March 22, 2026 - Norfolk Southern strategic initiatives were in focus on March 17. That day, the company addressed the JPMorgan Industrials Conference 2026. Also, analysts consider Norfolk Southern one of the best railroad stocks to buy. President and CEO Mark George joined Executive Vice President and CFO Jason Zampi. They discussed Q1 performance, winter storm recovery, and a possible Union Pacific merger.

Norfolk Southern strategic initiatives and recovery

The executives said the year began strongly in January. Meanwhile, Norfolk Southern reported “satisfactory” volumes. February then brought three successive winter storms and deep freezes. They significantly affected operations. Still, by March, the company said it had returned to normal operations. George expressed optimism about the recovery trajectory.

Separately, George described the potential Union Pacific merger as a strategic opportunity. That topic was previously covered by Railway Supply. If completed, he said, the deal would create seamless single-line service. In addition, it would enhance competitiveness. It would also enable transcontinental railroad capabilities.

Technology investments and commercial structure

Also, technological investments remain a priority for Norfolk Southern. The company is continuing its locomotive fleet modernization. For example, more than 70% of its locomotives now feature AC technology. Meanwhile, it is also exploring artificial-intelligence applications. Those applications are meant to optimize train plans. They are also meant to improve decision-making processes across operations.

Separately, the company has implemented a new commercial organization structure. It features specialized sales teams. Those teams are aimed at serving customer segments more effectively. They are also aimed at supporting top-line growth through more focused market approaches. At the same time, George also revealed a new Warrior Met Coal partnership. It is expected to generate roughly 6 million tons of annual volume.

Network scale and freight profile

In addition, Norfolk Southern’s 2023 Form 10-K says the company is a US freight rail operator. It operates approximately 19,100 route miles across 22 states and the District of Columbia. It transports products such as coal, chemicals, agricultural goods, metals, and automotive parts.