CSX CORP, 10-Q filed on 7/23/2025
Quarterly Report
v3.25.2
Cover
6 Months Ended
Jun. 30, 2025
shares
Cover [Abstract]  
Document Type 10-Q
Document Quarterly Report true
Document Period End Date Jun. 30, 2025
Document Transition Report false
Entity File Number 1-8022
Entity Registrant Name CSX CORPORATION
Entity Incorporation, State or Country Code VA
Entity Tax Identification Number 62-1051971
Entity Address, Address Line One 500 Water Street
Entity Address, Address Line Two 15th Floor
Entity Address, City or Town Jacksonville
Entity Address, State or Province FL
Entity Address, Postal Zip Code 32202
City Area Code 904
Local Phone Number 359-3200
Title of 12(b) Security Common Stock, $1 Par Value
Trading Symbol CSX
Security Exchange Name NASDAQ
Entity Current Reporting Status Yes
Entity Interactive Data Current Yes
Entity Filer Category Large Accelerated Filer
Entity Small Business false
Entity Emerging Growth Company false
Entity Shell Company false
Entity Common Stock, Shares Outstanding 1,864,277,014
Entity Central Index Key 0000277948
Current Fiscal Year End Date --12-31
Document Fiscal Year Focus 2025
Document Fiscal Period Focus Q2
Amendment Flag false
v3.25.2
CONSOLIDATED INCOME STATEMENTS (Unaudited) - USD ($)
shares in Millions, $ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Income Statement        
Revenue $ 3,574 $ 3,701 $ 6,997 $ 7,382
Expense        
Labor and Fringe 791 766 1,612 1,571
Purchased Services and Other 710 691 1,484 1,411
Depreciation and Amortization 427 410 852 820
Fuel 269 301 544 626
Equipment and Other Rents 94 85 181 169
Total Expense 2,291 2,253 4,673 4,597
Operating Income 1,283 1,448 2,324 2,785
Interest Expense (212) (209) (421) (419)
Other Income - Net 22 28 48 69
Earnings Before Income Taxes 1,093 1,267 1,951 2,435
Income Tax Expense (264) (304) (476) (592)
Net Earnings $ 829 $ 963 $ 1,475 $ 1,843
Per Common Share (Note 2)        
Net Earnings Per Share, Basic (in dollars per share) $ 0.44 $ 0.50 $ 0.79 $ 0.94
Net Earnings Per Share, Assuming Dilution (in dollars per share) $ 0.44 $ 0.49 $ 0.78 $ 0.94
Average Shares Outstanding (in shares) 1,867 1,944 1,878 1,951
Average Shares Outstanding, Assuming Dilution (in shares) 1,869 1,948 1,881 1,955
v3.25.2
CONDENSED CONSOLIDATED COMPREHENSIVE INCOME STATEMENTS (Unaudited) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2024
Mar. 31, 2024
Jun. 30, 2025
Jun. 30, 2024
Statement of Comprehensive Income [Abstract]            
Total Comprehensive Earnings (Note 10) $ 832 $ 651 $ 966 $ 886 $ 1,483 $ 1,852
v3.25.2
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Jun. 30, 2025
Dec. 31, 2024
Current Assets:    
Cash and Cash Equivalents $ 387 $ 933
Short-term Investments (Note 9) 6 72
Accounts Receivable - Net (Note 8) 1,409 1,326
Materials and Supplies 420 414
Other Current Assets 83 75
Total Current Assets 2,305 2,820
Properties 53,331 52,191
Accumulated Depreciation (17,083) (16,533)
Properties - Net 36,248 35,658
Investment in Affiliates and Other Companies 2,574 2,520
Right-of-Use Lease Asset 476 487
Goodwill and Other Intangible Assets - Net 437 433
Other Long-term Assets 889 846
Total Assets 42,929 42,764
Current Liabilities:    
Accounts Payable 1,273 1,290
Labor and Fringe Benefits Payable 453 480
Casualty, Environmental and Other Reserves (Note 4) 158 149
Current Maturities of Long-term Debt (Note 7) 616 606
Income and Other Taxes Payable 156 508
Other Current Liabilities 327 243
Total Current Liabilities 2,983 3,276
Casualty, Environmental and Other Reserves (Note 4) 304 313
Long-term Debt (Note 7) 18,550 17,897
Deferred Income Taxes - Net 7,718 7,725
Long-term Lease Liability 484 486
Other Long-term Liabilities 513 560
Total Liabilities 30,552 30,257
Shareholders' Equity:    
Common Stock, $1 Par Value 1,864 1,900
Other Capital 882 846
Retained Earnings 9,850 9,988
Accumulated Other Comprehensive Loss (Note 10) (224) (232)
Non-controlling Minority Interest 5 5
Total Shareholders' Equity 12,377 12,507
Total Liabilities and Shareholders' Equity $ 42,929 $ 42,764
v3.25.2
CONSOLIDATED BALANCE SHEETS (Parenthetical) - $ / shares
Jun. 30, 2025
Dec. 31, 2024
Shareholders' Equity:    
Common stock, par value (in dollars per share) $ 1 $ 1
v3.25.2
CONSOLIDATED CASH FLOW STATEMENTS (Unaudited) - USD ($)
$ in Millions
6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
OPERATING ACTIVITIES    
Net Earnings $ 1,475 $ 1,843
Adjustments to Reconcile Net Earnings to Net Cash Provided by Operating Activities:    
Depreciation and Amortization 852 820
Deferred Income Taxes (1) 14
Other Operating Activities (50) (19)
Changes in Operating Assets and Liabilities:    
Accounts Receivable (36) (19)
Other Current Assets (13) 25
Accounts Payable 18 (42)
Income and Other Taxes Payable (362) (403)
Other Current Liabilities 7 (46)
Net Cash Provided by Operating Activities 1,890 2,173
INVESTING ACTIVITIES    
Property Additions (1,495) (1,066)
Proceeds from Sales of Short-term Investments 69 81
Proceeds and Advances from Property Dispositions 49 43
Business Acquisition, Net of Cash Acquired (14) (50)
Other Investing Activities (63) (56)
Net Cash Used In Investing Activities (1,454) (1,048)
FINANCING ACTIVITIES    
Shares Repurchased (1,172) (810)
Dividends Paid (488) (468)
Long-term Debt Repaid (Note 7) (3) (4)
Long-term Debt Issued (Note 7) 600 0
Other Financing Activities 81 42
Net Cash Used in Financing Activities (982) (1,240)
Net Decrease in Cash and Cash Equivalents (546) (115)
CASH AND CASH EQUIVALENTS    
Cash and Cash Equivalents at Beginning of Period 933 1,353
Cash and Cash Equivalents at End of Period $ 387 $ 1,238
v3.25.2
CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS' EQUITY (Unaudited) - USD ($)
shares in Thousands, $ in Millions
Total
Common Shares Outstanding (Thousands)
Common Stock and Other Capital
Retained Earnings
Accumulated Other Comprehensive (Loss) Income
Non-controlling Minority Interest
Beginning Balance (in shares) at Dec. 31, 2023   1,958,757        
Beginning Balance at Dec. 31, 2023 $ 11,985   $ 2,650 $ 9,609 $ (279) [1] $ 5
Comprehensive Earnings:            
Net Earnings 880     880    
Other Comprehensive Income 6       6 [1]  
Total Comprehensive Earnings (Note 10) 886          
Common stock dividends, per share (235)     (235)    
Share Repurchases (in shares)   (6,789)        
Share Repurchases (247)   (7) (240)    
Excise Tax on Net Share Repurchases (1)     (1)    
Stock Option Exercises and Other (in shares)   2,961        
Stock Option Exercises and Other 53   55 (2)    
Ending balance (in shares) at Mar. 31, 2024   1,954,929        
Ending Balance at Mar. 31, 2024 12,441   2,698 10,011 (273) [1] 5
Beginning Balance (in shares) at Dec. 31, 2023   1,958,757        
Beginning Balance at Dec. 31, 2023 11,985   2,650 9,609 (279) [1] 5
Comprehensive Earnings:            
Net Earnings 1,843          
Total Comprehensive Earnings (Note 10) $ 1,852          
Share Repurchases (in shares) (23,000)          
Ending balance (in shares) at Jun. 30, 2024   1,938,745        
Ending Balance at Jun. 30, 2024 $ 12,620   2,697 10,189 (270) [1] 4
Beginning Balance (in shares) at Mar. 31, 2024   1,954,929        
Beginning Balance at Mar. 31, 2024 12,441   2,698 10,011 (273) [1] 5
Comprehensive Earnings:            
Net Earnings 963     963    
Other Comprehensive Income 3       3 [1]  
Total Comprehensive Earnings (Note 10) 966          
Common stock dividends, per share $ (233)     (233)    
Share Repurchases (in shares) (16,000) (16,308)        
Share Repurchases $ (563)   (16) (547)    
Excise Tax on Net Share Repurchases (6)     (6)    
Stock Option Exercises and Other (in shares)   124        
Stock Option Exercises and Other 15   15 1   (1)
Ending balance (in shares) at Jun. 30, 2024   1,938,745        
Ending Balance at Jun. 30, 2024 12,620   2,697 10,189 (270) [1] 4
Beginning Balance (in shares) at Dec. 31, 2024   1,900,190        
Beginning Balance at Dec. 31, 2024 12,507   2,746 9,988 (232) [2] 5
Comprehensive Earnings:            
Net Earnings 646     646    
Other Comprehensive Income 5       5 [2]  
Total Comprehensive Earnings (Note 10) 651          
Common stock dividends, per share (245)     (245)    
Share Repurchases (in shares)   (23,707)        
Share Repurchases (751)   (24) (727)    
Excise Tax on Net Share Repurchases (7)     (7)    
Stock Option Exercises and Other (in shares)   1,894        
Stock Option Exercises and Other 20   20      
Ending balance (in shares) at Mar. 31, 2025   1,878,377        
Ending Balance at Mar. 31, 2025 12,175   2,742 9,655 (227) [2] 5
Beginning Balance (in shares) at Dec. 31, 2024   1,900,190        
Beginning Balance at Dec. 31, 2024 12,507   2,746 9,988 (232) [2] 5
Comprehensive Earnings:            
Net Earnings 1,475          
Total Comprehensive Earnings (Note 10) $ 1,483          
Share Repurchases (in shares) (38,000)          
Ending balance (in shares) at Jun. 30, 2025   1,864,280        
Ending Balance at Jun. 30, 2025 $ 12,377   2,746 9,850 (224) [2] 5
Beginning Balance (in shares) at Mar. 31, 2025   1,878,377        
Beginning Balance at Mar. 31, 2025 12,175   2,742 9,655 (227) [2] 5
Comprehensive Earnings:            
Net Earnings 829     829    
Other Comprehensive Income 3       3 [2]  
Total Comprehensive Earnings (Note 10) 832          
Common stock dividends, per share $ (243)     (243)    
Share Repurchases (in shares) (14,000) (14,209)        
Share Repurchases $ (401)   (14) (387)    
Excise Tax on Net Share Repurchases (4)     (4)    
Stock Option Exercises and Other (in shares)   112        
Stock Option Exercises and Other 18   18      
Ending balance (in shares) at Jun. 30, 2025   1,864,280        
Ending Balance at Jun. 30, 2025 $ 12,377   $ 2,746 $ 9,850 $ (224) [2] $ 5
[1] Accumulated Other Comprehensive Loss balances shown above are net of tax. The associated taxes were $74 million as of December 31, 2023, $72 million as of March 31, 2024, and $72 million as of June 30, 2024. For additional information, see Note 10, Other Comprehensive Income.
[2] Accumulated Other Comprehensive Loss balances shown above are net of tax. The associated taxes were $61 million as of December 31, 2024, $59 million as of March 31, 2025, and $58 million as of June 30, 2025. For additional information, see Note 10, Other Comprehensive Income.
v3.25.2
CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS' EQUITY (Unaudited) (Parenthetical) - USD ($)
$ in Millions
3 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2024
Dec. 31, 2023
Common stock, dividends, per share, declared (in dollars per share) $ 0.13 $ 0.13 $ 0.12 $ 0.12    
Accumulated Other Comprehensive (Loss) Income            
Associated tax of accumulated other comprehensive loss balances $ 58 $ 59 $ 72 $ 72 $ 61 $ 74
v3.25.2
Nature of Operations and Significant Accounting Policies
6 Months Ended
Jun. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Nature of Operations and Significant Accounting Policies Nature of Operations and Significant Accounting Policies
Background
CSX Corporation together with its subsidiaries ("CSX" or the “Company”), based in Jacksonville, Florida, is one of the nation's leading transportation companies. The Company provides rail-based transportation services including traditional rail service, the transport of intermodal containers and trailers, as well as other transportation services such as rail-to-truck transfers and bulk commodity operations.

