Norfolk Southern Corp

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  • uploads///CSX OpMar
    Earnings Report

    Will CSX’s 4Q16 Operating Margin Exceed Analysts’ Estimates?

    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.

    By Samuel Prince
  • uploads///NSC Intermodal
    Macroeconomic Analysis

    Norfolk Southern’s Intermodal Slump Equitable with Rival CSX

    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.

    By Samuel Prince
  • uploads///Debt EBITDA
    Company & Industry Overviews

    Evaluating Leverage Levels of Major Railroads after Q1 2018

    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.

    By Samuel Prince
  • uploads///UNP Intermodal
    Company & Industry Overviews

    Why Union Pacific’s Intermodal Freight Revenues Could Disappoint in 2016

    Union Pacific’s domestic intermodal includes North American operations. Intermodal freight generated 20% of the company’s revenues in 2014.

    By Samuel Prince
  • uploads///UNP ANR
    Earnings Report

    Why Most Analysts Are Recommending a ‘Buy’ on Union Pacific

    On Wall Street, 28 analysts rate Union Pacific (UNP) common stock. Out of the analysts, 21 of the analysts gave a “buy” recommendation.

    By Samuel Prince
  • uploads///UNP Coal
    Earnings Report

    Union Pacific’s Coal Volumes: Light at the End of the Tunnel?

    In 2Q16, UNP’s coal volumes declined 21%. This was primarily due to a 23% reduction in shipments in the Powder River Basin (or PRB) and the Colorado and Utah regions in 2Q16.

    By Samuel Prince
  • uploads///KSU Article
    Earnings Report

    What to Expect from Kansas City Southern’s 1Q16 Earnings

    Kansas City Southern (KSU) will release its first quarter 2016 earnings before the US market opens on April 19, 2016.

    By Samuel Prince
  • uploads///NSC_Class I railroads Change in Carloads
    Earnings Report

    What Can We Expect from Norfolk Southern’s 3Q16 Earnings?

    Virginia-based Norfolk Southern (NSC) is set to announce its 3Q16 earnings on October 26, 2016. In this series, we’ll analyze analysts’ estimates for the company’s revenues and margins.

    By Samuel Prince
  • uploads///NSC Carloads
    Industrials

    Comparing Norfolk Southern’s Freight Volumes to the Industry

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

    By Samuel Prince
  • uploads///NSC
    Company & Industry Overviews

    Could Norfolk Southern Increase Its Dividend in 2018?

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

    By Samuel Prince
  • uploads///CNI Carloads
    Industrials

    How Did Canadian National Measure up to Canadian Pacific in Carloads?

    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.

    By Samuel Prince
  • uploads///CNI Petroleum
    Earnings Report

    Why Did CNI’s Petroleum and Chemicals Revenues Slump in 1Q16?

    The carloads in CNI’s Petroleum and Chemicals segment fell by 7% in 1Q16 compared with 1Q15. This was mainly due to lower volumes of crude oil as a result of higher pipeline capacity.

    By Samuel Prince
  • uploads///Executive Board
    Company & Industry Overviews

    Turnover in Norfolk Southern’s Top Management in 2015

    In 2015, Norfolk Southern Corporation (NSC) witnessed numerous changes in its executive management ranks due to either retirement or promotion.

    By Samuel Prince
  • uploads///CNI Carloads
    Miscellaneous

    Canadian National Railway: The Class I Freight Story

    So far in 2017, Canadian National Railway (CNI) has emerged as the front-runner in terms of YoY (year-over-year) carload growth among its Class I peers.

    By Samuel Prince
  • uploads///CSXs Stock Price Q
    Earnings Report

    Why Should Investors Anticipate CSX’s 2Q16 Earnings Preview?

    Railroad stocks provide a good insight into the overall health of the economy. CSX Corporation will release its 2Q16 earnings on July 13.

    By Samuel Prince
  • uploads///GWR Stock Price Relative
    Company & Industry Overviews

    Why Did Genesee & Wyoming Fare So Poorly in Its Peer Group?

