CSX
CSX
Bull Case
Pinned straw:
CSX has continued it's strong revenue growth, maintaining the 26% revenue growth from the 1H into the 2H and FY. Growth was strong across all regions:
Off a low base, but 45% in the US is very strong, particularly against the weaker USD this year.
No comment on margins unfortunately, but if they have remained steady I think CSX will achieve it's goal of being EBITDA positive this year.
Audited results out today and the margins have improved from 72% FY24 to 75% FY25!
As you can see from the graph below costs continue to fall revenue continues to climb... Happy days. Thanks @Wini
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