Dernières nouvelles pour Norfolk Southern (NYSE:NSC) Stock

NORFOLK SOUTHERN CORP

Norfolk Southern

Class-I railroad Norfolk Southern operates in the Eastern United States. On more than 20,000 miles of track, the rail hauls shipments of coal, intermodal traffic, and a diverse mix of automotive, agriculture, metal, chemical, and forest products.

Citigroup analyst Ariel Rosa maintains Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) with a Neutral and raises the price target from $288 to $305.

News

Price Target

Analyst Ratings

Citigroup Maintains Neutral on Norfolk Southern, Raises Price Target to $305

Benchmark analyst Nathan Martin downgrades Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) from Buy to Hold.

Downgrades

Benchmark Downgrades Norfolk Southern to Hold

Barclays analyst Brandon Oglenski maintains Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) with a Overweight and raises the price target from $290 to $300.

Barclays Maintains Overweight on Norfolk Southern, Raises Price Target to $300

Evercore ISI Group analyst Jonathan Chappell downgrades Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) from Outperform to In-Line and raises the price target from $279 to $289.

Evercore ISI Group Downgrades Norfolk Southern to In-Line, Raises Price Target to $289

JP Morgan analyst Brian Ossenbeck downgrades Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) from Overweight to Neutral and raises the price target from $282 to $288.

JP Morgan Downgrades Norfolk Southern to Neutral, Raises Price Target to $288

General

Norfolk Southern Corp Says Union Pacific Will Pay Co A Termination Fee Of $2.5B In Cash In Certain Circumstances If Deal Is Terminated; Co, Union Pacific To Pay The Other $2.5B If Deal Terminated Due To Change In Board Recommendation Or Alternative Proposals

