Canadian Pacific Kansas City Q1 Earnings Preview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 28 2026
0mins
Should l Buy CP?
Source: seekingalpha
- Earnings Announcement Date: Canadian Pacific Kansas City is set to release its Q1 2023 earnings on April 29 after market close, with consensus EPS estimate at $0.78, reflecting a 26.4% year-over-year decline, and revenue expected at $2.74 billion, down 27.9%, indicating significant profitability challenges ahead.
- Earnings Expectations Analysis: Historically, Canadian Pacific has surpassed EPS estimates 75% of the time and revenue estimates 75% of the time over the past two years; however, the lack of upward revisions and 11 downward adjustments in EPS forecasts suggest a weakening market confidence in its earnings potential.
- Revenue Forecast Changes: In the last three months, revenue estimates have seen one upward revision and six downward revisions, highlighting a cautious market outlook on the company's future performance amid the current economic climate.
- Future Growth Targets: Despite these challenges, Canadian Pacific aims for low double-digit earnings growth by 2026, driven by record grain harvests and expanded network services, indicating a long-term optimistic strategic outlook for the company.
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Analyst Views on CP
Wall Street analysts forecast CP stock price to rise
15 Analyst Rating
13 Buy
2 Hold
0 Sell
Strong Buy
Current: 85.820
Low
63.35
Averages
86.07
High
92.86
Current: 85.820
Low
63.35
Averages
86.07
High
92.86
About CP
Canadian Pacific Kansas City Limited (CPKC) is a single-line transnational railway linking Canada, the United States and Mexico, with unrivaled access to major ports from Vancouver to Atlantic Canada to the Gulf Coast to Lazaro Cardenas, Mexico. The Company operates over 20,000 route miles and provides North American customers unparalleled rail service and network reach to key markets across the continent. It delivers integrated freight transportation, logistics, and supply chain solutions across North America. Its network supports the movement of bulk commodities, intermodal freight, and merchandise. It offers a suite of freight transportation services, logistics solutions and supply chain expertise. It serves sectors including grain (Canada and U.S.), automotive, intermodal, forest and industrial products, energy, chemicals, plastics, and transload. The network also links auto assembly plants, parts suppliers, and distribution centers, supporting the automotive supply chain.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CPKC Opposes UP and NS Merger Application
- Merger Opposition: CPKC President Keith Creel stated that the refiled merger application by UP and NS, taking nearly four months, fails to meet the high standards set by the STB, potentially consolidating nearly 50% of U.S. freight rail traffic under a company with a troubled history, increasing the risk of market abuse.
- Lack of Market Impact Analysis: In comments filed on May 8, CPKC highlighted that UP and NS did not provide a detailed market impact analysis, raising concerns about whether UP overlooked STB's specific instructions, which could indicate a lack of transparency regarding the merger.
- Call for Customer Participation: CPKC urges all rail customers to engage in the assessment process of the merger application, emphasizing that if stakeholders do not voice their opinions, this irreversible decision will not be heard, potentially putting supply chains and the economy at unnecessary risk.
- Global Railway Network Advantage: As the only single-line transnational railway linking Canada, the U.S., and Mexico, CPKC operates approximately 20,000 route miles and employs around 20,000 railroaders, committed to providing unparalleled rail service and logistics solutions to North American customers.
See More
CPKC Opposes UP and NS Merger Application
- Merger Application Resubmission: The merger application refiled by UP and NS on April 30, 2026, took nearly four months, and CPKC argues that this merger is unnecessary and fails to meet the STB's high standards, potentially concentrating nearly 50% of U.S. freight rail traffic in a single company, increasing the risk of market abuse.
- Lack of Market Impact Analysis: In comments filed on May 8, CPKC pointed out that UP and NS did not provide a detailed market impact analysis, failing to meet STB's specific requirements regarding projected future shares of rail traffic flows for key commodities and corridors, raising questions about UP's compliance.
- Public Interest at Risk: CPKC emphasized that the merger would harm public interest and shippers' interests, posing unnecessary risks to supply chains and the economy, urging all stakeholders to participate in the irreversible decision-making process regarding the merger.
- Call for Participation: CPKC encourages every rail customer to engage in the review process of the merger application, stressing that if stakeholders do not voice their perspectives, those views will never be heard, potentially impacting the final decision on the merger.
See More
CPKC CEO to Speak at Global Transportation Conference
- Conference Speaking Engagement: CPKC CEO Keith Creel will address the Wolfe Research Global Transportation & Industrials Conference on May 20, 2026, at 10:25 a.m., highlighting the company's leadership in the transportation sector.
