Canadian Pacific Kansas City Limited Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.8%projected annual EPS growth
Analyst Coverage
13analysts covering
FY Revenue (est.)
$11.5Bnext fiscal year
FY EPS (est.)
$3.64next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 28 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Reported Operating Ratio (OR) Quarterly6,600.0%Target: Sub-60% long-term target
Core Adjusted Operating Ratio (OR) Quarterly6,300.0%Target: Continuous improvement driven by merger synergies
Revenue Ton-Miles (RTMs) Growth Quarterly200.0%Target: Around 5% for full-year 2026
FRA-Reportable Personal Injury Frequency Annually0.9Target: Maintain industry-leading safety levels
Watch Items
- U.S.-Mexico Cross-Border Trade and Tariff PoliciesTrigger: Implementation of new bilateral tariffs or border shutdownsAction: Assess impact on intermodal volumes and adjust routing/pricing strategies
- Merger Synergy RealizationTrigger: Deviation from the C$1.2 billion annual synergy target by 2027Action: Review integration bottlenecks, particularly in the southern U.S. and Mexican networks
- Union Pacific and Norfolk Southern Merger ProgressTrigger: Surface Transportation Board (STB) regulatory milestones or approvalsAction: Evaluate competitive positioning of CPKC's single-line transnational network against a potential transcontinental competitor
Research as of 2 Sep 2026