Every 8-K that CSX Corporation (CSX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CSX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CSX filings page.
CSX Corporation reported strong results for the quarter ended June 30, 2026, with record revenue of $3.94 billion, up 10% year-over-year, and net earnings of $1.00 billion. Diluted EPS rose to $0.54, an increase of 23%, and operating income grew 17% to $1.51 billion, yielding an operating margin of 38.3 %.
Total volume reached 1.68 million units, up 6%, led by 9% intermodal growth and broad-based merchandise gains. For the first six months of 2026, net cash provided by operating activities was $2,599 million, generating Free Cash Flow of $1,617 million before dividends and funding $506 million of share repurchases.
CSX Corporation reported several governance and capital allocation updates. The company separated from employment with Executive Vice President and Chief Digital & Technology Officer Stephen Fortune, effective immediately. His severance benefits will follow the CSX Executive Severance Plan once a customary separation agreement and release are signed.
Steve Watkins, previously Vice President of Product Management for Rail Operations, will assume Fortune’s responsibilities and report to Executive Vice President and Chief Financial Officer Kevin S. Boone. Shareholders elected all listed director nominees and approved the other matters presented at the Annual Meeting, based on strong "for" vote totals.
The Board of Directors also authorized a new share repurchase program with $5 billion of additional capacity, supplementing approximately $989 million that remained under the existing program as of March 31, 2026. Repurchases may occur through open market purchases, Rule 10b5-1 plans, accelerated share repurchases, and negotiated block trades at the Board’s discretion.
CSX Corporation reported stronger results for the quarter ended March 31, 2026. Revenue rose to $3.48 billion, up 2% from $3.42 billion a year earlier, as higher merchandise pricing, intermodal volume growth, higher domestic coal revenue and increased fuel surcharges more than offset weaker export coal revenue.
Operating income increased to $1.25 billion from $1.04 billion, lifting operating margin to 36.0% from 30.4%. Net earnings grew to $807 million, or $0.43 per diluted share, compared with $646 million, or $0.34 per share, helped by a 6% decline in total expenses and efficiency savings across labor and purchased services.
Total volume reached 1.56 million units, 3% higher than the prior year quarter, led by 6% growth in intermodal and modest gains in most merchandise categories. Free cash flow before dividends improved to $793 million from $559 million, while CSX repurchased 6 million shares for $222 million and ended the quarter with $964 million in cash and cash equivalents.
CSX Corporation furnished an update on its recent performance by issuing a press release and a CSX Quarterly Financial Report covering financial and operating results for the quarter ended December 31, 2025. Both documents were released on January 22, 2026 and are available on the company’s website.
The materials are furnished under an item related to results of operations and financial condition and are expressly not deemed filed for liability purposes under the Securities Exchange Act. CSX also lists these documents as exhibits to this report, along with an Inline XBRL version of the cover page.
CSX Corporation announced leadership changes. Kevin S. Boone was appointed Executive Vice President and Chief Financial Officer, effective immediately. Boone previously served as Executive Vice President and Chief Commercial Officer since June 2021. He succeeds Sean R. Pelkey, who separated from his role as CFO on October 29, 2025 and, subject to signing a customary separation agreement and release, will be eligible for compensation and benefits under the CSX Executive Severance Plan as described in the 2025 Proxy Statement.
The company also promoted Maryclare T. Kenney to Senior Vice President and Chief Commercial Officer, effective immediately. Kenney has held multiple leadership roles since joining CSX in 2011, including responsibilities across Merchandise Sales and Marketing, TRANSFLO, Automotive and TDSI, and previously led Intermodal and Automotive. CSX furnished a press release as Exhibit 99.1.
CSX Corporation completed a public offering of $300,000,000 aggregate principal amount of its 5.050% Notes due 2035. These Notes constitute a further issuance and will form a single series with the Company’s outstanding $600,000,000 5.050% Notes due 2035 issued on March 10, 2025.
The Notes were issued under CSX’s longstanding Indenture and priced pursuant to an Action of Authorized Pricing Officers dated October 20, 2025. The offering was made from the Company’s automatic shelf registration on Form S-3ASR, with a Prospectus dated February 27, 2025 and a Prospectus Supplement dated October 20, 2025.
CSX Corporation entered into an underwriting agreement for a public offering of $300,000,000 aggregate principal amount of its 5.050% Notes due 2035. These notes are a further issuance that will form a single series with the Company’s outstanding 5.050% Notes due 2035 originally issued on March 10, 2025 in an initial aggregate principal amount of $600,000,000.
The offering was made under CSX’s automatic shelf registration on Form S-3ASR, with a Prospectus dated February 27, 2025 and a Prospectus Supplement dated October 20, 2025. Citigroup, J.P. Morgan, and UBS acted as representatives of the underwriters, who will purchase the notes for resale to the public. Closing is expected on October 23, 2025, subject to customary conditions.
CSX Corporation furnished an update on its operations and financial condition. The company issued a press release and its CSX Quarterly Financial Report covering the quarter ended September 30, 2025, and made both available as exhibits and on its website.
The materials were furnished under Item 2.02 and are not deemed filed under the Exchange Act. Exhibits include the press release (99.1) and the CSX Quarterly Financial Report (99.2).
CSX Corporation disclosed executive termination and compensation provisions in an 8-K, outlining pro-rata equity vesting, cash severance, and benefits tied to termination events. For certain terminations the company will provide pro-rata service vesting of the Sign-On Equity Award and outstanding LTIP awards based on months employed, with performance-based awards earned at the end of the performance period.
The filing describes two lump-sum cash scenarios: one equal to two times the executive's then-current base salary and target annual bonus, plus a pro-rata bonus for days employed that year; and a more extensive package of three times, a pro-rata annual bonus, and up to $40,000 in outplacement services. A press release dated September 29, 2025 is included as an exhibit.