Company Dossier · Industrials
CSX Corporation
- S&P 500
- Nasdaq-100
- Russell 1000
What CSX Corporation is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $14.5 billion, up 2.5% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $2.80 billion, up 39% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $2.53 billion, down 15% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.40 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.90 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 21, 2026): sentiment 0.72 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.74 of 1.Palanor Discourse
- Latest annual report (filed February 12, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $2.3 million on the open market.SEC Form 4
- 2,001 institutional managers reported a position at June 30, 2026 (+125 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 13 (2 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What CSX Corporation is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending5th pct
- Debt raised14th pct
- Buybacks vs capex75th pct
- Hiring filings3rd pct
- Deals and private raises48th pct
- Patent publications93rd pct
Confident ↔ Hedging
Confident
- Call sentiment82nd pct
- Call confidence53rd pct
- Guidance changes—
- Risk factors added69th pct
- Insider open-market trades31st pct
- + Call sentiment
- + Risk factors added
- − Insider open-market trades
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver26th pct
- Stress filings50th pct
Credit
How these are built →CSX Corporation's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$18.8B
- Due within a year $1.7B
- Longer term $17.1B
- Default point $10.3B (short + ½ long)
Finance leases included · Sep 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Oct 20, 2025 | $300M | 5.050% | 2035 (10y) | +65bp | 4.643% |
| Mar 6, 2025 | $600M | 5.050% | 2035 (10y) | +80bp | 5.084% |
| Sep 16, 2024 | $550M | 4.900% | 2055 (30y) | +97bp | 4.908% |
From the pricing term sheets CSX Corporation filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name CSX Corporation, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralCSX Corporation: Still Not Willing To Climb Aboard (NASDAQ:CSX)
seekingalpha.com · via Marketaux · Oct 6, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (THE SMITH-FREE GROUP, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (CONTINENTAL STRATEGY, LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (THE DUBERSTEIN GROUP INC.)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (CSX CORPORATION)third_quarter 2026 · $0.3 million
- Oct 13, 20268-KDirector or officer changeItem 5.02
- Oct 11, 2026LobbyingLobbying report (HOLLAND & KNIGHT LLP)third_quarter 2026 · $0.1 million
- Jul 22, 2026LobbyingLobbying report (THE FIORENTINO GROUP)second_quarter 2026 · $0.0 million
- Jul 20, 2026LobbyingLobbying report (THE SMITH-FREE GROUP, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (CONTINENTAL STRATEGY, LLC)second_quarter 2026 · $0.1 million
- May 14, 20268-KDirector or officer changeItem 5.02
- May 14, 20268-KShareholder vote resultsItem 5.07
- Feb 12, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Oct 29, 20258-KDirector or officer changeItem 5.02
- Oct 22, 20258-KMaterial agreement signedItem 1.01
- Sep 29, 20258-KDirector or officer changeItem 5.02
- May 12, 20258-KShareholder vote resultsItem 5.07
- Mar 7, 20258-KMaterial agreement signedItem 1.01
- Feb 27, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 27, 20258-KDirector or officer changeItem 5.02
- Nov 12, 20248-KDirector or officer changeItem 5.02
- Feb 14, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
- Feb 7, 2023Patent
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Norfolk Southern NSC | $12.5B | $1.6B | Jun 30, 2026 |
| Builders FirstSource BLDR | $14.4B | $0.6B | Jun 30, 2026 |
| Alaska Air Group ALK | $14.8B | — | Jun 30, 2026 |
| Jacobs Solutions J | $14.2B | $0.6B | Jun 26, 2026 |
| Amentum AMTM | $14.1B | $0.5B | Jul 3, 2026 |
| Otis Worldwide OTIS | $14.9B | $1.7B | Jun 30, 2026 |
| Stanley Black & Decker SWK | $15.3B | $1.3B | Jul 4, 2026 |
| Textron TXT | $15.3B | $0.8B | Jul 4, 2026 |