财务业绩 - 第三季度收入增长6%至35亿美元[2] - 报告营业利润率增加120个基点至66.1%[2] - 核心调整后合并营业利润率增加120个基点至62.9%[2] - 报告每股摊薄收益增至0.90美元[2] - 核心调整后合并每股摊薄收益增长8%至0.99美元[2] - 运量(以收费吨英里计)增长4%[2] - 预计2024年运量将同比中个位数增长[3] - 预计2024年核心调整后合并每股摊薄收益将同比双位数增长[3] - 2024年第三季度收入为35.49亿加元，同比增长6.3%[13] - 2024年前三季度收入为106.72亿加元，同比增长21.6%[13] - 2024年第三季度营业利润为12.03亿加元，同比增长2.6%[13] - 2024年前三季度营业利润为36.19亿加元，同比增长22.9%[13] - 2024年第三季度净利润为8.37亿加元，同比增长7.3%[13] - 2024年前三季度净利润为25.17亿加元，同比下降13.3%[13] - 2024年第三季度每股基本收益为0.90加元，同比增长7.1%[13] - 2024年前三季度每股基本收益为2.70加元，同比下降13.5%[13] - 2024年第三季度和前九个月的每股收益分别为0.90美元和2.69美元[35] 营运指标 - 联邦铁路管理局(FRA)可报告人身伤害频率从1.02降至0.85[2] - FRA可报告列车事故频率从1.38降至1.27[2] - 2024年第三季度和前九个月的经营活动产生的现金流为12.72亿加元和35.65亿加元，同比分别增长23.8%和27.3%[18] - 2024年第三季度和前三季度的营业收入分别为35.49亿加元和106.72亿加元，同比分别增长6%和22%[90] - 2024年第三季度和前三季度的营业利润分别为12.03亿加元和36.19亿加元，同比分别增长3%和23%[90] - 2024年第三季度和前三季度的每股基本收益分别为0.90加元和2.70加元，同比分别增长7%和下降13%[90] - 2024年第三季度和前三季度的营业费用率分别为66.1%和64.9%，上升1.2个百分点[90] - 2024年第三季度总运费收入为34.61亿美元，同比增长6%[94] - 2024年前三季度总运费收入为104.22亿美元，同比增长21%[94] - 2024年第三季度运费收入每吨英里为6.72美分，同比增长2%[94] - 2024年前三季度运费收入每吨英里为6.70美分，同比增长5%[94] - 2024年第三季度谷物运费收入为6.68亿美元，同比增长11%[94] - 2024年前三季度谷物运费收入为20.63亿美元，同比增长25%[94] - 2024年第三季度汽车运费收入为3.33亿美元，同比增长25%[94] - 2024年第三季度能源化工及塑料运费收入为7.12亿美元，同比增长11%[94] - 2024年前三季度能源化工及塑料运费收入为21.09亿美元，同比增长33%[94] - 2024年第三季度金属矿产及消费品运费收入为4.43亿美元，同比下降3%[94] 收购相关 - 公司于2023年4月14日完成对Kansas City Southern的收购，并将其纳入合并报表[38][39][40][41][42][43][44] - 收购Kansas City Southern产生的商誉为176.32亿加元[44] - 如果公司自2022年1月1日起将Kansas City Southern纳入合并报表，2023年前三季度的合并收入和归属母公司净利润分别为101.33亿加元和21.51亿加元[45] - 2024年前三季度和2023年前三季度，公司分别发生9,000万加元和1.58亿加元的收购相关成本[47][48] - 2024年前三季度和2023年前三季度，公司分别确认1.2亿美元和2.10亿加元的KCS购买会计调整[50][51] - CPKC的合并经营比率在2023年前9个月中受到241百万加元的KCS购买会计影响，导致合并经营比率不利影响2.4%[112] - 2023年第三季度、第二季度和第一季度，KCS购买会计分别不利影响合并经营比率2.4%、2.4%和2.3%[112] - 2023年1月1日至4月13日期间，折旧和摊销差异以及其他调整项不利影响经营比率1.1%[113] 税务相关 - 公司墨西哥子公司2016-2019年和2021年的税务审计已基本完成，并支付了7500万加元的税款[33] - 公司墨西哥子公司2014年的税务评估目前仍在诉讼中[34] - 公司在2024年9月30日的三个月和九个月期间的有效税率分别为23.88%和24.44%，而2023年同期分别为24.88%和166.83%[28][29][30] - 公司在2024年9月30日的三个月和九个月期间的有效税率(不含一次性项目)分别为24.24%和24.75%[29][30] - 2024年前9个月内,公司墨西哥税务调整和结算费用300万美元,影响营业比率0.1%[109] 其他 - 2023年第三季度和前九个月的外币折算净损失分别为4.12亿加元和5.67亿加元[36] - 2023年第三季度和前九个月的界定受益计划净收益分别为0.9亿加元和2.6亿加元[36] - 2023年第三季度和前九个月的衍生工具净收益分别为0.1亿加元和0.4亿加元[36] - 2023年第三季度和前九个月的权益法

