Added to YB: 2026-09-02
Pitch date: 2026-08-28
CNI [neutral]
Canadian National Railway Company
-4.25%
current return
Author Info
No bio for this author
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 105.8B
Pitch Price
CAD 125.77
Price Target
N/A
Dividend
2.09%
EV/EBITDA
13.64
P/E
22.47
EV/Sales
7.22
Sector
Ground Transportation
Category
N/A
Canadian National VS Canadian Pacific: 6M
CNI (earnings): Canadian National’s Q2 revenue rose 11% while RTMs increased 5%, with the gap driven by pricing above rail-cost inflation, fuel surcharges, longer hauls and mix rather than volume expansion. Productivity improved, but higher purchased services, materials and fuel worsened the operating ratio; fuel alone diluted it by 210 basis points despite no EPS impact. First-half free cash flow rose about 20%, helped by lower capital spending and an Ontario asset sale.
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