CALGARY, AB, Aug. 22, 2024 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) said, following the direction issued by the Canadian Minister of Labour pursuant to section 107 of the Canada Labour Code, the Canada Industrial Relations Board (CIRB) convened an urgent case management conference with CPKC at 9:00 p.m. ET tonight. CPKC was prepared to fully address the resumption of service given its obvious priority.Unfortunately, the Teamsters Canada Rail Conference (TCRC) representing the ...

CALGARY, AB, Aug. 22, 2024 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today said it is preparing to restart railway operations in Canada following the Canadian Minister of Labour's announcement that he will exercise his authority under Section 107 of the Canada Labour Code to direct the Canada Industrial Relations Board (CIRB) to impose final binding arbitration and for railway operations to resume forthwith.CPKC will follow the order of the CIRB once it executes the Minister's ...

CALGARY, AB, Aug. 22, 2024 /PRNewswire/ -- Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) said today it has locked out employees who are members of the Teamsters Canada Rail Conference (TCRC) – Train and Engine (T&E) division effective 00:01 Eastern Time on Aug. 22.That will be followed by the lock out of employees who are members of the TCRC – Rail Traffic Controller (RCTC) division effective 00:01 Mountain Time on Aug. 22.Throughout nearly a year of negotiations, CPKC has remained committed to d ...

theasisIntroduction I truly believe one of the riskiest situations on the stock market is the one where the market believes "everything is fine." Right now, we could be in such a situation. Inflation, for example, is one of the most important economic indicators the market is watching. Especially after the inflation surge of 2021, inflation has been the single-most watched macro number. Right now, inflation expectations are low. Using New York Fed numbers, inflation expectations haven't been this low si ...

CALGARY, AB, Aug. 9, 2024 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today said it will issue notice to the Teamsters Canada Rail Conference (TCRC) – Train and Engine (T&E) division and TCRC - Rail Traffic Controller (RCTC) division of its plan to lock out employees at 00:01 ET on Aug. 22 if union leadership and the company are unable to come to a negotiated settlement or agree to binding interest arbitration. CPKC is committed to continuing good faith negotiation throughout.The ...

NotYourAverageBear Investment Thesis Canadian Pacific Kansas City Limited (NYSE:CP) is well-positioned to deliver good growth. The company's revenue growth should benefit from strength in the domestic intermodal business and anticipated strong Canadian grain harvest. In addition, the company should see gains from the good revenue synergies from the Canadian Pacific and Kansas City Southern (KCS) merger. The company is executing well in terms of realizing these synergies and is seeing improvements across its ...

文章核心观点 - 加拿大太平洋铁路公司(CP)第二季度的收益超出预期,主要得益于强劲的运营效率 [1] - 公司营收同比增长11.4%,主要受益于协同效应和有利的运营及安全表现 [2] - 公司各业务板块中,谷物、钾肥、能源化工等板块表现较好,带动整体运营收入增长 [3] - 公司整体运营效率有所下降,导致营业利润率有所下降 [5] 财务状况 - 公司现金及现金等价物为5.57亿加元,较上年末有所增加 [6] - 公司长期债务为189.6亿加元,较上年末有所下降 [6] 未来展望 - 公司预计全年每股收益将同比实现双位数增长 [7] - 公司未来5年内的年资本支出预计在26-28亿加元之间 [7] 同行业表现 - 达美航空第二季度收益同比下降12% [9] - 联合航空第二季度收益同比下降17.69% [10][11] - 捷伯特运输第二季度收益同比下降27.1% [12][13][14]

Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Introduction It's time to do one of my favorite things: discussing Canadian Pacific Kansas City Limited (NYSE:CP), a company I have been giving the Strong Buy tag since July 2023. My most recent article was written on April 25, when I called the company “One Of My Favorite 'Win-Win' Investments” in the title. Additionally, the stock has been featured in a number of multi-ticker articles since then, as I have been consistently adding to wha ...

