Description: Norfolk Southern (NYSE: NSC) donated over $18.2 million in 2025 to charities across its 22-state network, supporting programs aligned with its community impact pillars: sustainability, safety, workforce development and thriving communities.
Description: Why Norfolk Southern Is Getting Attention Now Norfolk Southern (NSC) is drawing fresh investor interest after recent share price moves, with the stock last closing at $288.73 and showing mixed returns over the past month and past 3 months. See our latest analysis for Norfolk Southern. Recent trading has been relatively muted, with a small 1-day share price return of 0.53% and a modest year to date share price return of 0.32%. The 1-year total shareholder return of 24.24% points to momentum...
Description: Canadian National Railway Company (CNR.TO) said Monday that it has filed a motion with the Surface T
Description: BNSF Railway and Canadian National tell U.S. regulators that Union Pacific and Norfolk Southern are withholding crucial documents needed to properly evaluate their proposed transcontinental merger. The post BNSF and CN want UP, NS to produce more merger documents appeared first on FreightWaves.
Description: Incomplete Application Prevents Those Impacted from Assessing Competition HarmsHOMEWOOD, Ill., Jan. 12, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) today announced that it has filed a motion with the Surface Transportation Board (STB) to compel additional information in relation to the proposed merger agreement between Union Pacific (UP) and Norfolk Southern (NS). CN’s motion shows that the applicants have not been upfront with their assessment, failing to outline the full extent of compe
Description: Activist investment firm Ancora Alternatives has led five separate change campaigns in the transportation industry and sees further opportunity to shake up the space. The post Activist investor Ancora carves out niche in transportation sector appeared first on FreightWaves.
Description: Norfolk Southern will release its fourth-quarter earnings later this month, and analysts anticipate a single-digit profit dip.
Description: In recent weeks, Union Pacific and Norfolk Southern have defended their proposed US$85.00 billion merger before the Surface Transportation Board, arguing their application is complete despite objections from rival railroads over competitive impacts and data sufficiency. At the same time, anticipation around Union Pacific’s upcoming Q4 2025 earnings release and its focus on efficiency and cost discipline has drawn increased investor attention, supported by analysts’ generally positive views...
Description: The railroads say competitors’ objections are “baseless” and improperly argue the merits rather than the completeness of the filing.
Description: Union Pacific and Norfolk Southern urged federal regulators to reject what they claim are efforts by rival railroads to delay the merger process. The post Union Pacific, Norfolk Southern defend completeness of merger application appeared first on FreightWaves.
Description: Wall Street is preparing for another year of massive deals, following a record-breaking 2025 that saw 68 transactions, each surpassing $10 billion. The Wall Street dealmakers played a significant role in blockbuster mergers in 2025. This activity pushed global M&A volume to its highest level since the pandemic, indicating a resurgence of confidence in corporate boardrooms. The average transaction size in 2025 was close to $227 million, the highest since 1980. “Large deals are driving the market.
Description: Class I railroads BNSF, CPKC, CN and CSX argue the filing violates STB merger rules and leaves key competition and market impacts unanswered.
Description: The railroads say their proposed tie-up would shift millions of truckloads to rail, boosting competition while cutting pollution and congestion.
Description: GATX Corp. and Brookfield Infrastructure Partners said they have received clearances to finalize the acquisition of Wells Fargo’s rail operating lease portfolio. The post GATX, Brookfield complete buy of Wells Fargo rail leasing appeared first on FreightWaves.
Description: If you have been wondering whether Norfolk Southern is still a buy after its big run, you are not alone. The stock now sits near $291.60 and investors are asking if the current price fairly reflects its long term value. Even with a recent 2.6% slip over the last week, the stock is still up 1.9% over the past month and 24.3% year to date, with a 26.3% gain over the past year that keeps it firmly on many watchlists. Recent headlines have focused on operational improvements, ongoing safety...
Description: NSC faces rising costs, weak liquidity and tariff pressures, with falling earnings estimates and lagging shares clouding its outlook.
Description: The Surface Transportation Board is asking comments on the completeness of the 7,000-page merger application from Union Pacific and Norfolk Southern. The post STB asks comments on ‘completeness’ of rail merger application appeared first on FreightWaves.
Description: The company is also planning to expand the investment banking division’s overall bonus pool after the increase in deal activity this year.
