NS
NSC
Quarter ended Dec 31, 2023 · FY2023 Q4

Norfolk Southern (NSC) Revenue — Quarter Ended Dec 31, 2023

Revenue for the quarter increased compared to the preceding period but declined from the same quarter a year ago. The sequential improvement reversed the prior quarterly downtrend, though the annual comparison remained negative.

Key takeaway

Quarter ended Dec 31, 2023 · FY2023 Q4

Revenue for the quarter increased compared to the preceding period but declined from the same quarter a year ago. The sequential improvement reversed the prior quarterly downtrend, though the annual comparison remained negative.

Financial snapshot

Reported revenue, sequential change, year-over-year change, and trailing four-quarter revenue.

Quarter revenue

$3.1B

Revenue reported for this quarter.

Quarter-over-quarter

+3.4%

Change from the immediately preceding quarter.

Year-over-year

-5.1%

Change from the comparable year-ago quarter.

Trailing four quarters

$12.2B

Sum of the latest four reported quarters.

Quarterly revenue trend

The latest four reported quarters with year-over-year comparisons.

Period endedRevenueYear-over-year change
Mar 31, 2023$3.1B+7.4%
Jun 30, 2023$3B-8.3%
Sep 30, 2023$3B-11.1%
Dec 31, 2023$3.1B-5.1%

Revenue performance

The reported revenue rose from the immediately prior quarter, marking a positive sequential change. However, compared to the same quarter last year, revenue was lower, indicating continued headwinds on an annual basis.

Quarterly comparison

Versus the preceding quarter, revenue improved, breaking a streak of sequential declines seen earlier in the fiscal year. Relative to the year-earlier quarter, the decline narrowed from the previous quarter’s year-over-year drop, though the figure remained below the prior year’s level.

What to watch

Monitor whether the sequential recovery can be sustained while the year-over-year gap narrows further in upcoming quarters.