Norfolk Southern Corporation
NSC
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-07.
- Norfolk Southern Corporation operates in a critical industry that benefits from the ongoing demand for freight transportation, particularly as e-commerce continues to grow.
- In Q2 2026, Norfolk Southern reported a revenue increase of 16% compared to the prior quarter, reaching $3.5 billion.
- The company's operating margin expanded to 36.5% in Q2 2026, up from 33.1% in Q1 2026.
- The railroad industry faces significant regulatory challenges, including environmental regulations that could increase operational costs for Norfolk Southern.
- Norfolk Southern's earnings growth has declined by 4.4% year-over-year, indicating potential profitability concerns.
- The company's current ratio stands at 0.831, suggesting potential liquidity issues in meeting short-term obligations.
Fundamentals
| Market cap | $71.20B | Enterprise value | $87.28B | Trailing P/E | 27.05 | Forward P/E | 22.18 |
| PEG | 3.70 | Price / book | 4.38 | Beta | 1.28 | Dividend yield | 1.70% |
| Revenue growth | 11.4% | Earnings growth | -4.4% | Gross margin | 45.2% | Operating margin | 35.3% |
| Profit margin | 21.0% | ROE | 17.0% | ROA | 6.0% | Debt / equity | 1.06 |
| Current ratio | 0.83 | Free cash flow | $1.38B | Analyst recommendation | hold | Mean target | $356.11 |
| 52w high | $358.60 | 52w low | $277.80 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $3.5B | $3.0B | $3.0B | $3.1B | $3.1B | — |
| Op margin | 36.5% | 33.1% | 38.9% | 38.3% | 39.6% | — |
| Net income | $734M | $547M | $644M | $711M | $768M | — |
| Gross margin | 37.4% | 34.5% | 32.6% | 37.3% | 39.7% | — |
| Gross profit | $1.3B | $1.0B | $969M | $1.2B | $1.2B | — |
| Operating income | $1.3B | $992M | $1.2B | $1.2B | $1.2B | — |
- Revenue +16% vs prior quarter ($3.5B vs $3.0B).
- Gross margin 37.4% (was 34.5% prior quarter).
- Operating margin expanded to 36.5%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $12.2B | $12.1B | $12.2B | $12.7B | — |
| Op margin | 37.5% | 40.2% | 35.6% | 40.8% | — |
| Net income | $2.9B | $2.6B | $1.8B | $3.3B | — |
| Gross margin | 36.3% | 37.5% | 36.5% | 41.1% | — |
| Gross profit | $4.4B | $4.5B | $4.4B | $5.2B | — |
| Operating income | $4.6B | $4.9B | $4.3B | $5.2B | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · Billionaires Are Piling Into Union Pacific. Here's What They See.
2026-10-07 · Jefferies Adjusts Price Target on Norfolk Southern to $350 From $355
2026-10-07 · Union Pacific CEO ‘99.99%’ confident rail merger will win approval
2026-10-07 · Citigroup Adjusts Price Target on Norfolk Southern to $347 From $376
2026-10-06 · Union Pacific CEO makes case for $85B Norfolk Southern merger amid pushback
2026-10-05 · Norfolk Southern’s Quarterly Earnings Preview: What You Need to Know
2026-10-05 · JPMorgan Cuts Price Target on Norfolk Southern to $318 From $338, Maintains Neutral Rating
2026-10-03 · Does Norfolk Southern’s (NSC) Latest Derailment Reframe How Investors View Its Safety And Reliability?
2026-10-02 · Susquehanna Adjusts Price Target on Norfolk Southern to $350 From $386, Keeps Neutral Rating
2026-10-02 · Norfolk Southern to announce third quarter 2026 earnings results on October 22, 2026
2026-10-02 · Norfolk Southern (NSC) Stock Looks Expensive On Future Cash Flow
2026-09-30 · Should Investors Hold CSX Stock Despite Its Higher Valuation?
Price (daily)
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