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    Erika HananDeutsche Bank

    Erika Hanan's questions to CSX Corp (CSX) leadership

    Erika Hanan's questions to CSX Corp (CSX) leadership • Q1 2025

    Question

    Erika Hanan asked for a quantification of the revenue opportunity missed in Q1 due to service issues and questioned how easily that business could be recaptured, given the company's high customer satisfaction scores.

    Answer

    EVP and CCO Kevin Boone estimated the missed opportunity at roughly "1 million plus a day" based on internal analysis of normalized cycle times. He expressed high confidence in retaining customers and capturing this revenue as service improves, citing the strong relationships and trust built through proactive communication.

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