Growth InvestmentsManagement is investing in growth despite short-term earnings pressure, which may lead to long-term dividends.
Infrastructure ProjectsCapital projects are supportive of future growth, with the expansion of the Howard Street Tunnel opening the last corridor that CSX needs for full double-stack capability.
ValuationShares are trading at 15.2x 2026E EPS versus the peer average of 18.3x, indicating attractive relative valuation and supporting the Buy recommendation.