- Live Webcast Availability: CPKC will provide a live audio webcast of the conference on its investor website, ensuring that investors and stakeholders can stay updated on the company's latest developments.
- Company Background Overview: CPKC is the only single-line transnational railway linking Canada, the U.S., and Mexico, stretching approximately 20,000 route miles and employing around 20,000 railroaders, offering unparalleled rail service and network reach.
- Market Service Expansion: CPKC is growing alongside its customers by offering a suite of freight transportation services, logistics solutions, and supply chain expertise to meet the demands of the North American market.
See More
CPKC to Address 2026 RBC Capital Markets Canadian Industrials Conference
- Executive Speaking Engagement: CPKC's Executive Vice-President and Chief Marketing Officer John Brooks will speak at the 2026 RBC Capital Markets Canadian Industrials Conference on May 19, 2026, at 10:55 a.m. ET, showcasing the company's leadership in the industry.
- Live Webcast Availability: CPKC will provide a live audio webcast of the conference on its official website, ensuring investors can access real-time updates on the company's latest developments, with a replay available post-event to enhance information transparency.
- Company Background Overview: CPKC is the only single-line transnational railway linking Canada, the United States, and Mexico, boasting approximately 20,000 route miles and 20,000 employees, delivering unparalleled rail service across key North American markets.
- Customer Growth Strategy: CPKC is committed to growing alongside its customers by offering a diverse suite of freight transportation services, logistics solutions, and supply chain expertise to meet evolving market demands and enhance competitiveness.
See More
CPKC Executive to Speak at RBC Conference
- Conference Speaking Engagement: CPKC's Executive Vice President and Chief Marketing Officer John Brooks is scheduled to speak at the 2026 RBC Capital Markets Canadian Industrials Conference on May 19, 2026, at 10:55 a.m. ET, highlighting the company's leadership in the industry.
- Live Webcast Access: CPKC will provide a live audio webcast of the conference on its investor website, ensuring that investors and stakeholders can access crucial information in real-time, thereby enhancing transparency and communication efficiency.
- Replay Availability: A replay of the conference will be available after the event concludes, allowing investors who could not attend live to review the content, further improving engagement between the company and its investors.
- Company Background Overview: CPKC is the only single-line transnational railway linking Canada, the United States, and Mexico, stretching approximately 20,000 route miles and employing around 20,000 railroaders, offering unparalleled rail service and network reach while committed to growing alongside its customers.
See More
CPKC Executives to Address Bank of America Conference
- Executive Conference Participation: CPKC's CFO Nadeem Velani and COO Mark Redd will speak at the Bank of America Industrials, Transportation, and Airlines Key Leaders Conference on May 13, 2026, at 8:00 AM ET, highlighting the company's leadership in the industry.
- Live Webcast Access: The conference will feature a live audio webcast available on CPKC's investor website, ensuring that investors and stakeholders can access real-time updates on the company's developments, thereby enhancing transparency and communication efficiency.
- Company Overview: CPKC is the only single-line transnational railway linking Canada, the United States, and Mexico, stretching approximately 20,000 route miles and employing around 20,000 railroaders, providing unparalleled rail service and market reach that strengthens its competitive advantage in North America.
- Market Access Benefits: CPKC's rail network connects major ports from Vancouver to Atlantic Canada and the Gulf Coast to Lázaro Cárdenas, Mexico, ensuring customers can efficiently access key markets, further driving the company's business growth.
See More
CPKC Opposes UP and NS Merger Application
- Merger Opposition: CPKC President Keith Creel stated that the refiled merger application by UP and NS, taking nearly four months, fails to meet the high standards set by the STB, potentially consolidating nearly 50% of U.S. freight rail traffic under a company with a troubled history, increasing the risk of market abuse.
- Lack of Market Impact Analysis: In comments filed on May 8, CPKC highlighted that UP and NS did not provide a detailed market impact analysis, raising concerns about whether UP overlooked STB's specific instructions, which could indicate a lack of transparency regarding the merger.
- Call for Customer Participation: CPKC urges all rail customers to engage in the assessment process of the merger application, emphasizing that if stakeholders do not voice their opinions, this irreversible decision will not be heard, potentially putting supply chains and the economy at unnecessary risk.
- Global Railway Network Advantage: As the only single-line transnational railway linking Canada, the U.S., and Mexico, CPKC operates approximately 20,000 route miles and employs around 20,000 railroaders, committed to providing unparalleled rail service and logistics solutions to North American customers.
