

Does CSX (CSX) have what it takes to be a top stock pick for momentum investors? Let's find out.

CSX (CSX) is upgraded to a buy as volume growth and productivity drive accelerating earnings and margin expansion. Q2 2026 revenue grew 10% and operating income rose 17%, with Intermodal and Howard Street fueling network leverage. Management guides for mid-to-high-single-digit 2026 revenue growth and over 350 bps operating margin expansion.

CSX posts strong Q2 2026 beat, with EPS up 22.7% and revenues rising 10.1%, driven by volume, pricing and fuel surcharge gains despite coal export headwinds.

CSX Corporation delivered in-line Q2 results, with revenue up 10% and EPS up 23%, signaling operational strength and robust market demand. Management shifted guidance from low to high single-digit revenue growth, with margin expansion solidified at 350 bps and free cash flow growth over 80%. Truck-to-rail conversion and intermodal growth are central to CSX's strategy, leveraging infrastructure investments amid a tight trucking market.

CSX Corporation (CSX) Q2 2026 Earnings Call Transcript

Revenue: Increased 10%, reaching a new quarterly record.Volume Growth: Increased 6% year over year.Operating Income: Increased by 17%.Operating Margin: Improve

While the top- and bottom-line numbers for CSX (CSX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

CSX (CSX) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.44 per share a year ago.
SEC filings for CSX aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.