CSX CORP(CSX)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
CSX CORP (CSX) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores CSX at 65.2/100 on a 32-signal composite quality model, placing it at rank #493 of 2,961 stocks — the top 25% of the AI-ranked universe. CSX scores in the top quartile across institutional flow (89.7), revenue scale (89.7), profitability (81.9). Areas of concern include revenue growth (23.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CSX CORP reports quarterly revenue of $3.9B, net income of $1.0B, an operating margin of 38.3%. Top institutional holders of CSX by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. CSX trades on the Nasdaq exchange and files with the SEC under CIK 277948. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CSX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CSX CORP directly from SEC EDGAR.
AI Quality Score
65.2/100
AI Rank
#493
Revenue
$3.9B
Net Income
$1.0B
Free Cash Flow
$751.0M
Operating Margin
38.3%
CSX key financials by period
CSX CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$14.1B
$2.9B
32.1%
FY 2024
10-K
$14.5B
$3.5B
36.1%
FY 2023
10-K
$14.7B
$3.7B
37.5%
FY 2022
10-K
$14.9B
$4.1B
40.1%
FY 2021
10-K
$12.5B
$3.8B
44.7%
FY 2020
10-K
$10.6B
$2.8B
41.2%
Institutions holding CSX
Institutional investors reporting a position in CSX CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-22 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue rose 10% to $3.935B on 6% volume growth and higher fuel surcharge, lifting operating margin 240 bps to 38.3% and diluted EPS 23% to $0.54.
Biggest Revenue Drivers
Merchandise$2,446M+8% YoY
Volume up 4% on higher chemicals, minerals and metals shipments plus 4% revenue-per-unit gain
Intermodal$620M+26% YoY
Domestic shipments increased on wins with key customers, new service offerings and a tightening truck environment
Biggest Revenue Drivers
Total revenue: $3.935B+10% YoY
Merchandise$2,446M+8% YoY
Volume up 4% on higher chemicals, minerals and metals shipments plus 4% revenue-per-unit gain
Within Merchandise
Chemicals$774M+10% YoY
Higher shipments of plastics, waste, petcoke and sand
Intermodal$620M+26% YoY
Domestic shipments increased on wins with key customers, new service offerings and a tightening truck environment
Coal$520M+9% YoY
Export coal rose on metallurgical and thermal shipments, including benefits of increased production from re-opened mines
Trucking$226M+7% YoY
Increased $15 million versus prior year due to higher fuel surcharge
Largest Expense Items
Labor and Fringe$831M+$40M YoY
Incentive compensation up $56M on higher expected payouts and $32M inflation, offset by lower headcount
Purchased Services and Other$644M-$66M YoY
Efficiency savings net of inflation of $54M from cost reductions across operating and support functions
Fuel$446M+$177M YoY
Primarily a 74% increase in locomotive fuel prices plus higher non-locomotive prices, partly offset by efficiency savings
Depreciation and Amortization$411M-$16M YoY
Decreased primarily as a result of an equipment depreciation study
Margins: Operating margin of 38.3% improved 240 basis points year over year as revenue grew $361 million versus a $138 million expense increase; non-fuel expense fell $39 million.
Watch Items from the Filing
Fuel expense rose $177M on a 74% increase in locomotive fuel prices; revenue growth was partly driven by the matching fuel surcharge recovery.
Service metrics slipped: dwell worsened 6%, carload trip plan performance -5%, intermodal trip plan performance -2% versus prior year.
Purchased services included advisory expenses related to potential industry consolidation; automotive volume fell 1% on a customer re-tooling outage.
Environmental: identified as potentially responsible party at ~210 impaired sites; reasonably possible losses above reserves estimated at $3M-$87M.
Board added $5B repurchase authority on May 12, 2026, bringing total authority to $5.7B; dividend raised 8% to $0.14 per share.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
