Canadian Pacific Kansas City (CP) shares soared 9% in the last trading session to close at $73.18. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 8.1% loss over the past four weeks.The stock gained following President Donald Trump's announcement that he would pause the "reciprocal" import taxes for 90 days.This railroad is expected to post quarterly earnings of $0.75 per share in its upcoming report, which represents a year-over ...

CALGARY, AB, April 9, 2025 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) said today it will release its first-quarter 2025 financial and operating results after the markets close on April 30, 2025. CPKC will discuss its results with the financial community in a conference call beginning at 4:30 p.m. ET (2:30 p.m. MT) on April 30, 2025. Conference Call Access Canada and U.S.: 800-274-8461 International: 203-518-9814 *Conference ID: CPKCQ125 Callers should dial in 10 minutes prior to ...

Core Viewpoint - Canadian Pacific Kansas City Limited (CPKC) and Lanco Group/Mi-Jack have sold the Panama Canal Railway Company (PCRC) to APM Terminals, enhancing CPKC's focus on its core North American rail business [1][3]. Company Overview - CPKC is the first and only single-line transnational railway linking Canada, the United States, and Mexico, with approximately 20,000 route miles and 20,000 employees [6]. - APM Terminals operates advanced container terminals globally, with a presence in 60 locations across 33 countries and approximately 33,000 employees [4]. Financial Performance - In 2024, PCRC generated revenue of US$77 million and EBITDA of US$36 million [2]. Strategic Implications - The sale of PCRC is seen as a move to optimize assets and create shareholder value, allowing CPKC to concentrate on its North American operations [3]. - APM Terminals views PCRC as an attractive infrastructure investment that aligns with its core services of intermodal container movement [3]. Historical Context - PCRC has been a 50/50 joint venture between CPKC subsidiary Kansas City Southern and Lanco Group/Mi-Jack since its formation in 1998, operating a 47-mile railway adjacent to the Panama Canal [2][3].

Core Points - Canadian Pacific Kansas City (CPKC) has filed its notice of meeting and management proxy circular for the 2025 annual and special meeting of shareholders [1] - The annual meeting will be held virtually on April 30, 2025, at 9 a.m. MT, allowing for greater participation from shareholders [2] - Detailed instructions for participation and a Virtual AGM User Guide will be provided to shareholders [3] Company Overview - CPKC is the first and only single-line transnational railway linking Canada, the United States, and Mexico, with access to major ports across North America [4] - The railway stretches approximately 20,000 route miles and employs 20,000 railroaders, providing extensive rail service and network reach [4] - CPKC offers a suite of freight transportation services, logistics solutions, and supply chain expertise to its customers [4]

Group 1 - Recent discussions have focused on macroeconomic and geopolitical developments, including European defense spending and sticky inflation [2] - Mixed cyclical growth numbers have been observed, indicating varying economic performance across sectors [2] - There are speculations that the Trump administration may leverage short-term economic and market weaknesses for political advantage [2] Group 2 - The article emphasizes that past performance is not indicative of future results, highlighting the uncertainty in investment outcomes [3] - It clarifies that no specific investment recommendations are being made, and opinions expressed may not represent the views of the entire platform [3] - The analysts contributing to the article include both professional and individual investors, some of whom may not be licensed or certified [3]

Core Points - Canadian Pacific Kansas City (CPKC) has successfully ratified a new four-year collective agreement with the United Steelworkers (USW), covering approximately 600 clerical and intermodal employees in Canada [1][2] - This agreement marks the third collective agreement reached by CPKC employees in Canada this year, indicating a trend towards long-term labor stability and improved conditions for employees [2] - CPKC President and CEO Keith Creel emphasized the importance of collaboration with labor unions in achieving these agreements, which aim to enhance wages and benefits for thousands of employees [2] Company Overview - CPKC is the first and only single-line transnational railway connecting Canada, the United States, and Mexico, with extensive access to major ports across North America [3] - The company operates approximately 20,000 route miles and employs around 20,000 railroaders, providing comprehensive rail service and network reach to key markets [3] - CPKC is focused on growth alongside its customers, offering a range of freight transportation services, logistics solutions, and supply chain expertise [3]

Core Viewpoint - Canadian Pacific Kansas City Limited (CPKC) is issuing US$1.2 billion in notes to refinance existing debt and for general corporate purposes, with the offering expected to close on March 17, 2025 [1][2]. Group 1: Offering Details - CPKC's wholly-owned subsidiary, Canadian Pacific Railway Company, is issuing US$600 million of 4.800% Notes due 2030 and US$600 million of 5.200% Notes due 2035 [1]. - The offering is guaranteed by CPKC and is subject to customary closing conditions [1]. - The net proceeds will primarily be used for refinancing outstanding indebtedness and may be temporarily invested in short-term investment grade securities or bank deposits until utilized [2]. Group 2: Underwriters and Registration - The joint active bookrunners for the offering include Wells Fargo Securities, BofA Securities, Goldman Sachs, and Morgan Stanley, along with a syndicate of other financial institutions [3]. - The offering is made under an effective shelf registration statement previously filed with the SEC, and copies of the documents can be obtained from the SEC or the underwriters [4]. Group 3: Company Overview - CPKC is the first and only single-line transnational railway linking Canada, the United States, and Mexico, with access to major ports across North America [10]. - The company operates approximately 20,000 route miles and employs 20,000 railroaders, providing extensive rail service and logistics solutions to its customers [10].