CSX's principal operating subsidiary, CSX Transportation, Inc. (“CSXT”), provides an important link to the transportation supply chain through its approximately 20,000 route-mile rail network and serves major population centers in 26 states east of the Mississippi River, the District of Columbia and the Canadian provinces of Ontario and Quebec. The Company's intermodal business links customers to railroads via trucks and terminals. CSXT is also responsible for the Company's real estate sales, leasing, acquisition, and management and development activities, substantially all of which are focused on supporting railroad operations.

Other entities
In addition to CSXT, the Company’s subsidiaries include Quality Carriers, Inc. ("Quality Carriers"), CSX Intermodal Terminals, Inc. (“CSX Intermodal Terminals”), Total Distribution Services, Inc. (“TDSI”), Transflo Terminal Services, Inc. (“Transflo”), CSX Technology, Inc. (“CSX Technology”) and other subsidiaries. Quality Carriers is the largest provider of bulk liquid chemicals truck transportation in North America. CSX Intermodal Terminals owns and operates a system of intermodal terminals, predominantly in the eastern United States and also performs drayage services (the pickup and delivery of intermodal shipments) for certain customers. TDSI serves the automotive industry with distribution centers and storage locations. Transflo connects non-rail served customers to the many benefits of rail by transferring products from rail to trucks. The biggest Transflo markets are chemicals and agriculture, which includes shipments of plastics and ethanol. CSX Technology and other subsidiaries provide support services for the Company.
NOTE 1.    Nature of Operations and Significant Accounting Policies, continued

Basis of Presentation
In the opinion of management, the accompanying consolidated financial statements contain all normal, recurring adjustments necessary to fairly present the consolidated financial statements and accompanying notes. Where applicable, prior year information has been reclassified to conform to the current presentation. Pursuant to the rules and regulations of the Securities and Exchange Commission (“SEC”), certain information and disclosures normally included in the notes to the annual financial statements prepared in accordance with U.S. generally accepted accounting principles (“GAAP”) have been omitted from these interim financial statements. CSX suggests that these financial statements be read in conjunction with the audited financial statements and the notes included in CSX's most recent annual report on Form 10-K as well as any subsequently filed current reports on Form 8-K.

Fiscal Year
The Company's fiscal periods are based upon the calendar year. Except as otherwise specified, references to “second quarter(s)” or “six months” indicate CSX's fiscal periods ending June 30, 2025, and June 30, 2024, and references to "year-end" indicate the fiscal year ended December 31, 2024.

New Accounting Pronouncements
In December 2023, the FASB issued ASU 2023-09, Improvements to Income Tax Disclosures. This standard update requires additional interim and annual disclosures about a company’s income taxes, including more detailed information around the annual rate reconciliation and income taxes paid. The Company will adopt the guidance for its 2025 annual report filed on Form 10-K, which will result in additional disclosures related to income taxes but will not impact the Company's results of operations or financial position.

In November 2024, the FASB issued ASU 2024-03, Disaggregation of Income Statement Expenses. This standard update requires additional disclosures about certain expenses in commonly presented expense captions. The Company is required to adopt the guidance for its 2027 annual report filed on Form 10-K, though early adoption is permitted. The Company is currently evaluating the impact of these amendments on its disclosures, but this standard update will not impact the Company's results of operations or financial position.
v3.25.2
Earnings Per Share
6 Months Ended
Jun. 30, 2025
Earnings Per Share [Abstract]  
Earnings Per Share Earnings Per Share
The following table sets forth the computation of basic earnings per share and earnings per share, assuming dilution.
Second QuartersSix Months
2025202420252024
Numerator (Dollars in Millions):
Net Earnings
$829 $963 $1,475 $1,843 
Denominator (Units in Millions):
Average Common Shares Outstanding1,867 1,944 1,878 1,951 
Other Potentially Dilutive Common Shares2 3 
Average Common Shares Outstanding, Assuming Dilution
1,869 1,948 1,881 1,955 
Net Earnings Per Share, Basic
$0.44 $0.50 $0.79 $0.94 
Net Earnings Per Share, Assuming Dilution
$0.44 $0.49 $0.78 $0.94 
    
Basic earnings per share is based on the weighted-average number of shares of common stock outstanding. Earnings per share, assuming dilution, is based on the weighted-average number of shares of common stock outstanding and common stock equivalents adjusted for the effects of common stock that may be issued as a result of potentially dilutive instruments. CSX's potentially dilutive instruments are made up of equity awards including employee stock options, performance units and restricted stock units.

When calculating diluted earnings per share, the potential shares that would be outstanding if all outstanding stock options were exercised are included. This number is different from outstanding stock options because it is offset by shares CSX could repurchase using the proceeds from these hypothetical exercises to obtain the common stock equivalent. The total average outstanding stock options that were excluded from the diluted earnings per share calculation because their effect was antidilutive is in the table below.
Second QuartersSix Months
2025202420252024
Antidilutive Stock Options Excluded from Diluted EPS (Units in Millions)
5353
NOTE 2.    Earnings Per Share, continued

Share Repurchases    
During fourth quarter 2023, the Company began repurchasing shares under the $5 billion share repurchase program approved in October 2023. Total repurchase authority remaining was $1.4 billion as of June 30, 2025.

Share repurchases may be made through a variety of methods including, but not limited to, open market purchases, purchases pursuant to Rule 10b5-1 plans, accelerated share repurchases and negotiated block purchases. The timing of share repurchases depends upon management's assessment of marketplace conditions and other factors, and the program remains subject to the discretion of the Board of Directors. Future share repurchases are expected to be funded by cash on hand, cash generated from operations and debt issuances. Shares are retired immediately upon repurchase. In accordance with the Equity Topic in the Accounting Standards Codification ("ASC"), the excess of repurchase price over par value is recorded in retained earnings.

During second quarters and six months ended June 30, 2025, and June 30, 2024, the Company engaged in the following repurchase activities:

Second QuartersSix Months
2025202420252024
Shares Repurchased (Millions)
14 16 38 23 
Cost of Shares (Dollars in Millions)
$401 $563 $1,152 $810 
Average Price Paid per Share$28.28 $34.51 $30.39 $35.08 
Excise Taxes Paid for Net Share Repurchases (Dollars in Millions)
$19.9 $— $19.9 $— 

The Inflation Reduction Act of 2022 imposes a nondeductible 1% excise tax on the net value of most share repurchases made after December 31, 2022. Excise tax commensurate with net share repurchases is reflected in equity and a corresponding liability for excise taxes payable is included in other current liabilities on the consolidated balance sheet. The cost of shares repurchased shown in the table above excludes the impact of this excise tax. Excise tax payments in second quarter 2025 relate to share repurchases in 2024. Excise taxes for 2023 repurchases were paid in fourth quarter 2024.

Dividend Increase
In February 2025, the Company's Board of Directors authorized an 8% increase in the quarterly cash dividend to $0.13 per common share effective March 2025.
v3.25.2
Stock Plans and Share-Based Compensation
6 Months Ended
Jun. 30, 2025
Share-Based Payment Arrangement [Abstract]  
Stock Plans and Share-Based Compensation Stock Plans and Share-Based Compensation
Under CSX's share-based compensation plans, awards consist of performance units, stock options and restricted stock units for management and stock grants for directors. Share-based compensation expense for awards under share-based compensation plans is measured using the fair value of the award on the grant date and is recognized on a straight-line basis over the service period of the respective award. Alternatively, expense is recognized upon death or over an accelerated service period for employees whose agreements allow for continued vesting upon retirement or separation. Forfeitures are recognized as they occur. Total pre-tax expense and income tax benefits associated with share-based compensation are shown in the table below. Income tax benefits include impacts from option exercises and the vesting of other equity awards.

Second QuartersSix Months
(Dollars in Millions)
2025202420252024
Share-Based Compensation Expense:
Restricted Stock Units$7 $$13 $14 
Stock Options
3 6 
Employee Stock Purchase Plan3 5 
Performance Units2 2 
Stock Awards for Directors — 3 
Total Share-Based Compensation Expense$15 $13 $29 $29 
Income Tax Benefit$3 $$6 $

Long-term Incentive Plan
In February 2025, the Company granted the following awards under a new long-term incentive plan ("LTIP") for the years 2025 through 2027, which was adopted under the CSX 2019 Stock and Incentive Award Plan.
Granted
(Thousands)
Weighted Avg. Fair Value
Performance Units668$33.74 
Restricted Stock Units66633.37 
Stock Options1,10010.16 
NOTE 3.     Stock Plans and Share-Based Compensation, continued

Performance Units
Units vest approximately three years after grant. Payouts will be made in CSX common stock with a payout range for most participants between 0% and 200% of the target awards depending on Company performance against predetermined goals. Payouts for certain executive officers are subject to formulaic upward or downward adjustment by up to 20%, capped at an overall payout of 240%, based upon the Company's total shareholder return relative to specified comparable groups over the performance period. The fair values of performance units granted to certain executive officers were calculated using a Monte-Carlo simulation model.

Measurement against goals related to both average annual operating income growth and Economic Profit, in each case adjusting for certain items as defined in the plan, will each comprise 50% of the payout. As defined under the plan, Economic Profit incentivizes strategic investments earning more than management's desired minimum required return and is calculated as CSX’s Gross Cash Earnings minus the Capital Charge on Gross Operating Assets.

Stock Options
Stock options were granted with ten-year terms and vest over three years in equal installments each year on the anniversary of the grant date. These awards are time-based and are not based upon attainment of performance goals. The fair values of stock option awards were determined at the grant date using the Black-Scholes valuation model.

Restricted Stock Units
The restricted stock units awarded vest over three years in equal installments each year on the anniversary of the grant date and are settled in CSX common stock on a one-for-one basis. These awards are time-based and are not based upon CSX's attainment of performance goals.

Other Awards
Awards are periodically granted outside of the annual LTIP program, subject to approval by the Board of Directors, Compensation and Talent Management Committee, or Chief Executive Officer ("CEO") as appropriate. Awards outside of the annual LTIP program were granted to certain management employees other than senior executives during the second quarter and six months ended June 30, 2025, and 2024, and were not material.

For more information related to the Company's outstanding long-term incentive compensation, see CSX's most recent annual report on Form 10-K.
v3.25.2
Casualty, Environmental and Other Reserves
6 Months Ended
Jun. 30, 2025
Casualty, Environmental and Other Reserves [Abstract]  
Casualty, Environmental and Other Reserves Casualty, Environmental and Other Reserves
Personal injury and environmental reserves are considered critical accounting estimates due to the need for management judgment. Casualty, environmental and other reserves are provided for in the consolidated balance sheets as shown in the table below.

June 30, 2025December 31, 2024
(Dollars in Millions)
CurrentLong-termTotalCurrentLong-termTotal
Casualty:
Personal Injury$54 $95 $149 $51 $91 $142 
Occupational7 54 61 59 66 
     Total Casualty61 149 210 58 150 208 
Environmental39 110 149 37 114 151 
Other58 45 103 54 49 103 
     Total$158 $304 $462 $149 $313 $462 

These liabilities are accrued when probable and reasonably estimable in accordance with the Contingencies Topic in the ASC. Actual settlements and claims received could differ, and final outcomes of these matters cannot be predicted with certainty. Considering the legal defenses currently available, the liabilities that have been recorded and other factors, it is the opinion of management that none of these items individually, when finally resolved, will have a material adverse effect on the Company's financial condition, results of operations or liquidity. Should a number of these items occur in the same period, however, their combined effect could be material in that particular period.

Casualty
Casualty reserves represent accruals for personal injury, occupational disease and occupational injury claims primarily related to railroad operations. The Company's self-insured retention amount for casualty claims is $100 million per occurrence as discussed at Note 5, Commitments and Contingencies. Currently, no individual claim is expected to exceed the self-insured retention amount.

