Form 8-K · Current report
Norfolk Southern 8-K, filed Jul 23, 2026
- Filed
- CIK
- 0000702165
- Accession no.
- 0001193125-26-313393
Summary
Norfolk Southern reported second-quarter 2026 revenue of $3.5 billion, an all-time quarterly record, with income from railway operations of $1.1 billion, an operating ratio of 67.6%, and diluted earnings per share of $3.26; excluding merger-related expenses, restructuring and other charges, and the effects of the Eastern Ohio incident, adjusted income from railway operations was $1.2 billion, the adjusted operating ratio was 65.5%, and adjusted diluted earnings per share were $3.52. The company updated its 2026 adjusted operating expense guidance range to $8.8 billion to $8.9 billion to account for an increase in estimated incremental fuel expense.
Key points
- Second-quarter 2026 revenue rose 11%, or $355 million, from the second quarter of 2025 on a 4% volume increase, with higher fuel surcharges contributing six points of that growth.
- Income from railway operations fell 4% to $1.1 billion from a year earlier, while adjusted income from railway operations rose 5% to $1.2 billion.
- Operating ratio was 67.6% versus 62.2% a year earlier; adjusted operating ratio was 65.5%, 210 basis points higher than adjusted second-quarter 2025.
- CEO Mark George said demand improved across key markets and that priorities for the second half are safe and reliable operations, consistent customer service, and disciplined execution.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. Item 7.01 Regulation FD Disclosure. On July 23, 2026, Norfolk Southern Corporation (the “Company”) issued a press release reporting second-quarter results for 2026, as well as its Quarterly Financial Data for the second quarter of 2026. A copy of the press release is attached as Exhibit 99.1 and a copy of the Quarterly Financial Data is attached as Exhibit 99.2, each of which is incorporated by reference herein. …
An excerpt of the text as filed with the SEC, cut for length.
Readster writes AI-generated summaries of public filings for research purposes only. Summaries can be incomplete or wrong — check the original filing on SEC.gov before relying on it. Nothing here is investment, legal or medical advice.