Description: MONTREAL, Dec. 19, 2025 (GLOBE NEWSWIRE) -- The application filed this morning by Union Pacific and Norfolk Southern fails to demonstrate that the merger would enhance competition or generate significant public benefits that would require a merger. It falls well below both the 2001 and old merger rules set out by the Surface Transportation Board (STB). Protecting competition is not optional, it is essential to keep costs down and the economy sound. The fact is that this merger would reduce rail
Description: In their filing with the STB, the railroads said a merger would convert more than 2 million truckloads of traffic to rail annually.
Description: Merger of Union Pacific and Norfolk Southern will create 10,000 single-line rail lanes, annually shifting 105,000 truckloads to rail and improving efficiency by eliminating interchanges. The post UP, NS: Merger will create 10,000 single-line service lanes, shift 105k truckloads to rail appeared first on FreightWaves.
Description: Union Pacific and Norfolk Southern filed an application with the Surface Transportation Board requesting approval of their proposed merger.
Description: The merger filing by Union Pacific and Norfolk Southern doesn’t change the fact that the merger is bad for the economy and consumers, BNSF CEO Katie Farmer said. The post BNSF CEO: Rail merger still a “significant threat” to economy, consumers appeared first on FreightWaves.
Description: Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today released the following statement regarding the merger application filed by Union Pacific (UP) and Norfolk Southern (NS) with the Surface Transportation Board (STB) on Dec. 19, 2025:
Description: The Rail Customer Coalition (RCC) today issued a stark warning regarding Union Pacific's formal application to merge with Norfolk Southern.
Description: Union Pacific and Norfolk Southern file a comprehensive merger application with the Surface Transportation Board to create America’s first transcontinental railroad. The post Union Pacific and Norfolk Southern file historic rail merger application appeared first on FreightWaves.
Description: North American freight rail is undergoing a quiet transformation. After decades of incremental consolidation, the industry now faces a strategic question: who benefits most from cross-border trade integration? The 2023 merger of Canadian Pacific and Kansas City Southern created the continent’s only single-line Mexico-Canada-U.S. rail network. We looked at three major freight carriers to see ... Here’s Who Wins From North American Rail Integration
Description: OMAHA, Nebraska & ATLANTA, December 19, 2025--Union Pacific Corporation (NYSE: UNP) and Norfolk Southern Corporation (NYSE: NSC) today filed an application with the Surface Transportation Board (STB) requesting approval to combine the two railroads. The companies entered into a merger agreement on July 29, 2025, to create America’s first transcontinental railroad.
Description: Union Pacific and Norfolk Southern will file their formal merger application Friday with the Surface Transportation Board, detailing historic plans for the first transcontinental railroad. The post ‘Application day’ nears for UP-NS rail merger appeared first on FreightWaves.
Description: OMAHA, Neb. & ATLANTA, December 18, 2025--Union Pacific and Norfolk Southern will submit their application to the Surface Transportation Board (STB) Friday, Dec. 19, 2025, requesting approval to combine the two railroads and create America’s first transcontinental railroad. Both companies’ management teams will co-host a conference call and live webcast at 8:45 a.m. ET.
Description: Norfolk Southern (NSC) has quietly moved higher this month, and that steady climb has investors revisiting whether the railroad’s improving fundamentals justify the current valuation after a strong year to date rally. See our latest analysis for Norfolk Southern. Zooming out, the stock’s 25.53% year to date share price return and 26.49% one year total shareholder return suggest momentum is still building as investors grow more comfortable with its earnings trajectory and rail demand...
Description: Union Pacific's (UNP) proposed acquisition of Norfolk Southern (NSC) faces opposition from the Teams
Description: The following is a statement from Teamsters General President Sean M. O'Brien; Mark Wallace, President of the Teamsters Rail Conference and the Brotherhood of Locomotive Engineers and Trainmen (BLET); and Tony Cardwell, President of the Brotherhood of Maintenance of Way Employes Division (BMWED) on the potential merger between Union Pacific and Norfolk Southern:
Description: (Updates with Union Pacific's response in the fifth paragraph.) Union Pacific (UNP) and Norfolk S
Description: Union Pacific Corporation (NYSE:UNP) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for UNP suggests an upside of 9%; however, the Street high indicates an upside of 22%. As of the third quarter of 2025, billionaire Seth Klarman held nearly 1.5 million units […]
Description: Union Pacific (UNP) and Norfolk Southern's (NSC) proposed $85 billion merger will be opposed by two
Description: The proposed $85 billion merger of Union Pacific and Norfolk Southern railroads has lost the support of two of their biggest unions that represent more than half the workers because they are worried the deal would increase safety risks, lead to higher shipping rates and consumer prices and cause significant disruptions. The unions' decision they plan to announce Wednesday will make the Brotherhood of Locomotive Engineers and Trainmen and the Brotherhood of Maintenance of Way Employes Division two of the most prominent critics of the deal to create the nation's first transcontinental railroad.