Risk appetite took a breather Tuesday, with major U.S. stock indices retreating modestly from record highs as investors braced for a pivotal stretch of <a href="https://www.benzinga.com/markets/earnings/25/07/46693997/wall-street-earnings-preview-microsoft-apple-meta-amazon-mastercard-visa">earnings and macro events.</a>
<ul class="wp-block-list">
<li>MAGS ETF is up 50% since April&#8217;s tariff-driven low. <a href="https://www.benzinga.com/quote/MAGS">Track it now here.</a></li>
</ul>
Roughly $19.5 trillion in market value — led by four Magnificent Seven names: Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) — is set to report earnings by Thursday after market close.
Meanwhile, the Federal Reserve is widely expected to keep rates steady at 4.25%-4.5% on Wednesday, though growing market chatter points to possible dissent in favor of early cuts.
A 90-day extension of the U.S.-China trade truce remains on the table, said U.S. Secretary of Commerce Howard Lutnick.
Attention will then shift to Thursday's heavy macro lineup, including second-quarter GDP growth estimates and June's PCE inflation data, followed by July's jobs report on Friday — key inputs for the Fed's next move.
By midday in New York, the S&amp;P 500 slipped 0.1%, the Dow Jones Industrial Average declined 0.4%, and the Russell 2000 shed 0.7%. The Nasdaq 100 remained flat.
Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) surged past $175, breaching a major technical level and marking highs not seen since July 2014, making it one of the day's top tech performers. 
Shares of AMD have now rallied by 134% since April&#8217;s tariff-driven lows, outperforming NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&#8217;s 105% gain during the same period.
The U.S. dollar extended its rally, on pace for a fourth consecutive gain after Monday's sharp move.
In commodities, oil prices stayed hot. WTI crude rose 1.6% to $67.75 per barrel, extending Monday's 2.4% jump and hitting a two-week high. Precious metals traded sideways as dollar strength continued to limit upside momentum.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) edged down 1% to $117,000, logging a second straight daily decline.
<h2 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S. Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices </td>
<td>Price</td>
<td>1-day % chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>23,364.69</td>
<td>0.0%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,380.21</td>
<td>-0.1%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,657.34</td>
<td>-0.4%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,241.90</td>
<td>-0.7%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:20 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) was down 0.092% to $584.90.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) slipped 0.4% to $446.42.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;flattened at $567.97.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 0.8% to $222.45.</li>
<li>The&nbsp;Industrials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) underperformed, down 1.3%; the&nbsp;Real Estate&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) outperformed, up 1.3%.</li>
</ul>
<h2 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h2>
<ul class="wp-block-list">
<li>Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) plunged 22.5% after the Danish pharma giant slashed guidance on its blockbuster Wegovy weight-loss drug, while also <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46688728/novo-nordisk-weight-loss-stock-eli-lilly-wegovy-ozempic">announcing a new CEO.</a></li>
<li>Sarepta Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>) surged more than 20% after announcing that the U.S. Food and Drug Administration signaled it could resume shipments of Elevidys.</li>
</ul>
Stocks reacting to quarterly results included:
<ul class="wp-block-list">
<li>Procter &amp; Gamble Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) flat at 0.0%</li>
<li>UnitedHealth Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) down 5.1%</li>
<li>Merck &amp; Co., Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) down 3.3%</li>
<li>Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) down 3.0%</li>
<li>Spotify Technology S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) down 11.8%</li>
<li>American Tower Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMT#NYSE">AMT</a>) down 3.0%</li>
<li>Royal Caribbean Cruises Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>) down 5.0%</li>
<li>United Parcel Service, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) down 9.7%</li>
<li>Ecolab Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ECL#NYSE">ECL</a>) down 4.7%</li>
<li>PayPal Holdings, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) down 9.3%</li>
<li>Johnson Controls International plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>) down 6.9%</li>
<li>Norfolk Southern Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) down 3.5%</li>
<li>Carrier Global Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) down 11.0%</li>
<li>Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>) up 13.2%</li>
<li>CBRE Group, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>) up 9.1%</li>
<li>Sysco Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYY#NYSE">SYY</a>) down 2.5%</li>
<li>DTE Energy Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DTE#NYSE">DTE</a>) up 0.2%</li>
<li>SoFi Technologies, Inc.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>) up 14.0%</li>
<li>Hubbell Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBB#NYSE">HUBB</a>) down 2.6%</li>
<li>Incyte Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INCY#NASDAQ">INCY</a>) up 8.6%</li>
<li>Stanley Black &amp; Decker, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>) down 8.4%</li>
<li>PJT Partners Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PJT#NYSE">PJT</a>) down 2.0%</li>
<li>Polaris Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PII#NYSE">PII</a>) up 12.2%</li>
<li>JetBlue Airways Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) up 4.9%</li>
</ul>
Stocks scheduled to report earnings after Tuesday's close include BXP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXP#NYSE">BXP</a>), Caesars Entertainment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>), Electronic Arts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>), Essex Property Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESS#NYSE">ESS</a>), Exelixis Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXEL#NASDAQ">EXEL</a>), Mondelez International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>), PPG Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>), Regency Centers Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REG#NASDAQ">REG</a>), Republic Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Starbucks Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), Seagate Technology Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>), Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>), The Cheesecake Factory Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAKE#NASDAQ">CAKE</a>), Freshworks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>), Pebblebrook Hotel Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEB#NYSE">PEB</a>), Qorvo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>) and Red Rock Resorts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RRR#NASDAQ">RRR</a>).
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AMD Rises To 1-Year Highs, Crude Eyes $68: What's Moving Markets Tuesday?

Reuters Reports Largest U.S. Rail Union Intends To Oppose Norfolk Southern And Union Pacific Merger

Management

Live On CNBC, Union Pacific CEO Vena On Deal With Norfolk, Says Have Guaranteed Jobs For Anybody That's Unionized At Norfolk Southern

