Norfolk Southern is in a turnaround phase under the new operating team, with operating ratio improvement targeting 60% by 2027. Post-East Palestine remediation costs are largely past, but PSR execution lags peers. Activist pressure has eased after board reshuffle.
Thesis reviewed May 29, 2026
Norfolk Southern Corporation is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States60NEUTRALView United States risk detail βπIndustrials26WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| ERJ | Embraer SA | 31 | +13% | β6% | EARLY |
| UPS | United Parcel Service, Inc. | 31 | -10% | β6% | AVOID |
| GE | GE Aerospace | 31 | +14% | β6% | EARLY |
| IR | Ingersoll Rand Inc. | 31 | +9% | β6% | EARLY |
| EXPO | Exponent Inc. | 31 | +6% | β6% | NEUTRAL |
| CARR | Carrier Global Corporation | 31 | +10% | β6% | EARLY |
| ABB | ABB Ltd | 31 | +7% | β6% | EARLY |
Investors who hold NSC may also have indirect exposure through these country funds.
NSC Q1 2026 operating ratio at 64.5%, improving 200bps YoY
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | +5.8% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Dec 24, 24 | +33.6% |
| Shelley M Capito | Sell | $1kβ$15k | Sep 25, 24 | +27.4% | |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Aug 30, 24 | +24.5% |
| Shelley M Capito | Sell | $1kβ$15k | Aug 22, 24 | +25.0% | |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | +48.6% |