CSX Earnings Prediction
The chart below shows how CSX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CSX sees a +1.01% change in stock price 10 days leading up to the earnings, and a +2.22% change 10 days following the report. On the earnings day itself, the stock moves by -1.20%. This data can give you a slight idea of what to expect for the next quarter's release.
CSX Key Earning Data
CSX Earnings Analysis
Positive
Port Traffic Trends: Total volume decreased 1% compared to last year, but intermodal volumes increased 2% on the quarter, indicating a positive trend in port traffic.
Quarterly Revenue Performance: Total revenue was $3.4 billion for the quarter, reflecting the company's ability to generate significant revenue despite challenges, although it was down 7% from the same period last year.
Safety Improvement Trends: The FRA injury rate saw a third straight sequential decline, indicating improvements in safety measures and employee training programs.
Intermodal Trip Compliance Improvement: The intermodal trip plan compliance rebounded nicely in the first quarter, showing improvements in service delivery and operational efficiency.
Automotive Terminal Excellence: CSX Corporation's TDSI automotive terminal team set a record with four terminals winning the auto industry’s premier awards for origin and destination operations, showcasing excellence in service.
Network Performance Commitment: Despite challenges, the company remains committed to improving network performance and has a strong pipeline of nearly 600 projects, with 24 new facilities going live in the first quarter.
Facility Expansion Plans: The company expects to keep momentum with up to 50 additional facilities scheduled to start service over the next nine months, indicating growth opportunities.
Market Demand Stability: The management team expressed confidence in the stability of market demand and the potential for improved network performance to capture more business.
Negative
Earnings Miss Reported: CSX Corporation missed earnings expectations with reported EPS of $0.34, below the expected $0.3637.
Revenue Decline Analysis: Total revenue decreased by 7% to $3.4 billion, attributed to lower benchmark coal prices and reduced fuel surcharge.
Earnings Decline Analysis: Earnings per share decreased by 24%, reflecting reduced revenues and challenged network performance.
Volume Decline Analysis: Total volume decreased by 1% compared to last year, indicating a decline in overall business activity.
Operational Inefficiencies and Expenses: Operational challenges due to major infrastructure projects and severe weather led to inefficiencies and increased expenses.
Coal Revenue Decline: Coal revenue declined by 27% on 9% lower volume, with RPU down 20% year over year.
Intermodal Revenue Decline: Intermodal revenue was down 3% despite a 2% increase in volume, indicating pricing pressures.
Expense Increase Analysis: Expenses increased by 2%, with $45 million attributed to network disruptions and severe winter weather.
Commodity Price Impact: The company expects continued headwinds from commodity price declines in the second quarter, impacting profitability.
CSX FAQs
How does CSX typically perform around its earnings report dates?
CSX's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a +1.01% change leading up to the report and a +2.22% change in the 10 days following the release.
Is CSX Corp (CSX) Q1 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
CSX Earning Call Sentiment
CSX Corporation (NASDAQ:CSX) Q1 2025 Earnings Call Transcript
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