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 moderate signals.
🇺🇸United States48EARLYView United States risk detail →🏭Industrials45WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ERJ | Embraer SA | 46 | +13% | ↓6% | EARLY |
| ITW | Illinois Tool Works Inc. | 46 | +1% | ↓6% | NEUTRAL |
| GE | GE Aerospace | 46 | +14% | ↓6% | EARLY |
| UNP | Union Pacific Corporation | 46 | +7% | ↓6% | EARLY |
| NSC | Norfolk Southern Corporation | 46 | +3% | ↓6% | NEUTRAL |
| ROK | Rockwell Automation, Inc. | 46 | +2% | ↓6% | NEUTRAL |
| ABB | ABB Ltd | 46 | +7% | ↓6% | EARLY |
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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Markwayne Mullin | Sell | $15k–$50k | Nov 10, 25 | +25.5% | |
| Markwayne Mullin | Buy | $15k–$50k | May 13, 25 | +42.0% | |
| Thomas H Tuberville | Sell | $15k–$50k | Apr 15, 25 | +47.3% | |
| Markwayne Mullin | Sell | $15k–$50k | Apr 8, 25 | +52.1% |