Why did CSX Corporation (CSX) stock move recently?

On 9/1/2026, CSX Corporation moved -3.6% — CSX fell alongside the broader market on rising Treasury yields and higher odds of Fed rate hikes, with some profit-taking after its strong July Q2 results and recent rally near 12-month highs; no company-specific negative catalyst reported. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is CSX Corporation (CSX) overvalued or fairly valued?

MarketChacha shows CSX Corporation's valuation in context — a trailing P/E of about 27.8, a forward P/E of about 21.7, a price-to-book of about 6.5 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does CSX Corporation's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.53×) from reported figures — education, not a rating.

What is CSX Corporation's revenue?

CSX Corporation reported revenue of $14.1B for FY2025, with net profit of $2.9B, per official filings.

What is the share price of CSX Corporation (CSX)?

CSX Corporation last traded at $49.41 (+0.9% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

CSX Corporation

CSX · NYSE · Industrials · United States

Snapshot

TickerCSX

ExchangeNYSE

SectorIndustrials

IndustryRailroads

CountryUnited States

Employees22,200

HeadquartersJacksonville, United States

Websitewww.csx.com

Filings tracked13

About CSX Corporation

CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services in the United States and Canada. It operates through two segments: rail and trucking. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It also transports chemicals, agricultural and food products, minerals, automotive, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities. In addition, the company provides intermodal services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments. It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks. The company operates approximately 20,000 route mile rail network, which serves various population centers in 26 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns 3400 locomotives. It serves production and distribution facilities through track connections. CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.

Who owns it

Insiders0.2%
Institutions81.6%
Public & other18.1%

2,537 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.8.69%
Vanguard Capital Management LLC6.55%
State Street Corporation4.94%
Price (T.Rowe) Associates Inc3.83%
Invesco Ltd.3.15%
Geode Capital Management, LLC2.38%
Vanguard Portfolio Management LLC2.01%
JPMORGAN CHASE & CO1.96%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 4.5 points over the period — profitability is trending down.

Cash conversion1.53×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend25.0% → 20.5%

Margin has compressed by about 4.5 points over the period — profitability is trending down.

Return on equity22.0%

Latest ROE of 22.0% — capital is generating a healthy return.

Growth qualityrev -2% · PAT -11%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $3.8B · EPS 0.50

Est. earnings growth +27.5%

Next fiscal year

Rev $15.9B · EPS 2.27

Est. earnings growth +13.3%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$14.1B

Net margin

20.5%

ROE

22.0%

Revenue CAGR (2y)

-1.9%

Profit CAGR (2y)

-11.3%

EPS (FY2025)

1.54

Net profit (FY2025)

$2.9B

Ask MarketChacha about CSX

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 1, 2026
CSX fell alongside the broader market on rising Treasury yields and higher odds of Fed rate hikes, with some profit-taking after its strong July Q2 results and recent rally near 12-month highs; no company-specific negative catalyst reported.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Jul 23, 2026
CSX rose sharply after reporting Q2 2026 results on July 22 that beat estimates on record revenue and EPS, with management raising full-year 2026 revenue growth and operating margin guidance.
source 1 ↗source 2 ↗source 3 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$14.1B	$2.9B	1.54	20.5%	22.0%
FY2024	$14.5B	$3.5B	1.79	23.9%	27.7%
FY2023	$14.7B	$3.7B	1.82	25.0%	30.6%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$3.9B	$1.0B	0.54	25.5%
2026Q1	$3.5B	$807.0M	0.43	23.2%
2025Q3	$3.6B	$694.0M	0.37	19.3%
2025Q2	$3.6B	$829.0M	0.44	23.2%
2025Q1	$3.4B	$646.0M	0.34	18.9%
2024Q3	$3.6B	$894.0M	0.46	24.7%
2024Q2	$3.7B	$963.0M	0.49	26.0%
2024Q1	$3.7B	$880.0M	0.45	23.9%
2023Q4	—	$882.0M	0.45	—
2023Q3	$3.6B	$828.0M	0.41	23.2%
2023Q2	$3.7B	$984.0M	0.49	26.6%
2023Q1	$3.7B	$974.0M	0.47	26.3%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Results of operations, Exhibits
SEC7/22/2026material
10-Q filing
SEC7/22/2026
8-K — Executive/director change, Shareholder vote results, Other events
SEC5/14/2026material
8-K — Results of operations, Exhibits
SEC4/22/2026material
10-Q filing
SEC4/22/2026
10-K filing
SEC2/12/2026
8-K — Results of operations, Exhibits
SEC1/22/2026material

2025

8-K — Executive/director change, Reg FD disclosure, Other events, Exhibits
SEC10/29/2025material
8-K — Material financial obligation, Other events, Exhibits
SEC10/23/2025material
8-K — Material agreement, Exhibits
SEC10/22/2025material
8-K — Results of operations, Exhibits
SEC10/16/2025material
10-Q filing
SEC10/16/2025
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC9/29/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.