业绩总结 - Q2 2024总收入为36亿美元，同比增长14%[16] - 综合总收入为36亿美元，同比增长8%[17] - 第二季度总收入报告为3,603百万美元，同比增长14%[48] - 核心调整后的合并营业收入为1,378百万美元，同比增长17%[50] - 控股股东净收入为905百万美元，同比下降32%[51] - 核心调整后的合并净收入为983百万美元，同比增长27%[51] 用户数据 - 每小时列车速度为19.3英里，较去年同期增长6%[20] - 车站停留时间为9.5小时，较去年同期下降9%[20] - 机车生产率为172，较去年同期增长10%[20] - 燃油效率为1.027，较去年同期下降2%[20] - FRA列车事故频率为0.77，较去年同期下降4%[20] 未来展望 - 预计2024年核心调整后的合并稀释每股收益将实现两位数增长[69] 新产品和新技术研发 - 2023年上半年，列车平均速度为17.6英里/小时，较2024年的19.2英里/小时有9%的改善[108] 市场扩张和并购 - 国际联运货物量下降，主要受潜在劳资纠纷和合同时间影响[42]

财务数据和关键指标变化 - 公司在第二季度实现收入38亿美元,同比增长8% [13] - 营业利润率为61.8%,同比提升280个基点 [13] - 每股收益为1.05美元,增长27% [13] 各条业务线数据和关键指标变化 - 散装货运收入增长: - 谷物收入增长17%,运量增长15% [23] - 钾肥收入增长24%,运量增长11% [25] - 煤炭收入增长3%,运量下降2% [27] - 工业品收入: - 能源化工塑料收入增长10%,运量增长14% [28] - 林产品收入下降1%,运量下降1% [30] - 金属矿产消费品收入下降3%,运量下降9% [31] - 汽车收入增长28%,运量增长21% [33] - 集装箱收入下降7%,运量下降3% [35][37] 各个市场数据和关键指标变化 - 加拿大谷物运量增长13% [24] - 美国谷物运量增长17% [23] - 墨西哥市场谷物和钾肥运量增长 [23][25] - 煤炭出口到温哥华和雷湾有所增长,抵消了内陆煤炭需求下降 [27] 公司战略和发展方向及行业竞争 - 公司正在执行整合后的战略,发挥新网络的独特优势,为客户提供差异化服务 [16][20][21] - 公司正在积极应对当前的行业挑战,创造独特的增长机会 [17][20] - 公司正在持续提升运营效率,改善关键运营指标 [14][15] - 公司正在加强与客户的合作,根据新网络的优势进行差异化定价 [16] 管理层对经营环境和未来前景的评论 - 管理层对公司上半年的业绩表现感到非常满意,对下半年的发展前景更加兴奋 [18] - 管理层认为公司处于有利地位,有望在2024年实现强劲的价值创造 [18] - 管理层预计2025年将是一个非常强劲的盈利模式 [106] 其他重要信息 - 公司在堪萨斯城开设了全新的美国运营总部 [11] - 公司正在积极应对可能发生的加拿大铁路罢工,制定了相应的应对措施 [69][159][160] - 公司认为可能发生的东海岸港口工人罢工也可能带来新的机遇 [168] 问答环节重要的提问和回答 问题1 **Chris Wetherbee 提问** 询问收入协同效应的进展情况,以及对2024年底的预期 [56] **John Brooks 回答** 预计2024年底收入协同效应将达到约8亿美元的水平,主要来自于集装箱、汽车和散装货运业务 [57][58] 问题2 **Walter Spracklin 提问** 询问达拉斯汽车枢纽的产能和发展前景 [60] **John Brooks 和 Keith Creel 回答** 该枢纽初期产能为16-18万辆,未来还有进一步扩张的空间,是公司独特的供应链解决方案 [61][62][63] 问题3 **Fadi Chamoun 提问** 询问加拿大铁路罢工的最新进展和对公司的影响 [66] **Keith Creel 和 Nadeem Velani 回答** 公司正在积极应对可能发生的罢工,并在财务指引中考虑了相关成本影响,但仍保持谨慎乐观 [69][159][160]