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Canadian National Railway Company
Canadian National Railway Company (CNR) investor relations material
Canadian National Railway Company Citi's Global Industrial Tech & Mobility Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi's Global Industrial Tech & Mobility Conference 2026 summary18 Feb, 2026
Leadership and organizational updates
Jamie Lockwood appointed as VP of IR and special projects, succeeding Stacy Alderson, who is retiring.
Jamie has held roles in accounting, internal audit, strategy, finance, and engineering, leading a 6,000-employee group.
COO role consolidated under Pat Whitehead for improved decision speed and operational discipline.
New CIO from Enbridge and new Chief Marketing Officer, Janet, both highlighted as strong additions.
Leadership team praised for resilience and operational improvements during challenging years.
Financial performance and guidance
Q4 EPS grew 14% with OR improvement of 250 bps; full-year EPS up 7% on 1% volume growth.
2026 guidance assumes flattish volumes and EPS slightly exceeding volume growth.
Headwinds include mix, tariffs, reduced capital envelope, higher tax rate, and lower other income.
FX is a headwind, with every CAD appreciation cent reducing EPS by $0.05 annually.
CapEx reduced by CAD 500 million, aligning with U.S. peers and boosting free cash flow.
Market and operational environment
Macroeconomic outlook remains weak, with industrial production flattish and tariff uncertainty.
Energy and agriculture sectors performing well; record Canadian grain crop supports volumes.
Forest products and metals/minerals face significant tariff headwinds, impacting profitability.
Intermodal International volumes at Rupert recovering but below peak; capacity for growth remains.
Automotive and housing-related sectors remain muted due to weak housing starts.
Tariff impact and CN's counter-strategies
CapEx reduction: Impact on FCF and future growth
COO consolidation: Expected operational improvements
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Next Canadian National Railway Company earnings date
Q1 202621 Apr, 2026
Canadian National Railway Company
Next Canadian National Railway Company earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
Canada’s National Rail Network
Canadian National Railway Company (CN) is a Canadian transportation and logistics company operating across North America. Founded in 1919, it has grown into a corporation that plays a vital role in the transportation industry. CN's network spans approximately 20,000 route miles, covering Canada and parts of the United States, The company has a diversified portfolio of transport services, including rail, intermodal, trucking, freight forwarding, warehousing, and distribution. CN is headquartered in Montreal, Quebec, and has a dual listing on both the NYSE and the TSX.
Nationalized to Privatized
Canadian National was created by the Canadian government in 1918, nationalizing and merging several failing and bankrupt railways in the country. The early years were challenging due to the amalgamated nature of the railways, differing track gauges, and financial difficulties stemming from the previous companies. Between the 1930s to the 1950s, the company modernized and expanded, becoming a crucial part of the nation's transportation infrastructure.
In 1995, the government privatized CN through one of the largest initial public offerings in Canadian history. This naturally marked a significant shift for the company, moving it from a state-owned entity to a private, profit-driven company. Post-privatization, CN expanded its operations into the United States, acquiring several American railroads. Today, CN is a leader in the rail transport industry, known for its extensive network connecting Canada and the United States.
The Rail Network
CN operates a comprehensive rail network in North America, primarily focusing on freight transportation. Its railway system spans across Canada and extends into the United States, making it one of the largest rail networks on the continent. CN's rail operations are critical in connecting different regions, facilitating the movement of a wide range of goods including agricultural products, raw materials, finished goods, and consumer products. Other important companies in the sector include Norfolk Southern, Union Pacific, and CSX Corporation.
Intermodal Transportation and More
Apart from its core railway operations, CN has diversified into several other divisions, including intermodal transportation, which integrates different transportation modes like rail and trucks. CN's intermodal services play a crucial role in streamlining supply chains and offering flexible logistics solutions. Additionally, the company has a division dedicated to automotive transport, specializing in the distribution of vehicles. CN also operates in the logistics sector, providing comprehensive supply chain management solutions that complement its rail and intermodal services. These divisions, while ancillary to CN's primary rail operations, significantly contribute to its overall business model, offering integrated transportation and logistics solutions to a wide range of industries.
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