Norfolk Southern's Operational Turnaround To Drive Over 20% EPS Growth Through 2027, Analyst Says
Norfolk Southern's Operational Turnaround To Drive Over 20% EPS Growth Through 2027, Analyst Says
RBC Capital Markets analyst Walter Spracklin upgraded Norfolk Southern Corporation (NYSE:NSC) to Outperform from Sector Perform and maintained the price target at $270.
加拿大皇家銀行資本市場分析師沃爾特·斯普拉克林將諾福克南方公司（紐約證券交易所代碼：NSC）從板塊表現上調至跑贏大盤，並將目標股價維持在270美元。
The bullish stance reflects significant improvement expected in operating ratio (>12ppt) and the subsequent meaningful EPS growth.
看漲立場反映了預期的營業比率的顯著改善（>12ppt）以及隨後的每股收益的有意義增長。
With expected operational turnaround and EPS growth set to outperform and valuation discounted, the analyst sees the company as an attractive investment opportunity at current levels.
由於預期的運營週轉和每股收益的增長將跑贏大盤，估值也有所降低，分析師認爲，按目前的水平，該公司是一個有吸引力的投資機會。
Consequently, Spracklin estimates EPS CAGR of +20% 2024-27 (ahead of consensus +16%) on a 12.6ppt improvement in operating ratio by 2027 (vs. Q1/24).
因此，Spracklin估計，到2027年，運營比率將提高12.6個百分點（與24年第一季度相比），2024-27年的每股收益複合年增長率爲+20％（高於共識的+16％）。
The analyst expects EPS of $11.74 for FY24, $14.74 for FY25, and $17.55 for FY25.
分析師預計，24財年的每股收益爲11.74美元，25財年的每股收益爲14.74美元，25財年的每股收益爲17.55美元。
In April, Norfolk Southern reported a 4% Y/Y decline in the first quarter railway operating revenue, missing consensus estimates.
4月，諾福克南方航空報告稱，第一季度鐵路運營收入同比下降4％，未達到市場普遍預期。
Investors can gain exposure to the stock via TCW Transform Supply Chain ETF (BATS:SUPP) and First Trust Nasdaq Transportation ETF (NASDAQ:FTXR).
投資者可以通過TCW Transform供應鏈ETF（BATS: SUPP）和第一信託納斯達克運輸ETF（納斯達克股票代碼：FTXR）獲得股票敞口。
Also Read: Norfolk Southern Shareholders Vote On CEO's Future, Deny Activist Investor's Overhaul Plan
另請閱讀： 諾福克南方股東對首席執行官的未來進行投票，否認激進投資者的改革計劃
Price Action: NSC shares are down 1.78% at $226.51 at the last check Thursday.
價格走勢：在週四的最後一次檢查中，國家安全委員會股價下跌1.78％，至226.51美元。
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