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加拿大皇家銀行表示，CSX有望實現營收和利潤率的進一步成長。

-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的一份報告指出，隨著鐵路需求改善和成本控制保持穩定，CSX（CSX）的營收和利潤率仍有成長空間。 RBC表示，該公司第一季獲利超出預期，這得益於其強勁的基礎利潤率和一筆土地出售。報告稱，剔除這筆土地出售的影響，CSX的營運比率有所改善，顯示其成本控製表現預計將持續全年。 報告指出，管理階層將2026年營收預期上調至個位數中段，主要受燃油附加費收入成長的推動。 RBC表示，此次上調的預期並未包含貨運量成長趨勢，這意味著CSX仍有上調空間，尤其是考慮到其600個在建項目以及第一季已有超過20個項目投入營運。 報告稱，CSX目前的目標是實現200至300個基點的利潤率提升目標，如果近期的成本控制趨勢持續下去，其營運比率還有進一步提升的空間。加拿大皇家銀行（RBC）將2026年每股盈餘預期從1.84美元上調至1.90美元，並將2027年每股盈餘預期從2.06美元上調至2.11美元。 加拿大皇家銀行將CSX股票的目標股價從43美元上調至47美元，並維持「跑贏大盤」評級。

Price: $46.22, Change: $+3.04, Percent Change: +7.04%

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