CSX Corporation · CSX · Next earnings

CSX Corporation reports Thursday, Oct 15, 2026

CSX reports after market close with consensus EPS at $0.54 and revenue at $3.93B. Last quarter: CSX Q2 2026: Record Revenue Up 10%, EPS Beats as Intermodal Surges 26%

Reports After market close25 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.54 Calendar consensus
Consensus revenue $3.93B Calendar consensus
Report date Oct 15, 2026 Thursday, date estimated
Session After market close 25 days away

Where CSX left off: FY2026 Q2

Full report

CSX Q2 2026: Record Revenue Up 10%, EPS Beats as Intermodal Surges 26%

EPS surprise +4.2% Reported $0.54 vs $0.52
Revenue surprise +1.0% Reported $3.94B vs $3.89B
Stock move +5.8% Event window
Subsequent drift -3.7% Up to 20 sessions

Management raised full-year guidance for the second consecutive quarter. The prior quarter's outlook called for mid-single-digit revenue growth and 200-300 bps of operating margin expansion. The updated guidance lifts to mid-to-high single-digit revenue growth, over 350 bps of margin expansion, and over 80% free cash flow growth. Capex outlook remains stable.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Service-metric deterioration from crew shortages could limit volume growth and customer satisfaction.
  • Diesel fuel price volatility could pressure margins despite surcharge mechanisms.
  • Potential slowdown in chemicals and automotive demand in the second half.
  • Heavy reliance on continued truck-to-rail conversion for intermodal growth.
  • Labor cost inflation from union wage increases and incentive compensation.

Questions analysts left open

  • Timing and magnitude of pricing acceleration, especially in merchandise segments.
  • Sustainability of margin expansion amid fuel cost headwinds.
  • Impact of labor incentives and union wage increases on the expense profile.
  • Seasonality and potential service-metric deterioration in the second half.
  • Extent of operational improvements beyond initial cost-cutting efforts.

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Recent CSX quarters

All CSX earnings
+5.8%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.