Eastern U.S. freight railroad
CSX Corporation
CSX earns revenue from merchandise, intermodal, coal and trucking services across its eastern U.S. rail network. It spends on locomotive purchases and maintenance and shared rail infrastructure while connecting automotive and heavy-electrical customers to their supply chains.
CSX Updated Sep 11, 2026 3 AI consumers· 1 recurring
Per the valuechain.wiki graph, CSX Corporation is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 7 companies within two hops; the links are backed by 6 dated sources, 1 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · $14.092 billion total revenue in FY2025
- Segments · Merchandise · Intermodal · Coal · Trucking · Other
Revenue from
- Ford Motor Company Medium confidence
Ford is identified as a CSX customer whose highway-to-rail conversions reduced freight emissions. Customer-specific freight rates and revenue contribution were not disclosed.Confirms EN CSX Published Apr 21, 2023: CSX Announces Customer Environmental Excellence Award Winners - HD Hyundai Electric Medium confidence
CSX is a longstanding rail logistics partner to HD Hyundai Electric's Alabama transformer operation, supporting complex and oversized moves. The freight rate and contract value paid to CSX were not disclosed.
Pays to
- Wabtec High confidence· Contract value $670M · 2026 agreement · Value of the Wabtec agreement covering 100 new locomotives, 50 modernizations and digital solutions
CSX ordered 100 new locomotives, 50 locomotive modernizations and digital solutions from Wabtec. The agreement announced in February 2026 is valued at $670 million.Mentions EN Simply Wall St Published Mar 28, 2026: Is CSX’s Locomotive Upgrades and Maine Branch Revival Altering The Investment Case For CSX (CSX)? - Conrail High confidence· Amount $134M · FY2025 · Rents, fees and services expense paid to Conrail
CSX pays Conrail for right-of-way use, equipment rentals, transportation, switching and terminal services in shared asset areas. Rents, fees and services totaled $134 million in FY2025.
Investments
- Conrail High confidence· Market share 42 percent · FY2025 · CSX economic interest in Conrail
CSX jointly owns Conrail with Norfolk Southern. CSX holds a 42% economic interest and a 50% voting interest and accounts for the investment under the equity method.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| United Rentals | lead2 | +43.3 | +7 | +63.6 | +24 | +15.9 | +25.5 |
| Digital Realty | lead2 | +30.7 | -41 | +39.9 | +35.9 | -10.1 | +23.4 |
| American Electric Power | lead2 | +10.7 | +10.4 | -11 | +18.2 | +29.4 | +10.4 |
| Ecolab Inc. | lead2 | +9.4 | -37.1 | +37.9 | +19.3 | +13.2 | +7 |
| Ford Motor Company | lead1 | +137.5 | -42.2 | +15.8 | -13.1 | +42.3 | +15.3 |
| HD Hyundai Electric | lead1 | +4.2 | +132.5 | +159.4 | +300.5 | +120.2 | -19.1 |
| CSX Corporation | node | +25.7 | -16.6 | +13.5 | -5.6 | +14.1 | +37.5 |
| Wabtec Corporation | benef1 | +26.5 | +9.1 | +28 | +50.1 | +13.2 | +33 |
YTD as of 2026-09-04 · source: Yahoo Finance
CSX Corporation operates across Eastern U.S. freight railroad. It is +37.5% in 2026. The stock (+37.5%) and its demand side (avg -19.1%) are moving in step. It spends on locomotive purchases and maintenance and shared rail infrastructure while connecting automotive and heavy-electrical customers to their supply chains.
Analysis generated from returns as of 2026-09-04