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 States82EXITView United States risk detail βπIndustrials29WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 36 | +3% | β6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 36 | +3% | β6% | NEUTRAL |
| HON | Honeywell International Inc. | 33 | +8% | β6% | EARLY |
| PH | Parker Hannifin Corporation | 33 | +9% | β6% | EARLY |
| ETN | Eaton Corporation plc | 33 | +16% | β6% | EARLY |
| OTIS | Otis Worldwide Corporation | 33 | +7% | β6% | NEUTRAL |
| UNP | Union Pacific Corporation | 33 | +7% | β6% | 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 Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Thomas H Tuberville | Sell | $15kβ$50k | Mar 12, 24 | ||
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Dan NewhouseWA | Sell | $1kβ$15k | Jul 10, 26 | ||
| Thomas H Tuberville | Sell | $15kβ$50k | Jun 8, 26 | ||
| 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% |