CSX Corporation, together with its subsidiaries, provides rail-based freight transportation services. The company offers rail services; and transportation of intermodal containers and trailers, as well as other transportation services, such as rail-to-truck transfers and bulk commodity operations. It also transports chemicals, agricultural and food products, minerals, automotive, forest products, fertilizers, and metals and equipment; and coal, coke, and iron ore to electricity-generating power plants, steel manufacturers, and industrial plants, as well as exports coal to deep-water port facilities. In addition, the company provides intermodal services through a network of approximately 30 terminals transporting manufactured consumer goods in containers; and drayage services, including the pickup and delivery of intermodal shipments. It serves the automotive industry with distribution centers and storage locations, as well as connects non-rail served customers through transferring products, such as plastics and ethanol from rail to trucks. The company operates approximately 20,000 route mile rail network, which serves various population centers in 26 states east of the Mississippi River, the District of Columbia, and the Canadian provinces of Ontario and Quebec, as well as owns and leases approximately 3,500 locomotives. It serves production and distribution facilities through track connections. CSX Corporation was incorporated in 1978 and is headquartered in Jacksonville, Florida.

CSX Corporation демонстрирует смешанную фундаментальную картину. По мультипликаторам, P/E находится ниже медианы отрасли, что может говорить о недооцененности, однако другие показатели, такие как P/S и P/FCF, значительно превышают медианные значения, указывая на возможную переоцененность. Эффективность бизнеса высока, ROE и ROA находятся на уровне выше медианы, что свидетельствует о хорошем управлении и прибыльности. Тем не менее, долговая нагрузка, выраженная в высоком коэффициенте долга к капиталу, вызывает опасения. Дивидендная доходность остается стабильной, но не демонстрирует роста, что может снизить привлекательность для инвесторов, ориентированных на доход. Выручка и чистая прибыль значительно превышают медианные значения, что является сильным позитивным сигналом. В целом, несмотря на сильные стороны, такие как высокая прибыльность и устойчивый рост выручки, высокие мультипликаторы и долговая нагрузка требуют осторожного подхода к оценке компании.

CSX Corporation

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Dimensional US Large Cap Value ETF (Symbol: DFLV) where we have detected an approximate $157.2 million dollar outflow -- that's a 2.7% decrease week over week (from 158,300,000 to 154,100,000). Among the largest underlying components of DFLV, in trading today General Motors Co (Symbol: GM) is up about 0.1%, CSX Corp (Symbol: CSX) is trading flat, and Norfolk Southern Corp (Symbol: NSC) is lower by about 0.4%. For a complete list of holdings, visit the DFLV Holdings page » The chart below shows the one year price performance of DFLV, versus its 200 day moving average:
Looking at the chart above, DFLV's low point in its 52 week range is $28.51 per share, with $37.69 as the 52 week high point — that compares with a last trade of $37.60. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Project your dividend income with confidence: Income Calendar tracks your income portfolio like a personal assistant.
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Top Stocks Held By Jeremy Grantham
Top Ten Hedge Funds Holding BHAT
Stock RSI
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dimensional US Large Cap Value ETF Experiences Big Outflow

