CSX Transportation Q4 Revenue and EPS Miss Expectations Amid Weak Industrial Demand

Glonghui, January 23｜CSX Transportation announced its Q4 2025 results, reporting revenue of $3.5 billion, a 1% decrease year-on-year, falling short of analysts’ average expectation of $3.54 billion. Earnings per share were $0.39, also below the expected $0.41. The primary reasons were weak industrial demand and reduced coal exports, which offset gains from pricing and growth in intermodal volumes. CEO Steve Angel stated that CSX has a strong operational foundation and, as the company remains focused on improving productivity, controlling costs, and capital discipline—while continuing to deliver safe and reliable service—it is expected to achieve better financial performance in 2026.