News

UBS upgraded Union Pacific to a buy rating Wednesday, expecting another year of strong volume growth. Also, a potential merger with Norfolk Southern could support an "attractive upside." The firm's analysis of key markets suggests 3.5% volume growth in 2027, while intermodal and merchandise pricing compared with the truckload market points to a strong tailwind.

Railroad stocks like Union Pacific, CSX, and Wabtec are outpacing the S&P 500 in 2026, fueled by industry consolidation, merger talk, and strong margins from precision scheduled railroading.

Norfolk Southern and Wabtec to modernize propulsion systems for dozens of older locomotives. The post Norfolk Southern, Wabtec set locomotive upgrades to AC power appeared first on FreightWaves.

Here is how Marten Transport, Ltd. (MRTN) and Norfolk Southern (NSC) have performed compared to their sector so far this year.

Headwinds, including high fuel costs, tariff-related tensions, and lingering supply-chain disruptions, hurt the Zacks Transportation -Railroad industry. UNP, CSX and NSC are likely to stand out.

NSC's earnings beat, record railway revenues and rising estimates strengthen its near-term outlook, even as premium valuation remains a key trade-off.

Union Pacific Corporation (NYSE:UNP)’s Big Boy 4014, the world’s largest operating steam locomotive, has been touring the country this summer, and grown adults keep tearing up when they see it. CEO Jim Vena said the tour east of the Mississippi wouldn’t have been possible without one thing: the railroad operating firm’s pending merger with Norfolk […]

Norfolk Southern (NSC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Seth Klarman's Baupost Group just revealed its five largest stock positions, and the list includes a little-known industrial distributor posting explosive earnings growth alongside household names bleeding on the front page. Reverse-engineering his logic reveals a portfolio built for a very specific payoff.

Norfolk Southern's (NSC) Q2 earnings beat was driven by revenue outperformance and better-than-expec

The agreement gives CN new operating rights across key U.S. corridors in the Midwest and South while addressing some STB competition concerns.

Norfolk Southern’s recently reported second-quarter 2026 results showed revenue rising to US$3,465 million from US$3,110 million a year earlier, while net income and diluted EPS from continuing operations eased to US$734 million and US$3.26, compared with US$768 million and US$3.41 respectively. Alongside higher revenue but softer profitability, the company paused share repurchases this quarter after completing a 15,396,752‑share buyback program and affirmed a quarterly dividend of US$1.35...

NSC's Q2 earnings beat estimates as record revenues, volume growth and stronger pricing offset higher fuel costs and weaker efficiency.

Shares of freight railroads Union Pacific, CSX and Norfolk Southern jumped after they reported higher revenue, as more shippers moved their cargo from truck to rail. “I’m very bullish from where we sit on demand,” said Union Pacific Executive Vice President Kenny Rogers in an earnings call. Union Pacific reported a 12% increase in second-quarter operating revenue compared to the same period a year ago, CSX reported a 10% increase and Norfolk Southern, an 11% increase.

Freight transportation company Norfolk Southern (NYSE:NSC) announced better-than-expected revenue in Q2 CY2026, with sales up 11.4% year on year to $3.47 billion. Its GAAP profit of $3.26 per share was 0.6% below analysts’ consensus estimates.

Norfolk Southern (NSC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Let's take a closer look at how Union Pacific, Norfolk Southern, Old Dominion and United Parcel Service are expected to fare this earnings season.

Norfolk Southern (NSC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Railroad companies Canadian National Railway (CNI), CSX (CSX), and Union Pacific (UNP) are well-posi

With CSX shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

Norfolk Southern Corporation (NYSE:NSC) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin. Railroad giant Norfolk Southern Corporation (NYSE:NSC) has been in the news lately due to its merger with Union Pacific. The deal has been in play since July last year. However, on June 7th, the Surface Transportation […]