Norfolk Southern Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) reported financial results for the second quarter ahead of the market open on Tuesday. Here&#8217;s a look at the key metrics <a href="https://www.benzinga.com/pressreleases/25/07/n46683047/norfolk-southern-reports-second-quarter-2025-results">from the quarter</a>.
Q2 Earnings: Norfolk Southern reported second-quarter revenue of $3.11 billion, beating analyst estimates of $3.10 billion, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. The company reported second-quarter adjusted earnings of $3.29 per share, beating analyst estimates of $3.27 per share.
Railway operating revenues were up $66 million year-over-year to&nbsp;$3.1 billion on volume growth of&nbsp;3%. Excluding the impact of fuel surcharge revenue, railway revenue was up 4% year-over-year. 
&#8220;This quarter, Norfolk Southern delivered another set of strong results — growing volumes, managing costs, and delivering&nbsp;8%&nbsp;EPS growth. While we remain clear-eyed about market uncertainty, our performance reflects the strength of our strategy and our ability to continue disciplined execution, relentless focus on safety and seamless customer service,&#8221; said Mark George, president and CEO&nbsp;of Norfolk Southern.
Guidance: Norfolk Southern expects full-year 2025 revenue growth of 3% to 4% compared to 2024. The company anticipates an improvement of 100 to 150 basis points in adjusted operating ratio for 2025, but said it expects the third quarter to be pressured due to weaker revenue than expected early in the quarter.
Norfolk Southern now expects productivity savings in 2025 of over $175 million due to strong results from cost-control measures. 
Norfolk Southern also announced an agreement with Union Pacific Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) to combine in a stock and cash transaction. Union Pacific will acquire Norfolk Southern at an implied value of $320 per share. Shareholders are set to receive one share of Union Pacific and $88.82 in cash for each share of Norfolk Southern stock held.&nbsp;The deal will create America&#8217;s first transcontinental railroad.
NSC Price Action: <a href="http://benzinga.com/quote/NSC" target="_blank" rel="noreferrer noopener">Norfolk Southern shares</a> were down 1.58% at $281.89 at the time of publication Tuesday, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
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Photo: Ian Dewar Photography/Shutterstock.com

Movers

Norfolk Southern Q2 Earnings: Revenue, EPS Beat Estimates, Company Flags 'Weaker' Revenue Early In Q3

Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) Revenue for 2025 FY is expected to up by 2- 3% YoY

Guidance

Norfolk Southern Revenue for 2025 FY is expected to up by 2- 3% YoY

WIIM

Norfolk Southern shares are trading lower following Q2 reported financial results.

Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) reported quarterly earnings of $3.29 per share which beat the analyst consensus estimate of $3.27 by 0.77 percent. This is a 7.52 percent increase over earnings of $3.06 per share from the same period last year. The company reported quarterly sales of $3.110 billion which beat the analyst consensus estimate of $3.102 billion by 0.27 percent. This is a 2.17 percent increase over sales of $3.044 billion the same period last year.

Earnings

Earnings Beats

Norfolk Southern Q2 Adj. EPS $3.29 Beats $3.27 Estimate, Sales $3.110B Beat $3.102B Estimate

Termination

Movers & Shakers

Based On 2024 Results, Pro-Forma combined Co. Would Have Revenues ~$36B, EBITDA ~$18B; Deal Expected To Be Accretive To UNP's Adj. EPS In Second Full Year After Closing

Union Pacific To Acquire Norfolk Southern In Cash And Stock Deal, Implying Value Of $320/Share For Norfolk Southern

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Earnings Scheduled For July 29, 2025

Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) is gearing up to announce its quarterly earnings on Tuesday, 2025-07-29. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Norfolk Southern will report an earnings per share (EPS) of $3.29.
The market awaits Norfolk Southern's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Earnings Track Record</h3>
In the previous earnings release, the company missed EPS by $0.00, leading to a 2.13% increase in the share price the following trading session.
Here's a look at Norfolk Southern's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>2.69</td>
<td>2.94</td>
<td>3.11</td>
<td>2.86</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>2.69</td>
<td>3.04</td>
<td>3.25</td>
<td>3.06</td>
</tr>
<tr>
<td>Price Change %</td>
<td>2.0%</td>
<td>0.0%</td>
<td>-1.0%</td>
<td>11.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753711397_0.png" alt="eps graph" />
<h3>Performance of Norfolk Southern Shares</h3>
Shares of Norfolk Southern were trading at $282.38 as of July 25. Over the last 52-week period, shares are up 13.93%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release. 
<h3>Analysts' Take on Norfolk Southern</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Norfolk Southern.
Norfolk Southern has received a total of 14 ratings from analysts, with the consensus rating as Neutral. With an average one-year price target of $288.57, the consensus suggests a potential 2.19% upside.
<h3>Comparing Ratings Among Industry Peers</h3>
In this comparison, we explore the analyst ratings and average 1-year price targets of CSX, Old Dominion Freight Line and XPO, three prominent industry players, offering insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for CSX, with an average 1-year price target of $37.4, suggesting a potential 86.76% downside.</li>
<li>Analysts currently favor an Neutral trajectory for Old Dominion Freight Line, with an average 1-year price target of $172.0, suggesting a potential 39.09% downside.</li>
<li>Analysts currently favor an Outperform trajectory for XPO, with an average 1-year price target of $135.32, suggesting a potential 52.08% downside.</li>
</ul>
<h3>Snapshot: Peer Analysis</h3>
Within the peer analysis summary, vital metrics for CSX, Old Dominion Freight Line and XPO are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Norfolk Southern</td>
<td>Neutral</td>
<td>-0.37%</td>
<td>$1.25B</td>
<td>5.20%</td>
</tr>
<tr>
<td>CSX</td>
<td>Neutral</td>
<td>-3.43%</td>
<td>$1.28B</td>
<td>6.76%</td>
</tr>
<tr>
<td>Old Dominion Freight Line</td>
<td>Neutral</td>
<td>-5.84%</td>
<td>$450.09M</td>
<td>6.01%</td>
</tr>
<tr>
<td>XPO</td>
<td>Outperform</td>
<td>-3.17%</td>
<td>$207M</td>
<td>4.26%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Norfolk Southern ranks in the middle for consensus rating. It is at the bottom for revenue growth. It is at the top for gross profit. It is at the bottom for return on equity.
<h3>Unveiling the Story Behind Norfolk Southern</h3>
Class-I railroad Norfolk Southern operates in the Eastern United States. On more than 20,000 miles of track, the rail hauls shipments of coal, intermodal traffic, and a diverse mix of automotive, agriculture, metal, chemical, and forest products.
<h3>Norfolk Southern: Financial Performance Dissected</h3>
Market Capitalization: Exceeding industry standards, the company's market capitalization places it above industry average in size relative to peers. This emphasizes its significant scale and robust market position.
Decline in Revenue: Over the 3 months period, Norfolk Southern faced challenges, resulting in a decline of approximately -0.37% in revenue growth as of 31 March, 2025. This signifies a reduction in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Norfolk Southern's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 25.03%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Norfolk Southern's ROE stands out, surpassing industry averages. With an impressive ROE of 5.2%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.71%, the company showcases effective utilization of assets.
Debt Management: Norfolk Southern's debt-to-equity ratio is notably higher than the industry average. With a ratio of 1.19, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<a href="https://www.benzinga.com/quote/NSC/earnings">To track all earnings releases for Norfolk Southern visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Examining the Future: Norfolk Southern's Earnings Outlook

