CSX股票迄今已下跌16%，但我们认为增长空间不大。 CSX股票从1月初的37美元跌至现在的32美元以下。 CSX的YTD下跌16%，与标准普尔500指数下跌17%的结果一致，也与其竞争对手联合太平洋股票和诺福克南方NSC股票下跌17%的结果一致。 从长期来看，CSX股票比2018年末的水平上涨了53%，而标准普尔500指数的涨幅接近60%。
2018年末以后,CSX股票上涨了53%。 这一增长可归因于三个因素:1.CSX收入在过去一年中增长了19%，从2018年的123亿美元增加到146亿美元;2.2019年至今共回购了约80亿美元的股票;3.该公司的市盈率(P/S)上升。收入从2018年的4.2倍减少到4.7倍。 更多信息可以在我们的交互式仪表板，为什么CSX股票移动。
2021年达到12亿美元的CSX Trucking & Other部门的销售额增加是2018~2021年公司收益增长的原因。 去年，CSX收购了批量运输液体化学品的卡车公司Quality Carriers，促进了最近几个季度的收入增长。
该公司货运部门平均每车收入增加1%，但在此期间每车减少3.5%的幅度抵消不了这一增长。 因此,该公司的煤炭、联运、商品运费收入从2018年的117亿美元减少到2021年的114亿美元,减少了2.6%。 不过，截至2022年，我们预期这 3个环节的收入会显著增加 15%，完全是因为每车平均收入增加，而载货量则可能逐年保持平稳。
另外,事业运营率从2018年的60.3%下降到2021年的55.3%,持续提高。 虽然今年物价上涨幅度增大,费用有所增加,但截至2022年9月的9个月期间,营业比率比去年同期增加了500bps以上,达到59.0%。 与2018年的1.24美元相比,2021年的收益为1.68美元,增加了35%,预计到2022年将增加到1.92美元。 这远远高于公司全年销售额增长2%，这主要是因为营业利润和股票回购的改善。
再加上新冠肺炎问题,出现了很多价格异常现象,有可能带来有利可图的交易可能性。
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