Core Insights - CN has published its 2025-2026 Winter Plan, emphasizing its commitment to safely and efficiently meet customer demand during the winter season [1][2] Group 1: Winter Plan Overview - The Winter Plan outlines CN's strategies for maintaining safe and reliable service during winter challenges [1][2] - CN's approach includes investing in infrastructure, utilizing innovative technology, and collaborating with customers and partners [1][7] Group 2: Key Highlights - Resilience Focused: CN integrates winter readiness into its operating model, employing predictive analytics and automated inspection technologies to minimize disruptions [7] - Strategic Investment: The company has a capital program exceeding $3 billion for 2025, with $1.5 billion allocated to Western Canada for expanding corridors and upgrading major yards [7] - Collaborative Solutions: CN collaborates with various stakeholders, including ports and shippers, to enhance supply chain performance, resulting in a 10% increase in weekly train movements to and from North Vancouver [7]

MONTREAL, Sept. 29, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) has published its 2025-2026 Winter Plan. Every year, CN publishes a Winter Plan that outlines how it prepares to meet customer demand safely, reliably, and efficiently during the challenges of the winter season. CN’s Winter Plan reflects a clear commitment to investing in infrastructure, applying innovative technology, and working closely with customers and partners to keep the economy moving safely. “Preparing for winter is part of w ...

Core Viewpoint - CN will release its third-quarter 2025 financial and operational results on October 31, 2025, before market opening, with a conference call to discuss the results and outlook led by CEO Tracy Robinson [1]. Group 1: Financial Results Announcement - CN's third-quarter 2025 financial and operating results will be issued before the markets open on October 31, 2025 [1]. - A conference call will be held at 8:30 a.m. Eastern Time on the same day to review the results and outlook [1]. Group 2: Participation Details - Interested parties can participate in the conference call by dialing 1-800-715-9871 (Canada/U.S.) or 1-647-932-3411 (International), using the passcode 4715336 [2]. - Participants are encouraged to join the call 10 minutes early, and a live webcast will be available on CN's investor website [2]. Group 3: Company Overview - CN is a major player in the economy, transporting over 300 million tons of natural resources, manufactured products, and finished goods across North America annually [3]. - The company operates a nearly 20,000-mile rail network, connecting Canada's coasts with the U.S. Midwest and Gulf Coast, contributing to sustainable trade since 1919 [3].

Summary of Key Points from the Conference Call Industry Overview - **Global Logistics**: The logistics industry is experiencing significant changes, particularly in ocean and air freight sectors, with varying demand and pricing pressures. Ocean Freight - **Demand and Rates**: As of mid-September, the Shanghai Containerized Freight Index (SCFI) reached its lowest level since 2023, indicating a sharp decline in ocean freight rates post-peak season. Rates have dropped approximately 35% from their early June peak, with key indicators like SCFI and World Container Index (WCI) down over 50% year-to-date [1][3][21]. - **Volume Growth**: Ocean volumes increased by 5% year-over-year in July, contributing to a 5% year-to-date increase. However, there are concerns about sequential declines in volumes for Q3, particularly in trade lanes heavily exposed to forwarders [3][20]. - **Orderbook Expansion**: The orderbook for new vessels grew by 6% in Q2, with new orders equivalent to 3.6% of the in-service fleet. The projected fleet growth is 47% from 2019 to 2026, raising concerns about oversupply [4][22]. - **Suez Canal Transits**: Transits through the Suez Canal remain consistent with last year's levels, with no significant changes anticipated for 2025 [23]. Air Freight - **Stability in Volumes**: Airfreight volumes have shown mid-single-digit growth year-over-year in Q2 and summer, although yields are slightly down due to lower fuel surcharges. The overall industry revenue is up in the low single digits [5][24]. - **Risks Ahead**: The expiration of the de minimis exemption and rising tariffs pose risks to airfreight demand, particularly in the second half of the year [5][24]. Surface Freight - **Market Conditions**: U.S. surface rates contracted in June and are expected to remain flat or decline in the second half of the year due to a softer freight outlook. Carriers are cutting trans-Pacific sailings significantly ahead of tariff deadlines, leading to a challenging environment for import traffic [6][25]. Company Ratings and Insights - **DSV**: Rated as Outperform, with expectations of significant synergies from the acquisition of DB Schenker, potentially making it the largest freight forwarder by air and sea volumes by 2025 [9]. - **DHL**: Also rated Outperform, benefiting from its diversified logistics operations and strong exposure to e-commerce and global trade [10]. - **Kuehne+Nagel**: Rated Market-Perform, facing challenges in execution and volume growth compared to peers [11]. - **Maersk**: Rated Underperform, with concerns over its core container shipping business and a challenging rate environment due to high orderbook levels [13]. - **UPS**: Rated Outperform, with confidence in margin improvement due to visibility in cost moderation [16]. - **FedEx**: Rated Market-Perform, facing risks related to complex network integration in the U.S. market [16]. Economic Indicators - **Global Trade Volumes**: Increased by 3.4% year-over-year in June, driven by emerging markets and Japan, while U.S. imports declined by 2.4% [2][19]. - **PMI Trends**: August PMIs showed improvements in China (50.5), the U.S. (48.7), and Europe (50.7), indicating a potential stabilization in manufacturing activity [2][19]. Conclusion - The logistics industry is navigating a complex landscape with varying demand across ocean, air, and surface freight sectors. Companies are adapting to changing market conditions, with some poised for growth while others face significant challenges. The outlook for the second half of the year appears cautious, particularly in light of tariff uncertainties and potential oversupply in the ocean freight market.

