Business Description

Norfolk Southern Corporation is a premier Class I freight railroad company operating primarily in the Eastern United States. Headquartered in Atlanta, Georgia, the company manages an extensive rail network spanning 22 states and the District of Columbia. In 2025, Norfolk Southern agreed to an $85 billion merger with Union Pacific to create the first transcontinental U.S. railroad, a transaction currently pending regulatory approval.

Everything on Norfolk Southern Corporation

Revenue (FY2025) $12.18B
YoY growth +0.5%
Operating margin 35.8%
Direction Expanding
Gross margin 46.0%
Net margin 23.6%

Earnings Transcripts

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Leadership & board

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Acquisitions

Share Repurchase Program

Total authorized
$10.0 billion (program authorized March 29, 2022)
Remaining
$6,339,415,156 (~$6.3 billion) as of December 31, 2025

Named Competitors

Motor carriers (trucking)

Customer Concentration

Norfolk Southern manages its business as one reportable operating segment (railway operations) with 2025 railway operating revenues of $12.2 billion diversified across three commodity groups — merchandise, intermodal, and coal. The 10-K does not disclose any single customer accounting for 10% or more of revenues, though it notes that concentration of customers in particular market segments or industries could reduce volumes during economic downturns.

Recent SEC Filings

2026-07-23 Reported quarterly results (+1 more) View filing ↗
2026-06-01 Leadership change (directors/officers) (+1 more) View filing ↗
2026-05-08 Shareholder vote results View filing ↗
2026-04-24 Reported quarterly results (+1 more) View filing ↗
2026-04-02 Entered a material agreement View filing ↗
2026-01-29 Reported quarterly results (+1 more) View filing ↗
2025-12-19 Regulation FD disclosure View filing ↗
2025-11-17 Shareholder vote results (+1 more) View filing ↗
2025-11-06 Other event View filing ↗
2025-10-23 Reported quarterly results (+1 more) View filing ↗
2025-09-29 Leadership change (directors/officers) View filing ↗
2025-07-29 Entered a material agreement View filing ↗

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