Norfolk Southern Stock Rises as Revenue Surge Offsets Margin Compression
Norfolk Southern Corp. (NYSE: NSC ) shares traded higher Thursday after the railroad operator reported second-quarter 2026 results that beat analyst expectations for adjusted earnings and revenue. Adjusted diluted EPS of $3.52 topped the $3.31 estimate, while railway operating revenue rose 11% year over year to a record $3.465 billion, beating the $3.369 billion estimate. • Norfolk Southern stock is at critical resistance. Why is NSC stock breaking out? Earnings and Margins GAAP diluted EPS fell 4% to $3.26 from $3.41, while net income declined to $734 million from $768 million. Adjusted net income increased 7% to $793 million from $741 million. Railway operating income fell 4% to $1.124 billion from $1.175 billion, while adjusted operating income rose 5% to $1.196 billion from $1.138 billion. The GAAP operating ratio increased to 67.6% from 62.2%, while the adjusted ratio deteriorate...
Norfolk Southern Corp. (NYSE: NSC ) shares traded higher Thursday after the railroad operator reported second-quarter 2026 results that beat analyst expectations for adjusted earnings and revenue. 369 billion estimate. • Norfolk Southern stock is at critical resistance.
Why is NSC stock breaking out? 41, while net income declined to $734 million from $768 million. Adjusted net income increased 7% to $793 million from $741 million. 138 billion.
4%. Higher fuel costs and related surcharge revenue created a 110-basis-point headwind. 793 million, while revenue per unit rose 7% to $1,861 from $1,734. 133 billion, intermodal revenue climbed 22% to $908 million, and coal revenue increased 7% to $424 million.
Revenue excluding fuel surcharges rose 5%. 6 billion. Gross ton miles per employee rose 7% to 5,020 from 4,684 as average employment declined 2%. 7 hours.
Adjusted results excluded $51 million of merger-related expenses, $15 million tied to the Eastern Ohio incident and $6 million of restructuring charges, adding 26 cents to diluted EPS. 027 billion. 367 billion. 9 billion, including a $400 million to $500 million incremental fuel impact versus its original guidance.
9 billion, down about $300 million, or 14%, from 2025. The company remains on track for at least $650 million of three-year cost reductions and said merger-related competition will pressure volumes in the short and medium term. 92 at the time of publication on Thursday, according to Pro data. Read Also: Billionaire Investor Cuts Rail Bets, Slashing Norfolk Southern And Union Pacific Stake Ian Dewar Photography from Shutterstock