NORFOLK SOUTHERN $NSC Q3โ26 EARNINGS HIGHLIGHTS
๐น Revenue: $3.5B (Est. $3.48B) ๐ข; +14% YoY
๐น Adj. EPS: $3.62 (Est. $3.47) ๐ข; +10% YoY
Other Q3 Metrics:
๐น Adj. Income from Railway Ops: $1.2B; +7% YoY
๐น Adj. Operating Ratio: 65.4%; +210 bps YoY
๐น Volume: +3% YoY
๐น GAAP Income from Railway Ops: $1.2B; +5% YoY
๐น GAAP Operating Ratio: 67.4%
Key Updates:
๐น GAAP EPS: $3.37; adj. EPS of $3.62 excludes merger-related expenses and the effects of the Eastern Ohio incident
๐น Merger-related expenses and effects of the Incident: $70M ($0.25 per share), excluded from adjusted results
Comments:
๐ธ โNorfolk Southern delivered another quarter of solid execution, with record revenues, and strong earnings growth aided by continued productivity gains across the network, reflecting continued momentum in our business and the dedication of our team.โ