Argus
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Apr 25, 2025
CSX Corporation: Recent weakness offers buying opportunity
Summary
CSX Corp. provides rail, intermodal and rail-to-truck train load services. Its CSX Transportation subsidiary operates a 20,000-mile rail network in the eastern U.S., connecting 26 states, the District of Columbia, and two Canadian provinces. CSX Intermodal Inc. is a stand-alone integrated intermodal company serving customers with its own truck and terminal operations and a dedicated domestic container fleet. Based in Jacksonville, FL, the company employs approximately 23,400 people. The shares are a component of the S&P 500.
INUSTRY
Our rating on the Industrial sector is Market-Weight. Although valuations are attractive, that mainly reflects weak share prices. In a high interest-rate environment, enterprise demand for industrial solutions has softened and may take time to recover.
As of the end of March, the sector accounted for 8.5% of S&P 500 market capitalization. Over the past five years, the weighting has ranged from 8% to 12%. The sector includes industries such as transportation, aerospace & defense, heavy machinery, and electrical equipment.
The sect
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Analyst Profile
Kristina Ruggeri
Analyst: Generalist
Kristina began working with Argus Research in 2019. She is responsible for covering selected Consumer Discretionary and Consumer Staples Stocks and has nearly 20 years of experience in the financial services industry. Kristina began her career at Price Waterhouse where she audited asset managers, broker dealers, and banks. Later she joined J.P. Morgan as a financial analyst. In 1994, Kristina joined Bankers Trust Company where she managed the daily operations of several equity derivative funds and later implemented tools to mitigate risk and improve workflow processes. Prior to working with Argus, Kristina was a Senior Director at S&P Global where she led key competitive intelligence and market research initiatives and executed programs to better understand client needs. Kristina earned a BS in Accounting and a minor in Spanish from Bucknell University. She holds an MBA in Finance from New York University’s Stern School of Business and is a Certified Public Accountant. Kristina is also a certified teacher in the State of New Jersey and devotes time to working with elementary and middle school-aged students.