Personal Injury
Personal injury reserves represent liabilities for employee work-related and third-party injuries. Work-related injuries for CSXT employees are primarily subject to the Federal Employers’ Liability Act (“FELA”). CSXT retains an independent actuary to assist management in assessing the value of personal injury claims. An analysis is performed by the actuary quarterly and is reviewed by management. This analysis did not result in a material adjustment to the personal injury reserve in the quarters or six months ended June 30, 2025, or June 30, 2024.
NOTE 4.    Casualty, Environmental and Other Reserves, continued

Occupational
Occupational reserves represent liabilities arising from allegations of exposure to certain materials in the workplace (such as solvents, soaps, chemicals and diesel fumes), past exposure to asbestos or allegations of chronic physical injuries resulting from work conditions (such as repetitive stress injuries). The Company retains an independent actuary to analyze the Company’s historical claim filings, settlement amounts, and dismissal rates to assist in determining future anticipated claim filing rates and average settlement values. This analysis is performed by the actuary and reviewed by management quarterly. The analysis did not result in a material adjustment to the occupational reserve in the quarters or six months ended June 30, 2025, or June 30, 2024.

Environmental
The Company is a party to various proceedings related to environmental issues, including administrative and judicial proceedings involving private parties and regulatory agencies. The Company has been identified as a potentially responsible party at approximately 230 environmentally impaired sites. Many of these are, or may be, subject to remedial action under the federal Comprehensive Environmental Response, Compensation and Liability Act of 1980 ("CERCLA"), also known as the Superfund Law, or similar state statutes. Most of these proceedings arose from environmental conditions on properties used for ongoing or discontinued railroad operations. A number of these proceedings, however, are based on allegations that the Company, or its predecessors, sent hazardous substances to facilities owned or operated by others for treatment, recycling or disposal. In addition, some of the Company's land holdings were leased to others for commercial or industrial uses that may have resulted in releases of hazardous substances or other regulated materials onto the property and could give rise to proceedings against the Company.

In any such proceedings, the Company is subject to environmental clean-up and enforcement actions under the Superfund Law, as well as similar state laws that may impose joint and several liability for clean-up and enforcement costs on current and former owners and operators of a site without regard to fault or the legality of the original conduct. These costs could be substantial.

The Company reviews its role with respect to each site identified at least quarterly. Based on management's review process, amounts have been recorded to cover contingent anticipated future environmental remediation costs with respect to each site to the extent such costs are reasonably estimable and probable. Payments related to these liabilities are expected to be made over the next several years. Environmental remediation costs are included in purchased services and other on the consolidated income statements.

Currently, the Company does not possess sufficient information to reasonably estimate the amounts of additional liabilities, if any, on some sites until completion of future environmental studies. In addition, conditions that are currently unknown could, at any given location, result in additional exposure, the amount and materiality of which cannot presently be reasonably estimated. Based upon information currently available, however, the Company believes its environmental reserves accurately reflect the estimated cost of remedial actions currently required.

Other
Other reserves include liabilities for various claims, such as automobile, property, general liability, workers' compensation and longshoremen disability claims.
v3.25.2
Commitments and Contingencies
6 Months Ended
Jun. 30, 2025
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies Commitments and Contingencies
Insurance
The Company maintains insurance programs with substantial limits for property damage, including resulting business interruption, as well as casualty claims, which includes third-party liability. A certain amount of risk is retained by the Company on each insurance program. Under its property insurance program, the Company retains all risk up to $200 million per occurrence for losses from floods and named windstorms and up to $175 million per occurrence for other property losses. For casualty claims, the Company retains all risk up to $100 million per occurrence. CSX purchases insurance coverage above its full self-retention amounts and it retains a percentage of risk at various layers as well. While the Company believes its insurance coverage is adequate, future claims could exceed existing insurance coverage or insurance may not continue to be available at commercially reasonable rates.

Legal
The Company is involved in litigation incidental to its business and is a party to a number of legal actions and claims, various governmental proceedings and private civil lawsuits, including, but not limited to, those related to fuel surcharge practices, tax matters, environmental and hazardous material exposure matters, FELA and labor claims by current or former employees, other personal injury or property claims and disputes and complaints involving certain transportation rates and charges. Some of the legal proceedings include claims for compensatory as well as punitive damages and others are, or are purported to be, class actions. While the final outcomes of these matters cannot be predicted with certainty, considering, among other things, the legal defenses available and liabilities that have been recorded along with applicable insurance, it is currently the opinion of management that none of these pending items is likely to have a material adverse effect on the Company's financial condition, results of operations or liquidity. An unexpected adverse resolution of one or more of these items, however, could have a material adverse effect on the Company's financial condition, results of operations or liquidity in that particular period.

The Company is able to estimate a range of possible loss for certain matters for which a loss is reasonably possible in excess of reserves established. The Company has estimated this range to be $2 million to $64 million in the aggregate at June 30, 2025. This estimated aggregate range is based upon currently available information and is subject to significant judgment and a variety of assumptions. Accordingly, the Company's estimate will change from time to time, and actual losses may vary significantly from the current estimate.
NOTE 5.    Commitments and Contingencies, continued

Fuel Surcharge Antitrust Litigation
In May 2007, class action lawsuits were filed against CSXT and three other U.S.-based Class I railroads alleging that the defendants' fuel surcharge practices relating to contract and unregulated traffic resulted from an illegal conspiracy in violation of antitrust laws. The class action lawsuits were transferred to federal court in the District of Columbia for coordinated or consolidated pre-trial proceedings. In 2017, the District Court issued its decision denying class certification. On August 16, 2019, the U.S. Court of Appeals for the D.C. Circuit affirmed the District Court’s ruling.

Although the class was not certified, individual shippers have since brought claims against the railroads, which were also transferred to federal court in the District of Columbia for pre-trial proceedings but before a different judge. In March 2024, the original case was reassigned to the judge in the later-filed case. The railroads filed motions for summary judgment on July 17, 2024, with the briefing completed in December 2024. The judge held a hearing on the railroads' summary judgment motions on June 18, 2025, and granted summary judgment in favor of the railroads on June 24, 2025, ordering the cases closed. The individual shippers have until July 24, 2025, to file a Notice of Appeal.

Environmental
CSXT is indemnifying Pharmacia LLC, formerly known as Monsanto Company, ("Pharmacia") for certain liabilities associated with real estate located in Kearny, New Jersey along the Lower Passaic River (the “Property”). The Property, which was formerly owned by Pharmacia, is now owned by CSXT. CSXT's indemnification and defense duties arise with respect to several matters. The U.S. Environmental Protection Agency ("EPA"), using its CERCLA authority, seeks the investigation and cleanup of hazardous substances in the 17-mile Lower Passaic River Study Area (the "Study Area”). CSXT, on behalf of Pharmacia, and a significant number of other potentially responsible parties are together conducting a Remedial Investigation and Feasibility Study of the Study Area pursuant to an Administrative Settlement Agreement and Order on Consent with the EPA. Pharmacia’s share of responsibility, indemnified by CSXT, for the investigation and cleanup costs of the Study Area may be determined through various mechanisms including (a) an allocation and settlement with EPA; (b) litigation brought by EPA against non-settling parties; or (c) litigation among the responsible parties.

For the lower eight miles of the Study Area, EPA issued its Record of Decision detailing the agency’s mandated remedial process in March 2016. Occidental Chemical Corporation ("Occidental") performed the remedial design for the lower eight-mile portion of the Study Area pursuant to a consent order with EPA. EPA approved the design in May 2024.

For the remaining upper nine miles of the Study Area, EPA selected an interim remedy in a Record of Decision dated September 28, 2021. On March 2, 2023, EPA issued an administrative order requiring Occidental to design the interim remedy for the upper nine miles of the Study Area.

Potentially responsible parties, including Pharmacia, are participating in an EPA-directed allocation and settlement process to assign responsibility related to the lower river and the entire Study Area, respectively. CSXT participated in the EPA-directed allocation and settlement process on behalf of Pharmacia.
NOTE 5.    Commitments and Contingencies, continued

On March 2, 2022, EPA issued a Notice Letter to Pharmacia, Occidental and eight other parties alleging they are liable under Section 107(a) of CERCLA for releases or threatened releases of hazardous substances and requesting each party, individually or collectively, submit good faith offers to EPA in connection with the entire Study Area. CSXT, on behalf of Pharmacia, responded to the Notice Letter and submitted a good faith offer to EPA on June 27, 2022, following meetings with a mediator from EPA’s Conflict Prevention and Resolution Center.

On November 21, 2023, EPA notified the United States District Court for the District of New Jersey ("Court") that it intended to move to enter a Consent Decree ("CD") with a group of potentially responsible parties. On January 31, 2024, EPA filed a motion to enter a modified CD with 82 potentially responsible parties, not including Pharmacia, requiring payment of $150 million to resolve their liability with respect to the entire Study Area. On April 1, 2024, Occidental filed its opposition to EPA's motion to enter the CD. Several other non-settling parties, including Pharmacia, filed comments concerning (but not opposing) entry of the CD. On December 18, 2024, the Court entered and approved the CD, which is now under appeal. Negotiations with EPA and other parties to resolve Pharmacia's liability continue.

CSXT is also defending and indemnifying Pharmacia with regard to the Property in litigation filed by Occidental, which is seeking to recover its past and future costs associated with the remediation of the entire Study Area. Alternatively, Occidental seeks to compel some, or all, of the defendants to participate in the remediation of the Study Area. Pharmacia is one of approximately 110 defendants in a federal lawsuit filed by Occidental on June 30, 2018, and one of 37 defendants in a federal lawsuit filed by Occidental on March 24, 2023. Both of these lawsuits are stayed pending resolution of the CD action. CSXT is also defending and indemnifying Pharmacia in a cooperative natural resource damages assessment process related to the Property.

Based on currently available information, the Company does not believe its share of remediation costs as determined by the EPA-directed allocation with respect to the Property and the Study Area would be material to the Company's financial condition, results of operations or liquidity.

See Note 4, Casualty, Environmental and Other Reserves, for additional information on the Company's environmental liabilities.

Regulatory
In October 2024, the Company received a subpoena from the Enforcement Division of the U.S. Securities and Exchange Commission ("SEC") requesting information relating to, among other things, the accounting restatement disclosed in the Company’s Form 10-Q for the quarterly period ended June 30, 2024, filed on August 5, 2024, with the SEC. The Company also responded to information requests by the SEC related to certain of the Company’s non-financial performance metrics. The Company received correspondence from the SEC on July 10, 2025, indicating that the agency had concluded its investigation and does not intend to recommend an enforcement action.
v3.25.2
Employee Benefit Plans
6 Months Ended
Jun. 30, 2025
Retirement Benefits [Abstract]  
Employee Benefit Plans Employee Benefit Plans
The Company sponsors defined benefit pension plans principally for salaried, management personnel. All plans are closed to new participants.

Independent actuaries compute the amounts of liabilities and expenses relating to these plans subject to the assumptions that the Company determines are appropriate based on historical trends, current market rates and future projections. These amounts are reviewed by management. Only the service cost component of net periodic benefit costs is included in labor and fringe expense on the consolidated income statement. All other components of net periodic benefit cost are included in other income - net.
Pension Benefits Cost
Second QuartersSix Months
(Dollars in Millions)
2025202420252024
Service Cost Included in Labor and Fringe$5 $$10 $12 
Interest Cost28 27 55 53 
Expected Return on Plan Assets(40)(43)(80)(85)
Amortization of Net Loss5 11 
Total Included in Other Income - Net(7)(12)(14)(23)
Net Periodic Benefit Credit$(2)$(6)$(4)$(11)
    
Qualified pension plan obligations are funded in accordance with regulatory requirements and with an objective of meeting or exceeding minimum funding requirements necessary to avoid restrictions on flexibility of plan operation and benefit payments. No contributions to the Company's qualified pension plans are expected in 2025.
v3.25.2
Debt and Credit Agreements
6 Months Ended
Jun. 30, 2025
Debt Disclosure [Abstract]  
Debt and Credit Agreements Debt and Credit Agreements
Total activity related to long-term debt as of the end of second quarter 2025 is shown in the table below. For fair value information related to the Company's long-term debt, see Note 9, Fair Value Measurements.

