CSX management offered guidance just a little over a month ago, so I don't think the earnings will be a surprise. However, management has been sounding more pessimistic and I'm worried about what they might say about forward guidance.
Positives - Intermodal and ag
Negatives - Coal. Expect automotive and housing to take a hit if interest rates continue rising. Do Republicans plan to tie keystone pipeline to debt ceiling increase? If so and they get it this would be a big negative. Spreads are already narrowing and at some point railroads will have to charge less money