Weekend progress toward resolving the trade spat between the United States and China has markets rallying, and railroad stocks are among the big winners.Shares of Union Pacific (UNP 6.25%), CSX (CSX 5.08%), Norfolk Southern (NSC 6.39%), Canadian Pacific Kansas City (CP 4.03%), and Canadian National (CNI 4.51%) were all up more than 5% as of 11 a.m. ET. Get the railcars moving againRailroad stocks are highly sensitive to trade, since most of the goods that are offloaded at ports spend some time on trains bef ...

Group 1 - CN's President and CEO, Tracy Robinson, will speak at the 18th Annual Wolfe Research Global Transportation & Industrials Conference on May 20, 2025, at 8:00 a.m. ET [1] - CN will provide a live webcast of the conference on its investor relations website, with a replay available after the event [1] Group 2 - CN transports over 300 million tons of natural resources, manufactured products, and finished goods across North America annually [2] - The company operates a nearly 20,000-mile rail network that connects Canada's Eastern and Western coasts with the U.S. Midwest and Gulf Coast [2] - CN has been contributing to sustainable trade and community prosperity since its establishment in 1919 [2]

Core Points - CSX Corporation has reached a tentative five-year agreement with the Brotherhood of Locomotive Engineers and Trainmen covering approximately 3,400 locomotive engineers, marking a significant milestone as the first Class I freight railroad to do so with BLET [1][2] - The agreement includes competitive pay, improved healthcare, and work rule changes aimed at enhancing the quality of life for locomotive engineers, reflecting similar wage increases and benefits from agreements with 13 other unions [2][3] - Locomotive engineers represent about 20% of CSX's frontline workforce, and if ratified, nearly 75% of CSX's unionized workers will be covered by new agreements reached in the last nine months [3] Company Overview - CSX is a premier transportation company based in Jacksonville, Florida, providing rail, intermodal, and rail-to-truck transload services across various markets, including energy, industrial, construction, agricultural, and consumer products [5] - The company has been integral to the economic expansion and industrial development of the nation for nearly 200 years, connecting major metropolitan areas in the eastern United States and linking over 240 short-line railroads and more than 70 ports [5]

I wrote about Canadian National Railway Co . (NYSE: CNI )(TSX: CNR:CA ) previously with a downgrade to hold rating as the data were not great, making it a possibility that CNR may miss its FY24 EPS guide. However, II am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [hi ...

Canadian Pacific Kansas City Limited (CP) reported first-quarter 2025 earnings (excluding 6 cents from non-recurring items) of 74 cents per share, which came in line with the Zacks Consensus Estimate. The bottom line improved 7.3% on a year-over-year basis. Operating revenues of $2.64 billion missed the Zacks Consensus Estimate of $2.66 billion. However, the top line improved on a year-over-year basis.In the reported quarter, total freight revenues per revenue ton miles increased 5% year over year. Total Fr ...

MONTREAL, May 06, 2025 (GLOBE NEWSWIRE) -- Tracy Robinson, President and Chief Executive Officer of CN (TSX: CNR) (NYSE: CNI), will address the 2025 RBC Capital Markets Canadian Industrials Conference on May 14, 2025, at 8:35 a.m. Eastern Time (ET). CN will provide a live webcast via the Investors section of its website at www.cn.ca/investors. A replay of the webcast will be available following the event. About CNCN powers the economy by safely transporting more than 300 million tons of natural resources, ...

Company Overview - CSX Corp. is a premier transportation company based in Jacksonville, Florida, providing rail, intermodal, and rail-to-truck transload services across various markets including energy, industrial, construction, agricultural, and consumer products [3] - The company has been integral to the economic expansion and industrial development of the United States for nearly 200 years, connecting major metropolitan areas in the eastern U.S. and linking over 240 short-line railroads and more than 70 ports [3] Upcoming Event - Sean Pelkey, Executive Vice President and Chief Financial Officer of CSX, will address the Bank of America Industrials, Transportation & Airlines Key Leaders Conference in New York on May 13 at 8 a.m. Eastern time [1] - The address will be broadcast live via webcast, with a replay available after the event [2]

Canadian National Railway Company (CNI) reported first-quarter 2025 earnings of $1.29 per share (C$1.85), which surpassed the Zacks Consensus Estimate of $1.26 and improved 0.7% on a year-over-year basis.Revenues for the first quarter of 2025 were $3.06 billion (C$4.40 billion), which missed the Zacks Consensus Estimate of $3.11 billion and declined 2.6% year over year.Revenue ton-miles (RTMs or a measure of volumes) increased 1% year over year. Carloads decreased 2% on a year-over-year basis. Freight reven ...

MONTREAL, May 02, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced that the director nominees listed in the management information circular dated March 10, 2025 (the “Information Circular”), were elected as directors of CN. The detailed results of the vote for the election of directors held at CN’s Annual Meeting of Shareholders (“Meeting”) on May 2, 2025 via online webcast are set out below. Election of Directors On a vote by ballot, each of the following 11 nominees proposed by management was ...

Union Pacific (UNP) FY Conference Summary Industry Overview - The conference focuses on the railroad industry, specifically Union Pacific (UNP) and its operational strategies and financial outlook. Core Points and Arguments 1. **Strategic Foundation**: Union Pacific emphasizes safety as its primary focus, which is crucial for employees, customers, and communities [2][3] 2. **Growth Targets**: The company aims to grow its business volumes faster than the markets it serves, with a commitment to improving revenues through effective pricing strategies [5][6] 3. **Financial Goals**: Union Pacific targets high single-digit to low double-digit growth in earnings per share (EPS) over the next three years, with a commitment to maintaining the best operating ratio and return on invested capital (ROIC) in the industry [7][8] 4. **Capital Investment**: The company plans to invest between $3.4 billion and $3.7 billion annually, with a 45% dividend payout ratio, continuing a track record of increasing dividends for 17 consecutive years [8][9] 5. **Share Repurchases**: Union Pacific intends to repurchase between $4 billion and $5 billion of its shares annually over the next three years [10] 6. **Volume Performance**: In April, Union Pacific reported a 7% year-over-year increase in volumes, with international intermodal volumes up over 30% [14][15] 7. **Market Diversification**: The company operates across 23 states, allowing it to offset declines in specific areas with growth in others, particularly in international intermodal and coal segments [16][26] 8. **Freight Mix**: International intermodal is identified as the lowest average revenue per car business, while coal volumes were up 5% in the first quarter, but still below the system average [22][23] 9. **Investment in Mexico**: Union Pacific owns 26% of a Mexican railroad, which has seen significant growth in automotive and intermodal sectors, positioning the company well for nearshoring opportunities [32][34] 10. **Adaptive Planning Technology**: The company is developing adaptive planning technology to improve operational efficiency, akin to navigation apps that suggest optimal routes [54][55] 11. **Competitive Landscape**: Union Pacific acknowledges the potential threat from EV trucking and autonomous vehicles but believes its existing infrastructure and technology will maintain its competitive edge [58][60] Additional Important Insights - **Regulatory Environment**: The company operates under strict regulations regarding mergers and acquisitions, which can impact growth strategies [42][43] - **Market Challenges**: Union Pacific faces challenges from fluctuating coal demand and international trade tariffs, which may affect future growth [11][12][49] - **Operational Efficiency**: The focus on improving margins through pricing and productivity is critical, especially as the industry faces flat growth overall [48][50] This summary encapsulates the key points discussed during the Union Pacific FY Conference, highlighting the company's strategic focus, financial goals, and operational challenges within the railroad industry.