NSC Earnings

NSC reported its earnings on 2026-01-29, showcasing a revenue of 3.00B against an estimate of 3.00B, resulting in a -0.66% surprise. The EPS was 3.22, surpassing the expected 2.78 by 15.83% . The stock experienced a 2% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following NSC's earnings announcement on 2026-01-29, the stock price moved by 2.00% on the day of the release. Over the subsequent five days, it saw a % change. Historically, NSC's stock price tends to shift by an average of -1.42% in the 10 days leading up to earnings and +1.52% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate NSC’s annual revenue to reach 3.00B, while the EPS is projected at 3.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.17% and EPS estimates Revise Downward by -0.59% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between NSC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -0.17%, while EPS estimates moved Revise Downward by -0.59% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, NSC's stock price typically moves by -1.42% in the 10 days before its earnings and +1.52% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 3.00 and revenue of 3.00B.

The earnings call highlights strong financial discipline with increased free cash flow and reduced capital expenditure, but also acknowledges challenges in revenue growth due to competitive pressures and weak freight demand. The merger with Union Pacific could enhance competition, but faces regulatory hurdles. The Q&A reveals management's confidence in handling competition and maintaining cost discipline, but lacks detailed guidance on revenue growth and intermodal challenges. Overall, the sentiment is mixed, with positive operational improvements offset by market uncertainties, resulting in a neutral sentiment.