公司近期动态 - 公司执行副总裁兼首席财务官Ghislain Houle将于2026年2月18日东部时间上午7:10在花旗集团2026年全球工业技术与移动大会上发表讲话 [1] - 公司将通过其官网投资者关系板块提供网络直播 活动结束后可观看回放 [1] 公司业务概览 - 公司每年为北美客户安全运输超过3亿吨的自然资源、制成品和产成品 [2] - 公司运营着近2万英里的铁路网络及相关运输服务 连接加拿大东西海岸与美国中西部及墨西哥湾沿岸 [2] - 公司自1919年以来持续为可持续贸易和所服务社区的繁荣做出贡献 [2]

公司近期动态 - 公司首席财务官Ghislain Houle将于2026年2月18日东部时间上午7:10在花旗集团2026年全球工业技术与移动大会上发表讲话 [1] - 公司将通过其官网投资者关系板块提供演讲的网络直播 直播结束后可观看回放 [1] 公司业务概览 - 公司每年为北美客户安全运输超过3亿吨的自然资源、制成品和成品 [2] - 公司运营着近20000英里的铁路网络及相关运输服务 [2] - 公司的铁路网络连接加拿大东西海岸与美国中西部及墨西哥湾沿岸 [2] - 公司自1919年以来持续为运营所在社区的可持续贸易与繁荣做出贡献 [2]

CFO Ghislain Houle said reported diluted EPS grew 12% year-over-year in Q4, while adjusted EPS rose 14%. He attributed the adjusted results to two notable items: a CAD 34 million pre-tax charge related to a workforce reduction program discussed on the prior quarter’s call and CAD 15 million in advisory fees tied to industry consolidation matters.Robinson also emphasized efficiency gains, with the fourth-quarter operating ratio at 60.1%—the company’s best quarterly operating ratio of the year and an improvem ...

For the quarter ended December 2025, Canadian National (CNI) reported revenue of $3.2 billion, up 2.8% over the same period last year. EPS came in at $1.49, compared to $1.30 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.19 billion, representing a surprise of +0.49%. The company delivered an EPS surprise of +4.56%, with the consensus EPS estimate being $1.43.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

公司概况与行业地位 - 加拿大国家铁路公司是北美运输行业的主要参与者，在加拿大和美国提供铁路服务，是物流和供应链行业的关键组成部分 [1] - 公司与联合太平洋和CSX等运输巨头竞争，其广泛的铁路网络和战略合作伙伴关系使其成为跨大陆货物运输的关键环节 [1] 分析师共识目标价变动 - 过去一年，分析师对CNI的平均目标价呈下降趋势，一年前为105.8美元，上一季度为102美元，一个月前降至101美元 [2] - 这一下降趋势表明分析师对CNI股票表现的预期变得更为保守 [2][6] 个别机构的乐观预期 - 富国银行为CNI设定了130美元的乐观目标价，显示出对该公司的信心 [3][5][6] - 该积极情绪基于对CNI即将发布的财报中盈利增长的预期，预计公司将具备一系列可能推动盈利超预期的因素 [3] 市场环境与投资考量 - 市场目前被认为估值较高，历史模式表明市场峰值之后往往伴随低回报 [4] - 由人工智能进步推动的标普500指数盈利增长15%的共识预期，支撑了长期市场前景的稳定 [4] - 随着美国政府日益依赖短期债务，利息支出对美联储政策变化变得敏感，这一转变影响了市场复杂性和长期收益率 [5] - 建议投资者在权衡分析师情绪时，应结合其他市场因素，考虑更广泛的经济环境和美联储政策 [4][5][6]

Canadian National Railway Company (NYSE:CNI) Q4 2025 Earnings call January 30, 2026 08:30 AM ET Company ParticipantsGhislain Houle - CFOJanet Drysdale - Chief Commercial OfficerPatrick Whitehead - COOStacy Alderson - Head of Investor RelationsTracy Robinson - CEONone - Video NarratorConference Call ParticipantsBenoit Poirier - AnalystBrian Ossenbeck - AnalystCherilyn Radbourne - AnalystChris Wetherbee - AnalystDavid Vernon - AnalystFadi Chamoun - AnalystJonathan Chappell - AnalystKen Hoexter - AnalystKevin ...

Canadian National Railway Company (NYSE:CNI) Q4 2025 Earnings call January 30, 2026 08:30 AM ET Company ParticipantsGhislain Houle - CFOJanet Drysdale - Chief Commercial OfficerPatrick Whitehead - COOStacy Alderson - Head of Investor RelationsTracy Robinson - CEONone - Video NarratorConference Call ParticipantsBenoit Poirier - AnalystBrian Ossenbeck - AnalystCherilyn Radbourne - AnalystChris Wetherbee - AnalystDavid Vernon - AnalystFadi Chamoun - AnalystJonathan Chappell - AnalystKen Hoexter - AnalystKevin ...

Canadian National Railway Company (NYSE:CNI) Q4 2025 Earnings call January 30, 2026 08:30 AM ET Speaker20Good morning! CN's fourth quarter 2025 financial and operating results conference call will begin momentarily. Thank you for your patience.Speaker11Good morning. My name is Krista, and I will be your operator today. All participants are now in a listen-only mode. After the speaker's remarks, there will be a question-and-answer session, during which we ask that you kindly limit yourself to one question. A ...

Fourth Quarter and Full Year 2025 Financial and Operating Results January 30th, 2026 Q4 Introduction CN reports its financial results in accordance with United States generally accepted accounting principles (GAAP). CN may also use non-GAAP measures in this presentation that do not have any standardized meaning prescribed by GAAP. These non-GAAP measures may not be comparable to similar measures presented by other companies. Forward-looking statements Certain statements included in this presentation constit ...

Key TakeawaysCanadian National Railway (CNR) exceeded analyst expectations with a Q4 adjusted EPS of C$2.08, outperforming estimates of C$1.98, while revenue met forecasts at C$4.46 billion.Panamanian President José Raúl Mulino has instructed maritime authorities to immediately meet with Panama Ports Company, signaling a significant operational shift for the country's port terminals.APM Terminals Panama, a subsidiary of A.P. Møller – Mærsk (MAERSK-B), has expressed willingness to temporarily take over the o ...