CNI Earnings

CNI reported its FY2025Q4 earnings on 2026-01-30, showcasing a revenue of 0.00 against an estimate of 3.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.43 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following CNI's FY2025Q4 earnings announcement on 2026-01-30, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, CNI's stock price tends to shift by an average of +0.47% in the 10 days leading up to earnings and -0.25% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate CNI’s annual revenue to reach 4.00B, while the EPS is projected at 2.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates Revise Downward by -0.22% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between CNI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved Revise Downward by -0.22% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CNI's stock price typically moves by +0.47% in the 10 days before its earnings and -0.25% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 2.00 and revenue of 4.00B.

The earnings call summary and Q&A reveal mixed signals. While CN maintains its EPS growth guidance and highlights strategic investments, there are concerns about recession risks, tariff uncertainties, and volume challenges. The Q&A section did not provide additional positive insights, and management's responses were sometimes vague. The planned share buyback is a positive, but the economic outlook and volume issues temper the overall sentiment, resulting in a neutral rating.