Canadian Pacific Kansas City (NYSE:CP) Q4 2025 Earnings call January 28, 2026 04:30 PM ET Speaker12Good afternoon. My name is Angela, and I will be your conference operator today. At this time, I would like to welcome everyone to CPKC's fourth quarter and full year 2025 conference call. The slides accompanying today's call are available at investor.cp kc.com. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you w ...

Canadian Pacific Kansas City reported fourth quarter revenues that were 1% higher at $3.9 billion from a year ago, but saw unadjusted earnings per share fall to $1.20 from $1.28 y/y. The Calgary-based railroad (NYSE: CP) said core adjusted diluted EPS was $1.33, up 3% from $1.29 in Q4 2024. The operating ratio improved 80 basis points to 58.9%, a network record, along with historic marks in train weights, network speed, locomotive productivity and car miles per car day. “Our fourth quarter and full-yea ...

Chief Executive Keith Creel said that the railroad was able to control costs during a challenging market where it contended with macroeconomic and trade policy headwinds. ...

Q4 2025 EARNINGS REVIEW January 28, 2026 FORWARD-LOOKING STATEMENTS This investor presentation contains forward-looking information and forward-looking statements within the meaning of applicable securities laws in both the United States ("U.S.") and Canada (collectively, "forward-looking statements"). Forward- looking statements include, but are not limited to, statements concerning expectations, beliefs, plans, goals, objectives, assumptions and statements about possible future events, conditions, and res ...

Additionally, CPKC today announced that Marc Parent has been appointed to the board effective Jan. 27, 2026, and that Kate Stevenson has been nominated to stand for election as a director at CPKC's Annual General Meeting of Shareholders in April 2026. CALGARY, AB, Jan. 28, 2026 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) announced today that, as part of its ongoing board succession planning, Gordon Trafton, a current member of the CPKC board, has been appointed vice-chair of the ...

"CPKC's strong free cash flow generation, robust growth pipeline, and proven operational execution underpin our confidence in launching this new share repurchase program," said CPKC President and CEO Keith Creel. "We remain firmly committed to creating long-term shareholder value through disciplined and opportunistic capital allocation." CPKC has terminated its existing normal course issuer bid which commenced on March 3, 2025 and had an expiry date of March 2, 2026 (the "2025 NCIB"). CPKC repurchased and c ...

CALGARY, AB, Jan. 28, 2026 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today announced its fourth-quarter results, including revenues of $3.9 billion, diluted earnings per share (EPS) of $1.20 and core adjusted diluted EPS of $1.33. Fourth-quarter 2025 results "Our fourth quarter and full year results demonstrate exceptional execution in a challenging market by controlling what we could control," said Keith Creel, CPKC President and Chief Executive Officer. "Despite macroeconomic ...

BNSF Railway will spend $3.6 billion under its 2026 capital plan, the railroad said, with the majority — $2.8 billion — ticketed for infrastructure maintenance. “Our 2026 capital plan focuses on strengthening and modernizing our network so we can continue to meet our customers’ evolving needs,” CEO Katie Farmer said in a release. “We prioritize investing with the future in mind, improving efficiency, adding capacity, and ensuring our railroad is always ready to support growth while delivering the dependab ...

Goldman Sachs sets a price target of $267 for Union Pacific Corporation (NYSE:UNP), indicating a potential increase of 14.81%.Union Pacific reported a record net income of $7.1 billion and an EPS increase of 8% to $11.98.The company distributed $5.9 billion through dividends and share repurchases, showcasing its commitment to shareholder returns.Union Pacific Corporation (NYSE:UNP) is a major player in the railroad industry, providing freight transportation services across the United States. The company is ...

Goldman Sachs has adjusted its rating for Union Pacific Corporation (NYSE:UNP) to Neutral and raised its price target from $259 to $267.Union Pacific reported earnings per share of $2.86, missing the Zacks Consensus Estimate, with operating revenues of $6.08 billion.The company faces challenges such as a 4% year-over-year decline in revenue carloads but aims for mid-single-digit EPS growth and plans capital expenditures near $3.3 billion in 2026.Union Pacific Corporation (NYSE:UNP) is a major player in the ...