25 September 2025 Global Logistics Supply Chain Pulse Check: Ocean slows sharply post-peak Alex Irving, CFA +44 207 676 7044 alex.irving@bernsteinsg.com David Vernon +1 917 344 8333 david.vernon@bernsteinsg.com Antoine Madre +33 1 58 98 74 52 antoine.madre@bernsteinsg.com Justine Weiss +1 917 344 8433 justine.weiss@bernsteinsg.com Moving past the ocean peak season, rates are coming under renewed pressure. As of mid- September, the SCFI hit its lowest level since 2023, and blank sailings have so far failed t ...

A transformative infrastructure milestone decades in the making strengthens Maryland’s economy and East Coast freight movementJACKSONVILLE, Fla., Sept. 26, 2025 (GLOBE NEWSWIRE) -- CSX (NASDAQ: CSX) today announced the re-opening of the expanded Howard Street Tunnel, a historic and transformative $450+ million infrastructure project that will modernize freight rail transportation along the East Coast. The project marks a major milestone in the decades of effort by state, federal, and private partners to del ...

智通财经APP获悉，富国银行表示，CSX运输(CSX.US)与伯灵顿北方圣太菲铁路运输公司(BNSF)达成 的多式联运合作协议，预计将把原本可能由诺福克南方(NSC.US)转运的货量引流至CSX网络。值得关 注的是，BNSF自2009年被沃伦·巴菲特旗下的伯克希尔·哈撒韦收购，成为其全资子公司，这一"巴菲特 概念"无疑提升了市场对合作潜力的关注度。这一合作将为CSX"奠定基础"，使其业绩有望跑赢未结盟 的同业公司。 富国银行在一份报告指出，随着CSX逐步克服铁路网络运营难题、缓解煤炭业务下行压力，加之与 BNSF的合作带来发展动力，预计CSX将在2026年实现强劲的盈利增长。基于这一判断，富国银行将 CSX的评级从"中性"上调至"增持"，同时将其目标价上调8%，至每股40美元。 此次合作正值市场猜测两家公司可能通过合并，与即将完成整合的联合太平洋(UNP.US)和诺福克南方 的跨大陆线路抗衡。 尽管BNSF高管多次表示，目前尚未与CSX就合并事宜展开谈判，但Wetherbee认为，若联合太平洋与诺 福克南方的合并最终获得批准，当前的竞争格局可能将迫使行业进一步整合，CSX与BNSF的合作或存 在向更深层次发展 ...

An updated edition of the June 8, 2025, article.While searching for income-generating equities, investors primarily focus on stocks with high dividend yield. Although high-dividend-paying stocks generate a steady stream of income for investors, they do not reflect other ways a company returns money to its shareholders, such as share buybacks. To get a holistic view, an investor should consider shareholders’ yield instead of dividend yield alone. Apart from dividend payment and share buybacks, shareholders’ ...

Canadian National Railway Company (NYSE:CNI) is one of the best Canadian stocks to buy now. On September 9, Canadian National Railway Company and CSX Corp. (NASDAQ:CSX) announced that they signed a Memorandum of Understanding/MOU to create a new intermodal rail service into Nashville, Tennessee. The new service is designed to provide a seamless and all-rail alternative for international containers originating from Canada’s West Coast gateways. The route will travel through Memphis and continue directly in ...

RBC Capital将CSX运输的目标价从37美元上调至39美元，评级从"与大市同步"上调至"跑赢大市"。(格 隆汇) ...

行业表现 - 工业股表现优异 年初至今上涨152% 超越标普500指数120%的涨幅 [3][4] - 工业板块2025年表现强劲 年初至今整体上涨15% [4] 推荐股票清单 - 瑞银筛选11只最具吸引力的买入评级工业股 基于差异化观点或专有数据支持 [2][4] Woodward (WWD) - 年初至今股价表现突出 上涨42% [5] - 预计利润率扩张 未来几年自由现金流翻倍 2026年收入/EBITDA/自由现金流预估较市场共识高出3%/6%/11% [5] - 具备超过30%的边际效益增量 拥有经过验证的内容获取记录 [5] Alaska Air Group (ALK) - 年初至今股价下跌9% [6] - 高端座位比例从27%提升至29% 忠诚度计划增长与全球扩张增强长期盈利信心 [6] - 近期企业需求加速 旧金山等市场竞争压力缓解 短期风险降低 [6] CSX Corporation (CSX) - 年初至今微涨15% [7] - 2026年存在多重每股收益增长动力 估值17倍市盈率低于五年平均18倍 [7] - 完成两项大型基建项目 2026年可减少1亿美元运营成本 同时提升网络韧性与增长容量 [7] TE Connectivity PLC (TEL) - 年初至今大涨49% [8] - 人工智能业务增长强劲 年度运行率超过10亿美元 [8] - 工业解决方案领域滞后市场见底回升 公司增长动力多元化 [8]

RBC Capital Markets lifted its rating on CSX Corporation (NASDAQ:CSX) to Outperform from Sector Perform. The firm's view is that the stock is well positioned under virtually all consolidation scenarios, which include an acquisition of Union Pacific ( ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: RBC Capital upgraded Nike (NKE) to Outperform from Sector Perform with a price target of $90, up from $76. The firm sees a "steeper revenue recovery" for Nike than Street estimates reflect with new product contribution and World Cup selling. Needham upgraded Amicus (FOLD) to Buy from Hold with a $14 price targ ...

JACKSONVILLE, Fla., Sept. 18, 2025 (GLOBE NEWSWIRE) -- CSX Corp. (NASDAQ: CSX) will release third quarter financial and operating results after the market close on Thursday, October 16, 2025. This will be followed by a conference call and live webcast hosted by the company’s management team at 4:30 p.m. Eastern Time. Those interested in participating via teleconference may dial 1-888-510-2008. Callers outside the U.S. may dial 1-646-960-0306. Participants should dial in 10 minutes prior to the call and use ...