CSX Corp at UBS Global Industrials & Transportation Conference Transcript

Dec 02, 2025 / 01:50PM GMT
Release Date Price: â‚´1218
Thomas Wadewitz
UBS AG - Equity Analyst

Let's start with our next presentation here. We've got CSX. Pleasure to have them joining us, again, at our conference. We've got Mike Cory, EVP of Operations. We've got Kevin Boone, CFO. And they -- I think just to get things started, Kevin has some -- a slide or a couple of slides on the trends in the business. So why don't we start with that, and then we'll jump into the fireside chat.

Kevin Boone
CSX Corp - Chief Financial Officer, Executive Vice President

Yeah. So if we could pull up the second slide here or the next one, everybody knows that slide. Tom, you didn't set me up very well here, but the market here, I wanted to give a quick update on the fourth quarter. Everybody knows where the industrial economy right now is a pretty mixed bag, right? We're seeing a lot of challenges in some markets, some opportunities in others, but it's a very, very mixed bag.

The industrial economy has been struggling this year, and we have a diverse portfolio, which makes it obviously challenging in some areas and then

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