Description: By joining forces with Norfolk Southern, Union Pacific says it can reduce delays at Midwest interchanges, but critics say it isn’t necessary.
Description: Will joined gas conglomerate CF Industries in 2007 and had served as CEO since 2014 The post Union Pacific adds retiring CF Industries CEO to its board appeared first on FreightWaves.
Description: Norfolk Southern’s latest narrative update comes with a slightly lower fair value estimate, trimmed from $311.68 to $308.32, even as confidence in the company’s earnings resilience grows. This modest shift reflects analysts balancing cautious views on industrial demand with a more constructive stance on the railroad’s ability to deliver on 2025 profit goals. Stay tuned to see how you can track these evolving expectations and keep up with the changing story around the stock. Stay updated as...
Description: Paramount Skydance Corp.’s hostile bid to snatch Warner Bros. Discovery Inc. from under the nose of Netflix Inc. encapsulates the themes that have shaped a banner year for mergers and acquisitions: renewed desire for transformative tie-ups, massive checks from Wall Street, the flow of Middle East money and US President Donald Trump’s role as both disruptor and dealmaker. Global transaction values have risen around 40% to about $4.5 trillion this year, data compiled by Bloomberg show, as companies chase ultra-ambitious combinations, emboldened by friendlier regulators. “There’s a sentiment in boardrooms and among CEOs that this is a potential multi-year window where it’s possible to dream big,” said Ben Wallace, co-head of Americas M&A at Goldman Sachs Group Inc. “We’re at the beginning of a rate-cutting cycle so there’s anticipation that there will be more liquidity.”
Description: Union Pacific Corporation (NYSE:UNP) is one of the stocks Jim Cramer highlighted in light of the Fed rate cut. Cramer was bullish on the stock due to the upcoming merger, as he stated, “You can buy Union Pacific and Norfolk Southern because that takeover is a good one.” Union Pacific Corporation (NYSE:UNP) works in the […]
Description: PayPal downgraded, Roku upgraded: Wall Street's top analyst calls
Description: Union Pacific has set a specific date to submit its application to federal regulators for its merger with Norfolk Southern. The post Union Pacific sets date for historic rail merger filing appeared first on FreightWaves.
Description: Wondering if Norfolk Southern is still worth buying after its strong run, or if the easy money has already been made? Let us unpack what the current price really implies about its long term value. The stock has climbed about 1.1% over the last week, 3.1% over the last month, and a hefty 24.9% year to date, leaving many investors asking whether this momentum is justified or if expectations are getting ahead of reality. Recent headlines have focused on the railroad's ongoing network efficiency...
Description: Union Pacific Corporation (NYSE:UNP) is one of the stocks Jim Cramer commented on along with the recent macro rally. Cramer highlighted the company’s upcoming merger during the episode, as he remarked: “Next group… the transports, which are also in breakout mode. We know that Union Pacific’s doing extraordinarily well, about to merge with Norfolk Southern. […]
Description: Netflix's deal to buy Warner Bros. ranks as the second largest of 2025, according to LSEG. The data provider assesses the deal's value at $69.9 billion, or $99.1 billion including the target's net debt.
Description: The San Francisco-based lender is helping provide a $59 billion bridge loan for the deal, along with BNP Paribas SA and HSBC Holdings Plc — though Wells Fargo is the only one among the three banks to snag an all-important advisory credit. It’s a major win for Wells Fargo, which has set out in recent years to build a muscular investment-banking franchise nearly from scratch to rival top-tier dealmakers including JPMorgan Chase & Co. and Goldman Sachs Group Inc. One of the linchpins of that strategy under Fernando Rivas, chief executive officer of corporate and investment banking, has been to use Wells Fargo’s position as one of the largest US business lenders to essentially ask borrowers for a seat at the table when it comes to arranging their mergers and acquisitions.
