What is the 13F Pro Quality Score for CSX?

13F Pro ranks CSX CORP (CSX) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CSX's current score at https://13fpro.ai/company/CSX (free sign-up required for the full ranking).

Which hedge funds own the most CSX stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CSX include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CSX as soon as new 13F filings post.

Where does 13F Pro source CSX data?

All CSX CORP fundamentals and ownership data come directly from SEC EDGAR. CSX CORP files with the SEC under CIK 277948. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CSX in?

CSX CORP (CSX) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives CSX's revenue?

Per CSX CORP's latest 10-Q filed with the SEC on 2026-07-22, the biggest revenue drivers are: Merchandise ($2,446M, +8% YoY); Intermodal ($620M, +26% YoY); Coal ($520M, +9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CSX.

What are CSX's largest expenses?

CSX CORP's latest 10-Q reports these as the largest expense items: Labor and Fringe ($831M, +$40M YoY); Purchased Services and Other ($644M, -$66M YoY); Fuel ($446M, +$177M YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is CSX research updated on 13F Pro?

CSX's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CSX CORP(CSX)Stock Analysis

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13F Pro Quality Score

65.2/100

Rank #493 of 2,961 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

23.0/100

Profitability

81.9/100

Balance Sheet

78.6/100

Earnings Quality

61.8/100

Free Cash Flow

71.9/100

Institutional Flow

89.7/100

Revenue Scale

89.7/100

Dilution Risk

79.2/100

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Why CSX Scores 65/100

exact factor attribution · 2026-09-11

CSX's composite is driven by scale and profitability, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.0 pts

90th pct

Profitability

+4.8 pts

82th pct

Free cash flow

+3.3 pts

72th pct

Capital efficiency

+2.9 pts

79th pct

Institutional flow

+2.0 pts

90th pct

Shareholder dilution

+1.5 pts

79th pct

Earnings quality

+1.2 pts

62th pct

Earnings growth

-0.9 pts

31th pct

Revenue growth

-5.4 pts

23th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

CSX Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for CSX CORP (CSX), 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. CSX CORP's 13F Pro composite quality score has ranged between 59 and 74 since 2021, currently 65.2 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about CSX CORP

Quirks, history, and lore behind CSX — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. transportation company · large-cap · listed on Nasdaq · headquartered in Jacksonville, Florida.
2
The Numbers
Annual revenue around $15 billion, with an operating ratio that Wall Street obsesses over — lower is better, and this company has spent decades squeezing it down.
3
The History
Born from a 1980 merger of several historic eastern U.S. rail lines, it emerged from a period of railroad deregulation that reshaped the entire industry.
4
The Secret
It moves everything from coal and chemicals to intermodal containers — but its network is almost entirely confined to the eastern United States.
5
The Lore
Activist investor Mantle Ridge waged a high-profile proxy fight to install a new CEO and push the railroad to run leaner — a drama that consumed investors for years.
6
The Giveaway
Its three-letter ticker is also its full name — and this Class I freight railroad running roughly 20,000 miles of track east of the Mississippi is basically unmistakable.

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What's Driving CSX's Business? Latest 10-Q Breakdown

✓ 31/31 datapoints verified

AI-extracted from CSX CORP's 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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$3.9B

Net Income

Q2 2026

$1.0B

Free Cash Flow

Q2 2026

$751.0M

Operating Margin

Q2 2026

38.3%

ROIC

Q2 2026

18.3%

D/E Ratio

Q2 2026

1.34

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-3.1% YoY

$14.09BFY 2025

FY22 $14.85BFY23 $14.66BFY24 $14.54BFY25 $14.09B

Net Income

-16.7% YoY

$2.89BFY 2025

FY22 $4.11BFY23 $3.67BFY24 $3.47BFY25 $2.89B

Operating Income

-13.8% YoY

$4.52BFY 2025

FY22 $5.95BFY23 $5.50BFY24 $5.25BFY25 $4.52B

EPS (Diluted)

