Norfolk Southern beats Q2 revenue estimates on volumes, fuel surcharge
NSC•Key figures and analyst view
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Operating Revenue | Beat | $3.50 bln | $3.37 bln (16 Analysts) |
| Q2 Adjusted EPS | Beat | $3.52 | $3.31 (20 Analysts) |
| Q2 EPS | $3.26 |
The current average analyst rating on the shares is hold and the breakdown of recommendations is 5 strong buy or buy, 17 hold and no sell or strong sell.
The average consensus recommendation for the ground freight & logistics peer group is buy.
Wall Street's median 12-month price target for Norfolk Southern Corp is $341.00, about 3% above its July 22 closing price of $330.94.
The stock recently traded at 25 times the next 12-month earnings versus a P/E of 23 three months ago.
Outlook for the second half of 2026
Norfolk Southern said it is encouraged by demand trends heading into the second half of 2026.
