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

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.)