Union Pacific (UNP) came out with quarterly earnings of $3.08 per share, beating the Zacks Consensus Estimate of $2.99 per share. This compares to earnings of $2.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.01%. A quarter ago, it was expected that this railroad would post earnings of $2.89 per share when it actually produced earnings of $3.03, delivering a surprise of +4.84%.Over the last four quarters, the company ha ...

CSX (CSX) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.76%. A quarter ago, it was expected that this freight railroad would post earnings of $0.42 per share when it actually produced earnings of $0.44, delivering a surprise of +4.76%.Over the last four quarters, the company has ...

Core Insights - Canadian National Railway (CNI) and Congebec are enhancing North America's cold chain network by constructing a cold storage facility at CNI's Calgary Logistics Park in Alberta, aimed at improving the transfer of temperature-sensitive goods [1][2] - The partnership combines CNI's extensive rail network with Congebec's expertise in temperature-controlled logistics, optimizing cold storage and transportation processes [2][3] - The project supports sustainability by reducing long-haul trucking and emissions while strengthening Alberta's position as a food production and export hub [2][6] Company Performance - CNI's share price has decreased by 18.3% over the past year, underperforming the Transportation - Rail industry's decline of 5.8% [4] - CNI currently holds a Zacks Rank of 4 (Sell), indicating a less favorable outlook compared to other stocks in the sector [7] Market Comparisons - Global Ship Lease (GSL) and Wabtec (WAB) are highlighted as potential investment opportunities within the Zacks Transportation sector, with GSL showing a 25.6% increase in share price year-to-date [8][9] - Wabtec has an expected earnings growth rate of 17.59% for the current year, indicating strong performance relative to CNI [9]

Key Takeaways CNI moved 2.91M metric tons of grain from Western Canada, surpassing its prior September record. The record highlights CNI's operational strength and collaboration with shippers during harvest season.CNI's 20252026 Winter Plan focuses on locomotive reliability resource allocation, and infrastructure upgrades.Canadian National Railway (CNI) set a new record for grain movement in September, transporting more than 2.91 million metric tons of grain from Western Canada, 80,000 tons above its previ ...

Leadership Transition - CSX Corporation appointed Steve Angel as president and CEO effective September 28, succeeding Joe Hinrichs, who led the company for three years [1][8] - Angel has over 45 years of executive experience, including successful tenures as CEO, focusing on operational excellence and long-term value creation [2][8] - The leadership change is expected to enhance service reliability and strengthen CSX's position in North America's freight network [3] Operational Performance - CSX reaffirms strong operational performance and full-year volume growth guidance despite the leadership transition, indicating business stability [1][8] - The company has experienced a share price increase of 35.8% over the past six months, outperforming the Zacks Transportation - Rail industry, which rose by 20.1% [4] Market Position - CSX's commitment to operational strength, safety, and shareholder value is reinforced through the leadership transition [3] - The company currently holds a Zacks Rank of 3 (Hold) [5]

Investors interested in Transportation stocks should always be looking to find the best-performing companies in the group. Alstom ADR (ALSMY) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Transportation sector should help us answer this question.Alstom ADR is one of 121 individual stocks in the Transportation sector. Collectivel ...

