Competitive AdvantageCSX remains the cheapest rail compared to peers, presenting a potential opportunity for growth relative to competitors like Norfolk Southern and Union Pacific.
Financial PerformanceThe free cash flow outlook is very strong given low capital intensity and improved profitability levels in recent years, which should continue to support a strong level of distribution to shareholders.
Growth OpportunitiesCSX is expected to provide a financial target framework that relies on company-specific volume growth opportunities to outpace various economic forecasts.