Canadian National Railway Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
9.2%projected annual EPS growth
Analyst Coverage
13analysts covering
FY Revenue (est.)
$13.5Bnext fiscal year
FY EPS (est.)
$5.94next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Operating Ratio (OR) Quarterly6,220.0%Target: Improvement beyond 2026
Revenue Ton-Miles (RTM) Growth Quarterly500.0%Target: Low single-digit growth for FY2026
Fuel Efficiency (Gallons per 1,000 GTMs) Quarterly0.8Target: Continuous reduction
Watch Items
- Trade Policy and Tariff ShiftsTrigger: Implementation of new cross-border tariffs between Canada, the U.S., and MexicoAction: Re-evaluate long-haul freight volume projections and adjust commercial pricing strategies
- Grain Volume NormalizationTrigger: Grain and fertilizer RTM growth falling below historical 5-year averages starting Q4 2026Action: Optimize network capacity and shift operational resources to energy and merchandise segments
- Financial Leverage RatioTrigger: Adjusted debt-to-adjusted EBITDA exceeding 2.7Action: Initiate planned leverage reduction measures to return the ratio to the 2.5 target by 2027
Research as of 2 Sep 2026