CSX (CSX) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.57
- Estimate
- $0.53
- Surprise
- +7.3%
- Revenue (period 2026-09-30)
- $4.02B
- Score at report (before → after)
- 5.5 → 5.7/10
Revenue source: xbrl.
How the report landed
CSX (CSX) beat the $0.53 estimate with adjusted EPS of $0.57 — a clear 7.3% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.5/10) to Sell at 5.7/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates CSX Sell at 5.7/10.
3 of the last 4 quarters beat the estimate; this quarter's +7.3% surprise compares with a +4.2% four-quarter average.
What supports the rating
- Strong earnings beat streak (3/4)
- Positive momentum
What argues against it
- Analyst target reached - limited upside remaining
- Sector modifier (Industrials): -0.7
- Leverage penalty (D/E 1.4): -0.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $48.40
- Stop
- $46.92
The stock trades at 25.2× trailing but 21.2× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 1.6× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-10-22 — shown for context, not personalized investment advice.
CSX at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Railroads
- Market cap
- $89.66B
- P/E (fwd)
- 21.2
- P/E (ttm)
- 25.2
- 52-week range
- $33.63–$53.60
- Off 52-week high
- 9.7%
- RSI (14)
- 69
- Volume vs avg
- 1.55×
- Score today
- 5.7/10