    On March 8, 2016, Genesee & Wyoming’s (GWR) market capitalization was ~$3.5 billion. The railroad industry had a bad 2015, and GWR was not immune.

    By Samuel Prince
  • uploads///Original Deal
    Miscellaneous

    What Was Canadian Pacific’s Original Indication of Interest?

    Canadian Pacific (CP) proposed a 50% cash and 50% stock transaction based on CP’s and Norfolk Southern’s (NSC) stock closing prices on November 13, 2015.

    By Samuel Prince
  • uploads///Stock
    Earnings Report

    CSX Stock Rises on Record 2Q15 Earnings

    CSX reported its second quarter earnings on July 14. The company beat the Wall Street analysts’ EPS estimates of $0.52, posting earnings per share of $0.56.

    By Robert Karr
  • uploads///Chart  Dividend
    Company & Industry Overviews

    Norfolk Southern’s Aggressive Shareholder Return Plan

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

    By Anirudha Bhagat
  • uploads///UPS eps
    Earnings Report

    How Analysts Feel about United Parcel Service Post-2Q16

    In this article, we’ll discuss what analysts are expecting for United Parcel Service (UPS) following its 2Q16 results.

    By Samuel Prince
  • uploads///Indexed
    Company & Industry Overviews

    Canadian Pacific Railway’s Returns in 2017

    Investors should note that after the recent 3Q17 earnings, Canadian Pacific Railway (CP) was the only railroad to revise its outlook upward.

    By Samuel Prince
  • uploads///CNI Carloasd
    Miscellaneous

    Canadian National Railway’s Volumes Rose despite Coal’s Fall

    Since January 1, 2017, Canadian National Railway’s (CNI) volumes have risen the most YoY (year-over-year) among Class I railroad companies.

    By Samuel Prince
  • uploads///WYN
    Healthcare

    Why Chilton starts new position in Wyndham Worldwide

    Approximately 63% of Wyndham’s revenues come from fees for providing services referred to as its “fee-for-service” businesses.

    By Samantha Nielson
  • uploads///CSX Carloads
    Earnings Report

    Did Coal Boost CSX’s Carloads in the Second Week of 2017?

    CSX’s carloads In the week ended January 14, 2017, CSX’s (CSX) overall railcar volumes rose 3.1% YoY (year-over-year). In the second week of 2017, CSX hauled over 68,000 railcars, compared with over 66,000 railcars in the comparable week last year. The company’s carloads, excluding coal and coke, rose 0.8%—a smaller rise than Norfolk Southern’s (NSC). […]

    By Samuel Prince
  • uploads///GWR NA
    Macroeconomic Analysis

    How Did GWR’s North American Carloads Add Up in January 2016?

    In January 2017, Genesee & Wyoming’s (GWR) North American traffic rose 9.1% YoY, hauling ~136,000 railcars that month.

    By Samuel Prince
  • uploads///CSX Indexed
    Earnings Report

    CSX’s 3Q17 Earnings Shine: Higher Freight Rates, Stock Up 2.6%

    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.

    By Samuel Prince
  • uploads///CSX Carloads
    Miscellaneous

    Despite a Rise in Coal, CSX’s Volumes Fell in Week 16

    In the week ended April 22, 2017, CSX Corporation’s (CSX) overall railcar volumes fell ~0.6% YoY (year-over-year).

    By Samuel Prince
  • uploads///US Weekly Freight
    Industrials

    US Freight Rail Traffic Was a Mixed Bag in Week 30

    The Association of American Railroads (or AAR) publishes North American rail freight (UNP) data every week.

    By Samuel Prince
  • uploads///CSX ANR
    Earnings Report

    How Do Analysts View CSX after Its 3Q16 Results?

    CSX’s heavy investment in its intermodal business and network improvement will most likely show results in 1H17.