-14.0% YoY

$1.54FY 2025

FY22 $1.92FY23 $1.82FY24 $1.79FY25 $1.54

Total Assets

+2.1% YoY

$43.68BFY 2025

FY22 $41.68BFY23 $42.20BFY24 $42.76BFY25 $43.68B

Total Debt

+2.0% YoY

$18.87BFY 2025

FY22 $18.05BFY23 $18.53BFY24 $18.50BFY25 $18.87B

Op. Cash Flow

-12.1% YoY

$4.61BFY 2025

FY22 $5.53BFY23 $5.51BFY24 $5.25BFY25 $4.61B

Free Cash Flow

-37.0% YoY

$1.71BFY 2025

FY22 $3.41BFY23 $3.26BFY24 $2.72BFY25 $1.71B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$14.09B -3.1%	$14.54B -0.8%	$14.66B -1.3%	$14.85B +18.6%	$12.52B +18.3%	$10.58B
Net Income	$2.89B -16.7%	$3.47B -5.4%	$3.67B -10.8%	$4.11B +8.8%	$3.78B +36.7%	$2.77B
Operating Income	$4.52B -13.8%	$5.25B -4.6%	$5.50B -7.6%	$5.95B +6.4%	$5.59B +28.2%	$4.36B
EPS (Diluted)	$1.54 -14.0%	$1.79 -1.6%	$1.82 -5.2%	$1.92 +14.3%	$1.68 +320.0%	$0.40
Total Assets	$43.68B +2.1%	$42.76B +1.3%	$42.20B +1.2%	$41.68B +2.8%	$40.53B +1.9%	$39.79B
Total Debt	$18.87B +2.0%	$18.50B -0.2%	$18.53B +2.7%	$18.05B +10.3%	$16.37B -2.0%	$16.70B
Operating Cash Flow	$4.61B -12.1%	$5.25B -4.8%	$5.51B -0.2%	$5.53B +8.4%	$5.10B +19.6%	$4.26B
Free Cash Flow	$1.71B -37.0%	$2.72B -16.5%	$3.26B -4.6%	$3.41B +3.2%	$3.31B +25.4%	$2.64B

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Available Research

13F Pro tracks comprehensive data for CSX CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CSX

BlackRock, Inc.
$7.7B161,062,005 sh
VANGUARD CAPITAL MANAGEMENT LLC
$5.8B121,371,632 sh
STATE STREET CORP
$4.3B91,455,446 sh
PRICE T ROWE ASSOCIATES INC /MD/
$3.4B70,889,485 sh
Invesco Ltd.
$2.8B58,361,617 sh
GEODE CAPITAL MANAGEMENT, LLC
$2.1B44,162,148 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.8B37,227,799 sh
JPMORGAN CHASE & CO
$1.7B36,262,181 sh
BANK OF AMERICA CORP /DE/
$1.6B33,641,111 sh
Fisher Asset Management, LLC
$1.3B28,042,636 sh

Fund	Value	Shares
BlackRock, Inc.	$7.7B	161,062,005
VANGUARD CAPITAL MANAGEMENT LLC	$5.8B	121,371,632
STATE STREET CORP	$4.3B	91,455,446
PRICE T ROWE ASSOCIATES INC /MD/	$3.4B	70,889,485
Invesco Ltd.	$2.8B	58,361,617
GEODE CAPITAL MANAGEMENT, LLC	$2.1B	44,162,148
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.8B	37,227,799
JPMORGAN CHASE & CO	$1.7B	36,262,181
BANK OF AMERICA CORP /DE/	$1.6B	33,641,111
Fisher Asset Management, LLC	$1.3B	28,042,636

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Is CSX a good stock to buy?

13F Pro's AI-powered analysis of CSX CORP (CSX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CSX are available on the CSX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CSX is classified as a large company.

Which hedge funds own CSX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CSX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CSX CORP's investment landscape.