<h2 class="wp-block-heading">New On The Block</h2>
<ul class="wp-block-list">
<li>Warren Buffett might be preparing to punch a one-way ticket to <a href="https://www.benzinga.com/topic/transportation">transcontinental rail dominance</a>. With Union Pacific Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) confirming it&#8217;s in "advanced discussions" to <a href="https://www.wsj.com/business/deals/union-pacific-norfolk-southern-in-advanced-discussions-for-deal-348a3158?gaa_at=eafs&amp;gaa_n=ASWzDAiDBso8V46Fe_WJK-KsthP48eSHqJQJ-ZTMJ-ouJTsnBR3LVqpvFjJ_JEf1IHg%3D&amp;gaa_ts=6883c558&amp;gaa_sig=oXtGVAu0Q5qx5XVQ0ggMHeqdYWaH7amlOErlCGq6EXRl9ZaO836CqlXss11XusQHdOlt4dMk4L-uR3gD4-G6ww%3D%3D">merge</a> with Norfolk Southern Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>), all eyes have turned to Berkshire Hathaway Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), which owns Burlington Northern Santa Fe, to see if the Oracle of Omaha will counter by scooping up CSX Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>). Such a deal, according <a href="https://www.barrons.com/articles/berkshire-buffett-csx-merger-bnsf-1ae24485">to</a> Barron&#8217;s, would create a second coast-to-coast railroad, reshaping the freight landscape in the U.S. CSX CEO Joseph Hinrichs didn't exactly pour cold water on the idea during the company&#8217;s earnings call Wednesday, saying CSX is "open to anything" that delivers shareholder value.</li>
</ul>
<ul class="wp-block-list">
<li>Jeff Bezos may be eyeing CNBC as his <a href="https://www.benzinga.com/news/entertainment/25/07/46613555/bezos-spent-500-million-on-yacht-how-much-to-buy-cnbc#google_vignette">next big media acquisition</a>, according to a report from the New York Post. As Comcast prepares to spin off CNBC and other networks into a new company called Versant, the Amazon founder is rumored to be considering a bid that would align with his growing media portfolio, which already includes The Washington Post.</li>
</ul>
<ul class="wp-block-list">
<li>Sony Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) is exploring a <a href="https://www.reuters.com/business/sony-explores-sale-cellular-chipsets-business-sources-say-2025-07-23/">sale</a> of its cellular chipset unit, Sony Semiconductor Israel. The company, which acquired the unit (formerly Altair Semiconductor) in 2016 for $212 million, is working with investment bankers on an auction process. The business, which generates about $80 million in recurring annual revenue, could fetch close to $300 million. Potential buyers include private equity firms and industry players. The move comes as Sony also prepares to partially spin off and list its financial services arm, while considering other options for its broader semiconductor business, such as partnering with external companies or adopting a fab-light model.</li>
</ul>
See Also: <a href="https://www.benzinga.com/real-estate/25/07/46598634/heres-how-much-warren-buffett-pockets-every-time-you-buy-a-bottle-of-coke">Here&#8217;s How Much Warren Buffett Pockets Every Time You Buy A Bottle of Coke</a>
<h2 class="wp-block-heading">Updates From The Block</h2>
<ul class="wp-block-list">
<li>Recall that Spanish telecom giant Telefónica had agreed to sell its Uruguayan unit to Millicom International for $440 million. The divestiture was part of a broader strategy to reduce debt and limit currency risk by putting Latin American assets up for auction. Beyond ONE is <a href="https://www.reuters.com/business/media-telecom/telefonica-exclusive-talks-sell-its-mexican-unit-beyond-one-sources-say-2025-07-25/">reportedly</a> in exclusive talks to buy Telefónica&#8217;s Mexican unit.</li>
</ul>
<ul class="wp-block-list">
<li>Pinnacle Financial Partners Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PNFP#NASDAQ">PNFP</a>) shares <a href="https://www.bloomberg.com/news/articles/2025-07-24/pinnacle-synovus-agree-to-combine-in-8-6-billion-stock-deal?sref=TBDibEcD">plunged</a> the most in over five years after announcing an $8.6 billion all-stock merger with Synovus Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNV#NYSE">SNV</a>), forming the largest U.S. bank deal announced so far in 2025. The two Southeast-based banks — each with market values near $8 billion — will merge under a new Pinnacle parent company, with Pinnacle shareholders owning 51.5% and Synovus shareholders 48.5%. Investors reacted negatively, with Pinnacle shares falling as much as 17% and Synovus down 13%, amid expectations that both could have attracted higher takeover premiums from larger regional banks.</li>
</ul>
<h2 class="wp-block-heading">Off The Block</h2>
<ul class="wp-block-list">
<li>The FCC <a href="https://www.benzinga.com/m-a/25/07/46619864/paramount-global-stock-jumps-after-fcc-approves-8-billion-merger-with-skydance">approved the $8 billion merger</a> between Paramount Global Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>) and Skydance. According to the New York Times, the combined entity agreed to install an official to monitor bias at CBS's news division. Sen. Elizabeth Warren (D-Mass.) is calling for an investigation into the approval of the "wink-wink" deal, suggesting it may be tied to a $16 million settlement President Trump received from Paramount. &#8220;Trump is open for business [but] bribery is still illegal,&#8221; <a href="https://www.benzinga.com/markets/tech/25/07/46622070/elizabeth-warren-slams-trump-administrations-paramount-skydance-approval-calls-it-wink-wink-deal-signaling-president-is-open-for-business">Warren said</a>.</li>
</ul>
<ul class="wp-block-list">
<li>Chevron Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) has <a href="https://www.bloomberg.com/news/articles/2025-07-23/chevron-cut-575-positions-as-53-billion-hess-takeover-closed">completed</a> its $55 billion merger with Hess. According to a Texas Workforce Commission filing on Wednesday, following the deal's closure, Chevron cut 575 jobs in Houston and 70 in North Dakota.</li>
</ul>
<h2 class="wp-block-heading">Bankruptcy Block</h2>
<ul class="wp-block-list">
<li>CareerBuilder and Monster, once leading online job boards, have been <a href="https://www.reuters.com/legal/litigation/monster-careerbuilder-job-sites-sell-28m-bankruptcy-2025-07-21/">sold</a> for $28 million in bankruptcy to Bold Holdings following a competitive auction. This sale marks a significant transition for these platforms, reflecting changes in the job market and digital recruitment strategies. Bold Holdings aims to revitalize the online job search industry, currently dominated by LinkedIn. </li>
</ul>
<a href="https://www.benzinga.com/m-a/25/07/46500376/deal-dispatch-del-taco-tanks-tylenol-sale-joyebells-burns-the-pie">For the previous edition of Deal Dispatch, click here</a>.
Now Read
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<li><a href="https://www.benzinga.com/personal-finance/management/25/07/46633455/how-rich-are-you-this-is-the-net-worth-it-takes-to-join-the-top-2-of-households">How Rich Are You? This Is The Net Worth It Takes To Join The Top 2% Of Households</a></li>
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Image: Edited by Benzinga using Shutterstock

