Norfolk Southern Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
7.9%projected annual EPS growth
Analyst Coverage
18analysts covering
FY Revenue (est.)
$13.2Bnext fiscal year
FY EPS (est.)
$12.97next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 22 Oct 2026 |
| Q4 2026 Earnings Release | 28 Jan 2027 |
Monitoring Framework
Key Performance Indicators
Adjusted Railway Operating Ratio Quarterly6,550.0%Target: Sub-60% in 3-4 years
FRA Train Accident Rate (per million train miles) Annually161.0%Target: Continuous reduction (down from 2.37 in 100H 2025)%
Terminal Dwell Time (hours) Quarterly24.0Target: Reduction (re-establishing velocity momentum)
Average Train Speed (mph) Quarterly19.9Target: Improvement (re-establishing velocity momentum)
Watch Items
- Surface Transportation Board (STB) Merger ApprovalTrigger: Final ruling expected late 2026 or early 2027Action: Monitor supplemental information filings and regulatory conditions imposed on the Union Pacific combination.
- East Palestine (Eastern Ohio) Incident Legal LiabilitiesTrigger: Ongoing Pennsylvania class action and shareholder derivative lawsuitsAction: Track incremental legal accruals and cash outflows beyond the $600 million class settlement.
- Fuel Cost Inflation and Surcharge Recovery LagTrigger: Fuel expense volatility impacting operating ratio by >100 bpsAction: Assess pricing adjustments and contract renewals to offset diesel price spikes.
Research as of 2 Sep 2026