Finvest
CSX Railroads · Class I railroad · Infrastructure · Cyclical · Thesis updated June 11, 2026

CSX is back on the rails

01 Running thesis

A sharp margin repair

CSX had a rough 2025, then Q1 2026 changed the tone. Operating income rose 20% year over year, and operating margin improved by 560 basis points to 36.0%. A basis point is one one-hundredth of a percentage point, so that was a 5.6 percentage point margin gain.

The bull case is that new leadership and tighter cost control are starting to show up in the numbers. Purchased services and other expense fell by $158 million. Service also improved, with velocity and dwell both better by 7% year over year. Faster trains and shorter yard delays usually mean the same network can move more freight with less waste.

Intermodal is the cleanest growth story. Volume rose 6% and revenue rose 5%, helped by customer wins and new service offerings. Coal, which had been a major drag, was down only 1% in both revenue and volume in Q1 2026.

The bear case has not gone away. Some of the cost win came from $44 million of property sale gains, so investors still need proof that the margin gain is lasting. Merchandise volume was flat, forest products remained weak, and CSX is still tied to the health of factories, consumers, fuel costs, labor costs, and coal demand.

Apr 2026Q1 2026 reversed the 2025 decline. Operating income rose 20%, operating margin improved to 36.0%, and velocity and dwell both improved 7% year over year.
Oct 2025Q3 2025 showed a sharp drop in profitability. Operating margin fell 710 basis points, operating income fell 20%, and CSX recorded a $164 million goodwill impairment for Quality Carriers.
Jul 2025Q2 2025 confirmed that weak results were lasting longer than expected. Operating income fell 11%, service metrics worsened, and coal revenue was down 22% for the first six months of 2025.
Apr 2025Q1 2025 marked a clear negative turn. Revenue fell 7%, operating income fell 22%, coal revenue dropped 27%, and network metrics deteriorated.
Feb 2025The initial thesis framed CSX as a hard-to-replace rail asset with cyclical risk. The 2024 Form 10-K showed $14.5 billion of revenue and a 1% revenue decline versus the prior year.
02 Business model

A hard-to-copy freight network

CSX is a Class I railroad, which means it is one of the largest freight railroads in North America. Its network covers about 20,000 miles and is focused on the Eastern U.S. and parts of Canada. That network is the moat. Building a rival rail system would take huge capital, land rights, permits, and time.

CSX makes money by charging customers to move freight. Prices depend on what is shipped, how far it moves, how heavy it is, and what service is needed. Rail is often cheaper and more fuel efficient than long-haul trucking, especially over long distances.

The model works best when trains run on schedule and assets stay moving. Locomotives, railcars, crews, and yards are expensive. Small service problems can create large cost problems because delays ripple across the network.

The weak spots are just as clear. Freight volume falls when the economy slows. Trucking competes hard on many lanes, especially when truck capacity is cheap. Regulators can also change service, safety, or competition rules in ways that raise costs.

03 Product portfolio

What rides on CSX

Cash cow

Merchandise

This is the largest revenue line. It moves chemicals, food and farm goods, autos, minerals, forest products, metals, and fertilizers.

Growth engine

Intermodal

This mixes rail and truck service for containers and trailers. In Q1 2026, volume rose 6% as CSX won business with key customers and added new services.

Steady

Coal

CSX moves domestic coal and export coal, including coal used in steelmaking. Q1 2026 was stable, but U.S. power coal remains a long-term headwind.

Option

Trucking

Quality Carriers gives CSX a bulk liquid chemicals trucking business. The 2025 goodwill impairment showed this unit has not met earlier expectations.

Steady

Other services

This includes fees for holding cars, intermodal storage, switching, and revenue from regional rail subsidiaries. It is small but helps monetize the network.

04 Business segments

Q1 2026 revenue mix

Merchandise63%flat
Intermodal15%growing fast
Coal13%flat
Trucking6%flat
Other Revenue3%flat

The mix uses Q1 2026 revenue by business line. Merchandise is still the core, while Intermodal is the main growth area.

05 Risk factors

What could break the rebound

Margin gain fades

High impact · Medium odds

Q1 2026 margins improved fast, but not every dollar of cost savings may repeat. Purchased services and other expense fell by $158 million, and $44 million came from property disposition gains. If those gains do not repeat and cost savings slow, the margin story weakens.

We watchOperating margin, purchased services expense, and the split between property gains and true efficiency savings.

Freight cycle turns down

High impact · Medium odds

CSX depends on industrial production, consumer goods demand, autos, chemicals, metals, farm goods, and other freight markets. A slower economy can cut volume quickly. Merchandise volume was flat in Q1 2026, so broad growth is not yet proven.

We watchTotal merchandise volume, carloads by category, and U.S. industrial production.

Intermodal loses its edge

Medium impact · Medium odds

Intermodal is the key growth lane, with Q1 2026 volume up 6%. But it competes with trucking. If trucking prices fall or service slips at CSX, shippers can shift some freight back to trucks.

We watchDomestic intermodal volume, revenue per unit, and management comments on truck pricing.

Coal decline returns

Medium impact · High odds

Coal was almost flat in Q1 2026 after much steeper drops in 2025. That may be a pause, not a new trend. Domestic power coal still faces pressure from natural gas and renewables.

We watchCoal revenue and volume, split between export coal and domestic utility coal.

Service or labor disruption

High impact · Medium odds

Railroads need crews, yards, tracks, locomotives, and technology to work together. Severe weather, crew shortages, cyberattacks, or labor disputes can slow the network. CSX also carries hazardous materials, which can create large claims after an accident.

We watchVelocity, dwell, trip plan performance, labor contract updates, and major safety incidents.
06 Quick answers

In one breath

How does CSX make money?

CSX charges customers to move freight by rail, intermodal containers, coal trains, and bulk chemical trucking. The bill depends on the shipment type, weight, distance, and service level.

Why did the CSX thesis improve in 2026?

Q1 2026 showed a clear rebound after weak 2025 results. Operating income rose 20%, operating margin reached 36.0%, and key service metrics improved.

What is the biggest risk for CSX stock?

The biggest risk is that the margin rebound is not durable. Investors need to see whether cost cuts continue without relying too much on one-time property gains.

Is coal still important to CSX?

Yes, coal was $458 million of Q1 2026 revenue. It was stable in that quarter, but long-term demand for domestic power coal remains under pressure.