    By Samuel Prince
  • uploads///CSX Intermodal
    Macroeconomic Analysis

    CSX’s Intermodal Has Lower Slump than Total US Intermodal Decline

    In the week ended April 9, 2016, CSX Corporation’s (CSX) total intermodal traffic declined by less than 2%.

    By Samuel Prince
  • uploads///GWR UK European Carloads
    Macroeconomic Analysis

    Analyzing GWR’s European Carloads in February 2017

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

    By Samuel Prince
  • uploads///US Weekly
    Macroeconomic Analysis

    US Rail Traffic Sees Highest Fall in North America in Week Ended June 4

    During the week ended June 4, 2016, the total number of US railcars fell to just above 224,000 units. This reflects a fall of 16.6% from 269,000 units reported in the week ended June 6, 2015.

    By Samuel Prince
  • uploads///CSX Carloads
    Energy & Utilities

    Why Did CSX’s Carloads Slump in the Week Ending July 16?

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

    By Samuel Prince
  • uploads///CSX Carloads
    Industrials

    Inside Norfolk Southern’s Freight in Week 28

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

    By Samuel Prince
  • uploads///csx carlaads
    Macroeconomic Analysis

    Comparing CSX’s Carloads with US Railroads

    In the week ended December 10, 2016, CSX’s (CSX) overall carloads fell 6.1%. The company hauled 72,000 railcars against 77,000 in the corresponding week last year.

    By Samuel Prince
  • uploads///UPS International
    Company & Industry Overviews

    UPS’s Second-Largest Segment: International Package Segment

    United Parcel Service’s international package segment includes small package operations in Europe, Asia-Pacific, Canada, Latin America, the Indian subcontinent, the Middle East, and Africa.

    By Samuel Prince
  • uploads///GWR Europe
    Macroeconomic Analysis

    Why Did GWR’s European Carloads Rise in December?

    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.

    By Samuel Prince
  • uploads///Image
    Industrials

    US Rail Freight Traffic Got a Push from Intermodal in Week 32

    In Week 32, US railroads’ overall rail volumes, including intermodal, rose 2.8% YoY to ~556,900 railcars from ~541,600 in Week 32 of 2017.

    By Samuel Prince
  • uploads///CSX Carloads
    Energy & Utilities

    How CSX’s Carloads Compared with Industry Volumes in Week 6

    In the sixth week of 2018 (ended February 10), CSX posted a 9% loss in carload traffic.

    By Samuel Prince
  • uploads///NSC Intermodal
    Macroeconomic Analysis

    Why Did Norfolk Southern’s Intermodal Volumes Rise?

    Norfolk Southern’s intermodal volumes Norfolk Southern’s (NSC) total intermodal traffic rose 6.9% in the week ended January 28, 2017. Volumes in the reported week reached above 76,000 containers and trailers, compared with nearly 72,000 in the week ended January 30, 2016. NSC’s container traffic rose 6%, from ~65,000 units in the week ended January 30, […]

    By Samuel Prince
  • uploads///iMAGE
    Earnings Report

    UNP Rises 1.5% on Pricing Gains, Higher Volumes in Q3 2018

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

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Which Commodity Groups Boosted Norfolk Southern’s Carloads?

    Norfolk Southern’s carloads Norfolk Southern (NSC) and CSX (CSX) run a virtual duopoly in the eastern United States. In the week ended February 18, 2017, NSC’s overall railcar volumes rose 7%. There were around 68,000 railcars, compared with 63,000 in the week ended February 20, 2016. Railcar volumes, excluding coal and coke traffic, rose 5.2% YoY […]

    By Samuel Prince
  • uploads///UNP Carloads
    Industrials

    Behind Union Pacific’s Railcar Traffic in Week 6

    Another major Western US railroad Union Pacific (UNP) posted a marginal 0.6% contraction in carload traffic in the sixth week of 2018, ended February 10.