(Dollars in Millions)
Current PortionLong-term PortionTotal
Long-term Debt as of December 31, 2024
$606 $17,897 $18,503 
2025 Activity:
Long-term Debt Issued— 600 600 
Long-term Debt Repaid(3)— (3)
Reclassifications(2)— 
Hedging, Discount, Premium and Other Activity11 55 66 
Long-term Debt as of June 30, 2025
$616 $18,550 $19,166 

Debt Issuance
In March 2025, CSX issued $600 million of 5.05% notes due 2035. These notes are included in the consolidated balance sheets under long-term debt and may be redeemed by the Company at any time, subject to payment of certain make-whole premiums. The net proceeds will be used for general corporate purposes, which may include debt repayments, repurchases of CSX's common stock, capital investment and working capital requirements.

Interest Rate Derivatives
Fair Value Hedges
In first quarter 2025, CSX entered into two fixed-to-floating interest rate swaps classified as fair value hedges. The swaps are designed to hedge 10 years of interest rate risk associated with market fluctuations attributable to the Secured Overnight Financing Rate ("SOFR") on a cumulative $250 million of fixed rate outstanding notes which are due in 2055. The cumulative fair value of these swaps, which is included in other long-term assets on the consolidated balance sheet, was an asset of $10 million as of June 30, 2025.

CSX has seven other fixed-to-floating interest rate swaps classified as fair value hedges. The swaps are designed to hedge 10 years of interest rate risk associated with market fluctuations attributable to SOFR on a cumulative $1.1 billion of fixed rate outstanding notes which are due between 2033 and 2040. These swaps are comprised of two swaps entered during 2023 (“2023 swaps”) and five swaps entered during 2022 (“2022 swaps”). The cumulative fair value of the 2023 swaps was an asset of $15 million and $7 million as of June 30, 2025, and December 31, 2024, respectively, and is included in other long-term assets on the consolidated balance sheet. The cumulative fair value of the 2022 swaps was a liability of $92 million and $123 million as of June 30, 2025, and December 31, 2024, respectively, and is included in other long-term liabilities on the consolidated balance sheet.
NOTE 7.    Debt and Credit Agreements, continued

The swaps expire between 2032 and 2035. If settled early, the remaining cumulative fair value adjustment to the hedged notes will be amortized over the remaining life of the associated notes. The cumulative adjustment to the hedged notes is included in long-term debt on the consolidated balance sheet as shown in the following table below.
(Dollars in Millions)June 30, 2025December 31, 2024
Notional Value of Hedged Notes$1,300 $1,050 
Fair Value Asset Adjustment to Hedged Notes25 
Fair Value Liability Adjustment to Hedged Notes(92)(123)
Carrying Amount of Hedged Notes$1,233 $934 

Gains and losses resulting from changes in fair value of the interest rate swaps offset changes in the fair value of the hedged portion of the underlying debt with no gain or loss recognized due to hedge ineffectiveness. The difference in the net fixed-to-float interest settlement on the derivatives is recognized in interest expense and is summarized as follows.

Second QuartersSix Months
(Dollars in Millions)2025202420252024
Interest Expense Impact (Increase) Decrease$(5)$(8)$(10)$(16)

Cash Flow Hedges
The Company had forward starting interest rate swaps, designated as cash flow hedges in accordance with the Derivatives and Hedging Topic in the ASC, that had an aggregate notional value of $500 million at inception. These swaps were effected to hedge the benchmark interest rate associated with future interest payments related to the anticipated refinancing of $850 million of 3.25% notes due in 2027.

In addition to previous partial settlements in 2022 and 2023, CSX executed a final settlement equal to $114 million of the $500 million aggregate notional value of the cash flow hedges in second quarter 2024, which resulted in CSX receiving a cash payment of $52 million included in other operating activities on the consolidated cash flow statement. As of June 30, 2025, and December 31, 2024, no unsettled aggregate notional value of these swaps remains and there is no related asset or liability.

The unrealized gain associated with the settled portion of the swaps is recorded net of tax in accumulated other comprehensive income ("AOCI") on the consolidated balance sheet and will continue to be classified in AOCI until the associated debt instrument is issued in the future. The unrealized gain in AOCI will be recognized in earnings as an adjustment to interest expense over the same period during which the hedged transaction affects earnings. Prior to full settlement, unrealized gains related to the swaps were included in other comprehensive income as summarized in the table below.

Second QuartersSix Months
(Dollars in Millions)2025202420252024
Unrealized Gain - Net of Tax
$ $$ $
See Note 9, Fair Value Measurements, and Note 10, Other Comprehensive Income (Loss), for additional information about the Company's swaps.
NOTE 7.    Debt and Credit Agreements, continued

Credit Facility
The Company has a $1.2 billion unsecured revolving credit facility backed by a diverse syndicate of banks. This facility allows same-day borrowings at floating interest rates, based on SOFR or an agreed-upon replacement reference rate, plus a spread that depends upon CSX's senior unsecured debt ratings. This facility expires in February 2028. As of June 30, 2025, the Company had no outstanding balances under this facility.

Commitment fees and interest rates payable under the facility were similar to fees and rates available to comparably rated investment-grade borrowers. As of second quarter 2025, CSX was in compliance with all covenant requirements under this facility.

Commercial Paper
Under its commercial paper program, which is backed by the revolving credit facility, the Company may issue unsecured commercial paper notes up to a maximum aggregate principal amount of $1.0 billion outstanding at any one time. Proceeds from issuances of the notes are used for general corporate purposes. Issuances of commercial paper during the six months ended June 30, 2025, had maturities ranging from 7 to 14 days. At June 30, 2025, the Company had $75 million of commercial paper due under the program with a weighted average interest rate of 4.62%. Commercial paper is reported within other current liabilities on the consolidated balance sheets and issuances, net of repayments, are included in other financing activities on the statement of cash flows.
v3.25.2
Revenues
6 Months Ended
Jun. 30, 2025
Revenue from Contract with Customer [Abstract]  
Revenues Revenues
The Company’s revenues are primarily derived from the transportation of freight as performance obligations that arise from its contracts with customers are satisfied. The below table presents the Company’s revenues disaggregated by market as this best depicts how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors. Fuel surcharge revenue is included in the individual markets.

Second QuartersSix Months
(Dollars in Millions)
2025202420252024
Chemicals$701 $722 $1,399 $1,415 
Agricultural and Food Products418 406 826 813 
Automotive320 336 591 629 
Forest Products250 269 499 531 
Metals and Equipment224 230 433 450 
Minerals218 207 399 381 
Fertilizers126 126 262 262 
Total Merchandise2,257 2,296 4,409 4,481 
Intermodal491 506 984 1,012 
Coal477 563 938 1,195 
Trucking211 221 413 436 
Other138 115 253 258 
Total$3,574 $3,701 $6,997 $7,382 

The Company’s accounts receivable - net consists of freight and non-freight receivables, reduced by an allowance for credit losses. Freight receivables include amounts earned, billed and unbilled, and currently due from customers for transportation-related services. Non-freight receivables include amounts, billed and unbilled, currently due related to government reimbursement receivables and other non-revenue receivables.
(Dollars in Millions)
June 30,
2025
December 31,
2024
Freight Receivables $1,054 $1,012 
Freight Allowance for Credit Losses(20)(16)
Freight Receivables - Net1,034 996 
Non-Freight Receivables 393 343 
Non-Freight Allowance for Credit Losses(18)(13)
Non-Freight Receivables - Net 375 330 
Total Accounts Receivable - Net$1,409 $1,326 

The Company maintains an allowance for expected credit losses to provide for the estimated amount of receivables that will not be collected. The allowance is based upon an assessment of risk characteristics, historical payment experience, and the age of outstanding receivables adjusted for forward-looking economic conditions as necessary. Credit losses recognized on the Company’s accounts receivable were not material in the second quarters or six months ended June 30, 2025, or 2024.
v3.25.2
Fair Value Measurements
6 Months Ended
Jun. 30, 2025
Fair Value Disclosures [Abstract]  
Fair Value Measurements Fair Value Measurements
Investments
The Company's investment assets are carried at fair value on the consolidated balance sheet in accordance with the Fair Value Measurements and Disclosures Topic in the ASC. They are valued with assistance from a third-party trustee and consist of exchange-traded funds, corporate bonds, asset-backed securities, government securities, and short-term time deposits. The exchange-traded funds are valued at quoted market prices determined in an active market, which are Level 1 inputs.

The corporate bonds, asset-backed securities and government securities are valued using broker quotes that utilize observable market inputs, which are Level 2 inputs. The carrying amounts of time deposits, which are reported in the consolidated balance sheet using Level 2 inputs, approximate fair value due to their short-term nature. Unrealized losses as of June 30, 2025, and June 30, 2024, were not material. The Company believes any impairment of investments held with gross unrealized losses to be temporary and not the result of credit risk.

The Company's investment assets are carried at fair value on the consolidated balance sheets, within the line items short-term investments and other long-term assets, as summarized in the following table.
June 30, 2025December 31, 2024
(Dollars in Millions)
Level 1Level 2TotalLevel 1Level 2Total
Exchange-traded Funds
$5 $ $5 $$— $
Corporate Bonds 75 75 — 71 71 
Government Securities 53 53 — 42 42 
Asset-backed Securities
 35 35 — 35 35 
Time Deposits   — 66 66 
Total Investments at Fair Value
$5 $163 $168 $$214 $216 

Total investments in debt securities of $163 million as of June 30, 2025, and $214 million as of December 31, 2024, had an amortized cost of $164 million and $218 million, respectively. These investments have the following maturities:
(Dollars in Millions)
June 30,
2025
December 31,
2024
Less than 1 year
$6 $72 
1 - 5 years
86 72 
5 - 10 years
24 23 
Greater than 10 years
47 47 
Total Investments at Fair Value (a)
$163 $214 

(a) Exchange-traded funds are excluded as there is no stated contractual maturity date.
NOTE 9.    Fair Value Measurements, continued

Long-term Debt
Long-term debt is reported at carrying amount on the consolidated balance sheets and is the Company's only financial instrument with a fair value significantly different from its carrying amount. The fair value of a company's debt is a measure of its current value under present market conditions, but does not impact the financial statements under current accounting rules. The majority of the Company's long-term debt is valued with assistance from a third party that utilizes closing transactions, market quotes or market values of comparable debt. For those instruments not valued by the third party, the fair value has been estimated by applying market rates of similar instruments to the scheduled contractual debt payments and maturities. These market rates are provided by the same third party. All of the inputs used to determine the fair value of the Company's long-term debt are Level 2 inputs.

The fair value and carrying value of the Company's long-term debt is as follows:
(Dollars in Millions)
June 30,
2025
December 31,
2024
Long-term Debt (Including Current Maturities):
Fair Value$17,426 $16,481 
Carrying Value19,166 18,503 

Interest Rate Derivatives
The Company’s fixed-to-floating swaps are carried at fair value, which is determined with assistance from a third party based upon pricing models using inputs observed from actively quoted markets. All of the inputs used to determine the fair value of the swaps are Level 2 inputs. The fair value of the Company’s fixed-to-floating interest rate swaps was an asset of $25 million and $7 million (for swaps entered in 2025 and 2023), and a liability of $92 million and $123 million (for swaps entered in 2022) as of June 30, 2025, and December 31, 2024, respectively.

As of June 30, 2025, and December 31, 2024, the forward starting interest rate swap was fully settled and there is no related asset or liability. See Note 7, Debt and Credit Agreements, for further information.
v3.25.2
Other Comprehensive Income (Loss)
6 Months Ended
Jun. 30, 2025
Equity [Abstract]  
Other Comprehensive Income (Loss) Other Comprehensive Income (Loss)
Total comprehensive earnings represents all changes in shareholders' equity during a period, other than those resulting from investments by and distributions to shareholders (e.g. issuance of equity securities and dividends). Generally, for CSX, total comprehensive earnings equals net earnings plus or minus adjustments for pension and other post-retirement liabilities, derivative activity and other items. Total comprehensive earnings is presented net of tax and was $832 million and $966 million for second quarters 2025 and 2024, respectively, and $1.5 billion and $1.9 billion for the six months ended June 30, 2025 and 2024, respectively.

AOCI represents the cumulative balance of other comprehensive income, net of tax, as of the balance sheet date. Changes in the AOCI balance by component are shown in the following table. Amounts reclassified in pension and other post-employment benefits to net earnings relate to the amortization of actuarial losses and are included in other income - net on the consolidated income statements. See Note 6, Employee Benefit Plans, for further information. Interest rate derivatives consist of forward starting interest rate swaps classified as cash flow hedges. See Note 7, Debt and Credit Agreements, for further information. Other primarily represents CSX's share of AOCI of equity method investees. Amounts reclassified in other to net earnings are included in purchased services and other or equipment and other rents on the consolidated income statements.