See More
CPKC Opposes UP and NS Merger Application
- Merger Application Resubmission: The merger application refiled by UP and NS on April 30, 2026, took nearly four months, and CPKC argues that this merger is unnecessary and fails to meet the STB's high standards, potentially concentrating nearly 50% of U.S. freight rail traffic in a single company, increasing the risk of market abuse.
- Lack of Market Impact Analysis: In comments filed on May 8, CPKC pointed out that UP and NS did not provide a detailed market impact analysis, failing to meet STB's specific requirements regarding projected future shares of rail traffic flows for key commodities and corridors, raising questions about UP's compliance.
- Public Interest at Risk: CPKC emphasized that the merger would harm public interest and shippers' interests, posing unnecessary risks to supply chains and the economy, urging all stakeholders to participate in the irreversible decision-making process regarding the merger.
- Call for Participation: CPKC encourages every rail customer to engage in the review process of the merger application, stressing that if stakeholders do not voice their perspectives, those views will never be heard, potentially impacting the final decision on the merger.
See More
CPKC CEO to Speak at Global Transportation Conference
- Conference Speaking Engagement: CPKC CEO Keith Creel will address the Wolfe Research Global Transportation & Industrials Conference on May 20, 2026, at 10:25 a.m., highlighting the company's leadership in the transportation sector.
- Live Webcast Availability: CPKC will provide a live audio webcast of the conference on its investor website, ensuring that investors and stakeholders can stay updated on the company's latest developments.
- Company Background Overview: CPKC is the only single-line transnational railway linking Canada, the U.S., and Mexico, stretching approximately 20,000 route miles and employing around 20,000 railroaders, offering unparalleled rail service and network reach.
- Market Service Expansion: CPKC is growing alongside its customers by offering a suite of freight transportation services, logistics solutions, and supply chain expertise to meet the demands of the North American market.
See More
CPKC to Address 2026 RBC Capital Markets Canadian Industrials Conference
- Executive Speaking Engagement: CPKC's Executive Vice-President and Chief Marketing Officer John Brooks will speak at the 2026 RBC Capital Markets Canadian Industrials Conference on May 19, 2026, at 10:55 a.m. ET, showcasing the company's leadership in the industry.
- Live Webcast Availability: CPKC will provide a live audio webcast of the conference on its official website, ensuring investors can access real-time updates on the company's latest developments, with a replay available post-event to enhance information transparency.
- Company Background Overview: CPKC is the only single-line transnational railway linking Canada, the United States, and Mexico, boasting approximately 20,000 route miles and 20,000 employees, delivering unparalleled rail service across key North American markets.
- Customer Growth Strategy: CPKC is committed to growing alongside its customers by offering a diverse suite of freight transportation services, logistics solutions, and supply chain expertise to meet evolving market demands and enhance competitiveness.
See More
CPKC Executive to Speak at RBC Conference
- Conference Speaking Engagement: CPKC's Executive Vice President and Chief Marketing Officer John Brooks is scheduled to speak at the 2026 RBC Capital Markets Canadian Industrials Conference on May 19, 2026, at 10:55 a.m. ET, highlighting the company's leadership in the industry.
- Live Webcast Access: CPKC will provide a live audio webcast of the conference on its investor website, ensuring that investors and stakeholders can access crucial information in real-time, thereby enhancing transparency and communication efficiency.
- Replay Availability: A replay of the conference will be available after the event concludes, allowing investors who could not attend live to review the content, further improving engagement between the company and its investors.
- Company Background Overview: CPKC is the only single-line transnational railway linking Canada, the United States, and Mexico, stretching approximately 20,000 route miles and employing around 20,000 railroaders, offering unparalleled rail service and network reach while committed to growing alongside its customers.
See More
CPKC Executives to Address Bank of America Conference
- Executive Conference Participation: CPKC's CFO Nadeem Velani and COO Mark Redd will speak at the Bank of America Industrials, Transportation, and Airlines Key Leaders Conference on May 13, 2026, at 8:00 AM ET, highlighting the company's leadership in the industry.
- Live Webcast Access: The conference will feature a live audio webcast available on CPKC's investor website, ensuring that investors and stakeholders can access real-time updates on the company's developments, thereby enhancing transparency and communication efficiency.
- Company Overview: CPKC is the only single-line transnational railway linking Canada, the United States, and Mexico, stretching approximately 20,000 route miles and employing around 20,000 railroaders, providing unparalleled rail service and market reach that strengthens its competitive advantage in North America.
- Market Access Benefits: CPKC's rail network connects major ports from Vancouver to Atlantic Canada and the Gulf Coast to Lázaro Cárdenas, Mexico, ensuring customers can efficiently access key markets, further driving the company's business growth.
See More
