CSX Corp. (CSX) delivered mixed results in Q2 FY2026 on revenue of $3.9B versus the $3.9B estimate (+10.1% YoY) and EPS of $0.54. The next CSX Corp. (CSX) earnings date is Oct 15, 2026. Below is the full CSX Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
CSX Corp. (CSX) Earnings Analysis — key stats
Next earnings date
Oct 15, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
4 of last 8 (quarters above estimate)
Avg next-day move
±3.0% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±6.0% (options-derived · into Oct 15, 2026)
Institutional ownership
87.0% (13F as of 2026-06-30)
Top 10 holders
36.7% (of shares outstanding)
Insider activity
6 buys / 6 sells (recent Form 4 filings)
Revenue
$3.9B (vs $3.9B est · +1.0% surprise · +10.1% YoY)
EPS
$0.54 (vs $0.52 est · +4.2% surprise · +22.7% YoY)
Share price
$51.44 (-0.3%)
Market cap
$95.3B
CSX Corp. (CSX) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$3.9B vs $3.9B est
$0.54 vs $0.52 est
+4.2%
+5.9%
Mixed
Q2 FY2026
$3.5B vs $3.5B est
$0.43 vs $0.39 est
+10.5%
+6.5%
Mixed
Q1 FY2026
$3.5B vs $3.5B est
$0.39 vs $0.41 est
-5.1%
+0.3%
Mixed
Q4 FY2025
$4.5B vs $3.6B est
$0.44 vs $0.42 est
+3.7%
+1.0%
Beat
Q3 FY2025
$3.6B vs $3.6B est
$0.44 vs $0.42 est
+5.8%
-0.7%
Mixed
Q2 FY2025
$3.4B vs $3.5B est
$0.34 vs $0.36 est
-6.8%
-0.8%
Mixed
Q1 FY2025
$3.5B vs $3.6B est
$0.42 vs $0.44 est
-4.5%
-1.7%
Mixed
Q4 FY2024
$3.6B vs $3.7B est
$0.46 vs $0.48 est
-4.2%
-6.8%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.7%
161.1M
$7.7B
+0.5%
Vanguard Capital Management LLC
6.5%
121.4M
$5.8B
+0.4%
State Street Corp
4.9%
91.5M
$4.3B
+2.7%
Price T Rowe Associates INC /Md/
3.8%
70.9M
$3.4B
-6.9%
Invesco Ltd.
3.1%
58.4M
$2.8B
+49.5%
Geode Capital Management, LLC
2.4%
44.2M
$2.1B
+0.7%
Vanguard Portfolio Management LLC
2.0%
37.2M
$1.8B
+1.8%
Jpmorgan Chase & CO
1.9%
36.3M
$1.7B
-8.6%
Bank Of America Corp /De/
1.8%
33.6M
$1.6B
-20.2%
Fisher Asset Management, LLC
1.5%
28.0M
$1.3B
+2.9%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
ANGEL STEPHEN F
director, officer: President & CEO
2026-08-03
Buy
181
—
Williams Angela C
officer: VP & Chief Accounting Officer
2026-07-24
Sell
30K
$1.6M
Burns Michael S.
officer: SVP - CLO & Corp Secy
2026-07-24
Buy
13K
$344500
Burns Michael S.
officer: SVP - CLO & Corp Secy
2026-07-24
Sell
13K
$684840
Burns Michael S.
officer: SVP - CLO & Corp Secy
2026-07-24
Sell
13K
$344500
ANGEL STEPHEN F
director, officer: President & CEO
2026-07-01
Buy
187
—
WHISLER J STEVEN
director
2026-06-15
Buy
791
$37485
Boone Kevin S.
officer: EVP & CFO
2026-06-03
Buy
123K
$2.9M
What you'll find
Next CSX Corp. (CSX) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment CSX Corp. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in CSX Corp. (CSX)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is CSX Corp.'s next earnings date?
CSX Corp.'s (CSX) next scheduled earnings date is Oct 15, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did CSX Corp. (CSX) beat or miss earnings?
In Q2 FY2026, CSX Corp. (CSX) posted mixed results — revenue of $3.9B versus the $3.9B estimate (+1.0% surprise) and EPS of $0.54 versus $0.52 expected (+4.2% surprise). Magnisto decodes every CSX Corp. (CSX) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does CSX Corp. beat earnings estimates?
Over its last 8 reported quarters, CSX Corp. (CSX) beat Wall Street EPS estimates 4 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every CSX Corp. (CSX) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does CSX Corp. stock move after earnings?
Over its last 8 quarterly reports, CSX Corp. (CSX) moved an average of ±3.0% the day after earnings — ranging from -6.8% (Q4 FY2024) to +6.5% (Q2 FY2026). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 15, 2026, options-implied volatility is pricing in a move of roughly ±6.0% (derived). Magnisto tracks the realized post-earnings move for every CSX Corp. (CSX) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of CSX Corp.?
Institutions hold about 87.0% of CSX Corp.'s (CSX) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.7%), Vanguard Capital Management LLC (6.5%), State Street Corp (4.9%). Magnisto lists CSX Corp.'s (CSX) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling CSX Corp. (CSX)?
In the most recent Form 4 filings Magnisto tracks, CSX Corp. (CSX) insiders recorded 6 purchases and 6 sales — balanced buying and selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for CSX Corp. (CSX) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for CSX Corp. (CSX), anchored to the current $51.44 share price, so you can weigh the bull, base and bear cases for CSX Corp. side by side.
Is CSX Corp. (CSX) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether CSX Corp. fits your own thesis and risk profile. This is research, not investment advice.