Revenue totaled $576.5 million for the fiscal third quarter ended May 31, 2026, compared with $587.5 million in the prior quarter. Net earnings attributable to Greenbrier reached $19 million, or $0.60 per diluted share.

Shares of Norfolk Southern Corporation are declining approximately 5% in today's trading session, with the stock falling from the prior close of $325.68 to trade near $309.40. The primary catalyst is renewed merger uncertainty — attorneys general from six states publicly challenged the completeness of Union Pacific's revised $85 billion merger application with Norfolk Southern, while Union Pacific pushed back against those claims on May 27.

RAIL shares fell approximately 15% in premarket trading on March 10, 2026, following a steep after-hours reaction to disappointing Q4 2025 earnings results released after the close on March 9. The primary catalyst was a significant revenue miss: Q4 revenue came in at $125.6 million, well below consensus estimates near $144–$160 million, representing an 8.8% year-over-year decline.

CSX (NASDAQ: CSX) reports Q4 2025 earnings after market close on January 22, 2026, with consensus EPS ~$0.42 and revenue ~$3.57 billion. Union Pacific (NYSE: UNP) follows on January 27, with EPS expected near $2.89 and revenue around $6.15 billion. Norfolk Southern (NYSE: NSC) closes the week on January 29, with consensus EPS ~$2.77.

CSX Corporation, a major U.S. East Coast rail operator, reports fourth-quarter 2025 earnings after market close today, marking the end of a year characterized by uneven freight recovery. Comparing CSX with Canadian Pacific Kansas City (CP), now a transcontinental operator following its 2023 merger, highlights contrasting strategies within the North American rail sector.

Union Pacific Corporation (NYSE: UNP), the largest publicly traded railroad company in North America, is poised to release its second-quarter 2025 earnings on July 24, 2025, before the market opens.

As we conclude the second quarter of 2025, the final week marks a critical earnings period for investors, with nine companies across diverse sectors reporting their Q1 2025 results during June 30 - July 4, 2025.

The railroads sector has recently demonstrated impressive performance, with a notable +19.69% increase in performance over the past week. This surge underlines the sector's critical role in freight and passenger transportation across North America, providing essential infrastructure for both national and international trade logistics. This article delves into the sector's key players, their market performance, and recent trends that are shaping the future of rail transport.

Last week's performance for the railroads sector saw a moderate decline, and our recommendations were to sell within this sector. You can find more information and access the data on these companies in our robot at Swing-Trader-for-Beginners-Search-for-Trend-Reversals-TA-FA.

Explore the AI impact on rail stocks with a positive outlook, led by $CNI, $CP, $CSX, $NSC, and $UNP. Driven by the RSI indicator and Stock Fear & Greed Index, Tickeron predicts a >4% growth with a 71% likelihood in the next month. The advancing volume outpaces declining ones, promising steady growth.

Over the past few months, Swing Trader has generated a 4% return on investment for the NSC, a remarkable feat in the current market. With Swing Trader, you don't need to be an expert trader or spend hours analyzing charts and financial reports. The bot does all the heavy lifting for you, using its sophisticated algorithms to identify profitable trades based on market trends, historical data, and real-time news updates.

The expected earnings report for Greenbrier Companies (The) (GBX) is a significant indicator that the stock's performance will shift from an upward trend to a downward trend.

CSX  reported its second-quarter earnings forecasts after the bell Wednesday.

The rail-based freight transportation company's adjusted earnings for the quarter came in at 40 cents a share, compared to the 37 cents a share expected by analysts polled by FactSet. 

Earnings experienced tailwinds of +12 cents a share from the sale of property rights in line segments to the Commonwealth of Virginia for passenger rail operations.

Revenue grew +33% year-over-year to $2.99 billion in the quarter, on the back of growth across all lines of business.The company experienced a -9% year over year decrease in expenses, while its operating income improved to $1.69 billion for the quarter.

In June, CSX announced that its board had approved a 3-for-1 stock split to be given out to shareholders as a stock dividend.

Union Pacific missed Wall Street estimates on earnings The railroad company’s fourth-quarter earnings came in at $2.02 a share, compared to analysts’ expectations of $2.07 a share.The figure was also below the year-ago level of $2.12. Revenue fell -9.5% from the year-ago quarter to $5.21 billion, below Wall Street's estimate of $5.22 billion. Union Pacific has plans to cut its average number of workers by around 8% in 2020.

Its revenue, however, fell short of estimates. The freight railroad company’s earnings for the quarter came in at  99 cents a share, compared to the 97 cents a share expected by analysts surveyed by FactSet. The figure is also -2% lower from the year-ago quarter. Revenue declined -8.2% year-over-year to $2.89 billion in the quarter, while analysts polled by FactSet had estimated $2.92 billion. According to an SEC filing by CSX,  domestic coal declined mainly due to lower shipments of utility coal against continued competition from natural gas.It also mentioned that export coal declined due to lower international shipments of both thermal and metallurgical coal as global benchmark prices fell. President and Chief Executive James Foote said in a statement that the company’s expenses got reduced  9% from a year earlier, on the back of efficiency gains and volume-related savings.

That idea works in reverse as well, when transportation companies start seeing stronger growth, industrial companies are likely to follow. Right now there are several rail transportation companies that are showing really strong fundamentals and Union Pacific (NYSE: UNP) is one of them.In addition to the earnings growth, the company has really good management efficiency measurements with a return on equity of 26.4% and a profit margin of 33.9%. The Tickeron PE Growth Rating for this company is 9, pointing to outstanding earnings growth.

Infrastructure asset management company Brookfield Infrastructure Partners, Government of Singapore Investment Corporation (GIC) and some other institutional investors are acquiring freight railway owner and operator Genesee & Wyoming. In a transaction valued at $8.4 billion including debt, Brookfield will invest in around $500 million of equity of Genesee & Wyoming, while the remaining stock will be owned by Brookfield Infrastructure's institutional partners and GIC. The deal is expected to close by year-end 2020, subject to approvals from regulators and Genesee & Wyoming shareholders. Genesee & Wyoming owns or leases 120 freight railroads across eight locally managed operating regions, and serves 3,000 customers.

Railroad operator CSX Corp. (NYSE: CSX) has rallied nicely since hitting the December low.Since the rallied started there haven’t been many pullbacks, but rather a couple of sideways moves that allowed the 50-day moving average to catch up and for the stock to move out of the overbought territory. A trend channel has formed to some degree.

Union Pacific Corp saw its profit rise by 6.2%, as the U.S. railroad raised prices, helping offset the impact of severe winter weather and record flooding that damaged rails in the Midwest.  The Omaha, Nebraska-based company’s net income rose to $1.4 billion, or $1.93 per share, in the first-quarter ended March 31 from $1.31 billion, or $1.68 per share, a year earlier. Total operating revenue fell to $5.4 billion from $5.5 billion.

Railroad transportation company CSX reported higher-than-expected earnings for the first quarter, on the back of lower expenses and higher traffic. The quarterly earnings came in at $1.02 a share, beating Wall Street estimates of 91 cents a share (based on FactSet survey).CSX’s expenses  declined -2% year-over-year to $1.79 billion, owing to efficiency gains – according to the company. The company experienced a +17% year-over-year growth in operating income, which touched $1.22 billion in the quarter.