Form 8-K · Current report
Norfolk Southern 8-K, filed Oct 22, 2026
- Filed
- CIK
- 0000702165
- Accession no.
- 0001193125-26-428384
Summary
Norfolk Southern reported third-quarter 2026 revenue of $3.5 billion, a quarterly record up 14% year over year, with income from railway operations of $1.2 billion and diluted earnings per share of $3.37. Excluding merger-related expenses and the effects of the Eastern Ohio incident, adjusted income from railway operations was $1.2 billion and adjusted diluted earnings per share were $3.62.
Key points
- Revenue of $3.5 billion was a quarterly record, up 14% year over year on a 3% volume increase, with fuel surcharges contributing eight points of the growth.
- Operating ratio was 67.4% versus 64.6% a year earlier; adjusted operating ratio was 65.4%, 210 basis points higher than adjusted third quarter 2025.
- Adjusted income from railway operations rose 7% to $1.2 billion and adjusted diluted EPS rose 10% to $3.62, excluding merger-related expenses and the effects of the Eastern Ohio incident.
- CEO Mark George said demand for rail service increased as a tighter trucking market highlighted rail's competitive advantages.
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 October 22, 2026, Norfolk Southern Corporation (the “Company”) issued a press release reporting third-quarter results for 2026, as well as its Quarterly Financial Data for the third 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.These documents are also available on the Company’s website, www.norfolksouthern.com.* This unaudited financial information and summary of certain notes to the consolidated financial statements should be read in conjunction…
An excerpt of the text as filed with the SEC, cut for length.
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