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Canadian National Railway (CNI)
NYSE:CNI
US Market

Canadian National Railway (CNI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 01, 2025
TBA Not Confirmed
Period Ending
2025 (Q1)
Consensus EPS Forecast
1.26
Last Year’s EPS
1.21
Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Jan 30, 2025
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% Change Since: -1.30%
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Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
The earnings call reflected a challenging 2024 due to significant disruptions, impacting both revenue and operational metrics. However, CN demonstrated resilience and has set a positive outlook for 2025, with strategic initiatives and labor stability contributing to expected EPS growth. The sentiment is cautiously optimistic, with a focus on leveraging new opportunities and recovering from past setbacks.
Company Guidance
In the recent conference call, CN provided several key metrics and guidance for 2025. The company aims for a 10% to 15% EPS growth and has reaffirmed its 2024 to 2026 outlook for high single-digit EPS CAGR. For 2025, CN expects low to mid-single-digit RTM growth, with more than 50% of this growth driven by CN-specific initiatives. The operating ratio for Q4 2024 was 62.6%, and the full-year adjusted EPS was $7.10 with an OR of 62.9%. Looking ahead, CN has set a CapEx program of $3.4 billion and announced a 5% dividend increase. The company anticipates margin improvement and has accounted for various scenarios, including potential tariff impacts, while assuming no recession in Canada.
Record Canadian Grain Movement
CN moved record amounts of Canadian grain, contributing to a 15% increase in grain RTMs for Q4.
Improved Safety Performance
The company achieved the second-best accident and injury performances in its history.
Positive Outlook for 2025
CN expects 10% to 15% EPS growth for 2025, with a reaffirmed outlook for compound annual high single-digit EPS growth from 2024 to 2026.
Labor Stability Achieved
Reached tentative agreements with major unions representing the Canadian workforce, contributing to a stable labor environment for 2025.
Iowa Northern Transaction Approval
The STB approved the Iowa Northern transaction, extending CN's network reach into the Iowa Green belt.
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Canadian National Railway (CNI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CNI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 01, 20252025 (Q1)
1.26 / -
1.213
Jan 30, 20252024 (Q4)
1.35 / 1.28
1.424-9.90% (-0.14)
Oct 22, 20242024 (Q3)
1.20 / 1.21
1.1911.78% (+0.02)
Jul 23, 20242024 (Q2)
1.36 / 1.30
1.2414.55% (+0.06)
Apr 23, 20242024 (Q1)
1.21 / 1.21
1.283-5.49% (-0.07)
Jan 23, 20242023 (Q4)
1.40 / 1.42
1.48-3.81% (-0.06)
Oct 24, 20232023 (Q3)
1.20 / 1.19
1.502-20.66% (-0.31)
Jul 25, 20232023 (Q2)
1.26 / 1.24
1.361-8.81% (-0.12)
Apr 24, 20232023 (Q1)
1.21 / 1.28
0.93137.88% (+0.35)
Jan 24, 20232022 (Q4)
1.47 / 1.48
1.20522.81% (+0.27)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CNI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 30, 2025$105.20$104.51-0.66%
Oct 22, 2024$111.61$111.36-0.22%
Jul 23, 2024$118.67$114.54-3.48%
Apr 23, 2024$127.37$120.93-5.06%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ

When does Canadian National Railway (CNI) report earnings?
Canadian National Railway (CNI) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
    What is Canadian National Railway (CNI) earnings time?
    Canadian National Railway (CNI) earnings time is at May 01, 2025, TBA Not Confirmed.
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is CNI EPS forecast?
          CNI EPS forecast for the fiscal quarter 2025 (Q1) is 1.26.
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            Canadian National Railway (CNI) Earnings News

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