Earning Analysis
Welcome to our in-depth analysis of Canadian Pacific Kansas City Ltd(CP) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Canadian Pacific Kansas City Ltd earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: CAD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-29 | After Hours | 0.81 | 0.80 | -1.23 | 3.67B | 3.66B | -0.33 | -0.77 | -3.49 |
| FY2025Q2 | 2025-07-30 | After Hours | 0.82 | 1.12 | +36.59 | 3.81B | 3.70B | -3.02 | -2.85 | -0.81 |
| FY2025Q1 | 2025-04-30 | After Hours | 0.74 | 0.74 | - | 3.75B | 3.80B | +1.25 | +0.36 | +1.34 |
| FY2024Q4 | 2025-01-29 | After Hours | 0.87 | 0.92 | +5.75 | 3.88B | 3.87B | -0.06 | +1.24 | -0.96 |
| FY2024Q3 | 2024-10-23 | After Hours | 0.74 | 0.73 | -1.35 | 3.60B | 3.55B | -1.29 | -0.41 | -0.82 |
| FY2024Q2 | 2024-07-30 | - | 0.74 | 0.77 | +4.05 | 3.58B | 3.60B | +0.69 | -0.19 | -6.34 |
| FY2024Q1 | 2024-04-24 | - | 0.70 | 0.69 | -1.43 | 3.54B | 3.52B | -0.43 | -6.60 | -10.59 |
| FY2023Q4 | 2024-01-30 | - | 0.83 | 0.87 | +4.82 | 3.68B | 3.78B | +2.55 | +0.21 | +4.72 |
| FY2023Q3 | 2023-10-25 | - | 0.68 | 0.69 | +1.47 | 3.37B | 3.34B | -0.79 | +0.42 | +2.19 |
| FY2023Q2 | 2023-07-27 | - | 0.69 | 0.62 | -10.14 | 3.30B | 3.17B | -3.73 | -1.11 | -4.67 |
CP Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Canadian Pacific Kansas City Ltd reported performance for FY2025Q3, announced on 2025-10-29. The company achieved an EPS of 0.80, compared to analyst estimates of 0.81 by -1.23% . Revenue for the quarter reached 3.66B compared to expectations of 3.67B by -0.33% .
The stock price reacted with a -0.77% one-day change and a -3.49% five-day change following the earnings release. These movements reflect market reaction in Canadian Pacific Kansas City Ltd growth trajectory and strategic initiatives.
CP Earnings Forecast
Looking ahead, Canadian Pacific Kansas City Ltd(CP) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 4.03B and an EPS of 1.38.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.68%, while EPS estimates have been Revise Downward by -1.42%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -0.46% . These revisions correlate with a -3.50% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Canadian Pacific Kansas City Ltd long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between CP's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-0.68%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-1.42%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-0.46%
In Past 3 Month
Stock Price
Go Down
-3.50%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:15.19B
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EPS Estimate-Annual FY 2025:4.66
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Stock Price73.95
CP Revenue and EPS Performance: A Historical Perspective
Canadian Pacific Kansas City Ltd revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-29,After Hours):
EPS: 0.80 (Actual) vs.0.81 (Estimate) (-1.23%)
Revenue: 3.66B (Actual) vs. 3.67B (Estimate) (-0.33%)
Price Reaction: -0.77%(1-Day), -3.49%(5-Day)
FY2025Q2 (2025-07-30,After Hours):
EPS: 1.12 (Actual) vs.0.82 (Estimate) (36.59%)
Revenue: 3.70B (Actual) vs. 3.81B (Estimate) (-3.02%)
Price Reaction: -2.85%(1-Day), -0.81%(5-Day)
FY2025Q1 (2025-04-30,After Hours):
EPS: 0.74 (Actual) vs.0.74 (Estimate) (0.00%)
Revenue: 3.80B (Actual) vs. 3.75B (Estimate) (1.25%)
Price Reaction: 0.36%(1-Day), 1.34%(5-Day)
Earnings Reaction
The chart below shows how CP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CP sees a +1.91% change in stock price 10 days leading up to the earnings, and a +1.13% change 10 days following the report. On the earnings day itself, the stock moves by -1.04%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -0.77% on the day following the earnings release and then changed by -1.01% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Canadian Pacific Kansas City Ltd (CP) Q3 2025 Earnings Call Summary
Positive
2025-10-29
The earnings call reveals a positive outlook due to strong earnings growth, strategic partnerships, and operational improvements. Despite some concerns about competition and infrastructure, the company's robust grain and automotive segments, along with optimistic guidance and mid-teens EPS growth expectations, suggest a favorable stock price reaction. The Q&A section supports this positive sentiment with management's confidence in achieving growth despite challenges.
Canadian Pacific Kansas City Ltd (CP) Q2 2025 Earnings Call Summary
Positive
2025-08-03
The earnings call highlights strong financial performance, including revenue growth and improved operating ratios. The Q&A section reveals confidence in sustaining growth and strategic positioning amidst industry dynamics. Shareholder returns are enhanced by a share buyback and dividend increase. Despite some uncertainties around mergers, CP's strategic partnerships and growth prospects in bulk and intermodal volumes are promising. Overall, the positive aspects outweigh the concerns, suggesting a likely positive stock price movement.
Canadian Pacific Kansas City Ltd (CP) Q1 2025 Earnings Call Summary
Positive
2025-04-30
The earnings call summary reveals strong financial performance with an 8% revenue increase and a 14% EPS growth, alongside a 20% dividend increase and a new share buyback program. Despite macro uncertainties and supply chain challenges, management is optimistic about adapting to new trade flows. The Q&A section addresses tariff exposure concerns with minimal impact, and management's strategic actions suggest resilience. The positive financials and shareholder returns outweigh the risks, leading to a predicted positive stock price movement over the next two weeks.
Canadian Pacific Kansas City Limited (CP) Q3 2024 Earnings Call Summary
Positive
2024-10-24
The earnings call summary shows strong financial performance with revenue and EPS growth, improved operating ratio, and strong cash flow. The Q&A section highlights optimism about growth opportunities, despite some macroeconomic pressures and uncertainties. The company's strategic initiatives, such as the Gemini alliance, and the expectation of operational improvements further support a positive outlook. While there are concerns about inflation and competitive pressures, the overall sentiment is positive, indicating a likely stock price increase in the next two weeks.
Canadian Pacific Kansas City Limited (CP) Q2 2024 Earnings Call Summary
Positive
2024-07-31
The earnings call summary indicates strong financial performance with an 8% revenue increase and 27% EPS growth. Despite challenges like labor disruptions and competitive pressures, the company maintains optimistic guidance, expects margin expansion, and plans significant capital investments. The Q&A reveals cautious optimism about labor issues and positive developments in intermodal and international services. While there are risks, the overall sentiment is positive, with strong earnings and strategic initiatives likely to boost the stock price by 2-8% over the next two weeks.
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FAQ
What were the key highlights of CP’s latest earnings report for FY2025Q3?
How did CP’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for CP for 2025/Q4?
How does CP’s stock price correlate with earnings forecast revisions?
What should investors expect from CP’s next earnings report?