Norfolk Southern (NSC) Q3 FY26 earnings call

Norfolk Southern delivered a strong third quarter, achieving significant revenue and earnings growth driven by robust demand and a tightening truck market. The company made notable operational improvements, leading to record productivity and enhanced safety metrics, despite absorbing higher fuel costs and weather disruptions. Management is focused on strategic capital investments to support future growth and network resilience, while also advocating for the proposed merger with Union Pacific as a long-term solution for sustainable share recapture from highway freight.