CSX CORP (CSX) Form 8-K — Oct 21, 2026
CSX posted record Q3 2026 revenue of $4.02 billion, up 12% year over year, with diluted EPS of $0.57 — up 54% GAAP and 30% versus prior-year adjusted EPS of $0.44. Operating income rose 44% to $1.57 billion and operating margin expanded 880 bps to 39.1%. Growth was driven by higher fuel surcharge revenue ($466 million vs $234 million a year ago), 5% volume growth, and pricing gains across merchandise, intermodal, and coal. Intermodal volume rose 7% on customer wins and a tightening truck environment.
Key figures
- Eps
- 0.57
- Revenue
- 4017000000
- Net Income
- 1052000000
- Revenue Yoy
- 12%
- Total Assets
- 45154000000
- Cash Position
- 1223000000
- Shares Outstanding
- 1,853 million diluted average
- Volume yoy
- 5%
- Ytd revenue
- $11,434 million (+8%)
- Eps yoy gaap
- 54%
- Ytd diluted eps
- $1.54 (+33%)
- Operating income
- 1570000000
- Operating margin
- 39.1%
- Total volume units
- 1.687 million
- Eps yoy vs adjusted
- 30%
- Operating income yoy
- 44%
- Intermodal volume yoy
- 7%
- Operating margin change
- +880 bps
- Share repurchases q3 2026
- $543 million (11 million shares at avg $48.75)
- Fuel surcharge revenue q3 2026
- $466 million
- Prior year goodwill impairment
- $164 million (Quality Carriers)
- Free cash flow nine months 2026
- $2,648 million
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