Csx Corp Stock Price, News & Analysis

CSX Corporation (NASDAQ: CSX), a leading transportation company, announced that President and CEO Joe Hinrichs will present at Morgan Stanley's 13th Annual Laguna Conference. The presentation is scheduled for September 11, 2025, at 8:30 AM Pacific time in California.

Investors and interested parties can access the live webcast of the presentation through CSX's investor relations website. A replay of the presentation will be made available after the event concludes.

CSX (NASDAQ:CSX) and BNSF have announced a strategic partnership to launch new intermodal services connecting the western and eastern United States. The collaboration introduces coast-to-coast direct domestic intermodal services between Southern California and key eastern destinations including Charlotte and Jacksonville.

The partnership includes a new service between Phoenix and Atlanta aimed at converting over-the-road freight to rail, and new direct international intermodal services connecting the Port of New York and New Jersey, and Norfolk, to Kansas City. Infrastructure improvements include two new 10,000-foot sidings between Phoenix and Flagstaff to support efficient operations on BNSF's Southern Transcon route.

Ancora Holdings Group, a growing shareholder of CSX (NASDAQ: CSX), has issued a critical letter to CSX's Board of Directors regarding the company's performance and strategic direction. The letter, initially sent privately on August 6, 2025, expresses serious concerns about CEO Joe Hinrichs' leadership and urges immediate action to explore merger opportunities.

Ancora, which manages over $10 billion in assets, criticizes CSX's operational deterioration, citing an increase in Operating Ratio from 58% to 67% under Hinrichs' tenure. The investor demands that CSX formally announce the retention of an investment bank to explore merger options, particularly with BNSF Railway Company and Canadian Pacific Kansas City Limited, in response to the recently announced Union Pacific-Norfolk Southern merger.

The letter threatens potential proxy contest if CSX fails to secure a merger, suggesting replacement of CEO Hinrichs with a qualified operator.

CSX (NASDAQ: CSX), a leading transportation company, announced that Executive Vice President and Chief Commercial Officer Kevin Boone will present at Deutsche Bank's 2025 Transportation Conference in New York. The presentation is scheduled for Tuesday, August 12th, at 9:00 a.m. Eastern time.

Investors and interested parties can access the live webcast through the company's investor relations website at http://investors.csx.com. A replay of the presentation will be made available after the event.

CSX Corp (NASDAQ: CSX) reported mixed second quarter 2025 results with notable declines in key metrics. The company posted operating income of $1.28 billion, down 11% from $1.45 billion in Q2 2024. Net earnings were $829 million, or $0.44 per share, compared to $963 million ($0.49/share) year-over-year.

Revenue decreased 3% to $3.57 billion, impacted by lower export coal prices, reduced fuel surcharge, and declining merchandise volume. Total volume remained flat at 1.58 million units compared to Q2 2024, while rising 4% sequentially. The operating margin contracted to 35.9%, down 320 basis points year-over-year but improved 550 basis points sequentially.

Canadian Pacific Kansas City (NYSE: CP) and CSX Corporation (NASDAQ: CSX) have launched the Southeast Mexico Express (SMX), a new east-west Class 1 rail corridor connecting Mexico, Texas, and the U.S. Southeast. The service, which began operations on December 1, 2024, offers improved transit times and greater capacity for automotive, intermodal, and carload customers.

The collaboration features direct connectivity between key markets, enhanced shipping efficiency, and environmental benefits by replacing up to 300 semi-trucks per train. Schneider National (NYSE: SNDR), a major logistics provider, has already implemented the service, reporting significant improvements in cross-border logistics efficiency.

CSX Corporation (NASDAQ: CSX) has announced its Board of Directors has approved a quarterly dividend of $0.13 per share on the company's common stock. The dividend will be paid on September 15, 2025, to shareholders who are on record as of the close of business on August 29, 2025.

CSX Corp. (NASDAQ: CSX) has scheduled its second quarter financial and operating results announcement for Wednesday, July 23, 2025, after market close. The company will host a conference call and webcast at 4:30 p.m. Eastern Time featuring management discussion of the results.

Investors can join via teleconference using the numbers 1-888-510-2008 (U.S.) or 1-646-960-0306 (international) with passcode 3368220. Presentation materials and webcast access will be available on the investor relations website, with a replay archived afterward.

CSX Corporation (NASDAQ: CSX) has achieved a significant milestone with the ratification of a five-year collective bargaining agreement by the Brotherhood of Locomotive Engineers and Trainmen (BLET), covering approximately 3,400 locomotive engineers. This marks the first ratification by a Class I freight railroad with BLET. The agreement maintains wage increases and health benefits consistent with CSX's agreements with 13 other unions. Currently, about 75% of CSX's unionized workforce is covered by new agreements from the past 10 months. Engineers represent 20% of CSX's frontline workforce. The company is still in negotiations with SMART-TD, representing trainmen/conductors, to consolidate territories and establish a single-system collective agreement.