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Intermodal Segment, Which Refers To The Shipment of Containers That Can Be Moved From One Form of Transport To Another, Accounts For Over A Quarter of Norfolk Southern's Total Revenue
Revenue Contribution As of 2019 (Estimated):
Merchandise: $6.9 Bil (59%)
Intermodal: $3.0 Bil (26%)
Coal: $1.8 Bil (15%)
Norfolk Southern's Intermodal Revenues Have Been Trending Higher Led By Pricing GrowthIntermodal revenue grew from $2.2 billion in 2016 to an estimated $3.0 billion in 2019. This was driven by volume as well as pricing growth.
Volume grew from 3.9 million in 2016 to an estimated 4.3 million in 2019.Average revenue per unit (ARPU) grew from $573 to $687 over the same period. The jump in 2018 can be attributed to capacity constraints in the trucking industry, amid full implementation of the Electronic Logging Device (ELD) mandate.
Intermodal Revenue = A x B
Intermodal Units (A)
Intermodal ARPU (B)
Norfolk Southern's Intermodal Revenue Are Higher Than That of CSX But Lower Than Union Pacific'sCSX's Intermodal revenue grew from $1.7 billion in 2016 to $1.9 billion in 2018, and they are estimated to be $1.7 billion in 2019, due to the company's ongoing efforts of rationalization of its lanes. Union Pacific does not report separate numbers for its Intermodal freight. They are clubbed with automotive freight under Premium segment. Union Pacific's Premium segment revenues grew from $5.7 billion in 2016 to an estimated $6.5 billion in 2019.
Norfolk Southern's Intermodal Revenue
CSX's Intermodal Revenue
Union Pacific's Premium Revenue
Norfolk Southern's Intermodal Volume Has Been Higher Than Its PeersCSX's Intermodal units have declined from 2.8 million in 2016 to an estimated 2.6 million in 2019. Union Pacific's Premium units grew marginally from 4.1 million to 4.3 million over the same period. This compares with Norfolk Southern's Intermodal units, which grew from 3.9 million to 4.3 million over the same period. Looking at ARPU, CSX's ARPU grew from $614 to an estimated $647 between 2016 and 2019. .Union Pacific's ARPU is much higher at around $1,500 levels. This can be attributed to the mix of Automotive shipments in its Premium segment. This compares with Norfolk Southern's Intermodal ARPU, which grew from $573 to $687 over the same period.
Norfolk Southern's Intermodal Units Compared With CSX And Union Pacific
Norfolk Southern's Intermodal ARPU Compared With CSX And Union Pacific
Intermodal's Contribution To Norfolk Southern's Total Revenue Has IncreasedIntermodal as % of Norfolk Southern's total revenue grew from 22.4% in 2016 to an estimated 25.7% in 2019. This was driven by higher average growth for Intermodal segment, compared to the overall revenue growth. Intermodal revenue grew at a CAGR of 10.1% between 2016 and 2019 estimated, while the company's total revenue grew at CAGR of 5.5% over the same period. Look at our analyses on Norfolk Southern's revenues for more details.
Intermodal As % of NSC's Total Revenue = A ÷ B
Intermodal Revenue (A)
Total Revenue (B)
Our Complete Set Of Analyses On Norfolk Southern