NSC Earnings Prediction
The chart below shows how NSC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NSC sees a +0.61% change in stock price 10 days leading up to the earnings, and a +2.69% change 10 days following the report. On the earnings day itself, the stock moves by -1.17%. This data can give you a slight idea of what to expect for the next quarter's release.
NSC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.05B
2.69%
0.23%
Gross Margin
42.90%
38.70%
22.85%
Operating Margin
49.07%
58.65%
40.52%
Net Margin
36.02%
123.87%
48.78%
EPS
4.85
129.86%
49.23%
No Data Available
NSC Earnings Analysis
Norfolk Southern Corp. Corporation (NSC.N) Earnings Conference Call
Positive
Revenue and Volume Growth: In Q3, we achieved a 3% increase in revenue compared to the prior year, totaling $3.05 billion, with a 7% year-over-year volume growth across all segments contributing to gains for the quarter.
Earnings Per Share Increase: Adjusted earnings per share was 23% higher than the third quarter last year, reflecting strong operational performance.
Operating Ratio Improvement: We delivered 570 basis points of adjusted operating ratio improvement, bringing that ratio down to 63.4%, continuing to close the margin gap with peers.
Productivity and Margin Improvement: Our team drove significant productivity improvements, resulting in a 3% higher revenue compared to the prior year, and we achieved notable sequential and year-over-year margin improvement while overcoming challenging landscape.
Cost Reduction Strategies: We reduced over 130 crew starts per day, achieving an 8% reduction in cost per start, including a 20% reduction in overtime and the elimination of attendance and other unproductive incentives.
Negative
Operating Expenses Reduction: Operating expenses were down $118 million due primarily to fuel prices and productivity.
Stagnant Revenue Growth: Overall revenue was $3.05 billion, which was only 3% higher than the third quarter in the prior year, indicating stagnation in growth.
RPU Decline Analysis: RPU fell 4% as price gains were outpaced by lower fuel surcharge revenue and lower coal prices, reflecting pricing pressure.
Coal Revenue Decline: Coal revenue declined 2% for the third quarter, highlighting challenges in the coal segment.
Coal Market Challenges: The coal business faced headwinds from easing export prices and challenged utility segment factors, indicating a tough market environment.
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NSC Earning Call Sentiment
Norfolk Southern Corporation (NSC) Q3 2024 Earnings Conference Call Transcript
1.0x
00:00
00:00
NSC.N
2%Positive
The earnings call presents a mixed picture. Positive elements include strong volume growth, improved operating ratio, and cash generation from line sales. However, challenges such as declining coal revenues, market pressures, and potential uptick in operating ratio due to Hurricane Helene impact balance these positives. The Q&A session reveals confidence in cost momentum and intermodal strength, but also concerns about auto and steel markets. The overall sentiment is neutral, with no strong catalysts for significant stock price movement in either direction.