CSX Q1 2026 net earnings rise 25% to $807 million on 2% higher revenue
CSX reported first quarter 2026 net earnings of $807 million, or $0.43 per diluted share, up from $646 million, or $0.34 per share, a year earlier. Revenue rose 2% to $3.48 billion on higher merchandise pricing, intermodal volume and domestic coal revenue, partly offset by lower export coal revenue. The filing shows earnings and revenue both improved for shareholders, and the company did not provide new guidance in this release.
Key points
- Operating income was $1.25 billion, up from $1.04 billion in the first quarter of 2025.
- Net earnings were $807 million, or $0.43 per diluted share, compared with $646 million, or $0.34 per share.
- Revenue was $3.48 billion, up 2%, on total volume of 1.56 million units, up 3%.
- Fuel expense rose $27 million, primarily due to a 14% increase in locomotive fuel prices.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 22, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.