    By Samuel Prince
  • uploads///CSX Carloads
    Industrials

    CSX: Intermodal Pushed Volumes despite Fall in Railcars in Week 33

    In the week ended August 19, 2017, CSX hauled nearly 69,000 railcars compared with ~70,500 units in the week ended August 20, 2016.

    By Samuel Prince
  • uploads///NSC Carloads
    Energy & Utilities

    Inside Norfolk Southern’s Railcar Traffic Mix in Week 7

    Norfolk Southern’s intermodal volumes were up 8.3% in the seventh week of 2018.

    By Samuel Prince
  • uploads///BNSF Carloads
    Industrials

    Comparing BNSF Railway’s Freight Volumes with the Industry in Week 36

    Berkshire Hathaway–owned BNSF Railway’s (BRK-B) railcar traffic fell 1.4% in the week ended September 9, 2017.

    By Samuel Prince
  • uploads///CNI Carloads
    Macroeconomic Analysis

    This Drove Canadian National’s Upward Momentum in Carloads

    In 2017, Canadian National has clearly emerged as the front runner in terms of YoY carload growth among Class I peers.

    By Samuel Prince
  • uploads///US Weekly Freight Rail Traffic
    Company & Industry Overviews

    US Freight Rail Volumes Surge—Is a Recovery in Sight?

    The total US carload traffic for the first 13 weeks of 2017 reached ~3.3 million carloads, a rise of 5.7% compared to the same point in 2016.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    How Norfolk Southern’s Carloads Stacked Up against Peers

    In the week ended March 11, 2017, NSC’s overall railcar volumes rose 3%.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Coal Volume Boosts Norfolk Southern’s Carloads

    Norfolk Southern’s carloads Norfolk Southern (NSC) and CSX (CSX) run a virtual duopoly in the eastern United States. In the week ended January 28, 2017, NSC’s overall railcar volumes grew 10.4%. There were over 71,000 railcars, compared with ~65,000 in the week ended January 30, 2016. Railcar volumes, excluding coal and coke traffic, rose 2.4% in […]

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Comparing Norfolk Southern’s Carloads with US Railroads’ Volumes

    Coal (CNX) formed 15% of NSC’s 3Q16 revenues, coming down from 23% in 2009.

    By Samuel Prince
  • uploads///NSC Carloads
    Earnings Report

    Comparing Norfolk Southern’s Carloads

    Norfolk Southern’s carloads In the eastern United States, Norfolk Southern (NSC) operates alongside CSX (CSX). In the week ended January 14, 2017—the second week of the year—NSC’s overall railcar volumes grew 7.5%. The number of railcars topped ~66,000, compared with 61,000 in the week ended January 16, 2016. Railcar volumes, excluding coal and coke traffic, rose […]

    By Samuel Prince
  • uploads///Image
    Earnings Report

    FedEx Delivers Strong Fourth-Quarter Earnings

    FedEx (FDX) announced its fourth-quarter earnings after the market closed on June 19. FedEx surpassed analysts’ adjusted EPS estimate by 3.6%.

    By Samuel Prince
  • uploads///CNI Carloads
    Macroeconomic Analysis

    Canadian National’s Carloads versus Canadian Pacific’s

    Canadian National’s carloads For the past few weeks, Canadian National Railway’s (CNI) carloads have been following a rising trend. In the week ended January 28, 2017, overall volumes rose 6.3% on a YoY (year-over-year) basis. In the same week, CNI’s railcar volumes rose to ~57,000 units from nearly 52,000 units in the comparable week of […]

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Where Norfolk Southern’s Carloads Stand in the Industry Now

    In the week ended February 25, 2017, NSC’s overall railcar volumes rose 3.6% to ~69,000 railcars.

    By Samuel Prince
  • uploads///CSX Carloads
    Energy & Utilities

    How Did CSX’s Carloads Perform in the Week Ending July 9?

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

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Which Commodity Groups Pulled Down Norfolk Southern’s Carloads?

