Stock AnalizNorfolk Southern (NSC) earnings for the quarter ended September 2026: EPS beats estimates
Norfolk Southern reported results for the quarter ended September 2026 on October 22, 2026. Adjusted earnings per share came in at $3.62 against the analysts’ average forecast of $3.47, a beat of 4.3%.
Revenue for the quarter was $3.53 billion, up 13.6% from $3.10 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 3.1% on the first trading day after the report.
The last four quarters
Norfolk Southern has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.62 | $3.47 | +4.3% | +14% | +3.1% |
| Jun 2026 | $3.52 | $3.32 | +5.9% | +11% | +6.0% |
| Mar 2026 | $2.65 | $2.49 | +6.3% | +0% | −0.8% |
| Dec 2025 | $3.22 | $2.76 | +16.5% | −2% | +2.4% |
What comes next
Analysts expect EPS of $3.28 for the next quarter on average and $13.06 for the fiscal year ending December 31, 2026.
The average analyst price target is $357.44, 9% above the current price of $327.88.
Valuation and score
Norfolk Southern scores 2.0 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 27.5, and its intrinsic value under moderate assumptions is about 30% below the current market value. Full Norfolk Southern analysis with 10 years of financials
Frequently asked questions
What was Norfolk Southern’s EPS for the quarter ended September 2026?
$3.62 adjusted per share, against an analyst consensus of $3.47.
How much revenue did Norfolk Southern report?
$3.53 billion, up 13.6% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.