CSX Corp

For CSX Corporation (CSX), Reuters-surveyed analysts estimate an operating margin of 30.5% for 4Q16, compared to an operating margin of 28.4% in 4Q15.

Norfolk Southern’s (NSC) total intermodal traffic for the week ended April 30, 2016, declined by 7.6%, at nearly 73,000 containers and trailers. This compares with 79,000-plus units in the corresponding week of 2015.

As of March 31, Genesee & Wyoming (GWR) had a net debt-to-forward-EBITDA multiple of 3.2x, which was much higher than the industry average of 2.1x.

For Week 8, which ended February 24, 2018, Norfolk Southern (NSC) had a 1.8% loss of carload traffic.

Union Pacific had FCF of $3.02 billion in the first nine months of 2017, compared with $2.86 billion in the corresponding period of 2016.

On a long-term basis, NSC aims for a dividend payout ratio of 33.3%.

Canadian National recorded a 1.4% fall in total railcars in the week ended August 6, 2016, hauling ~57,000 railcars, compared to ~57,000 units one year ago.

Norfolk Southern (NSC) has always tried to enhance shareholders’ wealth through dividend payments and share repurchases.

There are 21 analysts covering CNI. Of those, only five, or 24.0%, have a “buy” rating for the stock.

Now let’s examine the free cash flow levels of Canadian Pacfic and compare it to its arch-rival Canadian National Railway (CNI).

The eastern US rail freight carrier CSX (CSX) announced its 3Q17 earnings on October 17. The quarter marks the end of two full quarters under the leadership of Hunter Harrison.

Genesee & Wyoming’s (GWR) European carloads remained unchanged YoY (year-over-year) in February 2017.

CSX (CSX) is a major operator in the Eastern US that competes with Norfolk Southern (NSC).

CSX’s (CSX) overall railcar traffic rose 3.1% in the 28th week of 2017 (ended July 15).

GWR’s European carloads rose 20.3% YoY in December 2016. In the same period of 2015, GWR hauled ~72,000 railcars, as compared to ~86,000 in December 2016.

Union Pacific (UNP) announced its third-quarter earnings results before the market opened on October 25.

Burlington Northern Santa Fe (or BNSF) owns and operates the largest rail network in North America through its wholly owned subsidiary, BNSF Railway Company.

The decrease in the UK and European carloads in October was primarily due to the fall in coal and coke, mineral and stone, and intermodal carloads.

Genesee & Wyoming’s (GWR) European carloads rose marginally 0.60% in November 2016. In the same period last year, GWR hauled 99,000 railcars.

Genesee & Wyoming’s Australian carloads declined by 13.7% in July 2016, hauling more than 15,000 railcars, as compared to over 17,000 one year previously.

In the week ended March 3, 2018, Norfolk Southern saw a ~2% fall in carload traffic. It hauled ~67,700 carloads in the week.

Genesee & Wyoming’s (GWR) European carloads fell 9.1% YoY (year-over-year) in April 2017. GWR’s other-than-coal carloads fell 8.2% on a YoY basis in April 2017.

Kansas City Southern (KSU) reported a 7.2% rise in its overall intermodal volumes of containers and trailers in the week ended July 1, 2017.

Genesee & Wyoming’s (GWR) European carloads rose 11.2% YoY in January 2017.

In the week ended May 7, 2016, total US railcars went down by ~233,000, a double-digit fall of 15%.

Burlington Northern Santa Fe (or BNSF) owns and operates the largest rail network in North America. The company manages ~32,500 route miles of track.

Kansas City Southern (KSU) stock opened nearly 3% higher on Friday after reporting better-than-expected second-quarter results.

So far, railroad stocks have made a remarkable run in 2019. Most of the railroad stocks have outperformed the broader market returns.

Norfolk Southern (NSC) has been investors’ industry favorite since the beginning of 2019. The stock has risen 21.3% YTD.

CSX reported strong rail traffic volume growth in week 51. The company’s freight rail traffic increased 5.1% YoY to 130,542 units in week 51.

FedEx’s adjusted operating margin contracted by ten basis points to 7% in Q1 2019 from 7.1% in the first quarter of 2018.

On May 10, Western US rail freight giant Union Pacific (UNP) declared a quarterly cash dividend of $0.73 per share on its common stock.

KSU has the lowest PE ratio of 17.7x in the peer group, most likely due to the uncertainty of the NAFTA renegotiations.

Rail giant CSX (CSX) reported double-digit carload traffic loss in the 52nd week of 2017. The company’s carload traffic slumped 15.7% that week.

To demonstrate the power of efficient scale in creating economic moats, we highlight four companies: U.S.-based wide moats CSX Corporation and UPS, and international narrow moats Telefonica SA (Spain) and CapitaLand Commercial (Singapore).

In July 2017, Genesee and Wyoming recorded a slight decline in its North American traffic YoY (year-over-year).

Norfolk Southern’s intermodal traffic Norfolk Southern’s (NSC) total intermodal traffic rose 6.5% in the week ended April 29, 2017. Its volumes reached ~78,000 containers. Norfolk’s container traffic rose 5.6%, and its trailer traffic rose 15.6% YoY (year-over-year) to nearly 6,900 units, compared with 5,900 units in the week ended April 30, 2016. Since the beginning of […]

Kansas City Southern (KSU) reported a 120-basis-point rise in its 1Q17 operating margin. KSU recorded 34.6% operating margin in 1Q17, compared to a 33.4% in 1Q16.

Genesee & Wyoming’s (GWR) European carloads rose to 9.0% YoY (year-over-year) in March 2017.

The FedEx Freight segment revenues rose 3.1% from $1.4 billion in 3Q16 to $1.5 billion in fiscal 3Q17.

The FedEx Ground segment’s revenues rose 6% from $4.4 billion in 3Q16 to $4.7 billion in fiscal 3Q17.

Norfolk Southern’s (NSC) total intermodal traffic rose 2.7% in the week ended March 4, 2017.

NSC’s total intermodal traffic rose 4.3% in the week ended February 25, 2017, reaching ~78,000 containers and trailers.

Morningstar first began rating companies in 2002 according to the strength and longevity of their competitive advantages.

FedEx’s (FDX) Freight segment revenues rose 4% from $1.6 billion in fiscal 1Q16 to ~$1.7 billion in fiscal 1Q17.

On May 25, 2016, FedEx (FDX) completed the 4.4 billion euro acquisition of the Netherlands-based TNT Express NV.

Kansas City Southern (KSU) reported a 3% decline in 2Q16 revenues to $568.5 million on a YoY (year-over-year) basis.

Kansas City Southern’s Energy segment Previously, we discussed the revenue of Kansas City Southern’s (KSU) Agriculture & Minerals segment in 2Q16. Now, we’ll examine KSU’s Energy freight revenues in 2Q16. In the reported quarter, KSU’s Energy freight revenues came in at $37.2 million, down by 16% from $44.2 million in the same period last year. […]

Following the United Kingdom’s decision to exit the European Union, XPO Logistic’s (XPO) stock fell 13.4% on June 24.

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