PARA

PARAA

PNFP

Sony Group Corporation American Depositary Shares

SONY

Deal Dispatch: Will Buffett Catch The Train? Plus — Bezos Circles CNBC

Union Pacific Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) is demonstrating a clear acceleration in its operational and financial performance, fueled by significant productivity gains and a strong earnings beat in its latest quarter. 
This resurgence, coupled with strategic advancements and a dividend increase, signals a strong trajectory for the rail giant amid evolving market dynamics.
Bank of America Securities (BofA) analyst Ken Hoexter reiterated a Buy rating on Union Pacific Corp. and raised the <a href="https://www.benzinga.com/quote/UNP/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast</a> to $271 from $262, citing growing confidence in the company&#8217;s operational and financial trajectory under CEO Jim Vena.
Also Read: <a href="https://www.benzinga.com/trading-ideas/rumors/25/07/46557532/is-warren-buffetts-347-billion-cash-buying-railroads-heres-what-the-oracle-of-omaha-said" target="_blank" rel="noreferrer noopener">Is Warren Buffett&#8217;s $347 Billion Cash Buying Railroads? Here&#8217;s What The Oracle Of Omaha Said</a>
Hoexter now applies a 20.5x multiple to 2026 EPS, above Union Pacific&#8217;s historical 14x–20x range, to reflect meaningful improvements in service, cost discipline, and the cultural transformation already underway.
He expects a strong earnings recovery in 2025, with EPS projected to rise from $11.06 in 2024 to $11.80 in 2025 and $13.20 in 2026. This outlook aligns with management&#8217;s long-term target of high-single to low-double-digit compound annual growth.
The second-quarter <a href="https://www.benzinga.com/markets/earnings/25/07/46609130/union-pacific-sticks-to-annual-outlook-confirms-merger-talks-with-norfolk-southern" target="_blank" rel="noreferrer noopener">earnings beat</a>, $3.03 adjusted EPS versus $2.92 consensus, and an industry-best adjusted operating ratio of 58.1% further strengthen his conviction in the turnaround story.
While acknowledging potential dilution risks from merger talks with Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>), Hoexter sees the <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46600288/union-pacific-and-norfolk-southern-discussing-possible-merger/" rel="noreferrer noopener">proposed</a> combination as strategically aligned with the Trump administration&#8217;s push to modernize U.S. infrastructure and create a more competitive transcontinental rail network.
He also expects Union Pacific to maintain healthy leverage between 2.7x and 3.0x, continue scaling its share repurchase program, and reaccelerate top-line growth.
Union Pacific outperformed in the second quarter, posting $6.15 billion in revenue, up 2% year over year, driven by 4% volume growth, strong core pricing, and record productivity.
Adjusted operating income rose 5% to $2.53 billion, while key efficiency metrics showed notable gains: freight car velocity improved 10%, locomotive productivity increased 5%, and workforce productivity jumped 9%.
The board approved a 3% <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46454775/union-pacific-corporation-announces-3-dividend-increase-for-third-quarter-2025" rel="noreferrer noopener">increase</a> in the quarterly dividend to $1.38 per share, payable Sept. 30. Management reaffirmed its full-year guidance, with earnings tracking toward the high end of its long-term growth outlook.
Beyond BofA, other analysts have also adjusted their positions on Union Pacific. Wells Fargo analyst Christian Wetherbee maintained an Overweight rating and raised his price target from $250 to $260. Conversely, Evercore ISI&#8217;s Jonathan Chappell maintained an In-Line rating but slightly trimmed his price target from $244 to $238. Notably, Jefferies analyst Stephanie Moore upgraded the stock from Hold to Buy, significantly lifting her price target from $250 to $285.
Price Action: UNP shares are trading higher by 2.27% at $224.64 at the last check on Friday.
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Analyst Color

