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CSX Corporation (CSX) Presents at JPMorgan Industrials Conference 2026 Transcript

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CSX’s Chief Commercial Officer Maryclare Kenney reported the rail network is operating well despite severe weather disruptions in early 2026, including back-to-back storms in January that strained operations and customer loading capacities. Kenney highlighted recovery efforts after initial storms, though intermittent weather challenges persisted, affecting service consistency and volume handling across key business segments. The discussion at JPMorgan’s 2026 Industrials Conference emphasized CSX’s resilience, with Kenney outlining adaptive strategies to mitigate weather-related delays and maintain network reliability amid ongoing climate volatility. Analyst Brian Ossenbeck probed CSX’s commercial offerings, signaling investor interest in how the company balances operational stability with market demands during unpredictable conditions. Kenney’s debut as Chief Commercial Officer underscored leadership transitions, with former CEO Bill Slater noted in attendance, suggesting continuity in strategic oversight during the conference.
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CSX Corporation (CSX) Presents at JPMorgan Industrials Conference 2026 Transcript

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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call CSX Corporation (CSX) JPMorgan Industrials Conference 2026 March 17, 2026 8:50 AM EDT Company Participants Maryclare Kenney - Senior VP & Chief Commercial Officer Conference Call Participants Brian Ossenbeck - JPMorgan Chase & Co, Research Division Presentation Brian OssenbeckJPMorgan Chase & Co, Research Division All right. You guys can all take your seats. We'll get started here. We have CSX up next. We've got Maryclare Kenney, who is the new Chief Commercial Officer. So very excited to have you here today. Maryclare KenneySenior VP & Chief Commercial Officer Thank you. Question-and-Answer Session Brian OssenbeckJPMorgan Chase & Co, Research Division Thanks for coming. Bill Slater is in the audience reprising his old role here for a change. So thanks very much for making it here. I know it's a little bit difficult. But with the weather, there's been a lot of disruptions. We thought would have been out of them by now, clearly not. But how is the network running overall? And what sort of service do you have in your team to sell and bring to the market? Maryclare KenneySenior VP & Chief Commercial Officer Yes. Thanks, Brian. So first of all, thanks for having me. Excited to be here. I would say overall, the network is running well. We've certainly seen some weather impacts this year. So I think as I think back as we start off the year, first part of January is actually pretty good and then got hit with 2 storms kind of back to back that impacted both the network, but also some of our segments of the business with customers having challenges being able to load and kind of keep up with our typical volumes. We kind of recovered from those initial storms, had a few more impacts over the course

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