Friday, April 24, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Caterpillar Inc. (CAT), Texas Instruments Inc. (TXN) and The Boeing Co. (BA), as well as two micro-cap stocks Kewaunee Scientific Corp. (KEQU) and Vaso Corp. (VASO). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Earnings Season, Middle East Truce Talks, Gain Favor
Caterpillar’s shares have outperformed the Zacks Manufacturing - Construction and Mining industry over the past six months (+60.5% vs. +48.5%). The company continues to post revenue growth, driven by higher volumes across all segments. Caterpillar returned to earnings growth in the fourth quarter of 2025 (albeit by a modest +0.4%) after five quarters of declines. This is a notable achievement given the ongoing tariff headwind. This is expected to persist into 2026, with management projecting a $2.6 billion impact.
A record backlog of $51.2 billion should support future sales. The Construction Industries segment stands to benefit from rising construction activity in the United States and globally, while Resource Industries will gain from steady commodity demand.
In Power & Energy, sustainability initiatives and data-center investments are driving demand. Caterpillar’s focus on building aftermarket parts and service-related revenues (which generate high margins) will aid growth.
(You can read the full research report on Caterpillar here >>>)
Shares of Texas Instruments have outperformed the Zacks Semiconductor - General industry over the past six months (+69.4% vs. +11.5%). The company is benefiting from solid data center demand, which is boosting its prospects in the enterprise systems market. A sustained focus on expanding its product portfolio across the Analog and Embedded Processing segments helps capture market share.
Texas Instruments’ deepening focus on internal manufacturing and advanced technology infusion is another positive. Its robust cash flows and aggressive shareholder return policies instill confidence in its long-term prospects.
However, its overall growth might be impacted by a slow recovery in the industrial market, as customers are cautiously spending amid ongoing macroeconomic uncertainties. Rising manufacturing costs and the growing tech war between the United States and China are other concerns.
(You can read the full research report on Texas Instruments here >>>)
Boeing’s shares have outperformed the Zacks Aerospace - Defense industry over the past six months (+5.8% vs. -7.8%). The company ended the first quarter of 2026 on a solid note, with its revenues and earnings having surpassed the respective Zacks Consensus Estimate. Boeing remains one of the largest U.S. commercial aircraft manufacturers.
Steadily growing commercial air travel should boost Boeing’s service business unit. The outlook for Boeing’s defense and space business segment also remains optimistic. Government’s inclination toward strengthening the nation’s defense and space system should act as a growth catalyst for Boeing.
However, Boeing faces risks related to the shortage of skilled labor. Trade tensions between the United States and China may cause Boeing to be unsuccessful in the timely delivery of its jets and thereby hurt its operational performance.
(You can read the full research report on Boeing here >>>)
Shares of Kewaunee Scientific have outperformed the Zacks Instruments - Scientific industry over the past year (+4.9% vs. -6.3%). This microcap company with a market capitalization of $103.51 million is strengthening its business mix through the Nu Aire integration, expanding beyond cyclical lab construction into recurring airflow and containment products, which helps stabilize utilization and earnings.
A solid backlog provides near-term revenue visibility despite normalization, while a growing international segment—led by India—and turnkey project capabilities enhance diversification, customer stickiness, and share of wallet. Ongoing reinvestment in systems and talent supports scalability and operational discipline.
However, domestic operations remain exposed to construction timing volatility, pressuring margins. Corporate costs continue to weigh on profitability during platform buildout, and liquidity has tightened amid debt servicing. Rising stock-based compensation also creates ongoing margin and EPS headwinds.
(You can read the full research report on Kewaunee Scientific here >>>)
Vaso’s shares have outperformed the Zacks Medical - Instruments industry over the past year (+45.7% vs. -0.8%). This microcap company with a market capitalization of $33.22 million has maintained a balance between structural stability and execution risk. Its diversified operating model and growing deferred revenue base support revenue visibility, while a long-term partnership provides continuity but also introduces customer concentration and dependence on delivery cycles.
The ongoing shift toward managed IT services and software-led solutions aligns with industry trends, though uneven execution and prior asset impairments reflect challenges in translating strategy into consistent earnings. Profitability remains constrained by a high-cost structure, limiting operating leverage.
Strong liquidity provides flexibility, but cash generation is still influenced by timing dynamics. The valuation suggests investor skepticism around earnings quality, scalability and Vaso’s ability to convert its positioning into durable returns.
(You can read the full research report on Vaso here >>>)
Other noteworthy reports we are featuring today include The Charles Schwab Corp. (SCHW), Amgen Inc. (AMGN) and CSX Corp. (CSX).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
Schwab (SCHW) to Gain from Acquisitions, AI Push Amid Cost Pressures
Per the Zacks analyst, strategic buyouts, a rise in investing solution fees and leveraging AI to expand relationship-based business will aid Schwab, while elevated costs and pricing pressure are woes.
Amgen's (AMGN) Key Drugs Aid Growth Amid Biosimilar Competition
The Zacks analyst believes that Amgen's key drugs and newer medicines are driving sales, more than offsetting declining revenues from oncology biosimilars and legacy established products.
CSX (CSX) Benefits From Dividends and Buyback Amid High Debt
The Zacks analyst likes the shareholder-friendly measures adopted by CSX. However, high debt does not bode well for its bottom line.
Elevance's (ELV) Strategic Buyouts and Product Expansion Aid
Per the Zacks analyst, acquisitions, partnerships and product expansions are helping Elevance Health boost its portfolio, leading to steady revenue growth. Yet, rising costs are affecting profits.
United Rentals (URI) Gains on Specialty Growth Amid Margin Risk
Per the Zacks analyst, United Rentals benefits from large-project activity, Specialty strength and fleet productivity. However, margin variability tied to delivery, depreciation and mix temper upside.
Halliburton's (HAL) Strong Growth in Latin America Drives Gains
The Zacks analyst believes that Halliburton is capitalizing on strong activity in Latin America, but geopolitical conflicts in the Middle East may lead to a significant decline in earnings for Q2.
Viavi (VIAV) Rides on Healthy Demand Across Several Verticals
Per the Zacks analyst, strong demand across aerospace and defense, data centers, and cloud infrastructure is expected to drive Viavi's top line. The Spirent buyout has strengthened its portfolio.
New Upgrades
Casey's (CASY) Inside Sales Surge Highlights Omnichannel Strength
Per the Zacks analyst, Casey's strong omnichannel momentum is driving sustained growth in its core inside business, with management projecting inside same-store sales to rise 3.5%-4.5% in fiscal 2026.
DRAM and HBM Growth Continues to Aid Formfactor's (FORM) Prospects
Per the Zacks analysis, DRAM and HBM demand growth, rising test intensity, and HBM4 transition strength are expected to support FormFactor's margins and long-term prospects.
Strong Demand for Pega Cloud Aids Pegasystems (PEGA) Prospects
Per the Zacks analyst, Pegasystems is benefiting from strong revenues driven by robust demand for its AI-powered and cloud-based solutions
New Downgrades
Centrus Energy (LEU) Faces Risk from Funding, Expansion Costs
Per the Zacks analyst, a backlog contingent on capacity expansion and securing external funding as well as heavy spending can weigh on Centrus Energy's results.
Pilgrim's Pride (PPC) Faces Demand Shift and Competitive Pressures
Per the Zacks analyst, shifting consumer behavior and intense industry competition may pressure Pilgrim's Pride's sales volumes, pricing power and margins in a challenging demand environment.
Weak Demand and Margin Pressures Ail International Paper (IP)
The Zacks analyst is concerned that weak demand in end markets, along with higher maintenance outage expense will continue to impact International Paper's results.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Stock Reports for Caterpillar, Texas Instruments & Boeing

