Norfolk Souther Earnings Calls
| Release date | Oct 23, 2025 |
| EPS estimate | $3.19 |
| EPS actual | $3.30 |
| EPS Surprise | 3.45% |
| Revenue estimate | 3.112B |
| Revenue actual | 3.103B |
| Revenue Surprise | -0.279% |
| Release date | Jul 29, 2025 |
| EPS estimate | $3.31 |
| EPS actual | $3.29 |
| EPS Surprise | -0.604% |
| Revenue estimate | 3.128B |
| Revenue actual | 3.11B |
| Revenue Surprise | -0.581% |
| Release date | Apr 23, 2025 |
| EPS estimate | $2.66 |
| EPS actual | $2.69 |
| EPS Surprise | 1.13% |
| Revenue estimate | 2.971B |
| Revenue actual | 2.993B |
| Revenue Surprise | 0.749% |
| Release date | Jan 29, 2025 |
| EPS estimate | $2.94 |
| EPS actual | $3.04 |
| EPS Surprise | 3.40% |
| Revenue estimate | 3.015B |
| Revenue actual | 3.024B |
| Revenue Surprise | 0.302% |
Last 4 Quarters for Norfolk Souther
Below you can see how NSC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 29, 2025 |
| Price on release | $256.74 |
| EPS estimate | $2.94 |
| EPS actual | $3.04 |
| EPS surprise | 3.40% |
| Date | Price |
|---|---|
| Jan 23, 2025 | $256.14 |
| Jan 24, 2025 | $254.67 |
| Jan 27, 2025 | $259.76 |
| Jan 28, 2025 | $252.32 |
| Jan 29, 2025 | $256.74 |
| Jan 30, 2025 | $257.20 |
| Jan 31, 2025 | $255.30 |
| Feb 03, 2025 | $250.32 |
| Feb 04, 2025 | $252.92 |
| 4 days before | 0.234% |
| 4 days after | -1.49% |
| On release day | 0.179% |
| Change in period | -1.26% |
| Release date | Apr 23, 2025 |
| Price on release | $221.95 |
| EPS estimate | $2.66 |
| EPS actual | $2.69 |
| EPS surprise | 1.13% |
| Date | Price |
|---|---|
| Apr 16, 2025 | $214.03 |
| Apr 17, 2025 | $219.84 |
| Apr 21, 2025 | $218.94 |
| Apr 22, 2025 | $220.00 |
| Apr 23, 2025 | $221.95 |
| Apr 24, 2025 | $226.68 |
| Apr 25, 2025 | $221.71 |
| Apr 28, 2025 | $221.73 |
| Apr 29, 2025 | $223.36 |
| 4 days before | 3.70% |
| 4 days after | 0.635% |
| On release day | 2.13% |
| Change in period | 4.36% |
| Release date | Jul 29, 2025 |
| Price on release | $277.70 |
| EPS estimate | $3.31 |
| EPS actual | $3.29 |
| EPS surprise | -0.604% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $280.27 |
| Jul 24, 2025 | $278.00 |
| Jul 25, 2025 | $282.38 |
| Jul 28, 2025 | $286.42 |
| Jul 29, 2025 | $277.70 |
| Jul 30, 2025 | $279.00 |
| Jul 31, 2025 | $278.00 |
| Aug 01, 2025 | $274.85 |
| Aug 04, 2025 | $278.12 |
| 4 days before | -0.92% |
| 4 days after | 0.151% |
| On release day | 0.468% |
| Change in period | -0.767% |
| Release date | Oct 23, 2025 |
| Price on release | $283.83 |
| EPS estimate | $3.19 |
| EPS actual | $3.30 |
| EPS surprise | 3.45% |
| Date | Price |
|---|---|
| Oct 17, 2025 | $289.78 |
| Oct 20, 2025 | $291.15 |
| Oct 21, 2025 | $289.78 |
| Oct 22, 2025 | $288.63 |
| Oct 23, 2025 | $283.83 |
| Oct 24, 2025 | $280.50 |
| Oct 27, 2025 | $281.64 |
| Oct 28, 2025 | $280.40 |
| Oct 29, 2025 | $279.53 |
| 4 days before | -2.05% |
| 4 days after | -1.51% |
| On release day | -1.17% |
| Change in period | -3.54% |
Norfolk Souther Earnings Call Transcript Summary of Q3 2025
Norfolk Southern reported a quarter showing operational progress (improved safety, service stability, fuel-efficiency record, GTMs +4% year-over-year, merchandise growth) but weaker-than-expected revenue due to softer intermodal volumes, pressured export coal pricing, an oversupplied truck market and early competitor responses to the announced Union Pacific merger. Management emphasized continued focus on controllables — safety, service, productivity and cost discipline — and raised cumulative efficiency targets (roughly $600M through 2026; ~$200M for 2025). Adjusted operating ratio was 63.3% (Q3 EPS $3.30), aided by a large late-quarter land sale. Management expects competitor-induced volume pressure to grow into Q4 and near-term quarters, expects Q4 operating costs in the $2.0–$2.1 billion range, and reiterated commitment to deliberate merger integration planning while preserving safety and service.
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