Reiteration

Trading Ideas

Union Pacific's Turnaround Gains Momentum With Stellar Q2 Operations

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Baird analyst Ben Kallo downgraded Darling Ingredients Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAR#NYSE">DAR</a>) from Outperform to Neutral and slashed the price target from $40 to $36. Darling Ingredients shares closed at $35.19 on Thursday. <a href="https://www.benzinga.com/quote/dar/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Evercore ISI Group analyst Eric Boyes downgraded the rating for Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>) from Outperform to In-Line and lowered the price target from $56 to $32. Dow shares closed at $25.07 on Thursday. <a href="https://www.benzinga.com/quote/dow/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel analyst Jonathan Block downgraded Henry Schein, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSIC#NASDAQ">HSIC</a>) from Buy to Hold and cut the price target from $80 to $75. Henry Schein shares closed at $72.62 on Thursday. <a href="https://www.benzinga.com/quote/hsic/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Keith Stanley downgraded the rating for Plains All American Pipeline, L.P. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAA#NASDAQ">PAA</a>) from Outperform to Peer Perform. Plains All American shares closed at $18.93 on Thursday. <a href="https://www.benzinga.com/quote/paa/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Stephanie Moore downgraded Norfolk Southern Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) from Buy to Hold and announced a $300 price target. Norfolk Southern shares closed at $278.00 on Thursday. <a href="https://www.benzinga.com/quote/nsc/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying NSC stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="587" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25083952/image-400-1024x587.png" alt="" class="wp-image-1000735" style="width:642px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25083952/image-400-1024x587.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25083952/image-400-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25083952/image-400-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25083952/image-400.png 1105w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Pre-Market Outlook

HSIC

This Norfolk Southern Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday

Press Releases

Norfolk Southern board of directors elects Richard Anderson as chair

Norfolk Southern to announce second quarter 2025 earnings results on July 29, 2025

Dividends

Norfolk Southern Declares Quarterly Dividend

Union Pacific and Norfolk Southern Discussing Possible Merger

Norfolk Southern and Union Pacific Discussing Possible Merger

Union Pacific and Norfolk Southern to Create America's First Transcontinental Railroad

Norfolk Southern reports second quarter 2025 results

NSC Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Norfolk Southern Corporation Is Fair to Shareholders

Shareholder Alert: The Ademi Firm investigates whether Norfolk Southern Corporation is obtaining a Fair Price for its Public Shareholders

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates NSC, GTLS, UNP on Behalf of Shareholders

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