Q1 2025 Norfolk Southern Corp Earnings Call Transcript
Key Points
- Norfolk Southern Corp (NSC) achieved an 8% EPS growth on an adjusted basis despite severe weather disruptions.
- The company demonstrated strong network resiliency, quickly restoring operations after 18 significant storms.
- Labor productivity improvements resulted in $55 million in savings, contributing to financial performance.
- The company achieved a 3% year-over-year volume increase in Intermodal, with gains in both domestic and international segments.
- Norfolk Southern Corp (NSC) maintained a strong focus on safety, achieving a 13% year-over-year reduction in FRA injury ratio and a 43% reduction in train accident frequency.
- Norfolk Southern Corp (NSC) faced $35 million in extraordinary expenses due to storm restoration, impacting the operating ratio.
- Export coal prices were lower, negatively affecting revenue per unit (RPU) less fuel by 3%.
- The company experienced flat total revenue, with fuel surcharge headwinds masking otherwise solid revenue performance.
- There is uncertainty regarding the impact of tariffs on end markets and revenues, which could affect future performance.
- The company is facing challenges in the Metals and Construction segments, with volume declines offsetting gains in other areas.
Good morning, ladies and gentlemen, and welcome to Norfolk Southern Corporation first-quarter 2025 earnings conference call.(Operator instructions). Also note that this call is being recorded on Wednesday, April 23, 2025.
At this time, I would like to turn the conference over to Luke Nichols. Please go ahead, sir.
Good morning, everyone. Please note that during today's call, we will make certain forward-looking statements within the meaning of the safe harbor provision of the Private Securities Litigation Reform Act of 1995. These statements relate to future events or future performance of Norfolk Southern Corporation, which are subject to risks and uncertainties and may differ materially from actual results.
Please refer to our annual and quarterly reports filed with the SEC for a full disclosure of those risks and uncertainties we view as the most important. Our presentation slides are available at norfolksouthern.com in the Investors section, along with our
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