CSX's Eastern US franchise rides the freight recovery and benefits from chemicals reshoring along the Gulf Coast and Southeast. Intermodal volumes up double-digits YoY. Howard Street tunnel completion in Baltimore unlocks double-stack capacity. Plant capex announcements from semiconductors in Georgia and EV battery in Tennessee drive long-term carload growth.
Thesis reviewed May 29, 2026
CSX Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States74REDUCEView United States risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| IR | Ingersoll Rand Inc. | 31 | +9% | β6% | EARLY |
| CAT | Caterpillar Inc. | 31 | +12% | β6% | EARLY |
| PH | Parker Hannifin Corporation | 31 | +9% | β6% | EARLY |
| GE | GE Aerospace | 31 | +14% | β6% | EARLY |
| ROK | Rockwell Automation, Inc. | 31 | +2% | β6% | NEUTRAL |
| WM | Waste Management, Inc. | 31 | +3% | β6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 31 | +3% | β6% | NEUTRAL |
Investors who hold CSX may also have indirect exposure through these country funds.
CSX intermodal volumes +12% YoY in Q1 2026
Howard Street tunnel reopens with double-stack clearance
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Markwayne Mullin | Sell | $15kβ$50k | Nov 10, 25 | +25.5% | |
| Markwayne Mullin | Buy | $15kβ$50k | May 13, 25 | +42.0% | |
| Thomas H Tuberville | Sell | $15kβ$50k | Apr 15, 25 | +47.3% | |
| Markwayne Mullin | Sell | $15kβ$50k | Apr 8, 25 | +52.1% |