I wrote about Canadian National Railway Company (TSX: CNR:CA ) previously (25 th April) with a buy rating as I thought the drop in valuation was an attractive entry point, especially with the weekly data (at thatI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [histo ...

Canadian National Railway Company (CNI) reported third-quarter 2024 earnings of $1.26 per share (C$1.72), which missed the Zacks Consensus Estimate of $1.28. However, the bottom line remained flat on a year-over-year basis.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues for the third quarter of 2024 were $3.01 billion (C$4.11 billion), which lagged the Zacks Consensus Estimate of $3.06 billion. However, this reflects an increase of 1.37% year over year, driven by higher volum ...

财务数据和关键指标变化 - 第三季度每股收益（EPS）为1.72美元，同比增长2% [10] - 运营比率（OR）为63.1%，较去年增加110个基点 [28] 各条业务线数据和关键指标变化 - 收入同比增长3%，运输量（RTM）增长2%，主要由长途国际集装箱运输和精炼石油产品推动 [19] - 汽车运输RTM下降5%，收入下降10%，主要由于经销商库存上升和工厂停产 [21] - 石油和化学品的RTM和收入分别增长9%和10% [22] - 煤炭RTM下降9%，收入下降6%，受生产和供应不稳定影响 [23] 各个市场数据和关键指标变化 - 国际集装箱运输RTM增长7%，收入持平，国内集装箱运输RTM下降14% [20] - 加拿大和美国的谷物运输RTM增长4%，收入增长8% [23] - 由于市场疲软，金属和矿产的RTM和收入分别下降5%和4% [22] 公司战略和发展方向和行业竞争 - 公司致力于通过调度运营模型实现增长，预计未来三年每股收益复合年增长率为高单位数 [8][31] - 公司正在调整资源以更好地匹配需求，特别是在东部和南部地区 [7][18] - 继续投资于基础设施以支持未来的增长，特别是在能源、散装和集装箱市场 [19] 管理层对经营环境和未来前景的评论 - 当前宏观经济环境较预期疲软，特别是在建筑相关商品和汽车行业 [6] - 尽管面临挑战，公司对未来的增长机会持乐观态度，特别是在谷物和石油化工领域 [6][30] - 管理层对2025年的展望正在逐步明确，预计将于明年1月提供更多细节 [8] 其他重要信息 - 公司在第三季度产生约21亿美元的自由现金流，较去年减少约2亿美元 [29] - 目前暂停股票回购，以管理2.5倍的调整后债务与调整后EBITDA比率目标 [30] 问答环节所有提问和回答 问题: 第四季度的运营比率改善预期 - 管理层确认第四季度的运营比率将改善，具体取决于国际运输量的恢复 [33][34] 问题: 未来的体量和价格预期 - 管理层表示，预计未来价格将高于铁路通货膨胀，服务水平将保持在行业领先水平 [44][45] 问题: 西海岸港口活动的影响 - 管理层指出，西海岸港口的拥堵为公司提供了机会，特别是在鲁珀特港和温哥华 [46] 问题: 2025年的资本支出预期 - 管理层表示，资本支出将根据未来的运输量水平进行调整，维护资本将用于日常运营 [82]

Canadian National (CNI) reported $3.01 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 1.4%. EPS of $1.26 for the same period compares to $1.26 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.06 billion, representing a surprise of -1.69%. The company delivered an EPS surprise of -1.56%, with the consensus EPS estimate being $1.28.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Canadian National (CNI) came out with quarterly earnings of $1.26 per share, missing the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.56%. A quarter ago, it was expected that this railroad would post earnings of $1.41 per share when it actually produced earnings of $1.35, delivering a surprise of -4.26%.Over the last four quarters, the compan ...

In its upcoming report, Canadian National (CNI) is predicted by Wall Street analysts to post quarterly earnings of $1.28 per share, reflecting an increase of 1.6% compared to the same period last year. Revenues are forecasted to be $3.07 billion, representing a year-over-year increase of 3.4%. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial . As reported by The Wall Street Journal on October 10, Social Security is giving retirees an increase of just 2.5%, which is the smallest adjustment in four years. Analyst's Disclosure: I/we have a beneficial long position in the shares of UNP either through stock ownership, opt ...

Canadian National Railway Company(CNI) is scheduled to report third-quarter 2024 results on Oct. 22, after market close. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar. CNI has a disappointing earnings surprise history, having lagged the Zacks Consensus Estimate in two of the preceding four quarters (surpassed the mark in the remaining two quarters), the average miss being 1.11%. Let's see how things have shaped up for Canadian National this earnings season. CNI's Q3 Expectations T ...

文章核心观点 - 加拿大国家铁路公司(CNI)的科技驱动举措正提升公司的运营效率 [1] - 公司扩大车队的努力也令人鼓舞 [1] - 但经济衰退对CNI并不利 [1] 公司相关 有利因素 - CNI积极推进技术进步,展现了提高运营效率和安全性的强烈决心 [2] - 公司部署了第四代自主轨道检测系统,利用地下雷达提供轨道和路基状况的详细评估,便于及时维修 [2] - CNI在关键走廊保持战略性机车储备,并在网络中部署备用发电机,确保即使在局部或广泛停电时也能持续运营 [2] - 公司致力于提高网络可靠性,2024年投资超过100万美元大修20辆空气制动车,更换空压机等主要部件以确保最佳性能 [3] - 2024-2025年谷物运输计划展现了公司提升运营能力和高效运输加拿大谷物作物的承诺 [3] - 公司通过股息和股票回购回报股东,值得鼓舞 [4] 风险因素 - 经济衰退严重影响了CNI的前景,公司面临多重不利因素 [5] - 包括劳工不确定性和罢工、阿尔伯塔省的山火、林产品和金属需求疲软,以及海外集装箱业务因港口劳工问题延迟复苏 [5] - 这些因素整体损害了公司的财务稳定性,导致CNI下调了2024年全年的财务指引 [5] - 流动性疲弱和运营成本上升也给CNI带来了不利影响,第二季度总运营费用同比增长12.8%,流动比率仅为0.63 [5] - 公司股价年初至今下跌6.8%,而同期行业上涨0.7% [6]

KIRKLAND, Wash., Oct. 02, 2024 (GLOBE NEWSWIRE) -- Cascade Investment, L.L.C. ("Cascade") announced today that it has disposed of 5,994,691 common shares ("Common Shares") of Canadian National Railway Company ("CN") by transferring ownership and control of the Common Shares in a private transaction for no consideration. Following the disposition, Cascade owns 3,539,451 Common Shares, representing approximately 0.56% of the issued and outstanding Common Shares. Immediately prior to the disposition, Cascade o ...