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 +0.39% change in stock price 10 days leading up to the earnings, and a +2.08% change 10 days following the report. On the earnings day itself, the stock moves by -1.30%. 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
3.02B
-1.59%
-0.88%
Gross Margin
36.87%
18.29%
-14.06%
Operating Margin
36.87%
18.29%
-24.86%
Net Margin
24.24%
41.34%
-32.70%
EPS
3.23
38.63%
-33.40%
No Data Available
NSC Earnings Analysis
Norfolk Southern Corp Corporation (NSC.N) Earnings Conference Call
Positive
Volume and Revenue Growth: Norfolk Southern achieved a 3% increase in volume for Q4, contributing to a 2% rise in revenue excluding fuel, demonstrating strong operational performance.
Operating Ratio Improvement: The adjusted operating ratio improved to 65.8, surpassing the guidance of 100 to 150 basis points, reflecting effective cost management and operational efficiency.
Cost Savings Achievement: Cost reductions exceeded expectations, with nearly $300 million in savings achieved, surpassing the initial commitment of $250 million for the year.
Fleet Productivity Improvement: Year-over-year, the company reported a 19% improvement in gross ton-miles per available horsepower, indicating enhanced fleet productivity and efficiency.
Intermodal Volume Growth: Intermodal volume increased by 5% year-over-year, supported by strong demand and successful sales initiatives, highlighting growth in key segments.
Negative
Operational Efficiency Decline: Adjusted operating ratio for the quarter was $64,900,000, reflecting a 150 basis points increase sequentially, indicating a decline in operational efficiency compared to previous quarters.
Revenue Challenges Ahead: Total revenue was flat year-over-year, impacted by significant fuel headwinds of $261,000,000 and lower coal rates, suggesting challenges in revenue generation despite volume growth.
Coal Segment Decline: Coal volume decreased by 1%, with coal prices driving a 9% decline in revenue, highlighting ongoing weakness in the coal segment and its negative impact on overall financial performance.
Eastern Ohio Incident Costs: The company incurred nearly $2,200,000,000 related to the Eastern Ohio incident, with ongoing costs for class action settlements and environmental remediation, indicating a substantial financial burden.
Volume Growth vs. Revenue Stagnation: Despite achieving a 5% volume growth for the year, the overall revenue remained stagnant, underscoring difficulties in translating volume increases into revenue growth due to external market pressures.
NSC FAQs
How does NSC typically perform around its earnings report dates?
Is Norfolk Southern Corp (NSC) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
NSC Earning Call Sentiment
Earnings call transcript: Norfolk Southern beats Q4 2024 EPS forecast
NSC.N
-0.1%Positive
The earnings call presents a mixed outlook: positive elements like cost savings, improved fuel efficiency, and intermodal volume growth are offset by concerns such as coal revenue decline, operational risks, and environmental costs. The Q&A reveals cautious optimism in productivity and market share but highlights uncertainties with tariffs and coal pricing. Despite some strong financial metrics, the flat revenue and cautious market outlook temper expectations. The lack of a clear guidance shift and postponed share repurchase program further contribute to a neutral sentiment.
