CNI faces rising costs, weak liquidity and earnings cuts, with estimates trimmed and an industry rank in the bottom 20%, dimming its investment appeal.
CNI beats Q4 earnings and revenue estimates, increases quarterly dividend; the stock has jumped 2.8% since the Jan. 30 release.
Canadian National Railway offers stability and quality, outperforming the S&P 500 amid recent market volatility and AI-driven sector disruption. Management guides for flat 2026 volumes but expects EPS and free cash flow growth via pricing, productivity, and cost discipline; capex will decline by C$500 million. CNI trades below historical and peer multiples, with a strong balance sheet, active buybacks, and a well-covered, growing dividend.
| Ground Transportation Industry | Industrials Sector | Tracy A. Robinson CEO | TSX Exchange | CA1363751027 ISIN |
| CA Country | 24,911 Employees | 10 Mar 2026 Last Dividend | 2 Dec 2013 Last Split | - IPO Date |
The Canadian National Railway Company, along with its subsidiaries, is a major player in the rail and related transportation industry. This comprehensive business encompasses a wide range of transportation services, dedicated to serving a diverse clientele, including exporters, importers, retailers, farmers, and manufacturers. With a rich history dating back to its incorporation in 1919, the company has established a vast network that stretches across Canada and the United States, covering 19,500 route miles of track. Beyond its primary rail services, Canadian National Railway Company extends its offerings to include various logistic and transportation solutions, facilitated through its headquarters located in Montreal, Canada.
The Canadian National Railway Company's product portfolio and services are tailored to meet the demands of a broad spectrum of industries through efficient and reliable transportation solutions. Below are key offerings:
In addition to these core offerings, Canadian National Railway Company enhances its transportation services with additional logistic solutions, including: