Added to YB: 2025-07-31
Pitch date: 2025-07-29
CNI [neutral]
Canadian National Railway Company
+3.8%
current return
Author Info
Company Info
Canadian National Railway Company, together with its subsidiaries, engages in the rail, intermodal, trucking, and related transportation businesses in Canada and the United States.
Market Cap
CAD 81.0B
Pitch Price
CAD 129.78
Price Target
238.00 (+77%)
Dividend
2.70%
EV/EBITDA
11.10
P/E
17.87
EV/Sales
5.95
Sector
Ground Transportation
Category
N/A
Update -Canadian National Railway
CNI (earnings update): Q2 revenue -1% to C$4.3B, op income +5%, EPS +7% to C$1.87. Mix shift from intl intermodal to grain/potash. Revised 2025 guidance: low single-digit RTM growth, mid-high single-digit adj EPS (down from 10-15%). Strong network control (65% originate+terminate), 85% originate. Risks: board turnover, accounting, CapEx cuts, M&A, emissions.
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