CSX Corporation (CSX) earnings on July 22, 2026
Prior outlook: Optimistic Outcome: Accurate
The railroad company's stock fell early in the day but turned around and climbed nearly 6% after releasing earnings results. It finished with solid gains.
CSX price around the earnings
52.81
Change: +5.8%
2026-07-23, 20:00 UTC
Start of the measured window
End of the measured window
49.57
50.76
51.96
53.15
49.93
July 22, 2026
July 23, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Accurate
- Thesis published
- Results released
Strong trend strength and consistent earnings beats, but analyst upside is minimal and sector news is negative.
Context analyzed before publication
- Trend
- Generally positive trajectory with strong trend strength and consistent beats, but limited analyst upside.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.92
- Analysts covering the stock
- 23
- Average price target
- 50.63
- Lowest price target
- 32
- Highest price target
- 58
- Upside to price target
- 1.6%
- Quarterly earnings growth
- 24.9%
- Revenue growth
- 1.7%
- Forward EPS
- 2.22
- Trailing EPS
- 1.63
- Analyst moves in the last 60 days
- 10
- Strong buy: 4
- Buy: 13
- Hold: 6
- Sell: 1
- Strong sell: 1
- Strong buy
- 4
- Buy
- 13
- Hold
- 6
- Sell
- 1
- Strong sell
- 1
- July 15, 2026 · Benchmark: Maintains rating (Buy → Buy)
- July 15, 2026 · Citizens: Initiates coverage (Market Perform)
- July 14, 2026 · Susquehanna: Upgrades rating (Neutral → Positive)
- July 10, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
- July 10, 2026 · TD Cowen: Maintains rating (Buy → Buy)
- July 9, 2026 · Citigroup: Maintains rating (Neutral → Neutral)
- July 8, 2026 · Wells Fargo: Maintains rating (Overweight → Overweight)
- July 7, 2026 · Baird: Maintains rating (Outperform → Outperform)
- July 6, 2026 · Morgan Stanley: Maintains rating (Underweight → Underweight)
- June 25, 2026 · Barclays: Maintains rating (Overweight → Overweight)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (7)
- Billionaire Investor Cuts Rail Bets, Slashing Norfolk Southern And Union Pacific Stakes (opens in a new tab) — Benzinga
- Benchmark Maintains Buy on CSX, Raises Price Target to $54 (opens in a new tab) — Benzinga
- Citizens Initiates Coverage On CSX with Market Perform Rating (opens in a new tab) — Benzinga
- Susquehanna Upgrades CSX to Positive, Raises Price Target to $58 (opens in a new tab) — Benzinga
- JP Morgan Maintains Overweight on CSX, Raises Price Target to $56 (opens in a new tab) — Benzinga
- TD Cowen Maintains Buy on CSX, Raises Price Target to $46 (opens in a new tab) — Benzinga
- Citigroup Maintains Neutral on CSX, Raises Price Target to $53 (opens in a new tab) — Benzinga
Technicals
Evidence
- Average true range (ATR)
- 1.9%
- Distance to 52-week high
- -2.1%
- 14-day change (14d)
- +2.8%
- 30-day change (33d)
- +9.3%
- 30-day relative strength
- +9.2%
- SPY change (33d)
- +0.2%
- Nearest support
- 49.71
- Nearest resistance
- 49.98
- Volume accumulation ratio (14d / 46d)
- 0.92
Trends
Evidence
- Average earnings surprise
- +3.7%
- April 22, 2026: actual EPS 0.43 vs estimate 0.39 (surprise +10.6%)
- January 22, 2026: actual EPS 0.39 vs estimate 0.41 (surprise -5.3%)
- October 16, 2025: actual EPS 0.44 vs estimate 0.42 (surprise +3.8%)
- July 23, 2025: actual EPS 0.44 vs estimate 0.42 (surprise +5.7%)
Expected move
- Implied move
- +4.1%
- Source
- Options chain
Reactions over its last 19 earnings
- Median move
- 2.5%
- 75th percentile move
- 3.2%
- 90th percentile move
- 4.9%
- Up / down moves
- 14 / 5
- Average up move
- +2.3%
- Average down move
- -3.9%
Monitoring and close
What CSX Corporation reported
- Status
- Pending
| Actual EPS | 0.54 |
|---|---|
| EPS estimate | 0.52 |
| EPS surprise | +3.8% |
| Revenue | $3,940 million |
| Revenue estimate | $3,895 million |
| Revenue surprise | +1.2% |
Sources (1)
- CSX reported earnings of $0.54 per share, beating the $0.52 estimate, and revenue of $3.94B, above the $3.90B expected. — Benzinga
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, the figures confirm the optimistic scenario. In the 1115 past cases with a similar move, the close held that direction 84% of the time.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- +5.8%
- Max favorable move (MFE)
- 6.8%
- Max adverse move (MAE)
- 0.3%