Canadian Pacific Kansas City
Moves freight across a single-line rail network connecting Canada, the United States, and Mexico.
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Profile
Moves freight and provides logistics across the only single-line rail network connecting Canada, the United States, and Mexico. One integrated operating segment serves commodity, industrial, automotive, and intermodal traffic, while execution relies on Precision Scheduled Railroading and remains subject to safety, labor, and merger-oversight requirements.
Moves freight over an integrated rail network spanning Canada, the United States, and Mexico, with service across grain, energy and chemicals, intermodal, automotive, coal, potash, and other industrial commodities. Freight transportation is supplemented by logistics and supply-chain services, while management reports the railway as one operating segment.
Runs the network through Precision Scheduled Railroading, a schedule-led operating system focused on customer service, cost control, asset use, safety, and employee development. The combined system joins Canadian Pacific's east-west routes with Kansas City Southern's north-south corridors and Mexican network.
Operations depend on safe train handling, hazardous-material containment, continuous work by unionized crews, and compliance with merger conditions. Surface Transportation Board oversight, gateway protections, labor safeguards, and a federally supervised integration plan remain in force during the post-combination period.
Company facts
Categories
Key statistics
Year to date +26.4% · Average volume (30d) 2.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 30, 2026 | Evercore ISI | Target | $91 | $99 | |
| Jul 15, 2026 | Kansas City Capital | Initiate | Market Perform | ||
| Jul 14, 2026 | Susquehanna | Reiterate | Positive | $104 | $106 |
| Jun 25, 2026 | Barclays | Reiterate | Overweight | $99 | $102 |
| Jun 25, 2026 | Evercore ISI | Target | $85 | $91 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.89 | $0.92 | +3.4% | $2.89B | $2.93B | +1.3% | −3.43% |
| Apr 29, 2026Q1 FY26 | $0.78 | $0.76 | −2.6% | $2.70B | $2.66B | −1.4% | +3.18% |
| Jan 28, 2026Q4 FY25 | $0.99 | $0.95 | −4.0% | $2.86B | $2.86B | −0.3% | +5.66% |
| Oct 29, 2025Q3 FY25 | $0.81 | $0.80 | −1.2% | $2.64B | $3.66B | +38.8% | −0.77% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.73B | $2.66B | $2.63B | $2.82B | $2.66B | $3.00B | |
| Gross profit | $1.40B | $1.41B | $1.81B | $1.04B | $1.37B | $1.54B | |
| Operating income | $947.4M | $966.1M | $961.0M | $1.16B | $911.4M | $1.06B | |
| Net income | $654.6M | $887.7M | $661.8M | $774.7M | $608.6M | $736.6M | |
| Diluted EPS | $0.70 | $0.96 | $0.73 | $0.86 | $0.68 | $0.83 | |
| Gross margin | 51.2% | 53.0% | 68.6% | 36.9% | 51.4% | 51.4% | |
| Operating margin | 34.7% | 36.3% | 36.5% | 41.1% | 34.2% | 35.4% |
Fiscal years (4-quarter sums)FY21 $5.75B · FY22 $6.34B · FY23 $9.03B · FY24 $10.46B · FY25 $10.85B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $263.3M · Total debt $18.09B · Total assets $64.22B · Shareholders' equity $33.54B
Dividends
Last raised to $0.1889 from $0.1643 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 26, 2026 | Jun 26 | Jul 27 | $0.1889 | raised from $0.1643 |
| Mar 27, 2026 | Mar 27 | Apr 27 | $0.1643 | cut from $0.1663 |
| Dec 31, 2025 | Dec 31 | Jan 26 | $0.1663 | raised from $0.1635 |
| Sep 26, 2025 | Sep 26 | Oct 27 | $0.1635 | cut from $0.1668 |
| Jun 27, 2025 | Jun 27 | Jul 28 | $0.1668 | raised from $0.133 |
| Mar 28, 2025 | Mar 28 | Apr 28 | $0.133 | raised from $0.1319 |
| Dec 27, 2024 | Dec 27 | Jan 27 | $0.1319 | cut from $0.1408 |
| Sep 27, 2024 | Sep 27 | Oct 28 | $0.1408 | raised from $0.1388 |
Ownership
Shares outstanding 879.08M · Float 831.18M · 94.6% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Royal Bank of Canada | 54.24M | 6.17% | 13F | Aug 14, 2026 |
| Tci Fund Management Ltd | 45.33M | 5.16% | 13F | Aug 14, 2026 |
| JPMorgan Chase & Co | 26.37M | 3.00% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 24.57M | 2.79% | 13F | Aug 13, 2026 |
| FMR LLC | 24.32M | 2.77% | 13F | Aug 13, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Canadian National Railway
Closest network peer across Canada, the U.S. Midwest, and bulk freight
- Union Pacific
Major western U.S. and Mexico-gateway rival across freight categories
- CSX
Eastern U.S. rail peer in merchandise, intermodal, and coal
- Norfolk Southern
Eastern U.S. peer in intermodal, industrial freight, coal, and autos
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Canadian Pacific Kansas City | $93.58 | −0.57% | $82.74B | 30.4 | 24.7 | 6.8 | +8.4% |
| Canadian National Railway | $126.01 | +0.02% | $76.22B | 22.5 | 21.5 | 6.0 | +6.7% |
| Union Pacific | $307.42 | +0.01% | $182.62B | 24.9 | 22.7 | 7.2 | +11.5% |
| CSX | $51.59 | +0.60% | $95.00B | 29.6 | 23.9 | 6.5 | +10.1% |
| Norfolk Southern | $348.68 | +0.03% | $78.32B | 29.8 | 25.5 | 6.2 | +12.5% |
| Median | 27.3 | 23.3 | 6.4 | +10.8% |