Operational PressuresQ4/24 EBIT was 2.6% below forecast, and the expected negative impact of known transitory items, including lower coal commodity prices and expenses related to construction projects, is more punitive than anticipated, driving estimates lower.
Profitability ChallengesCSX Corporation faces $350 million of discrete profit headwinds, including commodity and network disruptions, which are expected to drive EBIT lower.
Revenue DeclinesTotal revenue fell 4% YoY on declines in fuel surcharge revenue and coal revenue.