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NSC Earning Date, Transcript Summary & Report

Norfolk Southern Corp
$
239.880
+0.770(+0.320%)

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 -0.35% change in stock price 10 days leading up to the earnings, and a +1.90% change 10 days following the report. On the earnings day itself, the stock moves by -1.08%. 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
2.99B
-0.37%
-1.03%
Gross Margin
32.11%
6.71%
-12.91%
Operating Margin
32.11%
6.71%
-12.91%
Net Margin
25.06%
1323.86%
3.38%
EPS
3.31
1339.13%
2.48%
No Data Available

NSC Earnings Analysis

Norfolk Southern Corp Corporation (NSC.N) Earnings Conference Call

Positive

  • Earnings Beat Expectations: Norfolk Southern Corporation beats earnings expectations with reported EPS of $2.69, exceeding expectations of $2.66.

  • Network Resiliency and Recovery: The company demonstrated strong network resiliency despite facing significant winter disruptions, managing to restore fluidity quickly with minimal customer disruption.

  • EPS Growth Achievement: The team achieved an 8% EPS growth on an adjusted basis, supported by $55 million in labor productivity savings.

  • Safety Commitment and Performance: Lower injury and accident rates reflect the company's commitment to safety as a core value, enhancing operational performance.

  • Commercial Agility and Market Share: Commercial agility was highlighted as the company effectively managed weather-related impacts and fluctuations in volume, leading to increased customer confidence and market share gains.

Negative

  • Storm Disruptions Impact Earnings: Despite beating earnings expectations, the company faced significant challenges due to 18 severe winter storms, which disrupted operations and required $35 million in storm restoration costs.

  • Operating Ratio Concerns: The company reported a lower-than-expected operating ratio, indicating potential inefficiencies in operations despite the reported EPS growth.

  • Volume Fluctuations Impacting Revenue: There were fluctuations in volume due to external factors such as East Coast port rebalancing and anticipated tariffs, which could impact future revenue stability.

  • Infrastructure Vulnerabilities Assessment: The need for storm restoration and the associated costs may indicate vulnerabilities in the company's infrastructure and preparedness for extreme weather events.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

NSC FAQs

How does NSC typically perform around its earnings report dates?

NSC's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -0.35% change leading up to the report and a +1.90% change in the 10 days following the release.

Is Norfolk Southern Corp (NSC) Q1 2025 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

NSC Earnings Deck

Norfolk Southern Corporation (NYSE:NSC) Q1 2025 Earnings Call Transcript

NSC Earning Call Sentiment

Norfolk Southern Corporation (NYSE:NSC) Q1 2025 Earnings Call Transcript

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NSC.N

0.32%
Positive
The earnings call presents a mixed outlook. Positive factors include EPS growth, strong safety performance, and successful cost reduction. However, challenges such as storm-related disruptions, competitive pressures, and economic uncertainties pose risks. The absence of a share buyback program and vague responses in the Q&A further contribute to uncertainty. While there are positive elements, the lack of a clear catalyst or guidance adjustment tempers expectations, leading to a neutral sentiment.