CSX Corp (STU:CXR)
€ 33.29 -0.815 (-2.39%) Market Cap: 64.77 Bil Enterprise Value: 81.31 Bil PE Ratio: 18.98 PB Ratio: 5.26 GF Score: 86/100

CSX Corp at Barclays Industrial Select Conference Transcript

Feb 17, 2021 / 02:30PM GMT
Release Date Price: €21.26
Brandon Robert Oglenski
Barclays Bank PLC, Research Division - VP & Senior Equity Analyst

Okay. Good morning and welcome to day 2 of Barclays 38th Annual Industrial Select Conference. We definitely miss Miami Beach, but hopefully, we'll be back there next year. I'm Brandon Oglenski, airline and transport analyst. And joining us today to kick off the transport track is CSX.

CSX is one of 2 major U.S. rail carriers on the East Coast here. And they had about $11 billion to $12 billion of revenue with 58.8% OR last year, and I'm sure Kevin is going to talk about that more. But Kevin Boone, CFO, will be joining us from the company. He's been there since 2017 when -- pretty significant management overhaul. And before that, a lot of you probably recognize him from his time on the buy side. So Kevin, thank you and welcome. (Operator Instructions)

So Kevin, welcome and thank you for joining. I think every transport carrier and even the airlines are talking about weather as we almost always do in the first quarter. But it does seem like storms have impacted volumes here recently. So can you

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