The earnings call presented a mixed picture with several operational challenges and a decline in key financial metrics. Despite these issues, there were positive signs in intermodal volume growth, safety improvements, and new business opportunities. However, the significant decline in revenue and earnings, along with the operational hurdles, weigh heavily on the sentiment.
Company Guidance
During the CSX Corporation's first quarter 2025 earnings call, the guidance provided highlighted several key metrics. Total volume decreased by 1% year-over-year, although intermodal volumes increased by 2%, driven by an uptick in port traffic. The company's total revenue for the quarter was $3.4 billion, representing a 7% decline compared to the same period last year, primarily due to the effects of lower benchmark coal prices and reduced fuel surcharges. Earnings per share decreased by 24%, reflecting the impact of reduced revenues and network performance challenges. Operational performance was impacted by severe weather and infrastructure projects, resulting in increased cars online and congestion. Safety metrics showed improvement, with a decline in the FRA injury rate and train accident rate. Looking forward, CSX expects overall volume growth for the full year, despite uncertainties related to changing trade policies, with a focus on improving network fluidity and customer service.
Intermodal Volume Growth
Intermodal volumes increased by 2% in the first quarter due to an uptick in port traffic, despite an overall volume decline of 1% compared to last year.
Record Performance by Automotive Terminal Team
CSX Corporation's TDSI automotive terminal team set a record with four terminals winning the auto industry's premier awards for origin and destination operations.
Safety Improvements
The first quarter saw a third straight sequential decline in FRA injury rate, which also brought a year-over-year decrease, indicating positive results from the Safe CSX program.
New Facilities and Growth Opportunities
24 new facilities went live on the network in the first quarter, contributing to a positive outlook on growth. Up to 50 additional facilities are scheduled to start service over the next nine months.
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CSX (CSX) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CSX Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 16, 2025
$27.35
$27.68
+1.21%
Jan 23, 2025
$33.53
$32.56
-2.89%
Oct 16, 2024
$35.21
$32.85
-6.70%
Aug 05, 2024
$32.64
$33.49
+2.60%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does CSX (CSX) report earnings?
CSX (CSX) is schdueled to report earning on Jul 16, 2025, TBA Not Confirmed.
What is CSX (CSX) earnings time?
CSX (CSX) earnings time is at Jul 16, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.