CSX Corporation (CSX)
Industrials · Class I freight railroad services
CSX operates one of North America's largest rail networks, moving merchandise, intermodal containers, coal, and bulk chemicals across 26 eastern U.S. states and Canada.
What CSX Corporation does
CSX Corporation is a leading rail-based freight transportation company operating approximately 20,000 route miles of rail network east of the Mississippi River, serving 26 U.S. states, DC, Ontario and Quebec. The company provides traditional carload freight service for merchandise, chemicals, automotive, agricultural products, minerals, and other commodities; intermodal container and trailer transport; coal and export coal services; and bulk liquid chemical trucking through its subsidiary Quality Carriers. CSX generates revenue through diversified freight services linked by an interconnected network of approximately 70 port terminals and connections with other Class I railroads and ~250 short-line and regional railroads.
Themes: ["Freight rail transportation","Intermodal logistics","Supply chain infrastructure","Coal transport","Chemical and hazmat trucking","North American commerce","Rail network efficiency"]
Fundamentals
- Price$49.35 as of 2026-07-09 close
- Market cap$91.8B as of 2026-07-10
- 1-year return+48.1% as of 2026-07-09 close
- P/E30.11 as of 2026-07-10
- Net margin+21.6% as of 2026-07-10
- Gross margin+71.5% as of 2026-07-10
- ROE+23.5% as of 2026-07-10
- Debt / equity1.39 as of 2026-07-10
- Revenue growth (YoY)-0.9% as of 2026-07-10
- Revenue CAGR (3y)-1.7% SEC XBRL
- Beta1.22 as of 2026-07-10
Dividend: yield +1.2%; 3-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Coal revenue exposure (13% of total) faces long-term headwinds from electricity generation shifts away from coal-fired power plants","Revenue growth contracted 0.92% YoY, indicating market pressure and potential cyclical economic softness in freight demand","Heavy capital intensity and infrastructure maintenance requirements; Q1 2026 property additions of $543M reflect ongoing asset-intensive operations"]
Competitors & peers
- Union Pacific Railroad (UNP)
- Norfolk Southern Railway (NSC)
- Canadian National Railway (CNR)
- Soo Line Railroad
- Long-haul trucking providers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.