NSC
NORFOLK SOUTHERN CORP
Overview
NORFOLK SOUTHERN CORP is a Industrials company operating in Railroads with a $68.31B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
20 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2410 Q&A exchanges
- Q4 FY2025Earnings2026-01-2912 Q&A exchanges
- Q3 FY2025Earnings2025-10-2314 Q&A exchanges
- Q1 FY2025Earnings2025-04-2313 Q&A exchanges
- Q4 FY2024Earnings2025-01-2932 Q&A exchanges
- Q3 FY2024Earnings2024-10-2216 Q&A exchanges
- Q2 FY2024Earnings2024-07-2524 Q&A exchanges
- Q1 FY2024Earnings2024-04-2414 Q&A exchanges
- Q4 FY2023Earnings2024-01-2634 Q&A exchanges
- Q3 FY2023Earnings2023-10-2522 Q&A exchanges
- Q2 FY2023Earnings2023-07-2725 Q&A exchanges
- Q1 FY2023Earnings2023-04-2618 Q&A exchanges
- Q4 FY2022Earnings2023-01-2529 Q&A exchanges
- Q3 FY2022Earnings2022-10-2634 Q&A exchanges
- Q2 FY2022Earnings2022-07-2743 Q&A exchanges
- Q1 FY2022Earnings2022-04-2740 Q&A exchanges
- Q4 FY2021Earnings2022-01-2640 Q&A exchanges
- Q3 FY2021Earnings2021-10-2747 Q&A exchanges
- Q2 FY2021Earnings2021-07-2839 Q&A exchanges
- Q1 FY2021Earnings2021-04-2835 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $3.14—Rev— vs ——EODHD
- Q1 FY20262026-04-23EPS$2.43 vs $2.51-3.2%Rev$3.00B vs ——EODHD
- Q4 FY20252026-01-28EPS$3.22 vs $2.76+16.7%Rev$2.97B vs ——EODHD
- Q3 FY20252025-10-22EPS$3.30 vs $3.20+3.1%Rev$3.10B vs ——EODHD
- Q2 FY20252025-07-28EPS$3.29 vs $3.31-0.6%Rev$3.11B vs ——EODHD
- Q1 FY20252025-04-22EPS$3.31 vs $2.69+23.1%Rev$2.99B vs ——EODHD
- Q4 FY20242025-01-28EPS$3.23 vs $2.98+8.4%Rev$3.02B vs ——EODHD
- Q3 FY20242024-10-21EPS$3.25 vs $3.11+4.5%Rev$3.05B vs ——EODHD
- Q2 FY20242024-07-24EPS$3.06 vs $2.86+7.0%Rev$3.04B vs ——EODHD
- Q1 FY20242024-04-23EPS$3.29 vs $2.53+30.0%Rev$3.00B vs ——EODHD
- Q4 FY20232024-01-25EPS$2.83 vs $2.87-1.4%Rev$3.07B vs ——EODHD
- Q3 FY20232023-10-24EPS$2.65 vs $2.70-1.8%Rev$2.97B vs ——EODHD
- Q2 FY20232023-07-26EPS$2.95 vs $3.11-5.1%Rev$2.98B vs ——EODHD
- Q1 FY20232023-04-25EPS$3.32 vs $3.15+5.4%Rev$3.13B vs ——EODHD
- Q4 FY20222023-01-24EPS$3.42 vs $3.44-0.6%Rev$3.24B vs ——EODHD
- Q3 FY20222022-10-25EPS$3.75 vs $3.60+4.2%Rev$3.34B vs ——EODHD
- Q2 FY20222022-07-26EPS$3.45 vs $3.47-0.6%Rev$3.25B vs ——EODHD
- Q1 FY20222022-04-26EPS$2.93 vs $2.92+0.3%Rev$2.92B vs ——EODHD
- Q4 FY20212022-01-25EPS$3.12 vs $3.04+2.6%Rev$2.85B vs ——EODHD
- Q3 FY20212021-10-26EPS$3.06 vs $2.92+4.8%Rev$2.85B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $3.14 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-23 | $2.43 | $2.51 | -3.2% | $3.00B | — | — | EODHD |
| Q4 FY2025 | 2026-01-28 | $3.22 | $2.76 | +16.7% | $2.97B | — | — | EODHD |
| Q3 FY2025 | 2025-10-22 | $3.30 | $3.20 | +3.1% | $3.10B | — | — | EODHD |
| Q2 FY2025 | 2025-07-28 | $3.29 | $3.31 | -0.6% | $3.11B | — | — | EODHD |
| Q1 FY2025 | 2025-04-22 | $3.31 | $2.69 | +23.1% | $2.99B | — | — | EODHD |
| Q4 FY2024 | 2025-01-28 | $3.23 | $2.98 | +8.4% | $3.02B | — | — | EODHD |