Description: As an historic merger is set to reshape the U.S. supply chain, railroads say data proves they are the engine that powers the domestic economy. The post Ahead of mega-merger, railroads say they steady economy, supply chain appeared first on FreightWaves.
Description: The filing setback comes as UP racks up tens of millions in merger costs and faces opposition from rivals and trade groups concerned about consolidation.
Description: The railroads had expected to file their formal merger application with the Surface Transportation Board this week. The post Union Pacific delays rail merger filing appeared first on FreightWaves.
Description: The National Association of Waterfront Employers says rail consolidation carries risks for intermodal rail services, port competition and regional trade.
Description: U.S. ports urge strict evaluation by Surface Transportation Board of proposed transcontinental rail merger, cautioning on impact to the supply chain and economy. The post Ports warn intermodal in the crosshairs of rail merger appeared first on FreightWaves.
Description: Winners and losers will emerge in road transport as Union Pacific and Norfolk Southern join forces, according to industry experts.
Description: Union Pacific Corporation (NYSE:UNP) is one of the best industrial stocks to buy. On November 20, Bernstein analyst David Vernon affirmed a Buy rating on Union Pacific, with a $290 price target. Independent of the analyst action, a November 14 Reuters report revealed that 9 Republican state attorneys general drew attention to competition risks regarding […]
Description: While Norfolk Southern has outpaced the industrial sector over the past year, analysts are somewhat bullish on its future potential.
Description: FORT WORTH, Texas, December 01, 2025--BNSF Railway today announced the Class I railroad has filed a petition with the Surface Transportation Board (STB), requesting the immediate review and enforcement of conditions imposed during the Union Pacific (UP) and Southern Pacific (SP) merger nearly 30 years ago.
Description: Norfolk Southern (NSC) shares have seen measured moves over the past month, with investors evaluating how recent performance lines up with the broader transportation sector. The company’s steady gains may attract the attention of value-focused investors. See our latest analysis for Norfolk Southern. This latest stretch of steady growth lifts Norfolk Southern’s share price to $292.09, extending its year-to-date share price gain to 24.5% and continuing the momentum seen through the past...
Description: Norfolk Southern stock has seen its consensus analyst price target inch up from $311.50 to $311.68 following recent updates by major research firms. This modest increase reflects a mix of optimism about the company’s near-term resilience alongside caution regarding broader market uncertainties. Read on to discover how you can stay informed about future shifts in analyst sentiment and market expectations for Norfolk Southern. Analyst Price Targets don't always capture the full story. Head over...
Description: Canadian Pacific Kansas City (CP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Description: Canadian Pacific Kansas City Ltd. (CP.TO, CP) could be a useful hedge for investors if US regulators
Description: Collaboration has been driving recent success for U.S. railroads, according to BNSF, and controversial plans for a transcontinental merger are unlikely to benefit shippers, or the rail industry. The post BNSF on UP-NS merger: Don’t ruin a good thing appeared first on FreightWaves.
Description: OMAHA, Neb., November 24, 2025--The International Brotherhood of Boilermakers (IBB) and Union Pacific Railroad reached an agreement that guarantees job security for union employees after Union Pacific and Norfolk Southern merge to build America’s first coast-to-coast railroad.
Description: Shares of Union Pacific and Norfolk Southern rise as the railroads count down the days until filing their formal merger application with federal regulators. The post Union Pacific CEO: America needs coast-to-coast railroad, now appeared first on FreightWaves.
Description: Wondering if Norfolk Southern is a bargain right now? You're not alone, as many investors are taking a closer look at its price and underlying value. After gaining 22.0% year-to-date and 8.7% in the past 12 months, Norfolk Southern's stock has caught attention with its steady movement, especially compared to the wider market. Some of this momentum reflects the company's response to recent infrastructure investments and regulatory developments, including renewed focus on rail safety and...
Description: A mega-merger of railroads would have to reverse a slow years-long market for freight to produce growth touted by Union Pacific and Norfolk Southern, an industry panel said. The post Rail merger no guarantee of growth: Analysts appeared first on FreightWaves.
