CSX Corporation (CSX) Stock

CSX Corporation (CSX) is a Industrials stock trading at $49.43 (as of 2026-07-15), with a market capitalization of $91.85B and a trailing P/E of 30.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

CSX Corporation, through its subsidiaries, provides rail freight transportation, including transportation of intermodal containers and trailers and related services such as rail-to-truck transfers and drayage. Its network serves customers across industries including automotive distribution, manufacturing, and power and industrial plants, moving commodities such as chemicals, agricultural products, metals, and coal to regional destinations and exports via port facilities.

Understand CSX Corporation: how it makes money

CSX provides rail-based freight transportation, including intermodal container and trailer moves, rail-to-truck transfers, and bulk commodity services, earning revenue by transporting a wide range of goods and commodities for customers.

CSX’s profit engine is freight transportation revenue earned by moving diversified cargo types, including merchandise and intermodal (containers and trailers), plus bulk commodities such as coal and other materials to electricity generation, steel, industrial plants, and export routes.

Revenue by segment (latest quarter)
CSX$3.6B

Business quality (Solid): Well-defined revenue sources by freight type (merchandise, intermodal, and coal) and a disclosed operating margin (36.0%), but detailed segment breakdowns beyond high-level categories are not provided here.

Valuation: At 29× earnings, CSX trades 66% above the Transportation average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Diversified freight categories: CSX transports chemicals, agricultural and food products, automotive, minerals, forest products, fertilizers, metals and equipment, as well as coal, coke, and iron ore.
  • Intermodal capability: CSX offers transportation of intermodal containers and trailers and provides rail-to-truck transfer services.
  • Clear profitability level: Operating margin is 36.0% for the period shown.

Bear case

  • Commodity and customer concentration risk: A portion of shipments is tied to coal and other bulk materials delivered to electricity-generating power plants, steel manufacturers, industrial plants, and export coal to deep-water port facilities.
  • Execution complexity across many cargo types: CSX handles a broad set of freight categories, including chemicals and other commodities, which can increase operational demands versus a single-cargo model.
Valuation — source: SEC EDGAR (first-party)
Price$49.43
Market Cap$91.85B
P/E Ratio30.9
EV / EBITDA14.3
Price / Book6.76
Price / Sales6.53
FCF Yield2.9%
DCF Value (model)$45.00
DCF Upside vs Price-9.0%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$14.09B
Net Margin20.5%
Revenue Growth (YoY)-3.1%
EPS Growth (YoY)-14.0%
FCF Growth (YoY)-37.0%
Financial Health — source: SEC EDGAR
Altman Z-Score2.79 (grey)
Valuation vs Sector & Industry
Stock P/E30.9
Sector P/E (Industrials)28.7
Industry P/E (Transportation)17.6
vs Sector7.6%
vs Industry75.5%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($6.59B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorIndustrials
IndustryTransportation
CEOStephen F. Angel
Employees23,400
CountryUS
IPO Date1980-11-03

Related Companies (Transportation (FF48 industry); 8 closest by market cap; US-domiciled)

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  • Booking Holdings Inc. (BKNG)
  • United Parcel Service, Inc. (UPS)
  • Royal Caribbean Cruises Ltd. (RCL)
  • FedEx Corporation (FDX)
  • Norfolk Southern Corporation (NSC)
  • Delta Air Lines, Inc. (DAL)
  • Old Dominion Freight Line, Inc. (ODFL)
CSX earnings history · CSX institutional & insider holders · CSX KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-15.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.