Norfolk Southern Corporation NSC posted earnings (excluding 22 cents from non-recurring items) of $2.65 per share for the first quarter of 2026, topping the Zacks Consensus Estimate of $2.51. The adjusted figure was down 1.5% from $2.69 a year ago.
Railway operating revenues were $3.0 billion, edging past the Zacks Consensus Estimate of $2.99 billion and rising 0.2% year over year. The adjusted operating ratio (operating expenses as a % of revenues) in the quarter landed at 68.7%, as higher costs and fuel headwinds weighed on profitability. The year-ago value of the metric was 67.9%. A lower value of the metric is preferable.
Norfolk Southern Price, Consensus and EPS Surprise
NSC Navigates Volatile Volumes and Weather Disruptions
First-quarter performance reflected a mixed demand and operating backdrop. Management pointed to volatile volumes, severe winter weather and a sharp rise in fuel prices in March, but noted that service execution improved as conditions normalized late in the quarter.
The volume decline was modest at 1% year over year, suggesting a relatively steady demand base even amid macro uncertainty. As conditions improved, the railroad said it captured momentum exiting the quarter, underscoring the strength of the operating foundation. In the market outlook, the company also flagged that the competitive environment following its merger announcement is expected to pressure volumes in the short to medium term.
Norfolk Southern Mix Shows Resilience Across Segments
Merchandise remained the largest contributor, with revenues rising 1% year over year to $1.88 billion on a 1% increase in units. Revenue per unit for the franchise was essentially flat year over year, indicating stable pricing and mix despite a choppy backdrop.
Intermodal revenues dipped 1% to $749 million as units declined 4%, though revenue per unit improved 3%. Coal revenues slipped 2% to $364 million, even as volumes increased 9%, as revenue per unit fell 9%, reflecting weaker realization.
NSC Profitability Reflects Merger and Incident Impacts
On a GAAP basis, earnings were $2.43 per share compared with $3.31 in the year-ago period, while income from railway operations fell 23% to $877 million. Operating expenses rose 15% to $2.12 billion, caused in part by $52 million of merger-related expenses and $10 million of net expenses tied to the Eastern Ohio incident.
Excluding merger-related costs and the incident impacts, adjusted income from railway operations was $939 million, down 2% year over year. The adjusted expense base was $2.06 billion, up 1%, as productivity gains partially offset inflation and higher fuel costs.
Norfolk Southern Cash Use Tilts Toward Investment and Dividends
NSC, currently carrying a Zacks Rank #3 (Hold), ended the quarter with cash and cash equivalents of $1.34 billion, down from $1.53 billion at the end of fiscal 2025. Long-term debt was $16.49 billion at March 31, 2026, and total debt stood at $17.10 billion, keeping leverage broadly steady. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Operating cash flow was $344 million in the first three months of 2026 compared with $950 million a year ago, reflecting working-capital movement and lower earnings. Norfolk Southern invested $382 million in property additions and returned $303 million to shareholders through dividends, while it did not repurchase shares during the quarter.
NSC Reiterates 2026 Expense and Capex Guardrails
Looking ahead, management reiterated its 2026 framework centered on safety, consistent service and disciplined execution. Adjusted operating expense is still expected in a range of $8.2 billion to $8.4 billion, with the company noting that prolonged elevated fuel prices could influence the outlook.
Capital spending is projected at $1.9 billion for 2026, representing a planned reduction of about $300 million, or 14%, from 2025 levels. The company also highlighted a new partnership with Jaguar Transport Holdings, as part of its freight growth focus, emphasizing deal structures and capabilities aimed at creating added customer value.
Q1 Performances of Other Transportation Companies
CSX Corporation’s CSX first-quarter 2026 earnings per share of 43 cents surpassed the Zacks Consensus Estimate of 39 cents and increased 26% on a year-over-year basis. Results were aided by revenue growth and a reduction in operating expenses.
Total revenues of $3.48 billion missed the Zacks Consensus Estimate of $3.51 billion. The top line increased 2% year over year on the back of higher merchandise pricing, intermodal volume growth, higher domestic coal revenues and increased fuel surcharge revenues. These were partially offset by a decrease in export coal revenues, including the impact of lower benchmark rates.
J.B. Hunt Transport Services JBHT posted first-quarter 2026 earnings per share of $1.49, up 27% from $1.17 a year ago. The result topped the Zacks Consensus Estimate by 4 cents.
Operating revenues totaled $3.06 billion, rising 4.6% year over year. Revenues beat the consensus mark of $2.94 billion, resulting in a 3.9% surprise, as demand proved resilient across several service offerings, led by Intermodal volume growth and higher revenue per load in select highway-related businesses.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.9% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Norfolk Southern Q1 Earnings & Revenues Top Estimates, Expenses Up Y/Y

