Core Points - Canadian Pacific Kansas City (CPKC) has reached a tentative four-year collective agreement with Unifor, covering approximately 1,200 employees in Canada [1][2] - The agreement aims to benefit employees and their families while ensuring continued service to customers and supporting the Canadian economy [2] - Details of the agreement are currently not disclosed pending ratification [3] Company Overview - CPKC is the first and only single-line transnational railway connecting Canada, the United States, and Mexico, with access to major ports across North America [4] - The company operates approximately 20,000 route miles and employs around 20,000 railroaders, providing extensive rail service and network reach [4] - CPKC is focused on growth alongside its customers, offering freight transportation services, logistics solutions, and supply chain expertise [4]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Canadian Pacific Kansas City (CP) despite lower revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.88 per share, reflecting a +1.2% change year-over-year, while revenues are projected at $2.74 billion, down 1.1% from the previous year [3]. - The consensus EPS estimate has been revised 2.07% lower in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -3.74%, indicating a bearish outlook from analysts [11]. - A positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the likelihood of a positive surprise to nearly 70% [8]. Historical Performance - In the last reported quarter, CP was expected to post earnings of $0.74 per share but delivered $0.73, resulting in a surprise of -1.35% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [13]. Conclusion - Canadian Pacific Kansas City does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but investors should consider other factors before making investment decisions [16].

Core Viewpoint - Canadian Pacific Kansas City Limited (CP) is expected to report its fourth-quarter 2024 results on January 29, with a downward revision in earnings estimates and a slight decline in revenue expectations compared to the previous year [1][2]. Financial Estimates - The Zacks Consensus Estimate for CP's fourth-quarter earnings has been revised down by 4.4% to 88 cents per share [2]. - Revenue estimates for the fourth quarter are projected at $2.74 billion, indicating a decrease of 1.1% compared to the fourth quarter of 2023 [2]. Earnings Performance History - Canadian Pacific has a mixed earnings surprise history, surpassing the Zacks Consensus Estimate in two of the last four quarters, with an average beat of 1.5% [3]. Factors Influencing Performance - Sluggish freight demand is anticipated to negatively impact top-line performance, with freight revenue estimates at $3.65 billion, reflecting a 1.3% decline from the fourth quarter of 2023 [4]. - Despite lower fuel costs, which are expected to decrease by 13.1% year over year to $3.19 per gallon, bottom-line growth remains uncertain [5]. Operational Efficiency - Canadian Pacific's proactive cost-cutting initiatives are expected to enhance operational efficiency, which may positively influence fourth-quarter results [5]. Earnings Prediction Model - Current analysis indicates that the model does not predict an earnings beat for Canadian Pacific, with an Earnings ESP of -3.74% and a Zacks Rank of 3 (Hold) [6].

CALGARY, AB, Jan. 8, 2025 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) will release its fourth-quarter and full-year 2024 financial and operating results after the market close on Jan. 29, 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 Jan. 29, 2025.  Conference Call Access Canada and U.S.: 800-343-4849 International: 203-518-9848  *Conference ID: CPKCQ424 Callers should dial in 10 minutes prior t ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .That's the year-to-date performance of the S&P 500 while I am writing this article. While that number is "wild," as it added nearly $27,000 to every $100,000 investment in the market (excluding dividends!), it's not unique.Analyst’s Disclosure: I/we have a beneficial long positi ...

The bigger the better? Bill Ackman doesn't think so, at least not when it comes to portfolio size. His Pershing Square Capital Management hedge fund owns only 10 stocks. Ackman has made a fortune picking stocks and has a net worth that tops $9 billion. Two of his stocks could be especially big winners in 2025, according to Wall Street. Wall Street especially likes these two Ackman stocksAnalysts are bullish about most of the stocks in Ackman's portfolio. However, they especially like Canadian Pacific Kansas ...

Patrick J. Ottensmeyer International Railway Bridge more than doubles CPKC capacity at the borderCALGARY, AB, Dec. 17, 2024 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) said today it has completed construction of the new international railway bridge span over the Rio Grande from Laredo, Texas, to Nuevo Laredo, Tamaulipas. Patrick J. Ottensmeyer International Railway Bridge (CNW Group/CPKC) "Completion of this internationally important project more than doubles our capacity to ...

It has been about a month since the last earnings report for Canadian Pacific Kansas City (CP) . Shares have lost about 4.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Canadian Pacific Kansas City due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Q3 Earnings ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial . I have to say I'm very happy with the performance of my portfolio since the pandemic. I was able to outperform the S&P 500 without being overweight in tech stocks. However, I do have some stocks that have not performed very well. Excluding Analyst's Disclosure: I/we have a bene ...

Railroads have not been a rewarding sector to be invested in for some time, especially since the beginning of the ongoing manufacturing recession. With the US manufacturing PMI I focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver of gains than low valuation ...