    Norfolk Southern’s carloads Norfolk Southern (NSC) and CSX (CSX) run a near duopoly in the eastern United States. In the week ended December 17, 2016, NSC’s overall railcars fell 6.4%. Total railcars were above 63,000, compared with ~68,000 in the corresponding week last year. Railcars, excluding coal and coke traffic, fell 11.2% that week on […]

    By Samuel Prince
  • uploads///GWR UK Europe
    Macroeconomic Analysis

    Why Genesee and Wyoming’s European Carloads Slumped in October

    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.

    By Samuel Prince
  • uploads///NSC Intermodal
    Macroeconomic Analysis

    Is NSC’s Intermodal Volume Growth Keeping Pace with Peers?

    Norfolk Southern’s (NSC) total intermodal traffic rose 2.4% in the week ended March 11, 2017.

    By Samuel Prince
  • uploads///CSX Carloads
    Macroeconomic Analysis

    Why Did CSX’s Carloads Rise?

    CSX’s carloads In the week ended February 18, 2017, CSX’s (CSX) overall railcar volumes rose 6.6% YoY (year-over-year). In the seventh week of 2017, CSX hauled ~72,000 railcars, compared with 67,000 plus railcars in the same week last year. CSX’s carloads, excluding coal and coke, rose 3.7%. If you want to compare this week’s freight volume […]

    By Samuel Prince
  • uploads///Investment Analy_ANR
    Macroeconomic Analysis

    Brace Yourself for What Analysts Estimate for Norfolk Southern

    The average target price for Norfolk Southern is $89.25 compared with its current market price of $78.00, representing a potential return of 14.4%.

    By Samuel Prince
  • uploads///CSX Carloads
    Company & Industry Overviews

    CSX’s Freight Volumes: How It Stacked Up against Its Peers

    In the week ended April 1, 2017, total freight volumes of CSX (CSX) dipped to 4.6% year-over-year.

    By Samuel Prince
  • uploads///CSX Carloads
    Materials

    Which Commodities Pulled Down CSX’s Freight Volumes in Week 48?

    CSX registered a 0.6% gain in intermodal volumes in week 48 of 2017.

    By Samuel Prince
  • uploads///KSU Carloads
    Energy & Utilities

    A Summary of Kansas City Southern’s Freight Volumes in Week 9

    In the ninth week of 2018, US-Mexico commerce-on-rail Kansas City Southern registered a 4% fall in its carload traffic.

    By Samuel Prince
  • uploads///GWR UK Operations
    Macroeconomic Analysis

    Why Genesee & Wyoming’s European Carloads Rose in November

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

    By Samuel Prince
  • uploads///US Weekly Rail Traffic
    Macroeconomic Analysis

    Will US Freight Rail Traffic See Light at the End of the Tunnel?

    Each week, the Association of American Railroads publishes the previous week’s North American freight rail data. The latest data are for the week ended October 29, 2016.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    How Higher Coal Volumes Are Lifting Up Norfolk Southern

    In the week ended February 11, 2017, NSC’s overall railcar volumes rose 4.8%, reaching around 67,000 railcars.

    By Samuel Prince
  • uploads///BNSF OpMar Q
    Earnings Report

    Why BNSF’s Operating Margin Slumped in 3Q16

    Along with BNSF, other Class I railroad companies’ operating margins have been in focus in recent quarters amid weak industry fundamentals.

    By Samuel Prince
  • uploads///KSU C
    Industrials

    Kansas City Southern: Lowest Gainer in Week 41 Rail Traffic

    In Week 41, Kansas City Southern (KSU) posted a 2.4% YoY (year-over-year) decline in carload traffic.

    By Samuel Prince
  • uploads///GWR Australian
    Industrials

    Why Did Genesee & Wyoming’s Australian Carloads Fall in July?

    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.