The S&P 500 Index ($SPX) (SPY) on Thursday closed down -0.41%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.36%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.57%. June E-mini S&P futures (ESM26) fell -0.42%, and June E-mini Nasdaq futures (NQM26) fell -0.59%.
Stock indexes erased early gains on Thursday and settled lower as peace talks with Iran remain in limbo. The US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The US said it was waiting for a response from Iran before peace talks could restart, and Iran said it will not resume negotiations while a US naval blockade on its ports is in place. Stock losses accelerated on Thursday amid signs the war in Iran will persist after President Trump said a deal with Iran will only be made "when it's appropriate and good" for the US and its allies.
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Stock index initially moved higher on Thursday, with the S&P 500 and Nasdaq 100 posting new all-time highs amid a rally in chipmakers that boosted the broader market. Texas Instruments rose more than +19% to lead chipmakers higher after reporting strong earnings. Other positive earnings were also supportive of the market, with United Rentals up +22% and Comcast up more than +7% after reporting better-than-expected Q1 revenue. Also, Keurig Dr. Pepper rose more than +7% after reporting stronger-than-expected Q1 net sales.
The weakness in software stocks on Thursday was a negative factor for the broader market, with ServiceNow falling more than -17% after reporting disappointing earnings and saying the war in the Middle East has delayed some sales deals. Also, IBM fell more than -8% after reporting Q1 results that featured an underwhelming read for its software business.
Thursday’s US economic news was mixed for stocks. Weekly initial unemployment claims rose by +6,000 to 214,000, showing a weaker labor market than expectations of 210,000. Also, the Mar Chicago Fed national activity index fell -0.23 to a 4-month low of -0.20, weaker than expectations of -0.13. Conversely, the Apr S&P manufacturing PMI rose +1.7 to 54.0, stronger than expectations of 52.5 and the strongest level in nearly 4 years.
WTI crude oil prices (CLM26) rose more than +3% on Thursday as the Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis. Gains in crude oil accelerated on Thursday after Axios reported that Iran laid more mines in the Strait of Hormuz this week, and President Trump ordered the US Navy to "shoot and kill" any Iranian boats laying mines with "no hesitation." The ongoing blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait.
Earnings season continues this week. So far, 81% of the 123 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets settled lower on Thursday. The Euro Stoxx 50 fell to a 2-week low and closed down -0.19%. China's Shanghai Composite fell from a 1.25-month high and closed down -0.32%. Japan's Nikkei Stock 225 fell from a record high and closed down -0.75%.
Interest Rates
June 10-year T-notes (ZNM6) on Thursday closed down -7.5 ticks. The 10-year T-note yield rose +1.9 bp to 4.322%. Jun T-notes fell to a 1.5-week low on Thursday, and the 10-year T-note yield rose to a 1.5-week high of 4.349%. Soaring crude oil prices on Thursday pushed inflation expectations higher and weighed on T-notes, as the 10-year breakeven inflation rate rose to a 5-week high of 2.429%. Losses in T-notes were limited after weekly US jobless claims rose more than expected, a dovish factor for Fed policy.
European government bond yields moved higher on Thursday. The 10-year German bund yield rose +0.1 bp to 3.009%. The 10-year UK gilt yield rose to a 3.5-week high of 4.973% and finished up by +2.9 bp to 4.939%.
The Eurozone Apr S&P manufacturing PMI unexpectedly rose +0.6 to 52.2, stronger than expectations of a decline to 50.9 and the fastest pace of expansion in nearly four years. However, the Apr composite PMI fell -2.1 to 48.6, weaker than expectations of 50.1 and the weakest level in 17 months.
Eurozone Mar new car registrations rose +12.5% y/y to 1.158 million units, the biggest increase in nearly two years.
The UK Apr S&P manufacturing PMI unexpectedly rose +2.6 to 53.6, stronger than expectations of a decline to 50.3 and the fastest pace of expansion in nearly four years.
Swaps are discounting a 9% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
ServiceNow (NOW) closed down more than -17% to lead software stocks lower and lead losers in the S&P 500 after cutting its full-year subscription adjusted gross margin forecast to 81.5% from 82%, weaker than the consensus of 82.1%. Also, Workday (WDAY) closed down more than -9% to lead losers in the Nasdaq 100, and Salesforce (CRM) closed down more than -8% to lead losers in the Dow Jones Industrials. In addition, IBM (IBM) and Atlassian (TEAM) closed down more than -8%, and Intuit (INTU), Adobe Systems (ADBE), and Autodesk (ADSK) closed down more than -6%. Finally, Oracle (ORCL) closed down more than -5%, and Microsoft (MSFT) closed down -4%.
Texas Instruments (TXN) closed up more than +19% to lead chipmakers higher and gainers in the Nasdaq 100 after reporting Q1 revenue of $4.83 billion, better than the consensus of $4.53 billion, and forecasting Q2 revenue of $5.00 billion to $5.40 billion, well above the consensus of $4.85 billion. Also, ON Semiconductor (ON) and Microchip Technology (MCHP) closed up more than +9%, and NXP Semiconductors NV (NXPI) closed up more th +6%. In addition, Analog Devices (ADI) and Marvell Technology (MRVL) closed up more than +5%, and ARM Holdings Plc (ARM) closed up more than +3%. Finally, Intel (INTC) closed up more than 2%.
ASGN Inc (ASGN) closed down more than -51% after reporting Q1 revenue of $968.3 million, below the consensus of $972.9 million, and forecasting Q2 revenue of $970 million to $1.00 billion, weaker than the consensus of $1.02 billion.
Medpace Holdings (MEDP) closed down more than -22% after forecasting full-year EPS of $16.68 to $17.50, the midpoint below the consensus of $17.12.
Lululemon Athletica (LULU) closed down more than -13% on disappointment with the naming of Heidi O’Neill as the new CEO, a surprise pick with no previous experience as a CEO.
Thermo Fisher Scientific (TMO) closed down more than -9% after reporting Q1 organic revenue growth of +1.00%, weaker than the consensus of +1.17%.
Las Vegas Sands (LVS) closed down more than -8% after raising its full-year capital expenditure forecast to $1.49 billion from a previous forecast of $1.33 billion, well above the consensus of $1.27 billion.
Tesla (TSLA) closed down more than -3% after boosting its full-year capital expenditure to more than $25 billion to support its push into AI and robotics.
Honeywell International (HON) closed down more than -2% after reporting Q1 sales of $9.14 billion, below the consensus of $9.30 billion.
United Rentals (URI) closed up more than +22% to lead gainers in the S&P 500 after reporting Q1 revenue of $3.99 billion, above the consensus of $3.88 billion, and raising its full-year revenue forecast to $16.9 billion-$17.4 billion from a previous forecast of $16.8 billion-$17.3 billion, stronger than the consensus of $17.07 billion.
West Pharmaceutical Services (WST) closed up more than +12% after reporting Q1 net sales of $844.9 million, well above the consensus of $780.4 million, and raising its full-year net sales forecast to $3.30 billion-$3.35 billion from a previous estimate of $3.22 billion-$3.28 billion, better than the consensus of $3.25 billion.
Comcast (CMCSA) closed up more than +7% after reporting Q1 revenue of $31.46 billion, stronger than the consensus of $30.35 billion.
Keurig Dr. Pepper (KDP) closed up more than +7% after reporting Q1 net sales of $3.98 billion, above the consensus of $3.83 billion.
CSX Corp. (CSX) closed up more than +6% after reporting Q1 operating income of $1.25 billion, higher than the consensus of $1.14 billion.
Hasbro (HAS) closed up more than +6% after reporting preliminary Q1 net revenue of $970 million to $985 million, well above the consensus of $908.6 million.
Earnings Reports(4/24/2026)
Charter Communications Inc (CHTR), First Hawaiian Inc (FHB), Gentex Corp (GNTX), Hasbro Inc (HAS), HCA Healthcare Inc (HCA), Norfolk Southern Corp (NSC), Procter & Gamble Co/The (PG), SLB Ltd (SLB), Southern Copper Corp (SCCO), Western Union Co/The (WU).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Settle Lower on US-Iran Stalemate

