CSX Corporation (CSX) Faces Revenue Decline Amid Operational Challenges

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Apr 17, 2025
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  • CSX Corporation faced a 7% revenue decline in Q1 2025, influenced by falling coal prices and fuel surcharges.
  • Despite a slight increase in intermodal volumes, total volumes decreased overall, impacting earnings per share by 24%.
  • Analysts project a potential upside for CSX, with a consensus price target implying significant growth from current levels.

CSX Corporation (CSX) has revealed its first-quarter 2025 financial results, showing a 7% decrease in revenue to $3.4 billion compared to the same period last year. This drop is largely due to softer coal prices and reduced fuel surcharges. While intermodal volumes rose by 2%, the overall shipment volume experienced a slight 1% decline. Additionally, earnings per share took a hit, dropping by 24%. This was partly attributed to network disruptions and adverse weather conditions, costing the company approximately $45 million, as explained by CFO Sean Pelkey.

Wall Street Analysts Forecast

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According to projections from 25 analysts, the average price target for CSX Corp (CSX, Financial) stands at $34.29. This forecast spans a high of $38.00 and a low of $27.00, suggesting a promising potential upside of 25.39% from the current stock price of $27.35. Investors can explore more detailed forecasts and data on the stock's forecast page.

The consensus from 29 brokerage firms indicates an "Outperform" recommendation for CSX Corp (CSX, Financial), with an average brokerage rating of 2.1. This rating is on a scale from 1 to 5, where 1 signifies a "Strong Buy" and 5 denotes a "Sell."

Moreover, GuruFocus estimates the GF Value for CSX Corp (CSX, Financial) to be $35.53 in the coming year. This analysis points to a potential upside of 29.91% from the current market price of $27.35. The GF Value reflects the stock's fair trading value based on its historical trading multiples, past business growth, and forecasts of future performance. For more comprehensive insights, visit the CSX Corp (CSX) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.