Canadian National posts a record 3.28M tonnes of grain moved in November, marking its third straight monthly high.
Canadian National Railway (CNI) is rated a buy, with current negatives seen as temporary and long-term growth potential intact. CNI faces headwinds from a freight recession, US-Canada trade tensions, management credibility issues, and uncertainty around a potential UNP-NSC merger. Positives for CNI include industry-leading fuel efficiency, capacity for future growth from past capital investments, and potential benefits from new Canadian mining projects.
CNI faces rising costs, weak liquidity and downward earnings revisions, deepening pressure on its performance and investor appeal.
CNI posts a Q3 beat on earnings and revenues, but the stock slips as cost cuts, stronger volumes and a better operating ratio shape a mixed reaction.
Canadian National Railway Company is a defensive value buy, ideal for hedging against AI-led disruptions and current market volatility. CNI's essential services and irreplaceable transcontinental rail network provide a strong moat, pricing power, and resilience through economic cycles. Despite short-term concerns and a recent correction, the company's long-term profitability and margins remain robust, supported by ongoing technological investments.
Canadian National Railway remains a buy despite tariff headwinds, with Q3 results showing resilient earnings and improved efficiency. CNI delivered a 6% EPS increase on just 1% revenue growth, driven by strong cost control and margin expansion, especially in intermodal. Valuation is attractive: CNI trades at the lowest multiple among peers, with a 2026 price target of $128, reflecting strong upside potential.
Although the revenue and EPS for CN (CNI) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Canadian National (CNI) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.26 per share a year ago.
Canadian National Railway reported a rise in third-quarter profit and revenue due to higher freight volumes transported.
CNI partners with Congebec to build a cutting-edge cold storage facility in Calgary, strengthening North America's cold chain logistics.
CNI sets a new September record, moving 2.91M metric tons of grain, showcasing strong execution and supply chain resilience.
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