Commentary

Momentum on All Fronts: Safety, Operations, Customer Trust, Growth

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: 2024 was a transformative year for Norfolk Southern. With a fluid network, efficient terminals, and improved service levels, we have momentum to propel our railroad and our industry forward.

Commentary

The ‘G&W Way’ Sustains and Guide Us

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Fresh off our celebratory 125th year, G&W is intensely focused on converting opportunities from our robust commercial pipeline into tangible business and driving more freight traffic to rail.

Commentary

Prioritizing Safety and Innovation

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Safety in the railroad industry is a shared responsibility and a universal priority.

Tracy Robinson. (Photograph Courtesy of CN)
Commentary

Building for Growth: CN’s Commitment to a Stronger, More Resilient Supply Chain

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: At CN, our purpose is clear: We power the economy. As railroaders, this is what we do every day. We have the privilege of serving a

Katie Farmer, President and CEO, BNSF. (Photograph Courtesy of BNSF)
Commentary

Resiliency and Capacity Create Top-Line Growth

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: At BNSF, our Southern Transcon is the busiest route along our vast 32,500-mile network, stretching 2,200 miles from Southern California to Chicago. In fact, 70%

(Norfolk Southern Photograph)
Commentary

TD Cowen 1Q25 Earnings Preview

We adjust our models ahead of a first quarter that came with severe weather, pull forward, and growing macro uncertainties that could limit upside over the near term. We broadly lower estimates

(Union Pacific Photograph)
Commentary

TD Cowen 1Q25 Rail Shipper Survey Says …

Rate hike expectations fell 20bps sequentially, trending below the survey’s LT average. Business growth fell sharply to levels not seen since COVID. Economic confidence fell back to pre-election levels as optimism fades. 44% of shippers pulled freight forward ahead of tariffs as uncertainties grow. We are cautious on the rail group ahead of earnings, and favor Union Pacific (UP) for U.S. rail exposure.

Peter Gilbertson, President and CEO, Anacostia Rail Holdings. (Photograph Courtesy of Anacostia Rail Holdings)
Commentary

Adding Value to the Global, Multi-Modal Supply Chain

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Anacostia’s railroads—like most small railroads—are adding value to the global supply chain with a key focus: growth. For the rail industry, real growth is a

Commentary

CPKC’s Strategic Vision for Growth, Innovation and Sustainability 

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Two years ago, we created the first single-line railway connecting the United States, Canada and Mexico with what I believe is the most relevant rail

Commentary

Every Single Segment, Every Single Customer

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Which traffic segment or segments offer top-line growth potential? Every single segment, and every single customer! There are more than 600 short lines across the

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