Core Viewpoint - The Zacks Transportation - Rail industry is currently facing challenges such as inflation, high interest rates, and supply-chain disruptions, but companies like Union Pacific Corporation, Canadian Pacific Kansas City Limited, and Norfolk Southern Corporation are better positioned to navigate these issues, aided by declining fuel costs which support bottom-line growth [1][4]. Industry Description - The Zacks Transportation - Rail industry consists of railroad operators that transport various freight types across North America, focusing on logistics and supply-chain services. Revenue primarily comes from freight, with some companies also earning from rail-related services like repairs and land sales [2]. Factors Deciding the Industry's Outlook - Economic activities are improving post-pandemic, leading companies to return cash to shareholders through dividends and buybacks, indicating financial strength. For instance, CSX Corporation announced an 8.3% increase in its quarterly dividend [3]. - The decline in oil prices, which fell nearly 6% from the beginning of 2025, is beneficial for the industry as fuel costs are a significant expense for transportation companies [4]. Economic Uncertainty - Rising inflation has created market unease, with concerns that the Federal Reserve may delay rate cuts, potentially impacting economic health. This uncertainty, along with geopolitical tensions, poses risks for railroad stocks [5]. Zacks Industry Rank - The Zacks Railroad industry currently holds a Zacks Industry Rank of 148, placing it in the bottom 40% of over 250 Zacks industries, indicating bleak near-term prospects [6]. Earnings Estimates - Analysts have reduced their earnings estimates for the industry, with the consensus estimate declining by 6.2% over the past year [7]. Industry Performance - The Zacks Transportation - Rail industry has underperformed compared to the S&P 500 and the broader sector over the past year, declining by 10.5% while the S&P 500 increased by 12.5% [8][9]. Current Valuation - The industry is currently trading at a trailing 12-month price-to-book (P/B) ratio of 6.14X, compared to the S&P 500's 8.06X and the sector's 4.21X. Historically, the industry has traded between 5.72X and 10.92X over the past five years [11]. Stocks to Watch - Union Pacific Corporation (UNP) is well-positioned for growth, benefiting from stable e-commerce demand and cost-cutting efforts. The company has a strong track record of earnings surprises, beating estimates in three of the last four quarters with an average beat of 3.35% [12][13]. - Canadian Pacific Kansas City Limited (CP) has consistently paid dividends, enhancing investor confidence and showing a solid earnings surprise track record with an average of 1.76% over the past four quarters [15][18]. - Norfolk Southern Corporation (NSC) is supported by e-commerce demand and employs a Precision Scheduled Railroading plan to optimize costs and services. The company also has a commendable earnings surprise history, averaging a 2.94% beat [19][20].

Core Points - Canadian Pacific Kansas City (CPKC) has awarded Cargill Elva in Canada and Elbow Lake Co-op Grain in the United States as the grain elevators of the year for the 2023-2024 crop year [1][2] - The award recognizes facilities that efficiently move high volumes from a single loading point while maintaining a strong commitment to safety [2][3] - Cargill Elva, located in Melita, Manitoba, is a first-time winner, having loaded over 450,000 metric tonnes of grain [3][4] - Elbow Lake Co-op Grain, based in Elbow Lake, Minnesota, has won the award for three consecutive years, achieving the highest tonnage in the U.S. north network with over 543,000 metric tonnes, an increase from the previous year [4][5] Company Insights - CPKC is the first and only single-line transnational railway connecting Canada, the United States, and Mexico, with extensive access to major ports [6] - The company operates approximately 20,000 route miles and employs 20,000 railroaders, providing comprehensive rail service and network reach across North America [6] - CPKC is focused on growth alongside its customers, offering a range of freight transportation services, logistics solutions, and supply chain expertise [6]

Core Points - Canadian Pacific Kansas City (CPKC) has filed its 2024 annual report on Form 10-K with the U.S. Securities and Exchange Commission and Canadian securities regulators [1] - The report includes annual audited financial statements and management's discussion and analysis [1] - Shareholders can request a printed copy of the complete 2024 audited financial statements free of charge [1] Company Overview - CPKC is the first and only single-line transnational railway linking Canada, the United States, and Mexico [2] - The railway stretches approximately 20,000 route miles and employs 20,000 railroaders [2] - CPKC provides North American customers with unparalleled rail service and network reach to key markets across the continent [2] - The company is focused on growth, offering a suite of freight transportation services, logistics solutions, and supply chain expertise [2]