| Q3 FY2024 | 2024-10-21 | $3.25 | $3.11 | +4.5% | $3.05B | — | — | EODHD |
| Q2 FY2024 | 2024-07-24 | $3.06 | $2.86 | +7.0% | $3.04B | — | — | EODHD |
| Q1 FY2024 | 2024-04-23 | $3.29 | $2.53 | +30.0% | $3.00B | — | — | EODHD |
| Q4 FY2023 | 2024-01-25 | $2.83 | $2.87 | -1.4% | $3.07B | — | — | EODHD |
| Q3 FY2023 | 2023-10-24 | $2.65 | $2.70 | -1.8% | $2.97B | — | — | EODHD |
| Q2 FY2023 | 2023-07-26 | $2.95 | $3.11 | -5.1% | $2.98B | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $3.32 | $3.15 | +5.4% | $3.13B | — | — | EODHD |
| Q4 FY2022 | 2023-01-24 | $3.42 | $3.44 | -0.6% | $3.24B | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $3.75 | $3.60 | +4.2% | $3.34B | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $3.45 | $3.47 | -0.6% | $3.25B | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $2.93 | $2.92 | +0.3% | $2.92B | — | — | EODHD |
| Q4 FY2021 | 2022-01-25 | $3.12 | $3.04 | +2.6% | $2.85B | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $3.06 | $2.92 | +4.8% | $2.85B | — | — | EODHD |
Source: EODHD. NSC reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks NSC's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.76 | $0.70 | +8.0% | +0.8% | +1.4% |
| Q4 FY2026 | $1.14 | $0.94 | +21.1% | +2.8% | +1.0% |
| Q3 FY2026 | $0.84 | $0.76 | +11.0% | +4.1% | +6.5% |
| Q2 FY2026 | $0.83 | $0.70 | +18.7% | +4.6% | +4.7% |
| Q1 FY2025 | $1.01 | $0.87 | +15.9% | -5.1% | -6.7% |
| Q4 FY2025 | $1.02 | $0.91 | +12.4% | -5.0% | -3.0% |
| Q3 FY2025 | $0.99 | $0.84 | +17.9% | +0.1% | +2.4% |
| Q2 FY2025 | $0.92 | $0.79 | +16.1% | -3.6% | -3.3% |
| Q1 FY2024 | $1.14 | $0.99 | +14.7% | +3.1% | +4.0% |
| Q4 FY2024 | $1.26 | $1.08 | +16.4% | +4.3% | +2.9% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Mark R GeorgeCEO5 mo20 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- Jason Andrew ZampiCFO5 mono recorded callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- John F OrrCOO5 mo8 callsCurrentSample
COO since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Claude E ElkinsEVP & Chief Commercial Officer5 mo3 callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Anil BhattEVP & CIDO5 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- Claiborne L MooreVice President & Controller5 mono recorded callsCurrentSample
OTHER since 2026 • 2/2 beats (100%) • last guidance cut Q1 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for NSC.
$ curl https://api.spokenalpha.com/v1/companies/NSCFAQ
Frequently asked about NSC
Where can I find NORFOLK SOUTHERN CORP's (NSC) earnings call transcripts?
Spoken Alpha indexes NSC's earnings call transcripts at https://spokenalpha.com/companies/NSC. Each call links to attributed speakers and parsed analyst Q&A.
When was NORFOLK SOUTHERN CORP's most recent earnings call?
NORFOLK SOUTHERN CORP (NSC) held its most recent earnings call on 2026-04-24, covering fiscal Q1 2026.
What sector is NSC in?
NORFOLK SOUTHERN CORP (NSC) operates in the Industrials sector (Railroads industry).