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Core Insights - Canadian National Railway Company (CNI) is recognized as a strong candidate for a long-term dividend stock portfolio despite facing challenges such as strikes, wildfires, and rising costs that have impacted profits in 2024 [2][3] Financial Performance - The stock has experienced a 20% decline over the past year, influenced by external pressures, although revenue showed a slight increase [2] - In the second quarter, CNI improved its operating ratio to 61.7%, a 2.3% decrease from the previous year, indicating enhanced efficiency in converting revenue into profit [3] Dividend Information - CNI boasts a 29-year history of consistent dividend growth, currently offering a quarterly dividend of C$0.8875 per share, resulting in a dividend yield of 2.76% as of September 21 [4] Market Challenges - The company faces uncertainty in demand due to US tariffs reducing trade volumes in key markets, complicating guidance through 2026 [2]

Group 1 - Canadian National Railway Company (CNI) and CSX Corp. have signed a Memorandum of Understanding to create a new intermodal rail service into Nashville, Tennessee [1][3] - The new service aims to provide a seamless all-rail alternative for international containers from Canada's West Coast, enhancing supply chain efficiency [2][3] - The collaboration builds on a successful history of interline agreements between CNI and CSX, particularly their partnership on the East Coast since 2019 [3] Group 2 - The new route will travel through Memphis and continue directly into Nashville, replacing the current trucking segment with an all-rail solution [2] - This initiative is expected to deliver faster and more sustainable supply chain solutions for customers [2] - Canadian National Railway operates in rail, intermodal, trucking, and related transportation businesses in both Canada and the US [3]

Group 1 - Canadian National Railway Company (NYSE:CNI) is considered undervalued with a 2.7% yield and a low price-to-earnings multiple, making it an attractive investment option [1] - The company provides a range of services including rail, intermodal, trucking, and supply chain solutions, facilitating door-to-door transport and specialized cargo handling [1] - Canadian National is expected to benefit from increased freight volumes at Mexican and Canadian ports due to rising port fees for Chinese ships in the U.S. [1] Group 2 - Both Canadian National and CSX are well-positioned to take advantage of a tightening trucking market, as evidenced by rising tender rejections [1] - There are potential near-term risks for Canadian National, but its long-term valuation is considered favorable [1] - The article suggests that while CNI has investment potential, certain AI stocks may offer greater upside with less downside risk [1]

MONTREAL, Sept. 18, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today that Madeleine Paquin has been appointed to the Board of Directors of CN. Ms. Paquin will join the Board effective as of October 29, 2025. “Madeleine is an accomplished logistics and supply chain executive with deep, hands-on experience in international trade and shipping. Her business accomplishments, customer insights and experience with complex capital-intensive transportation infrastructure including port terminals, r ...

Group 1 - The article highlights the rarity of stocks that exhibit both wide economic moats and reasonable pricing, making them suitable for long-term investment strategies [1] - Canadian National Railway is specifically mentioned as a stock that fits this profile, suggesting its potential for value investors [1] Group 2 - The analysis emphasizes a fundamental approach to identifying undervalued stocks with growth potential, which is a key strategy for value investors [1]