Comment / Let's cut through the (tariff) noise with CSX CFO...

ID 343742937 © Maksstock78 | Dreamstime.com

Every little helps in trying to connect the dots in US land transport and logistics.

And at a JP Morgan 2025 Industrials Conference, Sean Pelkey – CFO of $57bn-market-cap Class I railroad CSX – yesterday shared several nuggets worth digesting, after a start of the year where the group was “a little bit off our own plan in January and February”.

CSX mostly blamed the weather and automotive weakness in early 2025 for a market that…

… is mixed at best…

… so, no ...