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What changed in CSX's 10-Q
Source: 10-Q filed 2026-04-22 · compared against 10-Q 2025-10-16. Every passage below is quoted verbatim from the filing itself.
Financial Results
This filing
Operating income of $1.3 billion increased $212 million, or 20%, year over year.
Expenses
This filing
Efficiency savings net of inflation were $50 million, driven by cost reductions across operating and support functions.
Dividend
This filing
authorized an 8 % increase in the quarterly cash dividend to $ 0.14 per common share effective March 2026.
Share Repurchases
This filing
Shares Repurchased (Millions) 6, Cost of Shares (Dollars in Millions) $ 222, Average Price Paid per Share $ 39.02
Segments
This filing
Capital expenditures made by the rail segment were $ 537 million and $ 691 million, for the first quarters 2026 and 2025, respectively.
New Accounting Pronouncement
This filing
In December 2025, the FASB issued ASU 2025-10, Accounting for Government Grants by Business Entities.
What it means — the analyst reading
The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel, plus 1 further change without a quotable passage — is part of the Filing Change Monitor.
See the Filing Change Monitor →Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.