CSX tie-up with BNSF puts the ‘pieces in place’ for outperformance to peers – Wells Fargo
Sep. 25, 2025 1:39 PM ETCSX Corporation (CSX) StockNSC, UNP, JBHTBy: Amy Thielen, SA News Editor
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CSX’s (NASDAQ:CSX) intermodal agreement with Burlington-Northern-Santa Fe (BNSF) is expected to drive demand to CSX’s network that would have interchanged with Norfolk Southern (NSC), putting the “pieces in place” for CSX (NASDAQ:CSX) to outperform its non-aligned peers.
In anticipation of
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The agreement is expected to shift transcontinental intermodal business to CSX that might have previously gone through Norfolk Southern, boosting demand for CSX’s services.
Analysts anticipate strong earnings growth for CSX, with rising EPS and revenue estimates driven by the intermodal tie-up and overcoming prior network and coal challenges.
There is speculation about possible further consolidation if the Union Pacific/Norfolk Southern merger proceeds, though BNSF currently denies having merger talks with CSX.
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