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Sherwin-Williams Co (Symbol: SHW) has taken over the #142 spot from CSX Corp (Symbol: CSX), according to The Online Investor.
Market capitalization is an important data point for investors to keep an eye on, for various reasons. The most basic reason is that it gives a true comparison of the value attributed by the stock market to a given company's stock. Many beginning investors look at one stock trading at $10 and another trading at $20 and mistakenly think the latter company is worth twice as much — that of course is a completely meaningless comparison without knowing how many shares of each company exist. But comparing market capitalization (factoring in those share counts) creates a true "apples-to-apples" comparison of the value of two stocks. In the case of Sherwin-Williams Co (Symbol: SHW), the market cap is now $82.90 billion, versus CSX Corp (Symbol: CSX) at $80.35 billion.
Below is a chart of Sherwin-Williams Co versus CSX Corp plotting their respective size rank within the S&P 500 over time (SHW plotted in blue; CSX plotted in green):
Below is a three month price history chart comparing the stock performance of SHW vs. CSX:
Another reason market capitalization is important is where it places a company in terms of its size tier in relation to peers — much like the way a mid-size sedan is typically compared to other mid-size sedans (and not SUV's). This can have a direct impact on which mutual funds and ETFs are willing to own the stock. For instance, a mutual fund that is focused solely on Large Cap stocks may for example only be interested in those companies sized $10 billion or larger. Another illustrative example is the S&P MidCap index which essentially takes the S&P 500 index and "tosses out" the biggest 100 companies so as to focus solely on the 400 smaller "up-and-comers" (which in the right environment can outperform their larger rivals). So a company's market cap, especially in relation to other companies, carries great importance, and for this reason we at The Online Investor find value to putting together these rankings daily.
Examine the full SHW market cap history vs. the full CSX market cap history.
At the closing bell, SHW is up about 0.8%, while CSX is up about 7% on the day Thursday.
Also see:
Cheap Midcap Stocks
PCAR RSI
Dividend Bargains You Can Buy Cheaper Than Insiders Did
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Sherwin-Williams Takes Over #142 Spot From CSX

CSX Corporation CSX reported mixed first-quarter 2026 results wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the mark.
Quarterly earnings per share of 43 cents surpassed the Zacks Consensus Estimate of 39 cents and increased 26% on a year-over-year basis. Results were aided by revenue growth and a reduction in operating expenses.
Total revenues of $3.48 billion missed the Zacks Consensus Estimate of $3.51 billion. The top line increased 2% year over year on the back of higher merchandise pricing, intermodal volume growth, higher domestic coal revenue and increased fuel surcharge revenue. These were partially offset by a decrease in export coal revenue, including the impact of lower benchmark rates.
CSX Corporation Price, Consensus and EPS Surprise
First-quarter operating income increased 20% year over year to $1.25 billion. Total expenses decreased 6% year over year. CSX’s operating margin during the March quarter rose to 36% from 30.4% in the year-ago quarter. Total volumes inched up 3% year over year, boosted by intermodal volumes.
Q1 Segmental Performance of CSX
Merchandise revenues grew 2% year over year to $2.18 billion (matched with our estimate figure) in the reported quarter. Merchandise volumes rose marginally to $631 million. Segmental revenue per unit inched up 2% year over year.
Intermodal revenues increased 5% year over year to $518 million (below our estimate of $551.5 million). Segmental volumes increased 6% while revenue per unit was down 1% year over year.
Coal revenues slid 1% year over year to $458 million in the reported quarter. Coal volumes inched down 1% year over year, while segmental revenue per unit fell marginally.
Trucking revenues totaled $202 million (above our estimate of $183.4 million), flat year over year. Other revenues rose 1% year over year to $116 million in the reported quarter.
CSX’s Liquidity
CSX exited the first quarter of 2026 with cash and cash equivalents of $964 million compared with $670 million at the end of the prior quarter. Long-term debt of $18.2 billion was flat sequentially.
CSX's 2026 Guidance
For 2026, CSX now expects mid-single digit revenue growth (including fuel, based on the current forward curve for diesel) compared with the prior guidance of low single-digit revenue growth.
Operating margin expansion is now anticipated toward the higher end of the 200-300 basis point range, while previously it was expected to be around 200-300 basis points.
Free Cash flow is now anticipated to increase more than 60% compared with the prior expectation of growth of at least 50%.
CSX continues to expect capital expenditures to be below $2.4 billion.
Currently, CSX carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q1 Performances of Other Transportation Companies
Delta Air Lines (DAL) reported first-quarter 2026 earnings (excluding $1.08 from non-recurring items) of 64 cents per share, which beat the Zacks Consensus Estimate of 61 cents. Earnings increased 39.1% on a year-over-year basis due to high labor costs. Adjusted revenues in the March-end quarter were $14.2 billion, beating the Zacks Consensus Estimate of $14 billion and increasing on a year-over-year basis.
United Airlines Holdings, Inc. (UAL) reported solid first-quarter 2026 results wherein the company’s earnings and revenues beat the Zacks Consensus Estimate as well as improved on a year-over-year basis.
UAL's first-quarter 2026 adjusted earnings per share (EPS) (excluding 95 cents from non-recurring items) of $1.19 surpassed the Zacks Consensus Estimate of $1.08 and increased 30.8% on a year-over-year basis. The reported figure lies within the guided range of $1.00-$1.50.
Operating revenues of $14.6 billion outpaced the Zacks Consensus Estimate of $14.3 billion and increased 10.5% year over year. Passenger revenues (which accounted for 90.1% of the top line) increased 11% year over year to $13.1 billion. UAL flights transported 42,486 passengers in the first quarter, up 4.1% year over year.
Cargo revenues fell 1.6% year over year to $422 million. Revenues from other sources rose 10.5% year over year to $1.02 billion.
J.B. Hunt Transport Services JBHT posted first-quarter 2026 earnings per share of $1.49, up 27% from $1.17 a year ago. The result topped the Zacks Consensus Estimate by $0.04, a 2.8% surprise.
Operating revenues totaled $3.06 billion, rising 4.6% year over year. Revenues beat the consensus mark of $2.94 billion, resulting in a 3.9% surprise, as demand proved resilient across several service offerings, led by Intermodal volume growth and higher revenue per load in select highway-related businesses.
Zacks' Research Chief Names "Stock Most Likely to Double"
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This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

