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10-QPeriod: Q3 FY2013

NORFOLK SOUTHERN CORP Quarterly Report for Q3 Ended Sep 30, 2013

Filed October 23, 2013For Securities:NSC

Summary

Norfolk Southern Corporation (NSC) reported a solid third quarter and first nine months of 2013, demonstrating revenue growth driven by energy-related shipments, industrial products, intermodal, and automotive sectors. Net income for the third quarter increased by 20% year-over-year to $482 million, with diluted earnings per share rising to $1.53 from $1.24. For the first nine months, net income grew 5% to $1.4 billion, supported by a $60 million gain from asset sales. Despite a decline in coal revenues due to lower volumes and pricing, overall railway operating revenues saw a 5% increase in Q3. Operating expenses saw a modest increase, leading to an improved operating ratio of 69.9% in Q3 2013 compared to 72.9% in Q3 2012, indicating enhanced operational efficiency. The company maintained a strong liquidity position with $1.0 billion in cash, cash equivalents, and short-term investments as of September 30, 2013. Investment activities included significant property additions, while financing activities saw substantial share repurchases totaling $564 million in the first nine months, alongside dividend payments. The company also issued $500 million in senior notes during the quarter to manage its debt structure. Management expects continued revenue growth for the remainder of the year.

Financial Statements
Beta

Key Highlights

  • 1Net income for Q3 2013 increased by 20% to $482 million, with diluted EPS rising to $1.53.
  • 2First nine months net income reached $1.4 billion, a 5% increase year-over-year, aided by a $60 million asset sale gain.
  • 3Railway operating revenues grew 5% in Q3 2013 to $2.8 billion, driven by energy, industrial, intermodal, and automotive segments, offsetting a decline in coal.
  • 4Operating ratio improved to 69.9% in Q3 2013 from 72.9% in Q3 2012, indicating better operational efficiency.
  • 5Company maintained strong liquidity with $1.0 billion in cash, cash equivalents, and short-term investments as of September 30, 2013.
  • 6Share repurchases continued, with $564 million spent in the first nine months of 2013.
  • 7Issued $500 million in 4.80% senior notes due 2043 during the third quarter.

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