Pension and Other Post-Employment BenefitsInterest Rate DerivativesOtherAccumulated Other Comprehensive (Loss) Income
(Dollars in Millions)
Balance December 31, 2024, Net of Tax
$(349)$153 $(36)$(232)
Other Comprehensive Income (Loss)
Amounts Reclassified to Net Earnings— 11 
Tax Expense(2)— (1)(3)
Total Other Comprehensive Income — 
Balance June 30, 2025, Net of Tax
$(343)$153 $(34)$(224)
v3.25.2
Segment Reporting and Significant Expenses
6 Months Ended
Jun. 30, 2025
Segment Reporting [Abstract]  
Segment Reporting and Significant Expenses Segment Reporting and Significant Expenses
The Company has two operating segments: rail and trucking. Although the Company provides a breakdown of revenue by line of business, the overall financial and operational performance of the railroad is analyzed as one operating segment due to the integrated nature of the rail network. The Rail column in the table below includes the activities of all CSX entities other than the trucking company, Quality Carriers, and also includes the Company's equity in the net income of equity method investments. As the trucking segment is not material for separate disclosure as a reportable segment, the results of these operations are included as a reconciliation to the Company's consolidated results in the tables below.

The Company's chief operating decision maker ("CODM") is its CEO. The CODM reviews information presented on a consolidated basis, accompanied by supplemental information about the trucking segment separately, for purposes of allocating resources and evaluating financial performance. The Company has determined that operating income is the key measure of segment profit or loss as this measure is the focus of the CODM in developing financial plans, including resource allocation, and evaluating actual financial performance against plan. The CODM regularly reviews operating results broken out by significant expense.
NOTE 11. Segment Reporting and Significant Expenses, continued

The tables below present information about the Company's significant expenses and the required reportable segment reconciliations for the quarters ended June 30, 2025, and June 30, 2024.

Second Quarters
20252024
(Dollars in Millions)RailReconciliation to ConsolidatedRailReconciliation to Consolidated
Revenue (a)
$3,363 $3,480 
Reconciliation of Revenue
Trucking Revenue (a)
219223
Elimination of intersegment revenues(8)(2)
Total Consolidated Revenue$3,574 $3,701 
Expense (b)
Labor and Fringe$736 $719 
Purchased Services and Other605577
Depreciation and Amortization410396
Fuel
Locomotive226249
Non-Locomotive2327
Equipment and Other Rents9080
Gain on Property Disposition(4)(9)
Segment Operating Income$1,277 $1,441 
Reconciliation of Operating Income
Trucking Expenses (b)
213216
Elimination of intersegment expenses(8)(2)
Total Consolidated Operating Income$1,283 $1,448 
NOTE 11. Segment Reporting and Significant Expenses, continued

The tables below present information about the Company's significant expenses and the required reportable segment reconciliations for the six months ended June 30, 2025, and June 30, 2024.

Six Months
20252024
(Dollars in Millions)RailReconciliation to ConsolidatedRailReconciliation to Consolidated
Revenue (a)
$6,584 $6,946 
Reconciliation of Revenue
Trucking Revenue (a)
426440
Elimination of intersegment revenues(13)(4)
Total Consolidated Revenue$6,997 $7,382 
Expense (b)
Labor and Fringe$1,510 $1,478 
Purchased Services and Other1,2691,178
Depreciation and Amortization820791
Fuel
Locomotive451525
Non-Locomotive5253
Equipment and Other Rents172159
Gain on Property Disposition(5)(10)
Segment Operating Income$2,315 $2,772 
Reconciliation of Operating Income
Trucking Expenses (b)
417427
Elimination of intersegment expenses(13)(4)
Total Consolidated Operating Income$2,324 $2,785 

(a) Trucking revenue is comprised of revenue from Quality Carriers. Rail revenue represents revenue attributed to all CSX entities other than the trucking company, Quality Carriers.

(b) Trucking expenses include labor and fringe, purchased services and other, depreciation and amortization, fuel, equipment and other rents, and gains/losses on property dispositions from the operations of Quality Carriers. Rail expenses represent expenses attributable to all CSX entities other than the trucking company, Quality Carriers.
NOTE 11. Segment Reporting and Significant Expenses, continued

Reconciliation of Segment Operating Income to Consolidated Earnings Before Income Taxes
Second QuartersSix Months
(Dollars in Millions)
2025202420252024
Segment Operating Income$1,277 $1,441 $2,315 $2,772 
Trucking Revenue and Eliminations
211 221 413436
Trucking Expenses and Eliminations
(205)(214)(404)(423)
Total Consolidated Operating Income1,283 1,448 2,324 2,785 
Interest Expense
(212)(209)(421)(419)
Other Income - Net
22 28 48 69 
Earnings Before Income Taxes
$1,093 $1,267 $1,951 $2,435 

Other Segment Disclosures
Capital expenditures made by the rail segment were $766 million and $524 million, for the second quarters 2025 and 2024, respectively, and $1,457 million and $1,021 million, for the six months ended June 30, 2025, and June 30, 2024, respectively. The total of the rail segment's reportable assets was $42.7 billion and $42.6 billion as of June 30, 2025, and December 31, 2024, respectively, out of total consolidated assets of $42.9 billion and $42.8 billion for the respective periods. Non-rail assets include assets held by the trucking operating segment.
v3.25.2
Pay vs Performance Disclosure - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2024
Mar. 31, 2024
Jun. 30, 2025
Jun. 30, 2024
Pay vs Performance Disclosure            
Net Earnings $ 829 $ 646 $ 963 $ 880 $ 1,475 $ 1,843
v3.25.2
Insider Trading Arrangements
3 Months Ended
Jun. 30, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.2
Nature of Operations and Significant Accounting Policies (Policies)
6 Months Ended
Jun. 30, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Basis of Presentation
Basis of Presentation
In the opinion of management, the accompanying consolidated financial statements contain all normal, recurring adjustments necessary to fairly present the consolidated financial statements and accompanying notes. Where applicable, prior year information has been reclassified to conform to the current presentation. Pursuant to the rules and regulations of the Securities and Exchange Commission (“SEC”), certain information and disclosures normally included in the notes to the annual financial statements prepared in accordance with U.S. generally accepted accounting principles (“GAAP”) have been omitted from these interim financial statements. CSX suggests that these financial statements be read in conjunction with the audited financial statements and the notes included in CSX's most recent annual report on Form 10-K as well as any subsequently filed current reports on Form 8-K.
Fiscal Year
Fiscal Year
The Company's fiscal periods are based upon the calendar year. Except as otherwise specified, references to “second quarter(s)” or “six months” indicate CSX's fiscal periods ending June 30, 2025, and June 30, 2024, and references to "year-end" indicate the fiscal year ended December 31, 2024.
New Accounting Pronouncements
New Accounting Pronouncements
In December 2023, the FASB issued ASU 2023-09, Improvements to Income Tax Disclosures. This standard update requires additional interim and annual disclosures about a company’s income taxes, including more detailed information around the annual rate reconciliation and income taxes paid. The Company will adopt the guidance for its 2025 annual report filed on Form 10-K, which will result in additional disclosures related to income taxes but will not impact the Company's results of operations or financial position.

In November 2024, the FASB issued ASU 2024-03, Disaggregation of Income Statement Expenses. This standard update requires additional disclosures about certain expenses in commonly presented expense captions. The Company is required to adopt the guidance for its 2027 annual report filed on Form 10-K, though early adoption is permitted. The Company is currently evaluating the impact of these amendments on its disclosures, but this standard update will not impact the Company's results of operations or financial position.
Stock Plans and Share-Based Compensation Under CSX's share-based compensation plans, awards consist of performance units, stock options and restricted stock units for management and stock grants for directors. Share-based compensation expense for awards under share-based compensation plans is measured using the fair value of the award on the grant date and is recognized on a straight-line basis over the service period of the respective award. Alternatively, expense is recognized upon death or over an accelerated service period for employees whose agreements allow for continued vesting upon retirement or separation. Forfeitures are recognized as they occur.
Revenues The Company maintains an allowance for expected credit losses to provide for the estimated amount of receivables that will not be collected. The allowance is based upon an assessment of risk characteristics, historical payment experience, and the age of outstanding receivables adjusted for forward-looking economic conditions as necessary.
Fair Value Measurements
Investments
The Company's investment assets are carried at fair value on the consolidated balance sheet in accordance with the Fair Value Measurements and Disclosures Topic in the ASC. They are valued with assistance from a third-party trustee and consist of exchange-traded funds, corporate bonds, asset-backed securities, government securities, and short-term time deposits. The exchange-traded funds are valued at quoted market prices determined in an active market, which are Level 1 inputs.

The corporate bonds, asset-backed securities and government securities are valued using broker quotes that utilize observable market inputs, which are Level 2 inputs. The carrying amounts of time deposits, which are reported in the consolidated balance sheet using Level 2 inputs, approximate fair value due to their short-term nature. Unrealized losses as of June 30, 2025, and June 30, 2024, were not material. The Company believes any impairment of investments held with gross unrealized losses to be temporary and not the result of credit risk.
Long-term Debt
Long-term debt is reported at carrying amount on the consolidated balance sheets and is the Company's only financial instrument with a fair value significantly different from its carrying amount. The fair value of a company's debt is a measure of its current value under present market conditions, but does not impact the financial statements under current accounting rules. The majority of the Company's long-term debt is valued with assistance from a third party that utilizes closing transactions, market quotes or market values of comparable debt. For those instruments not valued by the third party, the fair value has been estimated by applying market rates of similar instruments to the scheduled contractual debt payments and maturities. These market rates are provided by the same third party. All of the inputs used to determine the fair value of the Company's long-term debt are Level 2 inputs.
Interest Rate Derivatives
The Company’s fixed-to-floating swaps are carried at fair value, which is determined with assistance from a third party based upon pricing models using inputs observed from actively quoted markets. All of the inputs used to determine the fair value of the swaps are Level 2 inputs.
v3.25.2
Earnings Per Share (Tables)
6 Months Ended
Jun. 30, 2025
Earnings Per Share [Abstract]  
Schedule of Computation of Basic Earnings Per Share, Assuming Dilution
The following table sets forth the computation of basic earnings per share and earnings per share, assuming dilution.
Second QuartersSix Months
2025202420252024
Numerator (Dollars in Millions):
Net Earnings
$829 $963 $1,475 $1,843 
Denominator (Units in Millions):
Average Common Shares Outstanding1,867 1,944 1,878 1,951 
Other Potentially Dilutive Common Shares2 3 
Average Common Shares Outstanding, Assuming Dilution
1,869 1,948 1,881 1,955 
Net Earnings Per Share, Basic
$0.44 $0.50 $0.79 $0.94 
Net Earnings Per Share, Assuming Dilution
$0.44 $0.49 $0.78 $0.94 
Schedule of Total Average Outstanding Stock Options Excluded from Diluted Earnings Per Share Calculation
Second QuartersSix Months
2025202420252024
Antidilutive Stock Options Excluded from Diluted EPS (Units in Millions)
5353
Schedule of Share Repurchase
During second quarters and six months ended June 30, 2025, and June 30, 2024, the Company engaged in the following repurchase activities:

