CNI Stock Recent News

I downgrade CNR to hold due to sharp guidance cuts, withdrawn long-term targets, and the abrupt CCO exit, signaling deeper execution issues. Broad-based weakness in key segments, especially from tariffs and trade tensions, has created significant headwinds and uncertainty for near-term earnings. Management's loss of visibility and leadership changes add another layer of uncertainty, making it hard to anchor on future earnings expectations.

Post-earnings selloffs offer a great entry point to CNI, which trades at discounts to key railway peers despite high operating efficiency. The stock can be a solid defensive play with its duopoly position, resilient business model, modest leverage, and decent shareholder returns. It's encouraging to see the management's swift action of cost control in response to macro headwinds.

Canadian National Railway Company (NYSE:CNI ) Q2 2025 Earnings Conference Call July 22, 2025 4:30 PM ET Company Participants Derek Taylor - Executive VP & Chief Field Operating Officer Ghislain Houle - Executive VP & CFO Janet Drysdale - Corporate Participant Patrick Timothy Whitehead - Executive VP & Chief Network Operating Officer Stacy Alderson - Corporate Participant Tracy A. Robinson - President, CEO & Director Conference Call Participants Ariel Luis Rosa - Citigroup Inc., Research Division Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Brian Patrick Ossenbeck - JPMorgan Chase & Co, Research Division Cherilyn Radbourne - TD Cowen, Research Division Christian F.

While the top- and bottom-line numbers for CN (CNI) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Canadian National (CNI) came out with quarterly earnings of $1.35 per share, missing the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.35 per share a year ago.

MONTREAL, July 22, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today that its Board of Directors has approved a third-quarter 2025 dividend on the Company's common shares outstanding. A quarterly dividend of eighty-eight and three-quarter cents (C$0.8875) per common share will be paid on September 29, 2025, to shareholders of record at the close of business on September 8, 2025.

Railroad Drove Margin Improvement Despite Challenging External Environment Railroad Drove Margin Improvement Despite Challenging External Environment

MONTREAL, July 22, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) will issue its second-quarter 2025 financial and operating results after the market close. CN's senior officers will review the results and the railway's outlook in a conference call starting at 4:30 p.m.

MONTREAL, July 21, 2025 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) announced today that Janet Drysdale will assume the role of Chief Commercial Officer on an interim basis, effective immediately. Janet is stepping into the role following the departure of Remi G.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for CN (CNI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.