For the quarter ended March 2025, Canadian National (CNI) reported revenue of $3.07 billion, down 2.7% over the same period last year. EPS came in at $1.29, compared to $1.28 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.11 billion, representing a surprise of -1.32%. The company delivered an EPS surprise of +2.38%, with the consensus EPS estimate being $1.26.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

Core Viewpoint - CN has announced a quarterly dividend of C$0.8875 per common share for the second quarter of 2025, reflecting the company's commitment to returning value to shareholders [1]. Company Overview - CN operates a nearly 20,000-mile rail network, transporting over 300 million tons of natural resources, manufactured products, and finished goods across North America annually [2]. - The company has been contributing to sustainable trade and the prosperity of communities since its establishment in 1919 [2].

Railroad Delivers Q1 Diluted EPS of C$1.85, an 8% increaseMONTREAL, May 01, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) today reported its financial and operating results for the first quarter ended March 31, 2025. “Our team delivered a strong performance this quarter through tight cost control and disciplined adherence to our plan, mitigating the impact of winter conditions. In the context of a volatile macroeconomic and geopolitical environment, we will remain focused on agility and customer collab ...

Core Viewpoint - Canadian Pacific Kansas City (CP) reported a slight increase in revenue and earnings per share (EPS) for the quarter ended March 2025, but fell short of revenue expectations according to the Zacks Consensus Estimate [1] Financial Performance - Revenue for the quarter was $2.64 billion, reflecting a 1.2% increase year-over-year [1] - EPS was reported at $0.74, an increase from $0.69 in the same quarter last year [1] - The revenue reported was a surprise of -0.70% compared to the Zacks Consensus Estimate of $2.66 billion [1] - The consensus EPS estimate was also $0.74, indicating no EPS surprise [1] Key Metrics - Adjusted Operating Ratio was 62.5%, slightly better than the average estimate of 62.7% from seven analysts [4] - Total carloads were reported at 1.1 million, compared to the average estimate of 1.11 million from five analysts [4] - Specific carload metrics included: - Energy, Chemicals and Plastics: 142.5 thousand vs. 142.18 thousand estimate [4] - Intermodal: 435.4 thousand vs. 433.98 thousand estimate [4] - Automotive: 57.8 thousand vs. 60.06 thousand estimate [4] - Forest Products: 34.8 thousand vs. 35.07 thousand estimate [4] - Grain: 133.7 thousand vs. 136.74 thousand estimate [4] - Coal: 118.4 thousand vs. 115.11 thousand estimate [4] - Potash: 39.8 thousand vs. 44.61 thousand estimate [4] - Fertilizers and Sulphur: 17.8 thousand vs. 17.2 thousand estimate [4] - Metals, Minerals and Consumer Products: 124.4 thousand vs. 123.9 thousand estimate [4] - Operating Ratio was reported at 65.3%, higher than the average estimate of 62.8% from four analysts [4] Stock Performance - Shares of Canadian Pacific Kansas City have returned +1.5% over the past month, outperforming the Zacks S&P 500 composite, which saw a -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Canadian Pacific Kansas City (CPKC) reported strong first-quarter results for 2025, with revenues of $3.8 billion, diluted earnings per share (EPS) of $0.97, and core adjusted diluted EPS of $1.06, reflecting a solid performance despite challenging market conditions [1][2][4]. Financial Performance - Revenues increased by 8% to $3.8 billion from $3.5 billion in Q1 2024 [8]. - Reported diluted EPS rose by 17% to $0.97 from $0.83 in Q1 2024 [8]. - Core adjusted diluted EPS increased by 14% to $1.06 from $0.93 in Q1 2024 [8]. - Operating ratio (OR) improved, decreasing by 210 basis points to 65.3% from 67.4% in Q1 2024 [8]. - Core adjusted OR decreased by 150 basis points to 62.5% from 64.0% in Q1 2024 [8]. - Volumes, measured in Revenue Ton-Miles (RTMs), increased by 4% [8]. Updated Earnings Guidance - CPKC amended its 2025 earnings guidance due to uncertainties from evolving trade policies and recession risks, now expecting core adjusted diluted EPS to increase between 10% and 14% compared to 2024's core adjusted diluted EPS of $4.25 [3][4]. Operational Highlights - The company emphasized its focus on operational efficiency and safety, leveraging its extensive North American network to meet solid freight demand [2][3]. - The Federal Railroad Administration (FRA)-reportable personal injury frequency decreased to 0.98 from 1.14 in Q1 2024, and train accident frequency decreased to 0.38 from 0.90 in Q1 2024, indicating improved safety performance [8]. Conference Call Information - CPKC will discuss its results in a conference call scheduled for April 30, 2025, at 4:30 p.m. ET [5][6].