Second QuartersSix Months
2025202420252024
Shares Repurchased (Millions)
14 16 38 23 
Cost of Shares (Dollars in Millions)
$401 $563 $1,152 $810 
Average Price Paid per Share$28.28 $34.51 $30.39 $35.08 
Excise Taxes Paid for Net Share Repurchases (Dollars in Millions)
$19.9 $— $19.9 $— 
v3.25.2
Stock Plans and Share-Based Compensation (Tables)
6 Months Ended
Jun. 30, 2025
Share-Based Payment Arrangement [Abstract]  
Schedule of Pre-tax Expense and Income Tax Benefits Associated with Share-Based Compensation Total pre-tax expense and income tax benefits associated with share-based compensation are shown in the table below. Income tax benefits include impacts from option exercises and the vesting of other equity awards.
Second QuartersSix Months
(Dollars in Millions)
2025202420252024
Share-Based Compensation Expense:
Restricted Stock Units$7 $$13 $14 
Stock Options
3 6 
Employee Stock Purchase Plan3 5 
Performance Units2 2 
Stock Awards for Directors — 3 
Total Share-Based Compensation Expense$15 $13 $29 $29 
Income Tax Benefit$3 $$6 $
Schedule of Share-Based Compensation Arrangements by Share-Based Payment Award
In February 2025, the Company granted the following awards under a new long-term incentive plan ("LTIP") for the years 2025 through 2027, which was adopted under the CSX 2019 Stock and Incentive Award Plan.
Granted
(Thousands)
Weighted Avg. Fair Value
Performance Units668$33.74 
Restricted Stock Units66633.37 
Stock Options1,10010.16 
v3.25.2
Casualty, Environmental and Other Reserves (Tables)
6 Months Ended
Jun. 30, 2025
Casualty, Environmental and Other Reserves [Abstract]  
Schedule of Casualty, Environmental and Other Reserves Casualty, environmental and other reserves are provided for in the consolidated balance sheets as shown in the table below.
June 30, 2025December 31, 2024
(Dollars in Millions)
CurrentLong-termTotalCurrentLong-termTotal
Casualty:
Personal Injury$54 $95 $149 $51 $91 $142 
Occupational7 54 61 59 66 
     Total Casualty61 149 210 58 150 208 
Environmental39 110 149 37 114 151 
Other58 45 103 54 49 103 
     Total$158 $304 $462 $149 $313 $462 
v3.25.2
Employee Benefit Plans (Tables)
6 Months Ended
Jun. 30, 2025
Retirement Benefits [Abstract]  
Schedule of Components of Net Periodic Benefit Costs
Pension Benefits Cost
Second QuartersSix Months
(Dollars in Millions)
2025202420252024
Service Cost Included in Labor and Fringe$5 $$10 $12 
Interest Cost28 27 55 53 
Expected Return on Plan Assets(40)(43)(80)(85)
Amortization of Net Loss5 11 
Total Included in Other Income - Net(7)(12)(14)(23)
Net Periodic Benefit Credit$(2)$(6)$(4)$(11)
v3.25.2
Debt and Credit Agreements (Tables)
6 Months Ended
Jun. 30, 2025
Debt Disclosure [Abstract]  
Schedule of Activity Related to Long-Term Debt
Total activity related to long-term debt as of the end of second quarter 2025 is shown in the table below. For fair value information related to the Company's long-term debt, see Note 9, Fair Value Measurements.

(Dollars in Millions)
Current PortionLong-term PortionTotal
Long-term Debt as of December 31, 2024
$606 $17,897 $18,503 
2025 Activity:
Long-term Debt Issued— 600 600 
Long-term Debt Repaid(3)— (3)
Reclassifications(2)— 
Hedging, Discount, Premium and Other Activity11 55 66 
Long-term Debt as of June 30, 2025
$616 $18,550 $19,166 
Schedule of Interest Rate Derivatives The cumulative adjustment to the hedged notes is included in long-term debt on the consolidated balance sheet as shown in the following table below.
(Dollars in Millions)June 30, 2025December 31, 2024
Notional Value of Hedged Notes$1,300 $1,050 
Fair Value Asset Adjustment to Hedged Notes25 
Fair Value Liability Adjustment to Hedged Notes(92)(123)
Carrying Amount of Hedged Notes$1,233 $934 
The difference in the net fixed-to-float interest settlement on the derivatives is recognized in interest expense and is summarized as follows.
Second QuartersSix Months
(Dollars in Millions)2025202420252024
Interest Expense Impact (Increase) Decrease$(5)$(8)$(10)$(16)
Schedule of Interest Expense / Unrealized Amounts Related to Cash Flow Hedges Prior to full settlement, unrealized gains related to the swaps were included in other comprehensive income as summarized in the table below.
Second QuartersSix Months
(Dollars in Millions)2025202420252024
Unrealized Gain - Net of Tax
$ $$ $
v3.25.2
Revenues (Tables)
6 Months Ended
Jun. 30, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Revenues Disaggregated by Lines of Business The below table presents the Company’s revenues disaggregated by market as this best depicts how the nature, amount, timing and uncertainty of revenue and cash flows are affected by economic factors. Fuel surcharge revenue is included in the individual markets.
Second QuartersSix Months
(Dollars in Millions)
2025202420252024
Chemicals$701 $722 $1,399 $1,415 
Agricultural and Food Products418 406 826 813 
Automotive320 336 591 629 
Forest Products250 269 499 531 
Metals and Equipment224 230 433 450 
Minerals218 207 399 381 
Fertilizers126 126 262 262 
Total Merchandise2,257 2,296 4,409 4,481 
Intermodal491 506 984 1,012 
Coal477 563 938 1,195 
Trucking211 221 413 436 
Other138 115 253 258 
Total$3,574 $3,701 $6,997 $7,382 
Schedule of Accounts Receivable, Net
(Dollars in Millions)
June 30,
2025
December 31,
2024
Freight Receivables $1,054 $1,012 
Freight Allowance for Credit Losses(20)(16)
Freight Receivables - Net1,034 996 
Non-Freight Receivables 393 343 
Non-Freight Allowance for Credit Losses(18)(13)
Non-Freight Receivables - Net 375 330 
Total Accounts Receivable - Net$1,409 $1,326 
v3.25.2
Fair Value Measurements (Tables)
6 Months Ended
Jun. 30, 2025
Fair Value Disclosures [Abstract]  
Schedule of Fair Value of Investment Assets
The Company's investment assets are carried at fair value on the consolidated balance sheets, within the line items short-term investments and other long-term assets, as summarized in the following table.
June 30, 2025December 31, 2024
(Dollars in Millions)
Level 1Level 2TotalLevel 1Level 2Total
Exchange-traded Funds
$5 $ $5 $$— $
Corporate Bonds 75 75 — 71 71 
Government Securities 53 53 — 42 42 
Asset-backed Securities
 35 35 — 35 35 
Time Deposits   — 66 66 
Total Investments at Fair Value
$5 $163 $168 $$214 $216 
Schedule of Investment Maturities These investments have the following maturities:
(Dollars in Millions)
June 30,
2025
December 31,
2024
Less than 1 year
$6 $72 
1 - 5 years
86 72 
5 - 10 years
24 23 
Greater than 10 years
47 47 
Total Investments at Fair Value (a)
$163 $214 

(a) Exchange-traded funds are excluded as there is no stated contractual maturity date.
Schedule of Fair Value and Carrying Value of Long-Term Debt
The fair value and carrying value of the Company's long-term debt is as follows:
(Dollars in Millions)
June 30,
2025
December 31,
2024
Long-term Debt (Including Current Maturities):
Fair Value$17,426 $16,481 
Carrying Value19,166 18,503 
v3.25.2
Other Comprehensive Income (Loss) (Tables)
6 Months Ended
Jun. 30, 2025
Equity [Abstract]  
Schedule of Changes in AOCI balance by Component
Pension and Other Post-Employment BenefitsInterest Rate DerivativesOtherAccumulated Other Comprehensive (Loss) Income
(Dollars in Millions)
Balance December 31, 2024, Net of Tax
$(349)$153 $(36)$(232)
Other Comprehensive Income (Loss)
Amounts Reclassified to Net Earnings— 11 
Tax Expense(2)— (1)(3)
Total Other Comprehensive Income — 
Balance June 30, 2025, Net of Tax
$(343)$153 $(34)$(224)
v3.25.2
Segment Reporting and Significant Expenses (Tables)
6 Months Ended
Jun. 30, 2025
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment
The tables below present information about the Company's significant expenses and the required reportable segment reconciliations for the quarters ended June 30, 2025, and June 30, 2024.

Second Quarters
20252024
(Dollars in Millions)RailReconciliation to ConsolidatedRailReconciliation to Consolidated
Revenue (a)
$3,363 $3,480 
Reconciliation of Revenue
Trucking Revenue (a)
219223
Elimination of intersegment revenues(8)(2)
Total Consolidated Revenue$3,574 $3,701 
Expense (b)
Labor and Fringe$736 $719 
Purchased Services and Other605577
Depreciation and Amortization410396
Fuel
Locomotive226249
Non-Locomotive2327
Equipment and Other Rents9080
Gain on Property Disposition(4)(9)
Segment Operating Income$1,277 $1,441 
Reconciliation of Operating Income
Trucking Expenses (b)
213216
Elimination of intersegment expenses(8)(2)
Total Consolidated Operating Income$1,283 $1,448 
NOTE 11. Segment Reporting and Significant Expenses, continued

The tables below present information about the Company's significant expenses and the required reportable segment reconciliations for the six months ended June 30, 2025, and June 30, 2024.

Six Months
20252024
(Dollars in Millions)RailReconciliation to ConsolidatedRailReconciliation to Consolidated
Revenue (a)
$6,584 $6,946 
Reconciliation of Revenue
Trucking Revenue (a)
426440
Elimination of intersegment revenues(13)(4)
Total Consolidated Revenue$6,997 $7,382 
Expense (b)
Labor and Fringe$1,510 $1,478 
Purchased Services and Other1,2691,178
Depreciation and Amortization820791
Fuel
Locomotive451525
Non-Locomotive5253
Equipment and Other Rents172159
Gain on Property Disposition(5)(10)
Segment Operating Income$2,315 $2,772 
Reconciliation of Operating Income
Trucking Expenses (b)
417427
Elimination of intersegment expenses(13)(4)
Total Consolidated Operating Income$2,324 $2,785 

(a) Trucking revenue is comprised of revenue from Quality Carriers. Rail revenue represents revenue attributed to all CSX entities other than the trucking company, Quality Carriers.