Core Viewpoint - Canadian Pacific Kansas City (CP) reported disappointing Q2 2025 earnings, with both earnings and revenues missing estimates, leading to questions about future performance [2][3]. Financial Performance - Q2 earnings per share were 81 cents, missing the Zacks Consensus Estimate by 1.2%, but improved 5.2% year-over-year [3]. - Operating revenues were $2.67 billion, falling short of estimates by 4.3%, yet showing a 1.5% year-over-year increase [3]. - Total Freight revenues per revenue ton miles decreased by 4% year-over-year, and revenues per carload declined by 3% year-over-year [3]. Operating Metrics - Operating income increased by 6%, while total operating expenses grew by 0.9% year-over-year [4]. - The operating ratio improved, falling 110 basis points to 63.7% from 64.8% in the previous year [4]. Segment Performance - Freight revenues, which account for 98.1% of total revenues, increased by 2.7% [5]. - Notable segment changes included Grain (up 12%), Coal (up 8%), and significant declines in Automotive (down 28%) and Metals, minerals and consumer products (down 20%) [5]. Liquidity Position - At the end of Q2, cash and cash equivalents stood at C$799 million, up from C$739 million at the end of Q4 2024 [6]. - Long-term debt increased to C$21.23 billion from C$19.8 billion at the end of Q4 2024 [6]. Future Outlook - The company expects core adjusted combined diluted earnings per share to grow by 10-14% in 2025, targeting C$4.25 per share [7]. - Anticipated capital expenditures for 2025 are C$2.9 billion, with a projected effective tax rate of 24.5% [7]. - Despite ongoing tariff and trade policy uncertainties, the company expects mid-single-digit growth in revenue ton miles (RTMs) from 2024 [7]. Estimate Trends - Estimates for the company have trended downward over the past month, indicating a negative shift in expectations [8][11]. - The stock currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [11]. Industry Comparison - Canadian Pacific Kansas City is part of the Zacks Transportation - Rail industry, where Union Pacific (UNP) reported a revenue increase of 2.4% year-over-year, with Q2 revenues of $6.15 billion [12]. - Union Pacific's expected earnings for the current quarter indicate an 8% year-over-year increase, with a Zacks Rank 3 (Hold) as well [13].

Company Overview - Canadian National (CNI) is headquartered in Montreal, Quebec, and operates in the Transportation sector, specifically in railroads [3] - The stock has experienced a price decline of 8.05% year-to-date [3] Dividend Information - CNI currently pays a dividend of $0.65 per share, resulting in a dividend yield of 2.78%, which is higher than the Transportation - Rail industry's yield of 1.47% and the S&P 500's yield of 1.49% [3] - The annualized dividend of $2.59 represents a 5.7% increase from the previous year [4] - Over the past five years, CNI has increased its dividend five times, averaging an annual increase of 7.31% [4] - The current payout ratio is 50%, indicating that CNI pays out half of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year 2025, the Zacks Consensus Estimate for CNI's earnings is projected at $5.75 per share, reflecting a year-over-year growth rate of 11.00% [5] Investment Considerations - CNI is considered a strong dividend investment opportunity, particularly appealing to income investors due to its solid dividend yield and growth potential [6] - The stock is currently rated with a Zacks Rank of 3 (Hold), indicating a neutral outlook [6]

Group 1 - Alstom ADR (ALSMY) is a notable stock in the Transportation sector, currently ranked 10 in the Zacks Sector Rank, which evaluates the strength of 16 sector groups based on the average Zacks Rank of individual stocks [2][3] - Alstom ADR has a Zacks Rank of 2 (Buy), with a 26.7% increase in the consensus estimate for its full-year earnings over the past quarter, indicating a positive trend in analyst sentiment [3] - Year-to-date, Alstom ADR has returned 13.4%, significantly outperforming the average return of -4.7% for the Transportation sector [4] Group 2 - Alstom ADR is part of the Transportation - Rail industry, which consists of 9 companies and is currently ranked 97 in the Zacks Industry Rank, with an average gain of 2.4% this year [5] - Okeanis Eco Tankers Corp. (ECO), another stock in the Transportation sector, has returned 20.2% year-to-date and has a Zacks Rank of 1 (Strong Buy), with a 36.3% increase in its EPS estimate over the past three months [4][5] - The Transportation - Shipping industry, to which Okeanis Eco Tankers belongs, is ranked 95 and has seen a decline of -0.6% this year [6]

Group 1 - The stock of Canadian Pacific Kansas City Limited (CP) is experiencing significant attention due to high implied volatility in the options market, particularly the Sep 19, 2025 $50 Call option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant price change or an upcoming event that could lead to a major rally or sell-off [2] - Canadian Pacific currently holds a Zacks Rank 3 (Hold) in the Transportation - Rail industry, which is in the top 40% of the Zacks Industry Rank, with mixed analyst earnings estimates affecting the consensus estimate for the current quarter [3] Group 2 - The high implied volatility surrounding Canadian Pacific shares may indicate a developing trading opportunity, as options traders often seek to sell premium on options with high implied volatility to capture decay [4]