Norfolk Southern Corp (NSC) Financial Analysis

In short

Norfolk Southern Corp (NSC) has revenue up 0.5% to $12.2B and net income up 9.6% to $2.9B year on year. Its net margin is 23.6%, and it trades at 28.7× trailing earnings. Fisclear flags 1 high-severity risk, led by: Current ratio of 0.85x — short-term liabilities exceed current assets, which could create near-term liquidity pressure. How we calculate this

Valuation

Industrials

Live · Yahoo Finance

Price

$336.32

Market Cap

$75.5B

P/E (TTM)

28.7x

Price ÷ earnings per share

P/B

4.6x

Price ÷ book value

P/S (TTM)

6.0x

Price ÷ revenue per share

EV / EBITDA

15.9x

Beta

1.28

Moderate market correlation

Dividend Yield

1.65%

PEG Ratio

3.9x

P/E ÷ earnings growth rate

52-Week Range

$277.80$336.32 now$358.60

Decision Context

Market appears to be pricing in less growth than this company's historical average, suggesting potential upside if the trajectory continues. Quality and efficiency scores support the business case.

Based on filing period ending Sept 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

NSC vs

Macro Context

Fed Funds Rate

3.75%

Accommodative

10-Year Treasury

4.99%

2026-09-01

Unemployment

4.2%

Near full employment

CPI Index

336.3

2026-09-01

M2 Money Supply

$23.3T

2026-08-01

The Federal Funds rate stands at 3.75% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.99%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.2%; Industrial production index is at 104.0; M2 money supply is $23.3T; CPI index stands at 336.3.

SWOT Analysis — NSC

Inflationary Boom

Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

✦

Strengths

EPS (Diluted): $12.75 (+10.2% YoY) — Earnings per share rose 10% — each share earned more.
Net Income: $2.9B (+9.6% YoY) — Profit grew 10% — the company kept more of each dollar earned.
Operating Cash Flow: $4.4B (+7.6% YoY) — Operating cash flow grew 8% — the business generated more cash from day-to-day operations.

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Weaknesses

No material weaknesses flagged.

◎

Opportunities

Total Assets: $45.2B (+3.6% YoY) — Total assets grew 4% — the company's resource base expanded.
Revenue: $12.2B (+0.5% YoY) — Revenue grew 0% — the company sold more goods or services than the prior year.

⚠

Threats

Current ratio of 0.85x — short-term liabilities exceed current assets, which could create near-term liquidity pressure.

Year-over-Year Changes

EPS (Diluted)

$12.75

was $11.57

+10.2%

Earnings per share rose 10% — each share earned more.

Net Income

$2.9B

was $2.6B

+9.6%

Profit grew 10% — the company kept more of each dollar earned.

Operating Cash Flow

$4.4B

was $4.1B

+7.6%

Operating cash flow grew 8% — the business generated more cash from day-to-day operations.

Total Assets

$45.2B

was $43.7B

+3.6%

Total assets grew 4% — the company's resource base expanded.

Revenue

$12.2B

was $12.1B

+0.5%

Revenue grew 0% — the company sold more goods or services than the prior year.

Risk Flags

1 high · 0 medium · 0 low

⚠ High
Current ratio of 0.85x — short-term liabilities exceed current assets, which could create near-term liquidity pressure.

Technical Signals

Daily closes · 1-year data

Norfolk Southern Corp: common questions

Is Norfolk Southern Corp profitable?

Yes. Norfolk Southern Corp made a net profit of $2.9B in its latest fiscal year (fiscal 2025), a net margin of 23.6%.

Is Norfolk Southern Corp's revenue growing?

Yes. Revenue grew 0.5% year on year, to $12.2B.

What is Norfolk Southern Corp's P/E ratio?

Norfolk Southern Corp trades at 28.7× its trailing twelve-month earnings. In other words, the share price is about 29 times the profit per share the company earned over the past year.

Does Norfolk Southern Corp pay a dividend?

Yes. Norfolk Southern Corp's forward dividend yield is 1.65%, the expected annual dividend as a share of the current share price.

What are the main risks for Norfolk Southern Corp?

Fisclear's checks flag 1 medium- or high-severity risk. The most serious: Current ratio of 0.85x — short-term liabilities exceed current assets, which could create near-term liquidity pressure.

Answers are generated from the figures in this report (updated 22 Oct 2026). Information, not investment advice.