Revenue distribution by industry:

• Intermodal: approx. 25%
• Coal: approx. 20%
• Chemicals: approx. 15%
• Agricultural products: approx. 10%
• Automotive: approx. 10%
• Other: approx. 20%

TOP 3 markets and their percentage shares:

1. Intermodal: 25%
2. Coal: 20%
3. Chemicals: 15%

Norfolk Southern Corporation generates a significant portion of its revenue from intermodal traffic, which represents the largest share. This includes the transportation of containers and trailers and is a growing market due to the efficiency and flexibility it offers.

Coal transportation also remains an important part of the business, although this sector has come under pressure in recent years due to environmental concerns and the transition to renewable energies.

Chemicals are the third-largest market, highlighting the importance of rail transport for the safe and efficient transportation of hazardous and non-hazardous chemicals.

Headquarters: Norfolk, Virginia, USA

Norfolk Southern Corporation (NSC) is a leading railway company in the USA and does not produce physical products in the traditional sense. Instead, the company provides services in the field of freight transport and logistics.

Norfolk Southern's infrastructure includes an extensive rail network covering the eastern United States. The company operates several classification yards and intermodal terminals to ensure the efficient transportation of goods.

As a service company, the focus is on the maintenance and operation of railway facilities and vehicles, not on the production of physical goods.

Revenue growth (estimated): 4-6% annually (2025)

Investments in infrastructure: $2 billion annually (estimated)

Norfolk Southern Corporation pursues a growth strategy based on several pillars. A central component is the continuous investment in infrastructure to improve the efficiency and capacity of the rail network. This includes both the expansion and modernization of existing tracks and facilities.

Furthermore, the company is increasingly focusing on technological innovations to optimize operational processes and increase service quality. This includes the use of data analytics and automation technologies to reduce operating costs and make supply chains more efficient.

Another focus is on diversifying transport services. Norfolk Southern aims to explore new markets and expand its service portfolio through strategic partnerships and acquisitions. This is intended to help reduce dependence on traditional freight transport and tap into new sources of revenue.

Main Imported Raw Materials: Coal, petroleum products, chemicals, metals, agricultural products

Main Import Countries: Canada, Mexico, Brazil, Australia

Norfolk Southern Corporation is a leading railway company in the USA that transports a variety of raw materials and materials. The main imported raw materials include coal, petroleum products, chemicals, metals, and agricultural products. These materials are mainly imported from Canada and Mexico, as these countries are geographically close and maintain strong trade relations with the USA.

Brazil is a significant exporter of agricultural products and metals, while Australia is mainly known for the export of coal. These countries significantly contribute to the supply of the USA with the mentioned raw materials. Imports are crucial for supplying the US industry and the energy sector.

Market share in rail freight transport: approx. 20% (2024, estimate) Operating margin: 37.5% (2024) Return on Equity (ROE): 18.2% (2024)

Norfolk Southern Corporation has a significant competitive advantage in rail freight transport, especially in the Eastern United States. The market share of about 20% indicates that the company holds a strong position in the industry. This position is supported by an extensive rail network and strategic alliances.

The operating margin of 37.5% suggests an efficient cost structure, enabling the company to operate profitably and compete against rivals. A return on equity of 18.2% also indicates that the company is able to effectively maximize its return on equity.

In addition, Norfolk Southern benefits from long-term contracts with major industrial customers and a diversified freight mix that mitigates the risk of market fluctuations. These factors help to strengthen the company's competitive advantage and secure its market position.

Institutional investor share: approx. 75% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share at Norfolk Southern Corporation traditionally stands at around 70-80%. This high participation reflects the confidence of large investment funds and institutional investors in the company's long-term stability and profitability.

Regarding insider transactions, there were no significant purchases or sales in the last year, indicating that management and other insiders have a stable assessment of the current company valuation. Such transactions are often seen as indicators of the company's future development, with the absence of activities suggesting a neutral to positive assessment.

Market share Norfolk Southern Corporation: approx. 18% (2025, estimate based on market shares in the US rail freight industry)

Main competitors and their market shares:

1. Union Pacific Corporation (NYSE:UNP): approx. 26%
2. BNSF Railway (owned by Berkshire Hathaway): approx. 24%
3. CSX Corporation (NASDAQ:CSX): approx. 19%
4. Canadian National Railway (NYSE:CNI): approx. 9%
5. Canadian Pacific Kansas City Limited (NYSE:CP): approx. 4%

Norfolk Southern Corporation is one of the leading providers in the US rail freight industry. Norfolk Southern's market share is around 18%, making it one of the largest players in the industry. The main competitor, Union Pacific, holds the largest market share at around 26%, followed by BNSF Railway with 24%.

Norfolk Southern's moat lies in its strategic positioning in the Eastern US, a well-developed network, and a strong customer base. Compared to Union Pacific and BNSF, which have larger geographic coverage and more extensive networks, Norfolk Southern's moat is less pronounced.

However, Norfolk Southern offers a certain advantage through its specialized regional coverage and efficient operations. The competition, especially Union Pacific and BNSF, may have a stronger moat due to their size and network efficiency.

Overall, Norfolk Southern remains a significant player, but faces challenges from strong competition in the industry.

Revenue growth: 4.5% (2024) Profit growth: 3.8% (2024) Dividend yield: 2.1% (2024)

Norfolk Southern Corporation achieved moderate revenue growth of 4.5% in 2024, attributed to stable demand in rail freight transportation and efficiency improvements. Profit growth was at 3.8%, indicating that the company was able to optimize its cost structure and enhance profitability.

The dividend yield of 2.1% is attractive to investors seeking regular returns. Norfolk Southern has a solid history of dividend payments, indicating reliable earning power.

In summary, Norfolk Southern's stock could be a good investment for investors interested in stable returns and moderate growth. The long-term prospects in rail freight transportation are positive, especially due to potential infrastructure investments and increased demand for environmentally friendly transport solutions.

Dividend yield: 2.3% (estimated for 2025)
Dividend history: Continuous payout for over 20 years

Norfolk Southern Corporation regularly pays dividends to its shareholders. The dividend yield is estimated to be around 2.3% for 2025, based on the last known payouts and stock performance. The company has a long tradition of dividend payments and is considered reliable in its payouts, as it has been paying dividends continuously for over two decades.

The reliability of the dividend is supported by Norfolk Southern's stable financial performance and strong market position. The company has maintained its dividend policy in the past, even in economically challenging times, indicating a solid financial strategy and a sustainable business model.