(b) Trucking expenses include labor and fringe, purchased services and other, depreciation and amortization, fuel, equipment and other rents, and gains/losses on property dispositions from the operations of Quality Carriers. Rail expenses represent expenses attributable to all CSX entities other than the trucking company, Quality Carriers.
Schedule of Reconciliation of Segment Operating Income
Reconciliation of Segment Operating Income to Consolidated Earnings Before Income Taxes
Second QuartersSix Months
(Dollars in Millions)
2025202420252024
Segment Operating Income$1,277 $1,441 $2,315 $2,772 
Trucking Revenue and Eliminations
211 221 413436
Trucking Expenses and Eliminations
(205)(214)(404)(423)
Total Consolidated Operating Income1,283 1,448 2,324 2,785 
Interest Expense
(212)(209)(421)(419)
Other Income - Net
22 28 48 69 
Earnings Before Income Taxes
$1,093 $1,267 $1,951 $2,435 
v3.25.2
Nature of Operations and Significant Accounting Policies (Details)
mi in Thousands
Jun. 30, 2025
state
mi
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Rail route network, distance | mi 20
Number of states rail network serves | state 26
v3.25.2
Earnings Per Share - Schedule of Computation of Basic Earnings Per Share, Assuming Dilution (Details) - USD ($)
$ / shares in Units, shares in Millions, $ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2024
Mar. 31, 2024
Jun. 30, 2025
Jun. 30, 2024
Numerator:            
Net Earnings $ 829 $ 646 $ 963 $ 880 $ 1,475 $ 1,843
Denominator:            
Average Common Shares Outstanding (in shares) 1,867   1,944   1,878 1,951
Other Potentially Dilutive Common Shares (in shares) 2   4   3 4
Average Common Shares Outstanding, Assuming Dilution (in shares) 1,869   1,948   1,881 1,955
Net Earnings Per Share, Basic (in dollars per share) $ 0.44   $ 0.50   $ 0.79 $ 0.94
Net Earnings Per Share, Assuming Dilution (in dollars per share) $ 0.44   $ 0.49   $ 0.78 $ 0.94
v3.25.2
Earnings Per Share - Schedule of Total Average Outstanding Stock Options Excluded from Diluted Earnings Per Share Calculation (Details) - shares
shares in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Stock Options        
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]        
Antidilutive securities (in shares) 5 3 5 3
v3.25.2
Earnings Per Share - Narrative (Details) - USD ($)
$ / shares in Units, $ in Billions
1 Months Ended 3 Months Ended
Feb. 28, 2025
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2024
Mar. 31, 2024
Oct. 31, 2023
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]            
Increase in quarterly dividend percentage 8.00%          
Common stock, dividends, per share, declared (in dollars per share)   $ 0.13 $ 0.13 $ 0.12 $ 0.12  
Share Repurchase Program October 2023            
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]            
Share repurchase program authorized amount           $ 5.0
Share repurchase program, remaining amount   $ 1.4        
v3.25.2
Earnings Per Share - Schedule of Share Repurchase (Details) - USD ($)
$ / shares in Units, shares in Millions, $ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Earnings Per Share [Abstract]        
Shares Repurchased (in shares) 14 16 38 23
Cost of Shares (Dollars in Millions) $ 401.0 $ 563.0 $ 1,152.0 $ 810.0
Average Price Paid per Share (in dollars per share) $ 28.28 $ 34.51 $ 30.39 $ 35.08
Excise Taxes Paid for Net Share Repurchases (Dollars in Millions) $ 19.9 $ 0.0 $ 19.9 $ 0.0
v3.25.2
Stock Plans and Share-Based Compensation - Schedule of Pre-tax Expense and Income Tax Benefits Associated with Share-Based Compensation (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total Share-Based Compensation Expense $ 15 $ 13 $ 29 $ 29
Income Tax Benefit 3 3 6 8
Restricted Stock Units        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total Share-Based Compensation Expense 7 7 13 14
Stock Options        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total Share-Based Compensation Expense 3 3 6 6
Employee Stock Purchase Plan        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total Share-Based Compensation Expense 3 2 5 4
Performance Units        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total Share-Based Compensation Expense 2 1 2 3
Stock Awards for Directors        
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]        
Total Share-Based Compensation Expense $ 0 $ 0 $ 3 $ 2
v3.25.2
Stock Plans and Share-Based Compensation - Schedule of Share-Based Compensation Arrangements by Share-Based Payment Award (Details) - Long-term Incentive Plans
shares in Thousands
1 Months Ended
Feb. 28, 2025
$ / shares
shares
Performance Units  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Awards granted (in shares) | shares 668
Weighted-average grant date fair value (in dollars per share) | $ / shares $ 33.74
Restricted Stock Units  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Awards granted (in shares) | shares 666
Weighted-average grant date fair value (in dollars per share) | $ / shares $ 33.37
Stock Options  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Stock options granted (in shares) | shares 1,100
Weighted average grant date fair value, options (in dollars per share) | $ / shares $ 10.16
v3.25.2
Stock Plans and Share-Based Compensation - Narrative (Details)
6 Months Ended
Jun. 30, 2025
shares
Performance Units  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Award vesting period (in years) 3 years
Performance Units | LTIP  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Percentage of grants with performance vesting, average annual operating income growth 0.50
Percentage of grants with performance vesting, cumulative free cash flow 50.00%
Performance Units | LTIP | Certain Executive Officers  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Percentage of payout subject to upward or downward adjustment (up to) 0.20
Performance Units | LTIP | Minimum  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Payout percentage range for participants 0.00%
Performance Units | LTIP | Maximum  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Payout percentage range for participants 200.00%
Performance Units | LTIP | Maximum | Certain Executive Officers  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Payout percentage range for participants 240.00%
Stock Options | LTIP  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Award vesting period (in years) 3 years
Term of stock options (in years) 10 years
Restricted Stock Units | LTIP  
Share-based Compensation Arrangement by Share-based Payment Award [Line Items]  
Award vesting period (in years) 3 years
Number of equivalent shares of CSX common stock per unit of award (in shares) 1
v3.25.2
Casualty, Environmental and Other Reserves - Schedule of Casualty, Environmental and Other Reserves (Details) - USD ($)
$ in Millions
Jun. 30, 2025
Dec. 31, 2024
Loss Contingencies [Line Items]    
Current $ 158 $ 149
Long-term 304 313
Total 462 462
Total Casualty    
Loss Contingencies [Line Items]    
Current 61 58
Long-term 149 150
Total 210 208
Personal Injury    
Loss Contingencies [Line Items]    
Current 54 51
Long-term 95 91
Total 149 142
Occupational    
Loss Contingencies [Line Items]    
Current 7 7
Long-term 54 59
Total 61 66
Environmental    
Loss Contingencies [Line Items]    
Current 39 37
Long-term 110 114
Total 149 151
Other    
Loss Contingencies [Line Items]    
Current 58 54
Long-term 45 49
Total $ 103 $ 103
v3.25.2
Casualty, Environmental and Other Reserves - Narrative (Details)
6 Months Ended
Jun. 30, 2025
USD ($)
site
claim
Casualty  
All Contingencies Reserves [Line Items]  
Self-insured retention amount, per occurrence | $ $ 100,000,000
Number of individual claims expected to exceed self insured retention amount | claim 0
Environmental  
All Contingencies Reserves [Line Items]  
Environmental impaired sites | site 230
v3.25.2
Commitments and Contingencies (Details)
1 Months Ended 6 Months Ended
Jan. 31, 2024
USD ($)
party
Mar. 24, 2023
defendant
Mar. 02, 2023
mi
Sep. 28, 2021
mi
Jun. 30, 2018
defendant
Mar. 31, 2016
mi
May 31, 2007
entity
Jun. 30, 2025
USD ($)
mi
Mar. 02, 2022
party
Loss Contingencies [Line Items]                  
Casualty and catastrophic property deductible               $ 200,000,000  
Casualty and non catastrophic property deductible               $ 175,000,000  
Environmental                  
Loss Contingencies [Line Items]                  
Number of miles pertaining to passaic river tidal reach required to be studied by EPA | mi               17  
Number of lower miles under study | mi           8      
Number of upper miles under study | mi     9 9          
Number of parties liable | party                 8
Number of parties participating in modified CD | party 82                
Number of parties | defendant   37     110        
Environmental | Other Defendants                  
Loss Contingencies [Line Items]                  
Amount awarded to other party $ 150,000,000                
Pending Litigation | Fuel Surcharge Antitrust Litigation                  
Loss Contingencies [Line Items]                  
Class action lawsuits filed against U.S.-based Class I railroads, excluding CSXT (number of entities) | entity             3    
Minimum | Pending Litigation                  
Loss Contingencies [Line Items]                  
Possible loss for certain legal proceedings               $ 2,000,000  
Maximum | Pending Litigation                  
Loss Contingencies [Line Items]                  
Possible loss for certain legal proceedings               64,000,000  
Total Casualty                  
Loss Contingencies [Line Items]                  
Self-insured retention amount, per occurrence (up to)               $ 100,000,000  
v3.25.2
Employee Benefit Plans - Schedule of Components of Net Periodic Benefit Costs (Details) - Pension Benefits Cost - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Components of expense/ (income) related to net benefit expense:        
Service Cost Included in Labor and Fringe $ 5 $ 6 $ 10 $ 12
Interest Cost 28 27 55 53
Expected Return on Plan Assets (40) (43) (80) (85)
Amortization of Net Loss 5 4 11 9
Total Included in Other Income - Net (7) (12) (14) (23)
Net Periodic Benefit Credit $ (2) $ (6) $ (4) $ (11)
v3.25.2
Employee Benefit Plans - Narrative (Details)
Jun. 30, 2025
USD ($)
Retirement Benefits [Abstract]  
Expected contributions to the Company's qualified pension plans in 2025 $ 0
v3.25.2
Debt and Credit Agreements - Schedule of Activity Related to Long-Term Debt (Details) - USD ($)
$ in Millions
6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Movement, Debt Instruments [Roll Forward]    
Long-term Debt as of December 31, 2024 Current Portion $ 606  
Long-term Debt as of December 31, 2024 Long-term Portion 17,897  
Long-term Debt as of December 31, 2024, Total 18,503  
Long-term Debt Issued 600 $ 0
Long-term Debt Repaid (3) $ (4)
Reclassifications 0  
Hedging, Discount, Premium and Other Activity 66  
Long-term Debt as of June 30, 2025 Current Portion 616  
Long-term Debt as of June 30, 2025 Long-term Portion 18,550  
Long-term Debt as of June 30, 2025, Total 19,166  
Current Portion    
Movement, Debt Instruments [Roll Forward]    
Long-term Debt as of December 31, 2024 Current Portion 606  
Long-term Debt Issued 0  
Long-term Debt Repaid (3)  
Reclassifications 2  
Hedging, Discount, Premium and Other Activity 11  
Long-term Debt as of June 30, 2025 Current Portion 616  
Long-term Portion    
Movement, Debt Instruments [Roll Forward]    
Long-term Debt as of December 31, 2024 Long-term Portion 17,897  
Long-term Debt Issued 600  
Long-term Debt Repaid 0  
Reclassifications (2)  
Hedging, Discount, Premium and Other Activity 55  
Long-term Debt as of June 30, 2025 Long-term Portion $ 18,550  
v3.25.2
Debt and Credit Agreements - Narrative (Details)
3 Months Ended 6 Months Ended 12 Months Ended
Mar. 31, 2025
USD ($)
swap
Jun. 30, 2024
USD ($)
Jun. 30, 2025
USD ($)
swap
Jun. 30, 2024
USD ($)
Dec. 31, 2023
swap
Dec. 31, 2022
swap
Dec. 31, 2024
USD ($)
Line of Credit Facility              
Other operating activities     $ (50,000,000) $ (19,000,000)      
Commercial Paper              
Line of Credit Facility              
Maximum borrowing capacity of credit facility     1,000,000,000.0        
Borrowings outstanding     $ 75,000,000        
Weighted average interest rate     4.62%        
Commercial Paper | Minimum              
Line of Credit Facility              
Commercial paper term     7 days        
Commercial Paper | Maximum              
Line of Credit Facility              
Commercial paper term     14 days        
Two Separate Fixed-to-Floating Interest Rate Swaps Due 2055 | Fair Value Hedging              
Line of Credit Facility              
Derivative, number of fair value hedges | swap 2            
Derivative, term of contract (in years) 10 years            
Two Separate Fixed-to-Floating Interest Rate Swaps Due 2055 | Fair Value Hedging | Designated as Hedging Instrument              
Line of Credit Facility              
Interest rate fair value hedge asset at fair value     $ 10,000,000        
Seven Fixed-to-Floating Interest Rate Swaps | Fair Value Hedging              
Line of Credit Facility              
Derivative, number of fair value hedges | swap     7        
Derivative, term of contract (in years)     10 years        
Two Separate Fixed-to-Floating Interest Rate Swaps | Fair Value Hedging              
Line of Credit Facility              
Derivative, number of fair value hedges | swap         2    
Five Separate Fixed-to-Floating Interest Rate Swaps | Fair Value Hedging              
Line of Credit Facility              
Derivative, number of fair value hedges | swap           5  
Five Separate Fixed-to-Floating Interest Rate Swaps | Fair Value Hedging | Designated as Hedging Instrument              
Line of Credit Facility              
