CS CSX CSX Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков

Author discloses current long position in CSX with stops at breakeven or better.

Author discloses active long position in CSX with breakeven-or-better stop.

Author discloses active long position in CSX, currently at profit with stop moved to breakeven.

CSX and Alphabet are among companies telling investors they plan to hire.

Hold/long CSX into earnings; author maintained position with a comfortable profit cushion.

Pre-market movers report shows sharp declines in Google and Tesla after earnings while Now, CSX.

CSX reported higher second-quarter profit and sales.

CSX reports Q2 2026 revenue of 3.94 billion dollars and adjusted EPS of 54 cents.

CSX reports record quarterly revenue of 3.94 billion dollars and diluted EPS of 0.54 dollars.

Management raised full-year guidance significantly on strong volume growth, cost discipline, and favorable market conditions.

Rails great long-term, buy CSX and UNP.

Own diversified basket across sectors.

MLM confirms it is expanding its rail stone loading facility in Florida, shipping more granite via CSX into a granite-starved market, which strengthens the rail carrier's volumes from MLM.

CSX raised its operating margin guidance toward the high end, driven by cost efficiency gains and despite fuel headwinds, signaling strong execution and optimism on profitability.

Merger-related competitive activity caused intermodal share losses in the second half; a full point of revenue headwind is expected in 2026 from lapping those losses. — Competitors like CSX and Union Pacific are actively poaching intermodal business, and the revenue loss will persist into 2026, pressuring top-line growth.

Truck production is down about 28%, which could lead to a tightening of truck capacity and eventually support intermodal pricing and volume. — A structural reduction in truck supply could shift freight back to rail, benefiting intermodal networks across the industry.

Tariffs hit cash flow immediately when products cross the border, but the P&L impact is delayed 2-4 quarters as inventory cycles through, creating a timing mismatch that may pressure near-term cash conversion but will be recovered over time through mitigation actions including pricing escalations. — The lag between cash outlay and P&L recognition means Wabtec's reported margins in the near term may appear artificially strong while cash conversion suffers, and this dynamic could influence pricing negotiations with rail customers in the coming quarters.

Roughly half of J.B. Hunt's transcontinental intermodal volume uses steel-wheel interchange between railroads, giving it flexibility to optimize networks regardless of rail consolidation. — This adaptability reduces J.B. Hunt's dependency on any single rail partner and positions it to maintain service levels even if the rail industry consolidates.