CSX Corp

CSX: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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CSX: No Surprises During Investor Day; New 3-Year Targets Mostly In Line

Matthew Young

Nov 7, 2024

At CSX's investor day, management highlighted its medium-term growth strategy, which includes a heavy focus on new-project development (especially truck-to-rail conversion opportunities), along with incremental efficiency improvement and consistent service levels. Guidance doesn't deviate materially from our model forecasts, though we tempered our 2025 margin forecast slightly due to network investment and hurricane-related repairs that will bleed into the first half. We maintain our $35 DCF-derived fair value estimate.

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CSX Corp

CSX: No Surprises During Investor Day; New 3-Year Targets Mostly In Line

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