    By Samuel Prince
  • uploads///NSC Carloads
    Energy & Utilities

    How Norfolk Southern’s Shipments Trended in Week 9

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

    By Samuel Prince
  • uploads///GWR UK Europe
    Miscellaneous

    Reviewing GWR’s European Carloads in April 2017

    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.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Norfolk Southern’s Carloads Compared to the Industry

    In the week ended December 10, 2016, Norfolk Southern’s railcars fell 4.2%. Total railcars were 66,000 compared to 69,000 in the corresponding week last year.

    By Samuel Prince
  • uploads///CSX Carloads
    Energy & Utilities

    Week 9: CSX’s Freight Volumes Trended in Contrast with Industry

    Eastern US major railroad company CSX Corporation (CSX) continues to see a declining trend in its carload traffic in 2018.

    By Samuel Prince
  • uploads///CSX Carloads
    Macroeconomic Analysis

    Why Did CSX’s Carloads Slump?

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

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Why Norfolk Southern’s Carloads Increased

    Norfolk Southern’s carloads In the eastern United States, Norfolk Southern (NSC) operates alongside CSX (CSX). In the week ended January 21, 2017, NSC’s overall railcar volumes grew 16.3%. The number of railcars topped 69,000, compared with ~60,000 in the week ended January 23, 2016. Railcar volumes, excluding coal and coke traffic, rose 9.6% in the reported […]

    By Samuel Prince
  • uploads///CSX Carloads
    Macroeconomic Analysis

    Strong Rise in Coal Volumes Failed to Push up CSX’s Carloads

    CSX’s carloads In the week ended December 17, 2016, CSX’s (CSX) overall carloads fell 2.3% from the week ended December 19, 2015. In the week in 2016, the company hauled over 71,000 railcars, against nearly 73,000 in the corresponding week last year. Its carloads, excluding coal and coke, fell 8.2%, in line with Norfolk Southern’s […]

    By Samuel Prince
  • uploads///CSX Carloads
    Macroeconomic Analysis

    Behind the Slump in CSX’s Carloads

    In the week ended June 4, 2016, CSX’s carloads, excluding coal and coke, fell by 13.4%—somewhat higher compared with NSC’s volumes in the same category.

    By Samuel Prince
  • uploads///US Weekly
    Macroeconomic Analysis

    Canada and US Freight Rail Traffic Pulls ahead of Mexico

    In the eighth week, US rail traffic rose a marginal 0.1% YoY to ~521,000 railcars, as compared to ~521,000 railcars one year previously.

    By Samuel Prince
  • uploads///NSC Intermodal
    Industrials

    Norfolk Southern’s Intermodal Volumes in Focus

    Norfolk Southern’s (NSC) total intermodal traffic rose slightly by 2.9% in the week ended August 27, 2016.

    By Samuel Prince
  • uploads///NSC Intermodal
    Macroeconomic Analysis

    Why Norfolk Southern’s Intermodal Volumes Slumped in the First Week of 2017

    NSC’s total intermodal traffic fell 13.4% in the first week of 2017. Volumes reached ~60,000 containers and trailers, as compared to ~70,000 one year ago.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    Comparing Norfolk Southern’s Carloads with Industry Volumes

    In the week ended December 3, 2016, NSC’s overall railcars witnessed a minor rise of 0.7%. The total railcars rose to ~69,000 in the same week against 68,000-plus units in the corresponding week in 2015.

    By Samuel Prince
  • uploads///NSC Intermodal
    Company & Industry Overviews

    Norfolk Southern: Chasing Its Intermodal Volumes in Week 13 of 2017

    NSC’s rise in trailer volumes appears to mark the end of its hardship due to its restructuring of TCS (Triple Crown Services), its underperforming subsidiary.

    By Samuel Prince
  • uploads///UNP Carloads
    Energy & Utilities

    Union Pacific: How Its Railcar Traffic Trended in Week 7

    In the seventh week of 2018, Union Pacific (UNP) registered a 5.2% expansion in intermodal traffic.

    By Samuel Prince
  • uploads///NSC Carloads
    Macroeconomic Analysis

    How Do Norfolk Southern’s Carloads Compare to Other US Railroads?