文章核心观点 - 公司在第三季度取得了强劲的业绩表现,收入增长6%,核心调整后合并稀释每股收益增长8% [1] - 公司预计2024年运输吨英里数将中个位数增长,核心调整后合并稀释每股收益将实现双位数增长 [1] - 公司通过卓越的运营、安全和客户服务,正在实现其承诺,为所有利益相关方创造价值 [1] 根据目录分别总结 财务表现 - 第三季度收入增长6%至35.49亿加元,主要受益于强劲的收入增长 [1] - 报告营业比率上升120个基点至66.1%,核心调整后合并营业比率上升120个基点至62.9% [1] - 报告稀释每股收益增长至0.90加元,核心调整后合并稀释每股收益增长8%至0.99加元 [1] - 运输吨英里数增长4% [1] 运营表现 - 联邦铁路管理局可报告人身伤害频率下降至0.85,联邦铁路管理局可报告脱轨事故频率下降至1.27 [1] 2024年指引 - 预计2024年运输吨英里数将中个位数增长 [1] - 预计2024年核心调整后合并稀释每股收益将实现双位数增长 [1]

A downtrend has been apparent in Canadian Pacific Kansas City (CP) lately with too much selling pressure. The stock has declined 8% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indica ...

Analysts on Wall Street project that Canadian Pacific Kansas City (CP) will announce quarterly earnings of $0.74 per share in its forthcoming report, representing an increase of 7.3% year over year. Revenues are projected to reach $2.66 billion, increasing 7.1% from the same quarter last year.Over the last 30 days, there has been an upward revision of 0.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their in ...

Investors might want to bet on Canadian Pacific Kansas City (CP) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is trac ...

Canadian Pacific Kansas City’s (CP) bottom line is bolstered by increased operational efficiency. Cost-cutting initiatives and a shareholder-friendly approach bode well for the company. Owing to these tailwinds, CP shares have performed impressively on the bourse. If you have not taken advantage of its share price appreciation yet, it’s time to do so.Let’s delve deeper.Factors Favoring CP StockRobust Price Performance: A look at the company’s price trend reveals that its shares have risen 2.7% year to date, ...

The Zacks Transportation - Rail industry faces challenges, ranging from inflationary pressures and resultant high interest rates to concerns pertaining to supply-chain disruptions.Despite the challenges surrounding the industry,Canadian Pacific Kansas City Limited (CP) , CSX Corporation (CSX) and Norfolk Southern Corporation (NSC) appear better placed to tide over the challenges. Declining fuel costs represent a tailwind as far as bottom-line growth is concerned.Industry Description The Zacks Transportation ...

CALGARY, AB, Sept. 17, 2024 /PRNewswire/ - Canadian Pacific Kansas City Limited (TSX: CP) (NYSE: CP) (CPKC) announced today the appointment of Arturo Gutiérrez Hernández to the CPKC Board of Directors, effective on Nov. 1, 2024.Mr. Gutiérrez, 58, of Monterrey, Mexico, has been the chief executive officer of Arca Continental, the second largest Coca-Cola bottler in Latin America, since January 2019.Arturo Gutierrez Hernandez (CNW Group/CPKC)"The addition of Arturo adds to the extensive, diverse experience of ...

It has been about a month since the last earnings report for Canadian Pacific Kansas City (CP) . Shares have lost about 1.5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Canadian Pacific Kansas City due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Q2 Earnings ...

Canadian Pacific Kansas City’s (CP) operations are being boosted by its robust operational efficiency and cost-cutting initiatives. Shareholder-friendly actions bode well for the company. High fuel costs and weak liquidity are major concerns.Factors Favoring CPCanadian Pacific’s operational efficiency is commendable, as evidenced by the company’s robust performance in the second quarter of 2024. The average terminal dwell decreased by 9%, highlighting improved processing and handling operations. The network ...