CSX Q1 Earnings Beat Estimates, Revenues Lag, 2026 View Raised

The S&P 500 Index ($SPX) (SPY) today is up +0.07%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.03%. June E-mini S&P futures (ESM26) are up +0.07%, and June E-mini Nasdaq futures (NQM26) are up +0.10%.
Stock indexes recovered from early losses today and are trading slightly higher as a rally in chipmakers gives the broader market a boost. Texas Instruments is up more than +16% to lead chipmakers higher after reporting strong earnings. Other positive earnings results are also liftin stocks, with United Rentals up +20% and Comcast up more than +7% after reporting better-than-expected Q1 revenue. Also, Keurig Dr. Pepper is up more than +6% after reporting stronger-than-expected Q1 net sales.
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Stock indexes initially moved lower today as peace talks with Iran remain in limbo. The US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The US said it was waiting for a response from Iran before peace talks could restart, and Iran said it will not resume negotiations while a US naval blockade on its ports is in place. Higher crude oil prices are raising inflation expectations and pushing bond yields higher, with the 10-year T-note yield climbing to a 1.5-week high of 4.34%.
The weakness in software stocks is also pressuring the broader market today, with ServiceNow down more than 16% after reporting disappointing earnings and saying the war in the Middle East has delayed some sales deals. Also, IBM is down more than -9% after reporting Q1 results that featured an underwhelming read for its software business.
Today’s US economic news was mixed for stocks. Weekly initial unemployment claims rose by +6,000 to 214,000, showing a weaker labor market than expectations of 210,000. Also, the Mar Chicago Fed national activity index fell -0.23 to a 4-month low of -0.20, weaker than expectations of -0.13. Conversely, the Apr S&P manufacturing PMI rose +1.7 to 54.0, stronger than expectations of 52.5 and the strongest level in nearly 4 years.
WTI crude oil prices (CLM26) are up nearly +1% today as the Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis. The blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait.
Earnings season continues this week. So far, 79% of the 101 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets are lower today. The Euro Stoxx 50 fell to a 2-week low and is down -0.05%. China's Shanghai Composite fell from a 1.25-month high and closed down -0.32%. Japan's Nikkei Stock 225 fell from a record high and closed down -0.75%.
Interest Rates
June 10-year T-notes (ZNM6) today are down -1 tick. The 10-year T-note yield is up +0.2 bp to 4.305%. Jun T-notes fell to a 1.5-week low today, and the 10-year T-note yield rose to a 1.5-week high of 4.337%. An increase in inflation expectations is weighing on T-notes, as the 10-year breakeven inflation rate rose to a 1-month high of 2.409% today. T-notes recovered most of their losses after weekly US jobless claims rose more than expected, a dovish factor for Fed policy.
European government bond yields are moving higher today. The 10-year German bund yield is up +0.5 bp to 3.013%. The 10-year UK gilt yield rose to a 3.5-week high of 4.973% and is up by +1.0 bp to 4.920%.
The Eurozone Apr S&P manufacturing PMI unexpectedly rose +0.6 to 52.2, stronger than expectations of a decline to 50.9 and the fastest pace of expansion in nearly four years. However, the Apr composite PMI fell -2.1 to 48.6, weaker than expectations of 50.1 and the weakest level in 17 months.
Eurozone Mar new car registrations rose +12.5% y/y to 1.158 million units, the biggest increase in nearly two years.
The UK Apr S&P manufacturing PMI unexpectedly rose +2.6 to 53.6, stronger than expectations of a decline to 50.3 and the fastest pace of expansion in nearly four years.
Swaps are discounting a 10% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
Texas Instruments (TXN) is up more than +16% to lead chipmakers higher and gainers in the Nasdaq 100 after reporting Q1 revenue of $4.83 billion, better than the consensus of $4.53 billion, and forecasting Q2 revenue of $5.00 billion to $5.40 billion, well above the consensus of $4.85 billion. Also, ON Semiconductor (ON) is up more than +9%, and Microchip Technology (MCHP) is up more than +7%. In addition, NXP Semiconductors NV (NXPI) and Analog Devices (ADI) are up more than +6% and Marvell Technology (MRVL) and ARM Holdings Plc (ARM) are more than +4%. Finally, Intel (INTC) is up more than 2%.
ServiceNow (NOW) is down more than -16% to lead software stocks lower and lead losers in the S&P 500 after cutting its full-year subscription adjusted gross margin forecast to 81.5% from 82%, weaker than the consensus of 82.1%. Also, IBM (IBM) is down more than -8% to lead losers in the Dow Jones Industrials, and Workday (WDAY) is down more than -8% to lead losers in the Nasdaq 100. In addition, Atlassian (TEAM) is also down more than -11%, and Salesforce (CRM) is down more than -8%. Finally, Intuit (INTU) and Adobe Systems (ADBE) are down more than -7%, Autodesk (ADSK) is down more than -6%, and Oracle (ORCL) is down more than -4%.
United Rentals (URI) is up more than +20% to lead gainers in the S&P 500 after reporting Q1 revenue of $3.99 billion, above the consensus of $3.88 billion, and raising its full-year revenue forecast to $16.9 billion-$17.4 billion from a previous forecast of $16.8 billion-$17.3 billion, stronger than the consensus of $17.07 billion.
West Pharmaceutical Services (WST) is up more than +12% after reporting Q1 net sales of $844.9 million, well above the consensus of $780.4 million, and raising its full-year net sales forecast to $3.30 billion-$3.35 billion from a previous estimate of $3.22 billion-$3.28 billion, better than the consensus of $3.25 billion.
Hasbro (HAS) is up more than +8% after reporting preliminary Q1 net revenue of $970 million to $985 million, well above the consensus of $908.6 million.
Comcast (CMCSA) is up more than +7% after reporting Q1 revenue of $31.46 billion, stronger than the consensus of $30.35 billion.
Keurig Dr. Pepper (KDP) is up more than +6% after reporting Q1 net sales of $3.98 billion, above the consensus of $3.83 billion.
CSX Corp. (CSX) is up more than +6% after reporting Q1 operating income of $1.25 billion, higher than the consensus of $1.14 billion.
ASGN Inc (ASGN) is down more than -41% after reporting Q1 revenue of $968.3 million, below the consensus of $972.9 million, and forecasting Q2 revenue of $970 million to $1.00 billion, weaker than the consensus of $1.02 billion.
Medpace Holdings (MEDP) is down more than -22% after forecasting full-year EPS of $16.68 to $17.50, the midpoint below the consensus of $17.12.
Lululemon Athletica (LULU) is down more than -11% on disappointment of the naming of Heidi O’Neill as the new CEO, a surprise pick with no previous experience as a CEO.
Thermo Fisher Scientific (TMO) is down more than -8% after reporting Q1 organic revenue growth of +1.00%, weaker than the consensus of +1.17%.
Las Vegas Sands (LVS) is down more than -8% after raising its full-year capital expenditure forecast to $1.49 billion from a previous forecast of $1.33 billion, well above the consensus of $1.27 billion.
Tesla (TSLA) is down more than -2% after boosting its full-year capital expenditure to more than $25 billion to support its push into AI and robotics.
Honeywell International (HON) is down more than -1% after reporting Q1 sales of $9.14 billion, below the consensus of $9.30 billion.
Earnings Reports(4/23/2026)
American Express Co (AXP), Ameriprise Financial Inc (AMP), Baker Hughes Co (BKR), Blackstone Inc (BX), CBRE Group Inc (CBRE), CenterPoint Energy Inc (CNP), Comcast Corp (CMCSA), Comfort Systems USA Inc (FIX), Digital Realty Trust Inc (DLR), Dover Corp (DOV), Dow Inc (DOW), Edwards Lifesciences Corp (EW), Erie Indemnity Co (ERIE), Freeport-McMoRan Inc (FCX), Hartford Insurance Group Inc/The (HIG), Honeywell International Inc (HON), Huntington Bancshares Inc/OH (HBAN), Intel Corp (INTC), Keurig Dr Pepper Inc (KDP), Lockheed Martin Corp (LMT), Nasdaq Inc (NDAQ), Newmont Corp (NEM), NextEra Energy Inc (NEE), PG&E Corp (PCG), Pool Corp (POOL), Principal Financial Group Inc (PFG), PulteGroup Inc (PHM), Roper Technologies Inc (ROP), Snap-on Inc (SNA), Thermo Fisher Scientific Inc (TMO), Union Pacific Corp (UNP), VeriSign Inc (VRSN), West Pharmaceutical Services Inc (WST).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stock Indexes Recover on Strength in Chipmakers

