Group 1 - The article emphasizes the importance of in-depth research on various income alternatives, including REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] - The author, Leo Nelissen, focuses on major economic developments related to supply chains, infrastructure, and commodities, aiming to provide insightful analysis and actionable investment ideas [1] - The analysis particularly highlights dividend growth opportunities as a key area of interest for investors [1] Group 2 - The article includes a disclosure of beneficial long positions in several companies, indicating a vested interest in the performance of ODFL, CSL, LB, TPL, RTX, GE, NOC, LHX, UNP, CP, and QXO [2] - It clarifies that the opinions expressed are solely those of the author and not influenced by any compensation from the companies mentioned [2] - The article also notes that past performance is not indicative of future results, emphasizing the need for individual assessment of investment suitability [3]

Canadian Pacific Kansas City reported higher quarterly profits as volume and revenue both increased despite ongoing economic uncertainty and trade tensions in North America. “CPKC (NYSE: CP) once again created profitable, sustainable growth in the third quarter, while navigating challenging macroeconomic conditions,” CEO Keith Creel said in a statement Wednesday. “Through our powerful network and unique partnerships, we are providing strong service and bringing innovative solutions to the market for our c ...

Core Financial Performance - For the quarter ended September 2025, Canadian Pacific Kansas City (CP) reported revenue of $2.66 billion, reflecting a 2.2% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $0.80, up from $0.73 in the same quarter last year [1] - The reported revenue was a surprise of -0.62% compared to the Zacks Consensus Estimate of $2.68 billion, while the EPS fell short by -1.23% against the consensus estimate of $0.81 [1] Key Metrics Analysis - Core adjusted operating ratio was reported at 60.7%, slightly above the five-analyst average estimate of 60.4% [4] - Revenue ton-miles (RTMs) for Intermodal reached 9.68 billion, exceeding the average estimate of 9.58 billion [4] - Total carloads were reported at 1.13 million, matching the four-analyst average estimate [4] Segment Performance - Carloads in the Energy, chemicals, and plastics segment totaled 139 thousand, slightly above the average estimate of 138.95 thousand [4] - Revenue ton-miles for Metals, minerals, and consumer products was 4.95 billion, surpassing the four-analyst average estimate of 4.75 billion [4] - Carloads for Grain were reported at 132.3 thousand, slightly below the average estimate of 133.62 thousand [4] Stock Performance - Shares of Canadian Pacific Kansas City have returned -0.2% over the past month, while the Zacks S&P 500 composite increased by +3.8% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Canadian Pacific Kansas City (CP) came out with quarterly earnings of $0.8 per share, missing the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.23%. A quarter ago, it was expected that this railroad would post earnings of $0.82 per share when it actually produced earnings of $0.81, delivering a surprise of -1.22%.Over the last four quarters, t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-01342 Canadian Pacific Kansas City Limited (Exact name of registrant as specified in its charter) (State or Other Jurisdicti ...

Canadian Pacific Kansas City (NYSE:CP) Q3 2025 Earnings Call October 29, 2025 04:30 PM ET Company ParticipantsKeith Creel - President and CEOKen Hoexter - Managing DirectorJonathan Chappell - Senior Managing Director in EquitiesChris de Bruyn - VP of Capital MarketsJohn Brooks - EVP and CMONadeem Velani - EVP and CFOKonark Gupta - Director of Equity ResearchMark Redd - EVP and COOConference Call ParticipantsSteve Hansen - Managing Director and Equity AnalystWalter Spracklin - Managing Director and Senior Eq ...

Canadian Pacific Kansas City (NYSE:CP) Q3 2025 Earnings Call October 29, 2025 04:30 PM ET Company ParticipantsKeith Creel - President and CEOKen Hoexter - Managing DirectorJonathan Chappell - Senior Managing Director in EquitiesChris de Bruyn - VP of Capital MarketsJohn Brooks - EVP and CMONadeem Velani - EVP and CFOKonark Gupta - Director of Equity ResearchMark Redd - EVP and COOConference Call ParticipantsSteve Hansen - Managing Director and Equity AnalystWalter Spracklin - Managing Director and Senior Eq ...

Canadian Pacific Kansas City (NYSE:CP) Q3 2025 Earnings Call October 29, 2025 04:30 PM ET Speaker6Afternoon. My name is David, and I'll be your conference operator today. At this time, I'd like to welcome everyone to CPKC's third quarter 2025 conference call. The slides accompanying today's call are available at investor.cpkcr.com. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question, ...

Q3 2025 EARNINGS REVIEW October 29, 2025 FORWARD-LOOKING STATEMENTS This investor presentation contains forward-looking information and forward-looking statements within the meaning of applicable securities laws in both the United States ("U.S.") and Canada (collectively, "forward-looking statements"). Forward- looking statements include, but are not limited to, statements concerning expectations, beliefs, plans, goals, objectives, assumptions and statements about possible future events, conditions, and res ...

Release: October 29, 2025 CPKC reports solid third quarter results: focused on growth for remainder of 2025 Calgary – Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today announced its third-quarter results, including revenues of $3.7 billion, diluted earnings per share (EPS) of $1.01 and core adjusted diluted EPS of $1.10. 1 "CPKC once again created profitable, sustainable growth in the third quarter, while navigating challenging macroeconomic conditions," said Keith Creel, CPKC President and Chi ...