Norfolk Southern Q4 adjusted EPS beats estimates

Norfolk Southern

29/01/2026 13:07

Overview

U.S. freight transporter's Q4 revenue met analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company achieved over $215 mln in annual productivity savings

Outlook

Norfolk Southern prioritizes safety and productivity gains amid uncertain demand in 2026

Result Drivers

PRODUCTIVITY SAVINGS - Co achieved over $215 mln in annual productivity savings, contributing to financial performance despite revenue decline

SAFETY IMPROVEMENTS - Co reported best injury and accident rates in over a decade, contributing to operational stability

MERGER AND INCIDENT IMPACT - Merger-related expenses and Eastern Ohio incident affected financial results, with adjustments leading to improved metrics

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Operating Revenue
Meet
$3 bln
$3 bln (17 Analysts)
Q4 Adjusted EPS
Beat
$3.22
$2.76 (21 Analysts)
Q4 EPS
$2.87


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 16 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy."

Wall Street's median 12-month price target for Norfolk Southern Corp is $309.50, about 8.8% above its January 28 closing price of $284.47

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nPn41Dhvla

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)