The S&P 500 Index ($SPX) (SPY) today is down -0.07%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.36%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.03%. June E-mini S&P futures (ESM26) are down -0.08%, and June E-mini Nasdaq futures (NQM26) are down -0.04%.
Stock indexes are trading lower as peace talks with Iran remain in limbo. The US and Iran are locked in a battle for control of the Strait of Hormuz, with both sides blocking the waterway to gain leverage during an extended ceasefire. The US said it was waiting for a response from Iran before peace talks could restart, and Iran said it will not resume negotiations while a US naval blockade on its ports is in place. Higher crude oil prices are raising inflation expectations and pushing bond yields higher, with the 10-year T-note yield climbing to a 1.5-week high of 4.34%.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Weakness in software stocks is also pressuring the broader market today, with ServiceNow down more than -15% after reporting disappointing earnings results and saying some sales deals have been delayed by the war in the Middle East. Also, IBM is down more than -7% after reporting Q1 results that featured an underwhelming read for its software business.
On the positive side of stocks, United Rentals, Texas Instruments, and Comcast are up more than +6% after reporting better-than-expected Q1 revenue. Also, Keurig Dr. Pepper is up more than +6% after reporting stronger-than-expected Q1 net sales.
Today’s US economic news was mixed for stocks. Weekly initial unemployment claims rose by +6,000 to 214,000, showing a weaker labor market than expectations of 210,000. Also, the Mar Chicago Fed national activity index fell -0.23 to a 4-month low of -0.20, weaker than expectations of -0.13. Conversely, the Apr S&P manufacturing PMI rose +1.7 to 54.0, stronger than expectations of 52.5 and the strongest level in nearly 4 years.
WTI crude oil prices (CLM26) are up nearly +1% today as the Strait of Hormuz remains essentially closed, threatening to deepen the global energy crisis. The blockade could exacerbate global oil and fuel shortages, as about a fifth of the world’s oil and liquefied natural gas transits through the strait.
Earnings season continues this week. So far, 79% of the 101 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.
The markets are discounting a 1% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.
Overseas stock markets are lower today. The Euro Stoxx 50 fell to a 2-week low and is down -0.33%. China's Shanghai Composite fell from a 1.25-month high and closed down -0.32%. Japan's Nikkei Stock 225 fell from a record high and closed down -0.75%.
Interest Rates
June 10-year T-notes (ZNM6) today are down -1 tick. The 10-year T-note yield is up +0.2 bp to 4.305%. Jun T-notes fell to a 1.5-week low today, and the 10-year T-note yield rose to a 1.5-week high of 4.337%. An increase in inflation expectations is weighing on T-notes as the 10-year breakeven inflation rate rose to a 1-month high today of 2.409%. T-notes recovered most of their losses after weekly US jobless claims rose more than expected, a dovish factor for Fed policy.
European government bond yields are moving higher today. The 10-year German bund yield is up +0.4 bp to 3.012%. The 10-year UK gilt yield rose to a 3.5-week high of 4.973% and is up by +2.5 bp to 4.934%.
The Eurozone Apr S&P manufacturing PMI unexpectedly rose +0.6 to 52.2, stronger than expectations of a decline to 50.9 and the fastest pace of expansion in nearly four years. However, the Apr composite PMI fell -2.1 to 48.6, weaker than expectations of 50.1 and the weakest level in 17 months.
Eurozone Mar new car registrations rose +12.5% y/y to 1.158 million units, the biggest increase in nearly two years.
The UK Apr S&P manufacturing PMI unexpectedly rose +2.6 to 53.6, stronger than expectations of a decline to 50.3 and the fastest pace of expansion in nearly four years.
Swaps are discounting a 13% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.
US Stock Movers
ServiceNow (NOW) is down more than -15% to lead software stocks lower and lead losers in the S&P 500 after cutting its full-year subscription adjusted gross margin forecast to 81.5% from 82%, weaker than the consensus of 82.1%. Also, IBM (IBM) is down more than -9% to lead losers in the Dow Jones Industrials, and Atlassian (TEAM) is also down more than -9%. In addition, Salesforce (CRM) is down more than -7%, and Workday (WDAY), Intuit (INTU), and Adobe Systems (ADBE) are down more than -6%. Finally, Autodesk (ADSK) is down more than -5%, and Oracle (ORCL) is down more than -4%.
Texas Instruments (TXN) is up more than +15% to lead chipmakers higher and gainers in the Nasdaq 100 after reporting Q1 revenue of $4.83 billion, better than the consensus of $4.53 billion, and forecasting Q2 revenue of $5.00 billion to $5.40 billion, well above the consensus of $4.85 billion. Also, ON Semiconductor (ON) is up more than +8%, and Microchip Technology (MCHP) is up more than +6%. In addition, NXP Semiconductors NV (NXPI) is up more than +5%, and Analog Devices (ADI) is up more than +4%. Finally, Marvell Technology (MRVL) is up more than +3%, and Intel (INTC) is up more than 2%.
ASGN Inc (ASGN) is down more than -39% after reporting Q1 revenue of $968.3 million, below the consensus of $972.9 million, and forecasting Q2 revenue of $970 million to $1.00 billion, weaker than the consensus of $1.02 billion.
Medpace Holdings (MEDP) is down more than -25% after forecasting full-year EPS of $16.68 to $17.50, the midpoint below the consensus of $17.12.
Las Vegas Sands (LVS) is down more than -6% after raising its full-year capital expenditures forecast to $1.49 billion from a previous forecast of $1.33 billion, well above the consensus of $1.27 billion.
Honeywell International (HON) is down more than -2% after reporting Q1 sales of $9.14 billion, below the consensus of $9.30 billion.
Tesla (TSLA) is down more than -2% after boosting its full-year capital expenditures to more than $25 billion to support its push into AI and robotics.
United Rentals (URI) is up more than +18% to lead gainers in the S&P 500 after reporting Q1 revenue of $3.99 billion, above the consensus of $3.88 billion, and raising its full-year revenue forecast to $16.9 billion-$17.4 billion from a previous forecast of $16.8 billion-$17.3 billion, stronger than the consensus of $17.07 billion.
West Pharmaceutical Services (WST) is up more than +13% after reporting Q1 net sales of $844.9 million, well above the consensus of $780.4 million, and raising its full-year net sales forecast to $3.30 billion-$3.35 billion from a previous estimate of $3.22 billion-$3.28 billion, better than the consensus of $3.25 billion.
Hasbro (HAS) is up more than +7% after reporting preliminary Q1 net revenue of $970 million to $985 million, well above the consensus of $908.6 million.
Comcast (CMCSA) is up more than +6% after reporting Q1 revenue of $31.46 billion, stronger than the consensus of $30.35 billion.
Keurig Dr. Pepper (KDP) is up more than +6% after reporting Q1 net sales of $3.98 billion, above the consensus of $3.83 billion.
CSX Corp. (CSX) is up more than +5% after reporting Q1 operating income of $1.25 billion, higher than the consensus of $1.14 billion.
Earnings Reports(4/23/2026)
American Express Co (AXP), Ameriprise Financial Inc (AMP), Baker Hughes Co (BKR), Blackstone Inc (BX), CBRE Group Inc (CBRE), CenterPoint Energy Inc (CNP), Comcast Corp (CMCSA), Comfort Systems USA Inc (FIX), Digital Realty Trust Inc (DLR), Dover Corp (DOV), Dow Inc (DOW), Edwards Lifesciences Corp (EW), Erie Indemnity Co (ERIE), Freeport-McMoRan Inc (FCX), Hartford Insurance Group Inc/The (HIG), Honeywell International Inc (HON), Huntington Bancshares Inc/OH (HBAN), Intel Corp (INTC), Keurig Dr Pepper Inc (KDP), Lockheed Martin Corp (LMT), Nasdaq Inc (NDAQ), Newmont Corp (NEM), NextEra Energy Inc (NEE), PG&E Corp (PCG), Pool Corp (POOL), Principal Financial Group Inc (PFG), PulteGroup Inc (PHM), Roper Technologies Inc (ROP), Snap-on Inc (SNA), Thermo Fisher Scientific Inc (TMO), Union Pacific Corp (UNP), VeriSign Inc (VRSN), West Pharmaceutical Services Inc (WST).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Pressured as Peace Talks with Iran Remain in Limbo

