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CSX

CSX Corporation

NASDAQ: CSX · INDUSTRIALS · RAILROADS

$44.68
-1.22% today

Updated 2026-04-29

Market cap
$84.38B
P/E ratio
27.86
P/S ratio
5.96x
EPS (TTM)
$1.63
Dividend yield
1.15%
52W range
$27 – $47
Volume
12.8M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

CSX Corporation (CSX) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$44.68
Consensus
$38.95
-12.82%
2030 Target
$115.42
+158.33%
DCF
$74.65
+44.62% MoS
20 analysts:
7 Buy6 Hold0 Sell

Management guidance

CEO Stephen F. Angel has not provided specific multi-year revenue targets in available guidance. Recent commentary focuses on operational efficiency through Precision Scheduled Railroading, cost initiatives, and self-help improvements. Q4 2025 earnings call emphasized freight recovery dependency on industrial production trends without quantified 2026-2030 revenue targets.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$189.61
$17.6B Rev × 20x P/S
Base case (2030)
$115.42
$17.6B Rev × 12x P/S
Bear case (2030)
$74.20
$17.6B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$14.7B$14.5B$14.1B$14.6B$15.3B$16.1B$16.8B$17.6B
Revenue growth—-0.8%-3.1%3.8%4.6%4.9%4.8%4.7%
EPS$1.84$1.79$1.54$1.86$2.11$2.35$2.58$2.82
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$94.81$98.93$103.05$107.17$115.42

Catalysts & risks

Growth catalysts
+ $670M Wabtec locomotive fleet modernization agreement improves operational efficiency and reduces fuel costs
+ Precision Scheduled Railroading optimization initiatives and cost structure improvements underway
+ Industrial production recovery and intermodal volume growth as macro conditions normalize post-2025 weakness
+ Port partnerships and Maine rail line revival expanding network utilization
+ AI-driven operational improvements positioned as structural efficiency gains
Key risks
- Weak industrial demand and coal market headwinds constraining volume growth in near-term
- High leverage (1.48x Debt/Equity) limits financial flexibility during economic downturns
- Revenue declined 3.08% in 2025 after prior 2-year decline; structural demand weakness possible
- Potential CP-CSX merger antitrust complications and regulatory uncertainty
- Intermodal competition pressuring pricing power and market share

Methodology

CSX Corporation's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 20 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.