CNI's latest quarter shows robust revenue growth of 11.3% YoY and gross margin expansion to 43.7%, but this is offset by persistent cost pressures and a thin liquidity position. The company's cash conversion remains strong, with OCF/NI averaging 1.4 over ten q...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 11.3% YoY in 2026Q2, with gross margin at 43.7% and operating margin at 37.5%, but SG&A rose to $297.1M, suggesting cost control challenges.
CNI has a wide-moat business, indicating a sustainable competitive advantage in the North American freight industry.
The company plays an essential role in North American freight, ensuring consistent demand for its services.
CNI has increased its dividend for 29 consecutive years, demonstrating financial stability and shareholder commitment.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 24, 2026 | $1.50+7.9% vs $1.39 | $3.3B+2.6% vs $3.3B |
Q2 2026 Apr 29, 2026 | $1.31+0.0% vs $1.31 | $3.1B+0.0% vs $3.1B |
Q1 2026 Jan 30, 2026 | $1.49+4.2% vs $1.43 | $3.3B+0.1% vs $3.2B |
Q4 2025 Oct 31, 2025 | $1.33+3.9% vs $1.28 | $3.0B+0.0% vs $3.0B |
MONTREAL, Sept. 21, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) today launched its annual Rail Safety Week campaign to raise awareness about the risks of unsafe behaviour around railway tracks and property.
CN Police Officers Engage with Communities Across the United States to Raise Awareness and Save Lives CN Police Officers Engage with Communities Across the United States to Raise Awareness and Save Lives
Canadian National Railway NYSE: CNI CEO Tracy Robinson said the railroad is pursuing growth opportunities in Mexico, energy, agriculture and selected domestic markets while relying on prior infrastructure investments to support volume gains without a major increase in capital spending.
Canadian National's eight-year Amtrak deal clarifies schedules, payments and disputes while supporting safer, more reliable U.S. rail operations.
Benchmark CNI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Canadian National Railway Company (CNI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $119.52 | $72.3B | 22.18 | 1.43% | 27.28% | 22.14% | 2.11% | |
| $87.99 | $77.35B | 27.37 | 3.66% | 18.76% | 9.58% | — | |
| $274.41 | $163.02B | 22.92 | 1.07% | 28.85% | 38.65% | — | |
| $46.59 | $86.31B | 30.25 | -3.08% | 22.21% | 24.06% | — | |
| $314.00 | $70.53B | 24.63 | 0.47% | 21.02% | 16.8% | — | |
| $289.71 | $48.94B | 42.42 | 7.51% | 10.59% | 11.32% | — |
Canadian National Railway Company (CNI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Canadian National Railway Company (CNI) stock FAQ — growth, dividends, profitability & financials explained
Canadian National Railway Company (CNI) reported $17.78B in revenue for fiscal year 2025. This represents a 349% increase from $3.96B in 1996.
Canadian National Railway Company (CNI) grew revenue by 1.4% over the past year. Growth has been modest.
Yes, Canadian National Railway Company (CNI) is profitable, generating $4.78B in net income for fiscal year 2025 (27.3% net margin).
Yes, Canadian National Railway Company (CNI) pays a dividend with a yield of 2.11%. This makes it attractive for income-focused investors.
Canadian National Railway Company (CNI) has a return on equity (ROE) of 22.1%. This is excellent, indicating efficient use of shareholder capital.
Canadian National Railway Company (CNI) generated $3.55B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
