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CSX Corporation (CSX) Q1 2026 Earnings Call Transcript

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⚡ Quantum Brief
CSX reported Q1 2026 earnings on April 22, 2026, led by CEO Stephen Angel, highlighting financial performance and operational updates during the call. The leadership team—including COO Mike Cory, CFO Kevin Boone, and Chief Commercial Officer Maryclare Kenney—addressed investor questions on revenue growth, cost management, and market trends. Key topics covered operational efficiency, freight demand, and strategic investments, with analysts from major firms like Wells Fargo, JPMorgan, and Morgan Stanley participating in the Q&A. The call emphasized CSX’s focus on profitability amid economic challenges, with forward-looking statements on supply chain optimization and technology adoption. Analysts probed execution risks, regulatory impacts, and long-term growth drivers, reflecting broader industry concerns about rail sector resilience in 2026.
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CSX Corporation (CSX) Q1 2026 Earnings Call Transcript

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SA Transcripts159.4K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call CSX Corporation (CSX) Q1 2026 Earnings Call April 22, 2026 4:30 PM EDT Company Participants Matthew Korn - Head of Investor RelationsStephen Angel - CEO, President & DirectorMichael Cory - Executive VP & COOKevin Boone - Executive VP & CFOMaryclare Kenney - Senior VP & Chief Commercial Officer Conference Call Participants Christian Wetherbee - Wells Fargo Securities, LLC, Research DivisionKen Hoexter - BofA Securities, Research DivisionStephanie Benjamin Moore - Jefferies LLC, Research DivisionScott Group - Wolfe Research, LLCBrian Ossenbeck - JPMorgan Chase & Co, Research DivisionBrandon Oglenski - Barclays Bank PLC, Research DivisionThomas Wadewitz - UBS Investment Bank, Research DivisionAriel Rosa - Citigroup Inc., Research DivisionRicha Talwar - Deutsche Bank AG, Research DivisionJonathan Chappell - Evercore ISI Institutional Equities, Research DivisionJason Seidl - TD Cowen, Research DivisionWalter Spracklin - RBC Capital Markets, Research DivisionRavi Shanker - Morgan Stanley, Research DivisionDavid Vernon - Bernstein Institutional Services LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the CSX Corporation First Quarter 2026 Earnings Conference Call. [Operator Instructions] And I would now like to turn the conference over to Matthew Korn, Head of Investor Relations and Corporate Communications. You may begin. Matthew KornHead of Investor Relations Thank you, Abby. Good afternoon, everyone. We're very pleased to have you join our first quarter 2026 earnings call. Joining me from the CSX leadership team are Steve Angel, President and Chief Executive Officer; Mike Cory, EVP and Chief Operating Officer; Kevin Boone, EVP and Chief Financial Officer; and Maryclare Kenney, Senior Vice President and Chief Commercial Officer. In the presentation that accompanies this call, which is available on our website, you will find slides with our forward-looking and our

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