Fair value hedge derivative instrument liabilities at fair value     $ 92,000,000       $ 123,000,000
2023 Fixed-to-Floating Interest Rate Swaps | Fair Value Hedging | Designated as Hedging Instrument              
Line of Credit Facility              
Interest rate fair value hedge asset at fair value     15,000,000       7,000,000
Interest Rate Swap | Cash Flow Hedge | Designated as Hedging Instrument              
Line of Credit Facility              
Asset value of the forward interest rate swap     500,000,000        
Derivative asset, notional amount settled   $ 114,000,000   $ 114,000,000      
Other operating activities   $ 52,000,000          
Derivative asset, unsettled notional amount     0       $ 0
5.05% Notes Due 2035              
Line of Credit Facility              
Debt issued $ 600,000,000            
Debt interest rate 5.05%            
Two Separate Fixed-to-Floating Interest Rate Swaps Due 2055              
Line of Credit Facility              
Debt issued $ 250,000,000            
Seven Fixed-to-Floating Interest Rate Swaps              
Line of Credit Facility              
Debt issued     1,100,000,000        
3.25% Notes Due 2027              
Line of Credit Facility              
Debt issued     $ 850,000,000        
Debt interest rate     3.25%        
Unsecured Revolving Credit Facility Due 2028 | Credit Facility              
Line of Credit Facility              
Maximum borrowing capacity of credit facility     $ 1,200,000,000        
Borrowings outstanding     $ 0        
v3.25.2
Debt and Credit Agreements - Schedule of Interest Rate Derivatives (Details) - USD ($)
Jun. 30, 2025
Dec. 31, 2024
Five Separate Fixed-to-Floating Interest Rate Swaps | Fair Value Hedging | Designated as Hedging Instrument    
Derivative [Line Items]    
Fair Value Asset Adjustment to Hedged Notes $ 25,000,000 $ 7,000,000
Fair Value Liability Adjustment to Hedged Notes (92,000,000) (123,000,000)
Carrying Amount of Hedged Notes 1,233,000,000 934,000,000
Fixed Rate Notes Due Between 2036 and 2040    
Derivative [Line Items]    
Notional Value of Hedged Notes $ 1,300,000,000 $ 1,050,000,000
v3.25.2
Debt and Credit Agreements - Schedule of Interest Expense (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Five Separate Fixed-to-Floating Interest Rate Swaps        
Derivative [Line Items]        
Interest Expense Impact (Increase) Decrease $ (5) $ (8) $ (10) $ (16)
v3.25.2
Debt and Credit Agreements - Schedule of Unrealized Amounts Related to Cash Flow Hedges (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Derivative [Line Items]        
Unrealized Gain - Net of Tax     $ 0 $ 3
Cash Flow Hedge        
Derivative [Line Items]        
Unrealized Gain - Net of Tax $ 0 $ 1    
v3.25.2
Revenues - Schedule of Revenues Disaggregated by Lines of Business (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Disaggregation of Revenue [Line Items]        
Revenue $ 3,574 $ 3,701 $ 6,997 $ 7,382
Total Merchandise        
Disaggregation of Revenue [Line Items]        
Revenue 2,257 2,296 4,409 4,481
Chemicals        
Disaggregation of Revenue [Line Items]        
Revenue 701 722 1,399 1,415
Agricultural and Food Products        
Disaggregation of Revenue [Line Items]        
Revenue 418 406 826 813
Automotive        
Disaggregation of Revenue [Line Items]        
Revenue 320 336 591 629
Forest Products        
Disaggregation of Revenue [Line Items]        
Revenue 250 269 499 531
Metals and Equipment        
Disaggregation of Revenue [Line Items]        
Revenue 224 230 433 450
Minerals        
Disaggregation of Revenue [Line Items]        
Revenue 218 207 399 381
Fertilizers        
Disaggregation of Revenue [Line Items]        
Revenue 126 126 262 262
Intermodal        
Disaggregation of Revenue [Line Items]        
Revenue 491 506 984 1,012
Coal        
Disaggregation of Revenue [Line Items]        
Revenue 477 563 938 1,195
Trucking        
Disaggregation of Revenue [Line Items]        
Revenue 211 221 413 436
Other        
Disaggregation of Revenue [Line Items]        
Revenue $ 138 $ 115 $ 253 $ 258
v3.25.2
Revenues - Schedule of Accounts Receivable, Net (Details) - USD ($)
$ in Millions
Jun. 30, 2025
Dec. 31, 2024
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Total Accounts Receivable - Net $ 1,409 $ 1,326
Freight Receivables    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Accounts receivable, gross 1,054 1,012
Allowance for credit losses (20) (16)
Total Accounts Receivable - Net 1,034 996
Non-Freight Receivables    
Accounts, Notes, Loans and Financing Receivable [Line Items]    
Accounts receivable, gross 393 343
Allowance for credit losses (18) (13)
Total Accounts Receivable - Net $ 375 $ 330
v3.25.2
Fair Value Measurements - Schedule of Fair Value of Investment Assets (Details) - USD ($)
$ in Millions
Jun. 30, 2025
Dec. 31, 2024
Fair Value    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value $ 163 $ 214
Carrying Value    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 163 214
Total investments at amortized cost 164 218
Level 1 | Fair Value    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 5 2
Level 1 | Fair Value | Exchange-traded Funds    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 5 2
Level 1 | Fair Value | Corporate Bonds    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 0 0
Level 1 | Fair Value | Government Securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 0 0
Level 1 | Fair Value | Asset-backed Securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 0 0
Level 1 | Fair Value | Time Deposits    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 0 0
Level 2 | Fair Value    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 163 214
Level 2 | Fair Value | Exchange-traded Funds    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 0 0
Level 2 | Fair Value | Corporate Bonds    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 75 71
Level 2 | Fair Value | Government Securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 53 42
Level 2 | Fair Value | Asset-backed Securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 35 35
Level 2 | Fair Value | Time Deposits    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 0 66
Total | Fair Value    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 168 216
Total | Fair Value | Exchange-traded Funds    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 5 2
Total | Fair Value | Corporate Bonds    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 75 71
Total | Fair Value | Government Securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 53 42
Total | Fair Value | Asset-backed Securities    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value 35 35
Total | Fair Value | Time Deposits    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Total Investments at Fair Value $ 0 $ 66
v3.25.2
Fair Value Measurements - Schedule of Investment Maturities (Details) - Fair Value - USD ($)
$ in Millions
Jun. 30, 2025
Dec. 31, 2024
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Less than 1 year $ 6 $ 72
1 - 5 years 86 72
5 - 10 years 24 23
Greater than 10 years 47 47
Total Investments at Fair Value $ 163 $ 214
v3.25.2
Fair Value Measurements - Schedule of Fair Value and Carrying Value of Long-Term Debt (Details) - Level 2 - USD ($)
$ in Millions
Jun. 30, 2025
Dec. 31, 2024
Fair Value    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Long-term Debt (Including Current Maturities): $ 17,426 $ 16,481
Carrying Value    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Long-term Debt (Including Current Maturities): $ 19,166 $ 18,503
v3.25.2
Fair Value Measurements - Narrative (Details) - Designated as Hedging Instrument - USD ($)
$ in Millions
Jun. 30, 2025
Dec. 31, 2024
2023 & 2025 Fixed-to-Floating Interest Rate Swaps | Fair Value Hedging    
Fair Value, Net Derivative Asset (Liability) Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]    
Interest rate fair value hedge asset at fair value $ 25 $ 7
2022 Fixed-to-Floating Interest Rate Swaps | Fair Value Hedging    
Fair Value, Net Derivative Asset (Liability) Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]    
Fair value hedge derivative instrument liabilities at fair value 92 123
Forward Starting Interest Rate Swap | Cash Flow Hedge    
Fair Value, Net Derivative Asset (Liability) Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]    
Cash flow hedge derivative instrument assets at fair value 0 0
Cash flow hedge derivative instrument liabilities at fair value $ 0 $ 0
v3.25.2
Other Comprehensive Income (Loss) - Narrative (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2024
Mar. 31, 2024
Jun. 30, 2025
Jun. 30, 2024
Equity [Abstract]            
Comprehensive earnings $ 832 $ 651 $ 966 $ 886 $ 1,483 $ 1,852
v3.25.2
Other Comprehensive Income (Loss) - Schedule of Changes in AOCI balance by Component (Details)
$ in Millions
6 Months Ended
Jun. 30, 2025
USD ($)
AOCI Attributable to Parent, Net of Tax [Roll Forward]  
Beginning Balance $ 12,507
Other Comprehensive Income (Loss)  
Ending Balance 12,377
Accumulated Other Comprehensive (Loss) Income  
AOCI Attributable to Parent, Net of Tax [Roll Forward]  
Beginning Balance (232) [1]
Other Comprehensive Income (Loss)  
Amounts Reclassified to Net Earnings 11
Tax Expense (3)
Total Other Comprehensive Income 8
Ending Balance (224) [1]
Pension and Other Post-Employment Benefits  
AOCI Attributable to Parent, Net of Tax [Roll Forward]  
Beginning Balance (349)
Other Comprehensive Income (Loss)  
Amounts Reclassified to Net Earnings 8
Tax Expense (2)
Total Other Comprehensive Income 6
Ending Balance (343)
Interest Rate Derivatives  
AOCI Attributable to Parent, Net of Tax [Roll Forward]  
Beginning Balance 153
Other Comprehensive Income (Loss)  
Amounts Reclassified to Net Earnings 0
Tax Expense 0
Total Other Comprehensive Income 0
Ending Balance 153
Other  
AOCI Attributable to Parent, Net of Tax [Roll Forward]  
Beginning Balance (36)
Other Comprehensive Income (Loss)  
Amounts Reclassified to Net Earnings 3
Tax Expense (1)
Total Other Comprehensive Income 2
Ending Balance $ (34)
[1] Accumulated Other Comprehensive Loss balances shown above are net of tax. The associated taxes were $61 million as of December 31, 2024, $59 million as of March 31, 2025, and $58 million as of June 30, 2025. For additional information, see Note 10, Other Comprehensive Income.
v3.25.2
Segment Reporting and Significant Expenses- Narrative (Details)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
USD ($)
Jun. 30, 2024
USD ($)
Jun. 30, 2025
USD ($)
segment
Jun. 30, 2024
USD ($)
Dec. 31, 2024
USD ($)
Segment Reporting, Asset Reconciling Item [Line Items]          
Number of operating segments | segment     2    
Assets $ 42,929   $ 42,929   $ 42,764
Rail Operations          
Segment Reporting, Asset Reconciling Item [Line Items]          
Segment, expenditure, addition to long-lived assets 766 $ 524 1,457 $ 1,021  
Assets $ 42,700   $ 42,700   $ 42,600
v3.25.2
Segment Reporting and Significant Expenses- Schedule of Segment Reporting Information (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Segment Reporting, Asset Reconciling Item [Line Items]        
Revenue $ 3,574 $ 3,701 $ 6,997 $ 7,382
Labor and Fringe 791 766 1,612 1,571
Purchased Services and Other 710 691 1,484 1,411
Depreciation and Amortization 427 410 852 820
Fuel 269 301 544 626
Equipment and Other Rents 94 85 181 169
Operating Income 1,283 1,448 2,324 2,785
Expenses 2,291 2,253 4,673 4,597
Operating Segments        
Segment Reporting, Asset Reconciling Item [Line Items]        
Operating Income 1,277 1,441 2,315 2,772
Eliminations        
Segment Reporting, Asset Reconciling Item [Line Items]        
Revenue (8) (2) (13) (4)
Expenses (8) (2) (13) (4)
Rail Operations | Operating Segments        
Segment Reporting, Asset Reconciling Item [Line Items]        
Revenue 3,363 3,480 6,584 6,946
Labor and Fringe 736 719 1,510 1,478
Purchased Services and Other 605 577 1,269 1,178
Depreciation and Amortization 410 396 820 791
Equipment and Other Rents 90 80 172 159
Gains on Property Dispositions (4) (9) (5) (10)
Operating Income 1,277 1,441 2,315 2,772
Rail Operations | Operating Segments | Fuel - Locomotive        
Segment Reporting, Asset Reconciling Item [Line Items]        
Fuel 226 249 451 525
Rail Operations | Operating Segments | Fuel - Non- Locomotive        
Segment Reporting, Asset Reconciling Item [Line Items]        
Fuel 23 27 52 53
Trucking Operating Segment | Operating Segments        
Segment Reporting, Asset Reconciling Item [Line Items]        
Revenue 219 223 426 440
Expenses 213 216 417 427
Trucking Operating Segment | Eliminations        
Segment Reporting, Asset Reconciling Item [Line Items]        
Revenue 211 221 413 436
Expenses $ 205 $ 214 $ 404 $ 423
v3.25.2
Segment Reporting and Significant Expenses- Schedule of Reconciliation of Segment Operating Income (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Segment Reporting Information [Line Items]        
Segment Operating Income $ 1,283 $ 1,448 $ 2,324 $ 2,785
Revenue 3,574 3,701 6,997 7,382
Trucking Expenses and Eliminations (2,291) (2,253) (4,673) (4,597)
Operating Income 1,283 1,448 2,324 2,785
Interest Expense (212) (209) (421) (419)
Other Income - Net 22 28 48 69
Earnings Before Income Taxes 1,093 1,267 1,951 2,435
Operating Segments        
Segment Reporting Information [Line Items]        
Segment Operating Income 1,277 1,441 2,315 2,772
Operating Income 1,277 1,441 2,315 2,772
Operating Segments | Trucking Operating Segment        
Segment Reporting Information [Line Items]        
Revenue 219 223 426 440
Trucking Expenses and Eliminations (213) (216) (417) (427)
Eliminations        
Segment Reporting Information [Line Items]        
Revenue (8) (2) (13) (4)
Trucking Expenses and Eliminations 8 2 13 4
Eliminations | Trucking Operating Segment        
Segment Reporting Information [Line Items]        
Revenue 211 221 413 436
Trucking Expenses and Eliminations $ (205) $ (214) $ (404) $ (423)