Class I railroad earnings growth will slow and their stock prices will slump if they can't maintain improved service levels and win back volume lost to trucks, a Wall Street firm warns in a new report ...

We don’t expect any new mainlines to be built, but the incumbent Class I providers would enjoy vastly lower unit and marginal costs than an upstart, given immense network/lane density—the existing ...

For 2023, we bake in flat-to-slightly lower revenue on sluggish organic volume trends and as yields normalize. We expect core pricing growth can approximate rail inflation given railroads' solid ...