    In the week ended January 7, 2017, NSC’s overall railcar volumes fell 6.6%. Total railcars topped 56,000, as compared to 60,000 one year previously.

    By Samuel Prince
  • uploads///GWR UK
    Macroeconomic Analysis

    Inside GWR’s European Carload Rise in January

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

    By Samuel Prince
  • uploads///CSX Carloads
    Energy & Utilities

    Why Did CSX’s Carloads Slump in the Week Ending July 23?

    In the week ended July 23, 2016, CSX’s carloads excluding coal and coke fell by 8%, as compared to the 4% fall reported by NSC.

    By Samuel Prince
  • uploads///FedEx Stock
    Industrials

    FedEx Stock Soars on US-China Trade Deal Optimism

    FedEx stock soared yesterday on hopes of a US-China trade deal after US commerce secretary Wilbur Ross said the two sides are “making good progress.”

    By Anirudha Bhagat
  • uploads///Trump Article
    Miscellaneous

    How Major US Rail Stocks Behaved following Trump’s Victory

    In this short series, we’ll focus on how major US rail stocks have reacted to Donald Trump’s winning the US presidential election.

    By Samuel Prince
  • uploads///CSX Carloads
    Macroeconomic Analysis

    How Did CSX’s Weekly Carloads Compare with US Railroads?

    Coal accounted for 13.2% of CSX’s total volumes and 17.2% of its total revenues in 3Q16.

    By Samuel Prince
  • uploads///BNSF
    Earnings Report

    BNSF: The Largest US Class I Railroad

    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.

    By Samuel Prince
  • uploads///DonaldTrump_
    Miscellaneous

    What Infrastructure Spending Cuts Mean for Freight Companies

    On March 26, 2017, Donald Trump proposed a 13% cut in federal funding for transportation in the 2018 budget.

    By Samuel Prince
  • uploads///UNP Share Repurchase
    Earnings Report

    Understanding Union Pacific’s Share Repurchases in the Face of Rising Stock in 1Q16

    Union Pacific’s (UNP) stock price has risen by 14.6% since the beginning of 2016, but the company continued its share repurchase program in 1Q16.

    By Samuel Prince
  • uploads///Artilce
    Company & Industry Overviews

    Reading US Class I Railroads’ Recent Stock Buybacks

    In 1H17, Union Pacific (UNP) repurchased common stock worth $1.6 billion, compared with $1.2 billion in 1H16. Its FCF was lower in 1H17 YoY.

    By Samuel Prince
  • uploads///Valuations
    Company & Industry Overviews

    Why is CSX Getting Revalued by the Market?

    CSX’s current PE (price-to-earning) ratio is at 18x, compared to the S&P 500 at 19.1x. Overall, the company is expected to grow by 5% over the next two years.

    By Robert Karr
  • uploads///IndexedStockPrice
    Company & Industry Overviews

    How Did Major US Railroads Fare in 1Q16?

    The last day of April was the end of all major US railroads’ 1Q16 earnings season. A railroad’s health is a true mirror of the economic activities in a country.

    By Samuel Prince
  • uploads///CSX EPS
    Earnings Report

    What Is CSX’s 2016 Outlook?

    In the first quarter of 2016, CSX saw a 5% decline in overall volumes. The management anticipates a marginal decline in volumes and overall earnings for 2016 compared to 2015.

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  • uploads///ksu pe
    Earnings Report

    How Does Kansas City Southern Compare to Its Peers?

    Kansas City Southern is way ahead of its peers based on the PE ratio and EPS. The ETFs outperformed it based on the price movement and PBV ratio.

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  • uploads///GWR OpMargins
    Earnings Report

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  • uploads///KSU Article
    Earnings Report

    Will Kansas City Southern Beat 1Q16 Earnings Estimates?

    Analysts are expecting Kansas City Southern’s (KSU) GAAP EPS to be $0.98 per share for 1Q16.

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