CSX (CSX) Q2 FY26 earnings call

CSX delivered a strong second quarter, achieving record revenue and double-digit profit growth, driven by robust volume expansion across its business units and continued operating efficiency. The company successfully managed increased demand while improving safety metrics and maintaining cost discipline. Management is focused on enhancing network fluidity and service consistency in the second half, with a modest increase in T&E headcount planned to support service product improvements, while also pursuing long-term productivity initiatives for 2027 and beyond.