its subsidiary, CSX Transportation, Inc. (CSXT), it provides a link to the transportation supply chain through its approximately 20,000 route-mile rail network and serves major population centers in 26 states east of the Mississippi River, the District of Columbia and the Canadian provinces of Ontario and Quebec. CSXT is also engaged in real estate sales, leasing, acquisition and management and development activities. It serves merchandise, intermodal, coal, and trucking businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
