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NSC

Norfolk Southern·NYSE
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NSC fundamentals

Norfolk Southern (NSC) released its earnings on Jan 29, 2026: revenue was 3.00B (YoY 0.00%), missed estimates; EPS was 3.22 (YoY +5.92%), beat estimates.
Revenue / YoY
3.00B
0.00%
EPS / YoY
3.22
+5.92%
Report date
Jan 29, 2026
NSC Earnings Call Summary for Q4,2025
  • Operational Resilience: 7% productivity gain (3% GTM growth with 4% fewer employees), 5% fuel efficiency improvement, and 0 mainline derailments in Q4.
  • Cost Discipline: $216 million cost takeout in 2025, 2026 savings target raised to $150 million, and 2026 capital spending reduced by $300 million.
  • Merger Momentum: Augmented STB application expected soon; CEO counters competition concerns by emphasizing customer demand for seamless transcontinental service.
  • Financial Strength: $2.2 billion free cash flow, 65.3% operating ratio, and $2.2 billion operating cash flow (excluding one-time tax benefit).
EPS
Revenue

Revenue & Expenses

NSC has released its 2025 Q4 earnings report, with revenue of 2.97B, reflecting a YoY change of -1.65%, and net profit of 644.00M, showing a YoY change of -12.14%. The Sankey diagram below clearly presents NSC's revenue sources and cost distribution.

Key Indicators

Norfolk Southern (NSC) key financial stats and ratios, covering profitability, financial health, and leverage.
Norfolk Southern (NSC)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Norfolk Southern (NSC)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Norfolk Southern (NSC)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Norfolk Southern (NSC) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Norfolk Southern (NSC) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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