CSX Corporation (CSX)
What changed in recent filings
- Revenue +10% YoYQuarter ended Jun 30, 2026
- Institutions — 1 added · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
CSX Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q3Released Oct 21, 2026Revenue +12.0% YoY · EPS $0.57
- 26Q2Released Jul 22, 2026Revenue +10.1% YoY · EPS $0.54Released after the close: Jul 22 close → Jul 23 close, the stock moved +5.8% · over the same window, market -1.2% · sector -1.7%
- 26Q1Released Apr 22, 2026Revenue +1.7% YoY · EPS $0.43Released after the close: Apr 22 close → Apr 23 close, the stock moved +6.9% · over the same window, market -0.4% · sector +2.4%
- 25Q4Released Jan 22, 2026Revenue -0.9% YoY · EPS $0.38Released after the close: Jan 22 close → Jan 23 close, the stock moved +2.4% · over the same window, market +0.0% · sector -1.6%
The next earnings release is estimated around Jan 21, 2027 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding CSX Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 6 → 2026 Q2: 7 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold CSX Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)0.17% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Management0.05% of portfolio · held as of 2019 Q1 or earlier
- Bridgewater Associates0.43% of portfolio · since 2020 Q2
- Point72 Asset Management0.12% of portfolio · since 2025 Q1
- Caisse de depot (Quebec)0.08% of portfolio · since 2025 Q2
- Moore Capital Management0.86% of portfolio · since 2025 Q2
- Capital World Investors0.03% of portfolio · since 2025 Q3
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
CSX Corporation is a transportation company focused on rail-based freight services across North America. The company operates a major rail network that connects key population centers in the Eastern United States with ports, distribution centers, and industrial hubs, supporting the movement of merchandise, intermodal containers, coal, agricultural products, automotive shipments, and other bulk commodities. Through its rail and intermodal operations, CSX provides core logistics infrastructure for shippers that rely on efficient long-haul freight transport and multimodal connections. The company also offers related services such as rail-to-truck transfers, terminal operations, and access to short line and regional rail partners, extending its reach across a broad supply-chain ecosystem. Headquartered in Jacksonville, Florida, CSX Corporation plays an important role in the North American transportation market as one of the leading freight rail providers.
What is the Transportation sector?
Air, ground transport, and logistics. Sensitive to oil prices and the economy.
CSX Corporation is classified under the Transportation sector. See peers below.
CSX Corporation key financials
Based on SEC filings · as of Sep 30, 2026
Tap a metric name to see its meaning in the glossary.
CSX Corporation vs Transportation sector benchmark
Median of 9 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
CSX revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $3.9B, +10.1% YoY.
The largest segment is Rail, 94.2% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Rail segment (about 96% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding CSX Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
CSX on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Transportation average
Peers · Transportation
CSX FAQ
What is CSX Corporation (CSX)?
CSX Corporation is a transportation company focused on rail-based freight services across North America. The company operates a major rail network that connects key population centers in the Eastern United States with ports, distribution centers, and industrial hubs, supporting the movement of merchandise, intermodal containers, coal, agricultural products, automotive shipments, and other bulk commodities. Through its rail and intermodal operations, CSX provides core logistics infrastructure for shippers that rely on efficient long-haul freight transport and multimodal connections. The company also offers related services such as rail-to-truck transfers, terminal operations, and access to short line and regional rail partners, extending its reach across a broad supply-chain ecosystem. Headquartered in Jacksonville, Florida, CSX Corporation plays an important role in the North American transportation market as one of the leading freight rail providers.
What sector is CSX Corporation in?
CSX Corporation is classified under Transportation. Air, ground transport, and logistics. Sensitive to oil prices and the economy.
What are CSX Corporation's key financials?
As of Sep 30, 2026 in SEC filings: Revenue growth (YoY) 5.8%, Operating margin 39.1%, Net margin 24.0%, ROE 22.0%, Debt-to-equity 1.19x. Definitions and interpretation are available on Stocklore.
What are CSX Corporation's main revenue segments?
The largest segment is Rail, about 94.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze CSX Corporation (CSX) stock?
On Stocklore you can see CSX's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.