In trading on Thursday, railroads shares were relative leaders, up on the day by about 3.3%. Leading the group were shares of CSX, up about 6% and shares of Union Pacific up about 5.6% on the day.
Also showing relative strength are waste management shares, up on the day by about 2.8% as a group, led by Waste Connections, trading up by about 7.3% and Casella Waste Systems, trading up by about 4.3% on Thursday.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Thursday Sector Leaders: Railroads, Waste Management Stocks

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Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	CSX	Industry	CSX	Industry	Volume, $
Yesterday 43.0 - 43.8	4.69	8.44	25.08	1.47	258.39M
Week 41.8 - 43.8	7.05	19.56	2.21	3.96	1.62B
Month 37.9 - 43.8	17.77	13.18	7.30	8.02	8.32B
3 Months 35.5 - 43.8	27.16	16.76	10.70	14.30	26.04B
6 Months 33.6 - 43.8	23.75	21.97	16.10	25.39	47.93B
Year 27.0 - 43.8	65.46	53.84	22.43	36.60	106.63B
3 years 26.2 - 43.8	42.09	95.99	38.17	64.64	240.28B
5 years 25.8 - 43.8	37.42	77.87	52.47	92.07	399.94B
All time 1.1 - 40.1	1,042.83	163.54	—	—	326.65B

CSX Corporation

Price and volatility history

Risk ratios