CSX Corp

CSX

Market cap $79.4B

Consistent efforts of CSX to reward its shareholders through dividend hikes and share repurchases highlight its financial bliss.

Block's (XYZ) earnings and layoff announcement added more uncertainty to AI's impact on the jobs market, though @Stockstotrade's Tim Bohen sees opportunity in it and related companies. He then turns to CSX Corp. (CSX) and its "reindustrialization" of America.

JACKSONVILLE, Fla., Feb. 26, 2026 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) announced today that the Company's Board of Directors approved a $0.14 per share quarterly dividend on the Company's common stock, payable on March 13, 2026, to shareholders of record at the close of business on February 27, 2026. This reflects an eight percent increase over the previous dividend payment of $0.13 per share.

Infosys Topaz and Microsoft Fabric joint implementation in transportation delivers real-time analytics, governance and business-ready data foundation  JACKSONVILLE, Fla. and BENGALURU, India, Feb. 24, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced the successful completion of a major data modernization program for CSX Corporation (NASDAQ: CSX), a leading rail-based freight transportation company.

CSX Corporation (CSX) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

@Stockstotrade's Tim Bohen is back for another round of Big 3 picks to close the trading week. He explains his "contrarian take" on Rivian (RIVN), why CSX Corp. (CSX) has room to run in the rail trade, and how Applied Materials (AMAT) offers an unsung tech opportunity.

My top-down strategy targets 'mission-critical' sectors where capital is forced by secular and cyclical tailwinds—data centers, energy, AI, defense, and infrastructure. AI-driven data center and energy spending, defense modernization, and industrial reshoring are creating robust, non-cyclical investment opportunities across select equities. I highlight actionable picks in each segment, including VRT, VST, QXO, MU, TMO, RTX, RACE, MA, CAT, FCX, and key midstream energy names.

CSX signs a $670M deal with Wabtec to buy 100 locomotives and modernize 50 units, which boosts fuel efficiency, reliability and long-term network performance.

JACKSONVILLE, Fla., Feb. 09, 2026 (GLOBE NEWSWIRE) -- CSX (NASDAQ: CSX) today announced that it has signed a $670 million deal with Wabtec Corporation (NYSE: WAB) to upgrade its fleet with 100 new Evolution Series locomotives, 50 modernized locomotives, and a suite of digital solutions and services.

CSX Corporation delivered a flat Q4 and 2025, with revenue at $3.51B and subdued growth outlook. Management projects 200–300bps operating margin expansion and over 50% free cash flow growth in 2026, driven by cost discipline. Intermodal is expected to offset weak segments, delivering mid-single-digit growth amid soft macro conditions and persistent headwinds.