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Norfolk Southern

NYSE: NSC

Stock price

340.16 USD

(+Infinity%) NaN day

Rail TransportationRailroads

Financial Performance

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5Y price score: 42

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 316.1%

DATE RANGE:

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    268.2

    52-week range

    342.5

    340.16

    Your model inputs

    Required return / cost of capital
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    FCFF terminal growth rate
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    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    5 %

    Dividend Yield TTM

    1.6 %

    Market cap $

    $ 76,398

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    28.7

    Price / Book TTM

    4.8

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    2.8

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    28.1 %

    40.3 %

    316.1 %

    Free cash flow per share growth

    30 %

    14.9 %

    493.7 %

    Earnings per share growth

    10.2 %

    62.6 %

    150 %

    Founded: 1,881

    Employees: 19,600

    Business Summary:Norfolk Southern Corporation (NSC), operating through its various subsidiaries, is a prominent rail transport provider in the United States. The company's core business involves the conveyance of raw materials, semi-finished goods, and completed merchandise across the nation. Its extensive freight services cover a broad spectrum of commodities. This includes a variety of agricultural and forestry products like grains (e.g., soybeans, wheat, corn), fertilizers, animal feeds, and diverse foodstuffs such as oils, flour, sweeteners, beverages, and canned goods, alongside lumber and paper products. NSC also handles a wide range of chemicals, from sulfur and petroleum derivatives to chlorine compounds, plastics, industrial chemicals, and sand. Furthermore, the company moves metals and construction supplies, including steel, aluminum, heavy machinery, cement, aggregates, and specialized military equipment. Transportation of both finished motor vehicles and automotive components is a significant segment, as is the consistent shipment of coal. Beyond its principal freight operations, Norfolk Southern facilitates global trade by connecting with various Atlantic and Gulf Coast ports for overseas cargo. The corporation also manages an expansive intermodal network and offers commuter passenger rail services. As of the close of 2021, the company's vast railway infrastructure extended over roughly 19,300 route miles, serving 22 states and the District of Columbia. Norfolk Southern Corporation, originally incorporated in 1980, is based in Atlanta, Georgia.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q1 (Apr 24, 2026)

    1) Strategy & Leadership - Norfolk Southern's leadership emphasized a strong focus on safety, service, and cost control as key pillars of their strategy. - The company is navigating challenges from winter weather and macroeconomic conditions while maintaining a disciplined approach to operations. - Investments in technology and training have enhanced safety performance, leading to a 37% year-over-year improvement in the FRA accident ratio. - The company is committed to continuous improvement and has implemented a PSR 2.0 operating model to enhance efficiency and resilience.

    2) Financial & Segment Results - Total adjusted expenses increased by only 1% year-over-year, despite facing inflationary pressures and higher fuel costs. - Revenue remained flat year-over-year, with a 2% increase in revenue per unit (RPU). Merchandise revenue increased by 1%, driven by gains in chemicals and automotive markets. - Intermodal volumes decreased by 4%, reflecting challenging market conditions and merger-related losses, while coal volumes increased by 9% due to higher electricity demand. - The operating ratio for the quarter was reported at 68.7%, an increase of 80 basis points year-over-year, primarily due to inflation and fuel price headwinds.

    3) Problems / Headwinds - The company faced significant challenges in February due to severe winter weather, impacting network performance and customer car loadings. - Fuel prices surged, with costs in March alone exceeding expectations by $40 million, contributing to overall cost pressures. - The intermodal segment is experiencing competitive pressures and tariff volatility, affecting volume and pricing dynamics.

    4) Operational or Product Plans - Norfolk Southern is focused on improving operational efficiency, with a goal of achieving $150 million in additional efficiencies in 2026. - The company is actively pursuing innovative growth strategies, including a new partnership with Jaguar Transport Holdings to enhance service in the Metro Atlanta area. - There is optimism regarding the potential for increased export thermal coal volumes due to geopolitical factors, which could positively impact revenue.

    5) Guidance & Outlook / Investor Angle - The company maintains its adjusted operating cost guidance for 2026 at $8.2 billion to $8.4 billion, despite acknowledging the volatility in fuel prices. - Norfolk Southern expects a typical sequential improvement in operating ratio of about 200 basis points from Q1 to Q2, driven by productivity initiatives and improved service levels. - The leadership expressed cautious optimism about market conditions, noting signs of life in industrial production and a potential recovery in intermodal demand.

    Bottom line: Norfolk Southern is navigating a challenging environment with a strong focus on safety, operational efficiency, and cost control. While facing headwinds from weather and fuel prices, the company remains committed to growth and productivity, positioning itself to capitalize on emerging market opportunities.

    Annual Reports, Presentations And IR Contacts

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    Norfolk Southern — Financial Overview, Stock Price, Market Cap

    Norfolk Southern is a company. Founded in 1881. As of July 20, 2026, the company's market capitalization is $76397895380 with a current stock price of $340.16.