Canadian Pacific Kansas City (CP) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Canadian Pacific Kansas City (CP) reported revenue of $2.81 billion for the quarter ended December 2025, reflecting a year-over-year increase of 1.6% but a surprise of -1.79% compared to the Zacks Consensus Estimate of $2.87 billion [1] - The earnings per share (EPS) for the same period was $0.95, which is an increase from $0.92 a year ago, but fell short of the consensus estimate of $0.99, resulting in an EPS surprise of -4.04% [1] Financial Performance Metrics - Revenue ton-miles (RTMs) for Intermodal was reported at 9.34 billion, below the average estimate of 9.64 billion from four analysts [4] - Total carloads were 1.13 million, slightly below the average estimate of 1.14 million [4] - The core adjusted operating ratio was 55.9%, better than the estimated 56.4% by four analysts [4] Segment Performance - Carloads in the Energy, chemicals, and plastics segment were 139.1 thousand, compared to the average estimate of 140.84 thousand [4] - Carloads for Grain were reported at 162.2 thousand, below the average estimate of 164.46 thousand [4] - Carloads for Coal were 127.6 thousand, exceeding the average estimate of 124.24 thousand [4]