CSX CORP

CSX Corp reported disappointing Q4 2024 results with revenues of $3.54 billion, missing analyst expectations and leading to a 17.4% stock decline [1]. Q1 2025 forecasts also project declining EPS and revenue due to headwinds like new tariff policies and decreased coal usage [2]. While a DCF model suggests CSX is undervalued [6], UBS lowered its 2025 EPS estimates due to softening industrial markets [7]. The company faces challenges including high debt, a weakening coal market, and operational issues [8], but is returning capital to shareholders through dividends and buybacks [8]. Institutional investors holding a significant portion of CSX stock add to market sensitivity [4].