CSX Corporation (CSX) Corporation Presents at JPMorgan U.S. All Stars Conference Transcript


CSX Corporation (NASDAQ:CSX) Corporation JPMorgan U.S. All Stars Conference September 17, 2025 5:00 AM EDT

Company Participants

Joseph Hinrichs – President, CEO & Director
Sean Pelkey – Executive VP & CFO

Conference Call Participants

Brian Ossenbeck – JPMorgan Chase & Co, Research Division

Presentation

Brian Ossenbeck
JPMorgan Chase & Co, Research Division

Thanks for joining us here. I’m Brian Ossenbeck, I cover Airfreight and Service Transportation for JPMorgan. We’re excited to have a fireside chat here with CSX. We have Joe Hinrichs, who’s the President and Chief Executive Officer; Sean Pelkey, CFO; we’ve got Matt Korn, Head of IR and Strategy in the Office as well here.

So it’s great to have you guys here. I know we’ve got some slides to go through. It’s a little bit maybe early for our friends on the East Coast, but I’m sure you can wake up and get them up to speed because a few things going on in the industry. So why don’t we go ahead and kick off with the slides of the presentation, talk about the network, and then we’ll jump into the conversation.

So thanks again for coming back to London.

Joseph Hinrichs
President, CEO & Director

Thanks for having us, Brian. Sean is going to take us through a couple of slides.

Sean Pelkey
Executive VP & CFO

Yes. Thanks, Brian, and great to be here. I wanted to take just a few minutes upfront kind of level set. We’ve got investors here, and many of them know us very well, but some don’t as much. So I just want to give everybody kind of a sense. We’ll go through forward-looking disclosures here, which will cover all of our comments.

But just want to give folks a sense of when you think about East Coast railroading, what is



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