Jefferies identifies leading opportunities in railroad sector
CSX CSX Corp
$48.30 +1.13%
View chart & analysis → - 1Jefferies identified leading opportunities in the railroad sector as third-quarter freight momentum remains robust despite short-term margin pressure from surging diesel prices.
- 2CSX recorded a 4% increase in total freight volume through week 39, with the 2026 operating margin improvement forecast for CSX at 330 basis points.
- 3Union Pacific recorded a 6% increase in total freight volume through week 39, and Union Pacific's year-to-date cumulative growth rate is 3%.
So what's the key point?
The amount of goods being transported by railroad companies is increasing. As freight volumes for CSX and Union Pacific rise, profits are expected to improve in the future.
Source Investing.com · View original ↗
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