Description: Republican legislators in a letter to federal regulators warn that the merger of Union Pacific and Norfolk Southern could create a rail colossus and with it raise prices and hinder U.S. competitiveness. The post Rail merger could raise prices, hurt US ability to compete, say GOP legislators appeared first on FreightWaves.
Description: NSC faces rising costs, weak liquidity and tariff pressures, with falling estimates and share declines underscoring mounting investor concerns.
Description: Norfolk Southern's consensus analyst price target has been revised slightly downward, now standing at $311.50 compared to the previous $311.63. This minor reduction comes amid ongoing debate among analysts, who are balancing optimism about revenue growth with continued sector headwinds. Stay tuned for insights on how investors can remain informed as the narrative around Norfolk Southern continues to develop. Stay updated as the Fair Value for Norfolk Southern shifts by adding it to your...
Description: Jim Vena dismissed BNSF’s warnings over the $85 billion UP-NS merger, days before shareholders of both companies approved the deal.
Description: Insights from Daniel Loeb (Trades, Portfolio)'s Third Quarter 2025 13F Filing
Description: Several state attorneys general said the proposed railroad merger between Union Pacific and Norfolk Southern poses significant risk to American companies that could "throttle the economy" and "compromise our national security." The proposed $71.5 billion deal "will result in undue market concentration that stifles competition and therefore creates higher prices, lower reliability, and less innovation at the expense of America’s manufacturers and, ultimately, America’s consumers," according to the letter Friday signed by the Republican attorneys general of nine states: Ohio, Tennessee, Kansas, Florida, North Dakota, South Dakota, Mississippi, Iowa and Montana. Prior railroad mergers resulted in worse rail service and higher costs, they said in the letter to the Surface Transportation Board, the economic regulator overseeing the freight railroads.
Description: A rail mega-merger was an outlier as transport M&A volume fell in the third quarter while geopolitics hastened a downward trend. The post Fewer but larger transport M&As in Q3: Study appeared first on FreightWaves.
Description: Union Pacific and Norfolk Southern took the first official step in their proposed merger as shareholders approved the transcontinental tie-up. The post UP, NS shareholders overwhelmingly approve $85 billion rail merger appeared first on FreightWaves.
Description: Union Pacific (UNP) and Norfolk Southern (NSC) said Friday their shareholders have approved the merg
Description: Shareholders of Union Pacific and Norfolk Southern backed the railroads’ proposed $85 billion merger to create the nation’s first coast-to-coast rail network. Roughly 99% of both railroads’ shareholders voted to support the largest rail merger in history Friday, but the U.S. Surface Transportation Board must still approve it before the deal can be completed. Union Pacific CEO Jim Vena said, “Our shareholders see the value and understand this merger will unlock new opportunities to enhance service, growth and innovation."
Description: OMAHA, Neb., November 14, 2025--Union Pacific Corporation (NYSE: UNP) today announced 99.5% of votes cast by its shareholders were in favor of issuing new shares of Union Pacific common stock in connection with its Norfolk Southern merger.
Description: Norfolk Southern Corporation (NYSE: NSC) today announced that its shareholders voted overwhelmingly, with nearly 99% of the shares cast in favor, to approve its previously announced transaction with Union Pacific at the company's Special Meeting of Shareholders (the "Special Meeting") held earlier today.
Description: The voting results mark a key milestone in the combination process, Norfolk Southern CEO Mark George said.
Description: FORT WORTH, Texas, November 12, 2025--At the Baird 55th Annual Conference Tuesday in Chicago, Union Pacific, Corp. made comments indicating that over 300 intermodal lanes will not be closed where there is an origin or destination currently on BNSF and Norfolk Southern or Union Pacific and CSX if the merger is approved.
Description: Norfolk Southern (NSC) shares are trading near $288 after recent price shifts have caught the attention of market watchers. Investors are considering how modest gains this month could reflect shifting insights on the long-term outlook. See our latest analysis for Norfolk Southern. Momentum appears to be building for Norfolk Southern, with modest but steady advances reflected in the 1.33% gain over the past week and a solid year-to-date share price return of 22.6%. Despite some volatility...
