Short answer
Norfolk Southern (NSC) filed an 8-K current report with the SEC on July 23, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Q2 2026 results and quarterly financial data released July 23, 2026.
Norfolk Southern 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- Q2 2026 results and quarterly financial data released July 23, 2026
- 2026 adjusted operating expense guidance raised to $8.8–$8.9 billion
- Guidance change reflects higher estimated incremental fuel expense
- Detailed results and financial data available in Exhibits 99.1 and 99.2
Item EX-99.1 · Exhibit EX-99.1
- Q2 2026 revenue reached a record $3.5B, up 11% year over year on 4% volume growth and higher fuel surcharges
- GAAP operating income fell 4% to $1.1B, while adjusted income rose 5% to $1.2B excluding merger, restructuring, and incident costs
- Adjusted EPS increased 7% to $3.52, versus GAAP EPS of $3.26, highlighting material one-time cost effects
- Adjusted operating ratio worsened 210 basis points to 65.5%, including a 110-basis-point fuel-related headwind
- Improving demand supports second-half prospects, but merger execution, Eastern Ohio liabilities, safety events, and network disruptions remain key risks
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