CNI
Canadian National Railway·NYSE
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CNI fundamentals
Canadian National Railway (CNI) released its earnings on Jan 30, 2026: revenue was 3.24B (YoY +6.88%), missed estimates; EPS was 1.5081 (YoY +19.25%), beat estimates.
Revenue / YoY
3.24B
+6.88%
EPS / YoY
1.5081
+19.25%
Report date
Jan 30, 2026
CNI Earnings Call Summary for Q4,2025
- Strong Q4 Results: 14% EPS growth, 60.1% operating ratio, and $3.3 billion cash flow highlight disciplined execution.
- Tariff Challenges: $350 million 2025 headwind persists; 2026 guidance assumes flat volumes with EPS growth slightly above trends.
- Share Buybacks: $2 billion buyback program to capitalize on undervalued shares, with leverage temporarily rising to 2.7x.
- Key Risks: Tariff uncertainty, USMCA review, and industry consolidation threaten competitive dynamics.
- Growth Drivers: Grain, intermodal, and NGLs position CN for recovery as macro improves.
EPS
Revenue
Revenue & Expenses
CNI has released its 2025 Q4 earnings report, with revenue of 3.26B, reflecting a YoY change of 7.57%, and net profit of 910.15M, showing a YoY change of 14.36%. The Sankey diagram below clearly presents CNI's revenue sources and cost distribution.
Key Indicators
Canadian National Railway (CNI) key financial stats and ratios, covering profitability, financial health, and leverage.
Canadian National Railway (CNI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown
Canadian National Railway (CNI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
Canadian National Railway (CNI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Where does Canadian National Railway (CNI) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
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Track Canadian National Railway (CNI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield
You can ask Aime
What is Canadian National Railway's gross profit margin?Did Canadian National Railway beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Canadian National Railway year over year?What were the key takeaways from Canadian National Railway's earnings call?What is the market's earnings forecast for Canadian National Railway next quarter?What is Canadian National Railway's latest dividend and current dividend yield?What factors drove the changes in Canadian National Railway's revenue and profit?What were the key takeaways from Canadian National Railway’s earnings call?