Description: Norfolk Southern Corporation (NYSE: NSC) announced today that it has reached a five-year collective bargaining agreement with the Brotherhood of Railroad Signalmen (BRS). With this agreement, Norfolk Southern has reached ratified agreements with 12 of its 13 unions, and a tentative agreement is pending ratification by the final remaining union.
Description: OMAHA, Neb., November 10, 2025--The National Conference of Firemen and Oilers (NCFO) and Union Pacific Railroad have reached an historic agreement that will ensure job security for hundreds of railroaders as Union Pacific and Norfolk Southern pursue creating America’s first coast-to-coast railroad.
Description: A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Description: Eighteen U.S. senators signed a letter to the agency warning the combination could weaken competition, raise rates and hurt the agricultural supply chain.
Description: Norfolk Southern’s stock narrative is shifting as the Fair Value Estimate has been revised downward from $312.53 to $311.63 per share. Recent street research reflects a nuanced mix of optimism and caution. Analysts are raising price targets based on the strength of resilient earnings and operational consistency, even as the transportation sector faces broader challenges. Stay tuned to discover how investors and observers can keep ahead of the evolving story shaping Norfolk Southern’s...
Description: Union Pacific and Norfolk Southern have asked the Surface Transportation Board to expedite the review of their proposed transcontinental merger. The post UP, NS push for swift merger review appeared first on FreightWaves.
Description: Norfolk Southern’s third quarter results met revenue expectations but came in below analyst consensus on GAAP profit, reflecting a mixed operating environment. Management credited improvements in safety, operational efficiency, and productivity initiatives as key drivers, while also acknowledging flat overall volumes and competitive pressures stemming from the pending Union Pacific merger. CEO Mark George highlighted that, "the third quarter volume surges forecasted by partners didn’t materializ
Description: Year-over-year rail volume growth is fading. The post Rail volumes down 3%: what it means for 2025 appeared first on FreightWaves.
Description: Two major railroad companies have joined forces to launch a new freight line connecting Louisville to the West Coast. Here's what we know.
Description: GE Appliances has signed on to the new Union Pacific-Norfolk Southern domestic intermodal route serving key markets via west and southwest ports. The post New UP-NS Louisville intermodal hauling for GE Appliances appeared first on FreightWaves.
Description: Norfolk Southern (NSC) posted net profit margins of 24.2% in its latest results, up from 19.8% a year earlier. Earnings grew 22.6% over the past year, easily outpacing its five-year average annual growth of 1.3%. Looking ahead, revenue is forecast to increase 3.8% per year and earnings are expected to rise 5.6% annually, though both figures are projected to trail the broader US market. For investors, these results highlight strengthened profitability and a recent upswing in growth performance...
Description: The Class I railroad aims to submit its merger application to the STB by late November as industry rivals push back and the Trump administration signals support.
Description: The Surface Transportation Board has added another executive to its industry advisory council. The post Short line CEO joins STB rail advisory council appeared first on FreightWaves.
Description: NSC posts solid Q3 results with earnings and revenues topping estimates and surging year over year; merchandise strength offsetting coal weakness.
Description: Mark George: Hey, good afternoon, and thank you for joining us. With me today are John Orr, our Chief Operating Officer, Ed Elkins, our Chief Commercial Officer, and Jason Zampi, our Chief Financial Officer.
Description: Freight transportation company Norfolk Southern (NYSE:NSC) met Wall Street’s revenue expectations in Q3 CY2025, with sales up 1.7% year on year to $3.10 billion. Its GAAP profit of $3.16 per share was 2.5% below analysts’ consensus estimates.
Description: Carload trip duration and equipment utilization haven’t improved meaningfully despite several other mergers in the last few decades, one expert said.
Description: Norfolk Southern Corp (NSC) reports a 2% revenue growth and operational improvements despite facing headwinds in coal and intermodal markets.
Description: The headline numbers for Norfolk Southern (NSC) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Description: Norfolk Southern (NSC) delivered earnings and revenue surprises of +3.77% and +0.44%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
Description: Railroad operator Union Pacific reported solid third-quarter earnings, despite slow freight markets. The stock didn’t react much because investors are focused on mergers now. A year ago, in the third quarter of 2024, Union Pacific reported EPS of $2.75 from sales of $6.1 billion.
