Ivan Nguyen's questions to CSX Corp (CSX) leadership • Q1 2025
Question
Ivan Nguyen, on behalf of Scott Group, asked what percentage of CSX's volume or revenue is tied to China and whether there is material exposure outside of the international intermodal segment.
Answer
EVP and CCO Kevin Boone stated that CSX's exposure to China is not as significant as others due to its East Coast network focus. He confirmed that the exposure is primarily concentrated in the intermodal business that originates on the West Coast before moving onto the CSX system.