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466lex: I appreciate your analysis.  It goes beyond the numbers I put up.  I was looking at the current financial performance from an investor's point of view.  I own directly or indirectly shares in all seven Class 1s. Knowing the macro effectiveness of each road, as you point out, would require an insider's look at the books - operational and financial. Revenues are a function of rate times volume.  So too are expenses.  As long as a company can grow the revenues faster than its expenses, i.e. marginal over marginal, it will generate more ROE.   Having spent 41 years with several Fortune 250 corporations, I am savvy enough to know that a bit of luck rides with every successful corporation. At the end of the day, irrespective of how they have gotten to where they are, America's Class 1 railroads are a class act.  They are a prime example of the benefits of a competitive, market based system albeit one that is regulated properly, i.e. health, safety, level platforms, etc.
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