Description: Freight transportation company Norfolk Southern (NYSE:NSC) met Wall Street’s revenue expectations in Q3 CY2025, with sales up 1.7% year on year to $3.10 billion. Its GAAP profit of $3.16 per share was 2.6% below analysts’ consensus estimates.
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: The railroad company, which agreed to sell itself to Union Pacific in July, reported a profit of $711 million and upped its productivity target to $200 million.
Description: ATLANTA (AP) — Norfolk Southern Corp. NSC) on Thursday reported third-quarter net income of $711 million. On a per-share basis, the Atlanta-based company said it had net income of $3.16.
Description: Norfolk Southern Corporation (NYSE: NSC) announced Thursday its third quarter 2025 financial results. For the quarter, revenue was $3.1 billion, income from railway operations was $1.1 billion, operating ratio was 64.6%, and diluted earnings per share were $3.16.
Description: US benchmark equity indexes were higher intraday as Wall Street evaluated the latest corporate earni
Description: Norfolk Southern's Q3 revenue fell despite efficiency, service and safety gains, as well as increased competition from BNSF and CSX. The post Norfolk Southern revenue falters in Q3 appeared first on FreightWaves.
Description: Union Pacific defended its proposed $71.5 billion railroad merger after a rival said the merger is "unnecessary, anti-competitive and bad" for the U.S. economy. BNSF Railway, which Union Pacific competes with in the western half of the country, said that the proposed merger between Union Pacific and Norfolk Southern will "concentrate too much control of the nation's freight market with one railroad leading to long-term harm to competition and resilience in the nation's supply chain." The Berkshire Hathaway-owned railroad said the merger will result in less competition and higher shipping rates for customers.
Description: Norfolk Southern Corp. said third quarter income fell on revenue that was slightly higher than the 2024 period. The post First look: Norfolk Southern Q3 earnings appeared first on FreightWaves.
Description: Union Pacific third quarter profit beat estimates despite costs related to its proposed merger with Norfolk Southern. The post First look: Union Pacific Q3 earnings appeared first on FreightWaves.
Description: Both Union Pacific and Norfolk Southern delivered solid profits Thursday as the railroads continued to make the case for their proposed $85 billion merger. Union Pacific wants to buy Norfolk Southern in a deal that would create the first transcontinental railroad.
Description: US equity markets were trending lower before the opening bell Thursday as traders digest Tesla's (TS
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: Investors interested in the Transportation sector can watch out for third-quarter 2025 earnings reports of LUV, UNP, AAL and NSC.
Description: Norfolk Southern Corporation (NYSE: NSC) announced today a quarterly dividend of $1.35 per share on its common stock.
Description: Freight transportation company Norfolk Southern (NYSE:NSC) will be reporting results this Thursday after market hours. Here’s what to look for.
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: Cleveland-Cliffs will close its idle Steelton, Pa., facility permanently, leaving just two U.S. producers of steel rail for track. The post Just two U.S. makers of critical railroad material left after plant closure appeared first on FreightWaves.
Description: NSC's third-quarter 2025 performance is expected to have been affected by weak freight demand and tariff-related uncertainties.
Description: Third quarter earnings season is ramping up, and analysts expect S&P 500 companies grew their profits by 8% during the quarter.
Description: The American Chemistry Council has serious concerns about the impact to its members' business. The post The chemicals industry hates the UP – NS merger appeared first on FreightWaves.
Description: As investors enters shutdown week three, a US-China trade war, credit gesticulation, and an incoming oil glut are weighing on the market.
Description: Norfolk Southern stock has seen its consensus analyst price target edge up modestly from $307.37 to $312.53 per share, reflecting a measured shift in market outlook. This change comes as analysts weigh company execution, industry dynamics, and the anticipated effects of its proposed merger with Union Pacific. Stay tuned to learn how you can remain informed as analyst perspectives continue to shape the evolving narrative around Norfolk Southern's future. What Wall Street Has Been Saying Recent...
Description: Norfolk Southern (NSC) shares have shown steady movement over the past week, ending the latest session at $289.78. Investors seem to be weighing the railroad operator’s recent performance against broader trends in the transportation sector. See our latest analysis for Norfolk Southern. Norfolk Southern’s share price momentum has been picking up, with a notable 23.5% gain year-to-date that hints at renewed optimism around the company’s growth prospects. That strength is also reflected in the...
Description: The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.