News & Reviews News Wire BNSF’s first-quarter profit sags as volume declines 10%

BNSF’s first-quarter profit sags as volume declines 10%

By Bill Stephens | May 8, 2023

Traffic fell in all four business groups, led by a 16.4% drop in consumer products volume

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A BNSF Railway intermodal train with Schneider containers in the consist rolls through Maine, Ariz., in August 2022. BNSF lost Schneider traffic to Union Pacific effective Jan. 1, 2023. Bill Stephens

OMAHA, Neb. — BNSF Railway’s first-quarter profit sank as volume fell in all four of the railroad’s business groups.

BNSF’s pre-tax earnings declined 8.8%, to $1.6 billion, as revenue increased 1.9%, to $5.8 billion, BNSF’s parent, Berkshire Hathaway, reported on Saturday. The railroad’s operating ratio was 68.4%, a 3.8-point increase from a year ago, as costs rose 7.8%.

Overall volume declined by 10.3% in the first quarter.

Consumer products volume, which includes intermodal and automotive, fell 16.4%. “The volume decrease was primarily due to lower intermodal shipments resulting from lower West Coast imports and the loss of an intermodal customer, partially offset by an increase in automotive volume from higher vehicle production,” Berkshire said. Schnieder on Jan. 1 shifted its domestic intermodal traffic to Union Pacific from BNSF.

Industrial products volume declined 3.7%, primarily due to lower demand for chemicals and plastics and lumber and paper shipments.

Agricultural products volume was off by 1.6%. “The volume decrease was primarily due to lower grain exports, partially offset by higher volumes of domestic grains, renewable diesel and feedstocks,” Berkshire said.

Coal volume declined by 4.2%. “The volume decrease derived from weather related impacts and moderating demand due to lower natural gas prices,” Berkshire said.

One thought on “BNSF’s first-quarter profit sags as volume declines 10%

  1. So again, tell me why Navajo Energy can’t get more trains to Roberts Bank?

    Don’t want to armchair here, but with this intermodal decline shouldn’t that free up engine capacity and staffing to ship more coal?

    Just sayin.

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