The financials
Norfolk Southern by the numbers
Norfolk Southern (NSC) reported revenue of $3.46B in Q2 2026 (quarter ended June 30, 2026), up 11% from the same quarter a year earlier. That came with net income of $734M (21% of revenue). For the full year FY2025, revenue was $12.2B (+0.5% year on year) and net income $2.87B. Its largest product in 2026-Q2 was Agriculture Forest And Consumer Products at $673M, 32% of the disclosed total, just ahead of Chemicals at 30%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $3.46B | $3.11B | +11% |
| Operating income | $1.12B | $1.18B | −4.3% |
| Net income | $734M | $768M | −4.4% |
| Diluted EPS | $3.26 | $3.41 | −4.4% |
| Product | Revenue | Share |
|---|---|---|
| Agriculture Forest And Consumer Products | $673M | 32% |
| Chemicals | $646M | 30% |
| Metals And Construction | $480M | 23% |
| Automotive | $334M | 16% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $2.13B (+13%)
Chemicals grew +18% year on yearAutomotive +3.4% year on year
Segment Latestquarter on quarteryear on year
- Agriculture Forest And Consumer Products$673.0M$673.0MQoQ +7.7%year on year +4.3%+7.7%+4.3%
- Chemicals$646.0M$646.0MQoQ +14%year on year +18%+14%+18%
- Metals And Construction$480.0M$480.0MQoQ +16%year on year +4.8%+16%+4.8%
- Automotive$334.0M$334.0MQoQ +19%year on year +3.4%+19%+3.4%