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
Actual | 0.8571 | 0.9398 | 1.0331 | 1.1224 | 0.9786 | 1.2033 | 1.1981 | 1.3519 | 1.0549 | 1.4986 | 1.5391 | 1.5492 | 1.3457 | 1.3277 | 1.244 | 1.5241 | 1.2697 | 1.3445 | 1.2712 | 1.2647 | 1.2855 | 1.3735 | 1.3139 | 1.5081 | ||||||||||
Forecast | 0.7657 | 0.9213 | 1.0869 | 1.1154 | 0.9782 | 1.196 | 1.1107 | 1.1946 | 1.111 | 1.3731 | 1.4508 | 1.5377 | 1.273 | 1.3532 | 1.2552 | 1.4984 | 1.2641 | 1.4076 | 1.256 | 1.3316 | 1.2364 | 1.3692 | 1.2706 | 1.4416 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +11.94% | +2.01% | -4.95% | +0.63% | +0.04% | +0.61% | +7.87% | +13.17% | -5.05% | +9.14% | +6.09% | +0.75% | +5.71% | -1.88% | -0.89% | +1.72% | +0.44% | -4.48% | +1.21% | -5.02% | +3.97% | +0.31% | +3.41% | +4.61% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.49B | 2.36B | 2.55B | 2.87B | 2.81B | 2.91B | 2.83B | 2.97B | 2.96B | 3.37B | 3.26B | 3.35B | 3.19B | 3.06B | 2.93B | 3.37B | 3.14B | 3.16B | 3.04B | 3.03B | 3.06B | 3.14B | 2.99B | 3.24B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.45B | 2.36B | 2.61B | 2.86B | 2.83B | 2.95B | 2.76B | 2.90B | 2.94B | 3.18B | 3.13B | 3.31B | 3.15B | 3.12B | 2.97B | 3.30B | 3.16B | 3.21B | 3.02B | 3.03B | 3.04B | 3.18B | 2.99B | 3.25B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.46% | +0.03% | -2.08% | +0.38% | -0.57% | -1.41% | +2.60% | +2.25% | +0.92% | +6.05% | +4.33% | +1.21% | +1.33% | -1.83% | -1.31% | +2.25% | -0.68% | -1.56% | +0.70% | +0.10% | +0.80% | -1.32% | +0.00% | -0.28% |
Earnings Call
You can ask Aime
What guidance did Canadian National Railway's management provide for the next earnings period?What is the market's earnings forecast for Canadian National Railway next quarter?What does Canadian National Railway do and what are its main business segments?What were the key takeaways from Canadian National Railway's earnings call?What were the key takeaways from Canadian National Railway’s earnings call?What factors drove the changes in Canadian National Railway's revenue and profit?What is the revenue and EPS growth rate for Canadian National Railway year over year?What is Canadian National Railway's latest dividend and current dividend yield?
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