Core Insights - The article highlights the investment strategy of billionaire hedge fund manager Bill Ackman, focusing on his concentrated portfolio of 11 stocks, which is not highly diversified [1][2] - Alphabet, the parent company of Google, is identified as the most promising investment in Ackman's portfolio due to its strong financial performance and growth prospects [7][13] Investment Portfolio Overview - Ackman's portfolio is valued at approximately $12.7 billion, with 100% of it invested in only 11 stocks, indicating a lack of diversification [1][2] - The portfolio includes two restaurant operators: Chipotle Mexican Grill and Restaurant Brands International, which owns brands like Burger King and Popeye's [3] - It also contains consumer cyclical stocks such as Hilton Worldwide Holdings and Nike, which are sensitive to consumer spending [4] - Real estate investments include Howard Hughes Holdings and its spinoff, Seaport Entertainment Group [5] - Other notable holdings are Brookfield Corp., making up about 15.8% of the portfolio, and a stake in Canadian Pacific Kansas City valued at around $1 billion [6] Alphabet's Financial Performance - Alphabet is the largest investment in Ackman's portfolio, comprising approximately 17.3% with 3.99 million Class A shares and 7.55 million Class C shares [7] - In the latest quarter, Alphabet reported a revenue increase of 12% year-over-year to $90.2 billion and earnings of over $35.5 billion, reflecting a 50% year-over-year growth [8] - The company's cash reserves exceeded $95 billion as of March 31, 2025, indicating a strong financial position [8] Growth Prospects - Alphabet's search-related revenue continues to grow, aided by the integration of generative AI, which enhances search usage and customer satisfaction [9] - Google Cloud is noted as the fastest-growing major cloud service provider, with operating margins improving from 9.4% to 17.8% year-over-year [10] - The Waymo self-driving car unit is highlighted for its potential in the autonomous ride-hailing market, with future options for personal ownership [10] Legal Challenges - Alphabet faces legal challenges, having lost two federal antitrust cases related to its search monopoly and digital advertising strategies [11] - Despite these concerns, the company is appealing the lawsuits, which could take years, and the potential remedies may be less severe than anticipated [12] - Ackman's continued investment in Alphabet suggests confidence in its long-term prospects despite the legal issues [13]

Freightcar America (RAIL) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 5 ...

That said, let's delve into the average estimates of some CN metrics that Wall Street analysts commonly model and monitor. Analysts on Wall Street project that Canadian National (CNI) will announce quarterly earnings of $1.26 per share in its forthcoming report, representing a decline of 1.6% year over year. Revenues are projected to reach $3.11 billion, declining 1.4% from the same quarter last year. The consensus EPS estimate for the quarter has undergone an upward revision of 0.1% in the past 30 days, br ...

Union Pacific Corporation UNP reported worse-than-expected first-quarter 2025 results on Thursday.Union Pacific reported operating revenue of $6.027 billion, flat year-over-year, missing the consensus of $6.08 billion. Freight revenue was $5.691 billion, with Bulk up 1 % year over year, Industrial down 1%, and Premium up 5%. Revenue carloads were up 7%.Earnings per share were $2.70 compared to $2.69 a year ago, below the consensus of $2.75.“The team delivered a solid start to the year as we worked closely w ...

Wall Street analysts expect Canadian Pacific Kansas City (CP) to post quarterly earnings of $0.74 per share in its upcoming report, which indicates a year-over-year increase of 7.3%. Revenues are expected to be $2.66 billion, up 2% from the year-ago quarter.The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a c ...