CSX reported third quarter 2026 revenue of $4.02 billion, up 12% from a year earlier, with net earnings of $1.05 billion and diluted EPS of $0.57, compared with $0.37 in the prior-year quarter. The prior-year figure included a $164 million goodwill impairment; excluding it, EPS rose 30% from $0.44, and the company attributed higher revenue mainly to fuel surcharges along with higher volume and pricing. Fuel costs rose $170 million, and operating measures such as dwell time and trip plan performance worsened.
Operating income was $1.57 billion, up 44%, and operating margin was 39.1% versus 30.3%.
Total volume was 1.69 million units, up 5%, with intermodal volume up 7%.
Fuel expense rose $170 million, mostly due to a 67% increase in locomotive fuel prices.
Average dwell rose to 10.6 hours from 9.5 hours, and carload trip plan performance fell to 73% from 83%.
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From CSX Corporation's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$14.09B
-3.1%
$1.54
-14.0%
20.5%
FY2024
$14.54B
-0.8%
$1.79
-1.6%
23.9%
FY2023
$14.66B
-1.3%
$1.82
-5.2%
25.0%
FY2022
$14.85B
+18.6%
$1.92
+14.3%
27.7%
FY2021
$12.52B
+18.3%
$1.68
+40.0%
30.2%
Frequently asked questions
When is CSX's next earnings date?
CSX has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did CSX earn last quarter?
For the quarter ended Sep 2026, CSX reported diluted EPS of $0.57 (+54.1% year over year) on revenue of $4.02B (+12.0%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.