Csx Corporation · NASDAQ:CSX
Csx — J.P. Morgan U.S. All Stars Conference 2025
7 slides from Csx's conference presentation, Sep 17, 2025
Slide 1: JP Morgan US All Stars Conference
JP Morgan US All Stars Conference Joe Hinrichs President & Chief Executive Officer Sean Pelkey Executive Vice President & Chief Financial Officer 9.17.2025
Slide 2: Forward Looking Disclosure
Forward Looking Disclosure This information and other statements by the company may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act with respect to, among other items: projections and estimates of earnings, revenues, margins, volumes, rates, cost
Slide 3: A powerful network with expanding reach
A powerful network with expanding reach Driving operational excellence and efficiency as a cornerstone of our growth strategy Leveraging our extensive reach across the key regions of the US industrial base Building partnerships with customers, Class Is, and short lines Broadening our effective footp
Slide 4: Diversified, industrial-centric revenue stream
With a diversified, industrial-centric revenue stream 2024 Revenue Merchandise COAL INTERMODAL Supported by long-term customer relationships and drive by demand across 17% multiple sectors of the US economy MINERALS 16% 6% AUTOMOTIVE Intermodal FOREST PRODUCTS 8% Combining long-haul efficiency with
Slide 5: Closely aligned to new industrial investment
Closely aligned to new industrial investment US Industrial Project Investment Nearly 600 active projects in the pipeline Over 250 new customer facilities or expansions since 2023 Close relationships with developers and site consultants Heat map represents announced investment over last 5 years, thro
Slide 6: Several discrete benefits anticipated for 2026
Several discrete benefits anticipated for 2026 Eliminating Rerouting Costs - Completion of Howard Street Tunnel, Blue Ridge saving ~$10M/month in OpEx Double-stacked I-95 Corridor - New intermodal capacity, conversion opportunities, and productivity gains New Intermodal Services - Added volume from
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