US Industry Earnings Intelligence

Railroads earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window12 Aug to 10 Nov 20266 matched companies

Group read

Delivery and earnings growth are broadly constructive

100% of companies with measured latest results beat estimates, while 67% show positive year-on-year EPS growth. Industrials carries the largest forward market-cap exposure.

Forward events6next 90 days
Market-cap exposure$430.9Bmatched companies
Latest beat breadth100%latest measured quarter
Positive EPS growth67%year on year

Forward exposure

Railroads reporting load by date

Count and matched market cap

Delivery

Latest result breadth

100%beat breadth

Timing

Session certainty

100%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

6 shown
UNPUnion Pacific CorporationRailroads
22 Oct71 days
Event risk17/100Contained
Market cap$155.9BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth5.7%year on year
Open earnings dossier
CSXCSX CorporationRailroads
22 Oct71 days
Event risk21/100Contained
Market cap$84.1BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth3.9%year on year
Open earnings dossier
NSCNorfolk Southern CorporationRailroads
22 Oct71 days
Event risk19/100Contained
Market cap$73.1BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-21.3%year on year
Open earnings dossier
CNICanadian National Railway CompanyRailroads
30 Oct79 days
Event risk18/100Contained
Market cap$71.9BTime unconfirmed
Beat rate63%up to 8 quarters
EPS growth4.8%year on year
Open earnings dossier
WABWestinghouse Air Brake Technologies CorpRailroads
21 Oct70 days
Event risk18/100Contained
Market cap$44.3BTime unconfirmed
Beat rate88%up to 8 quarters
EPS growth10.1%year on year
Open earnings dossier
GBXGreenbrier Companies IncRailroads
28 Oct77 days
Event risk38/100Moderate
Market cap$1.5BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth-55.4%year on year
Open earnings dossier

Forward company tape

Railroads upcoming earnings reports

6 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context