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CNCNI

Canadian National Railway Company

$CNI·$77B·Railroads·Industrials
$122.25+0.9%YTD+23.6%1Y+30.2%
Price updated 36m ago·X counts updated 33m ago
CNCNI
$CNICanadian National Railway Company
$122.25+0.90%28 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CNI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

28X posts · last 7 days
Aug 28Sep 10
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CNI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CNI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-11

The move is getting stronger, with heavier trading behind it.

Canadian National Railway compounding at 11% Q2 revenue growth and 37% op margins — near 52-week highs.

Canadian National Railway is the largest Canadian Class 1 rail operator — a real-business compounder with 11.3% Q2 revenue growth at 37% operating margin. Up 22% YTD as North American rail volumes stabilize and management files conditions to preserve rail competition.

  • The mechanics are elite: Q2 revenue grew 11.3% YoY at 42% gross margin and 37% operating margin — those are top-quartile Class 1 rail numbers, and the underlying business is a durable compounder at PE 23.5.
  • The rail-competition filing is a specific catalyst: CN filed a description of anticipated requested conditions to preserve rail competition and expand customer options in the Midwest — a regulatory-strategy move that positions CN favorably in industry-consolidation dynamics.
  • The technicals confirm: at 75% of the 52-week range, above the 200-day by 8.8%, essentially at the 50-day — real institutional accumulation.

The setup extends if Oct 30 Q3 earnings confirms carload volume growth AND operating ratio stays below 63%. A soft carload print or a large fuel-cost surge is what would break the accelerating leg.

What to watch: Oct 30 Q3 earnings — carload volume growth, operating ratio, and any explicit rail-industry consolidation commentary. A soft carload print or fuel-cost surge is what breaks the setup; a raised FY guide plus expanded operating ratio is the extension trigger.

On the calendar: 2026-10-30 — Q3 earnings

Read the AI verdict on $CNI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Canada's largest railway network carrying freight coast-to-coast and into the US across a 20,000-mile system.

Industry overviewAI analysisGenerated by AI from underlying data

Where Railroads sits in its cycle right now — and what that implies for $CNI.

Railroads · Industrials

Rail volumes are stabilising after the 2023 freight-recession trough; precision-scheduled railroading efficiency gains and intermodal share recovery from trucking are structural tailwinds. Fuel costs and labour agreements affect near-term operating ratio.

What this means for $CNI

Partial — Canadian National Railway; North-South trade-corridor advantage, post-CN/KCS bid rebuff strengthened standalone case.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+9.7%YTD
+15.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
37.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 24, 2026$1.50$1.39+7.9%
Q1 2026Apr 29, 2026$1.31$1.310.0%
Q4 2025Jan 30, 2026$1.49$1.43+4.2%
Q3 2025Oct 31, 2025$1.33$1.28+3.9%
Next earningsFri, Oct 30·consensus EPS $1.50

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.8B+11.3%43.7%37.5%$2.06$916.4M
Q1 FY26$4.4B-0.3%42.8%35.4%$1.88$828.1M
Q4 FY25$4.5B+2.3%46.3%38.8%$2.03$997.2M
Q3 FY25$4.2B+1.5%44.9%38.5%$1.83$808.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.0B$18.7B – $19.4B$8.38$8.26 – $8.4817
FY27$19.8B$19.4B – $20.7B$9.26$9.02 – $9.6817
FY28$21.0B$20.5B – $21.5B$10.26$9.94 – $10.618
FY29$22.3B$21.7B – $22.9B$11.24$10.90 – $11.6313
FY30$23.1B$22.6B – $23.7B$11.52$11.17 – $11.928

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 603.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.955-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 17 other (11 6-Ks · 2 SUPPLs · 2 F-Xs · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CN Files Description of Anticipated Requested Conditions to Preserve Rail Competition and Expand Customer Options in the Midwestglobenewswire.com·1d agoTracy Robinson to Address Morgan Stanley's 14th Annual Laguna Conference on September 16globenewswire.com·3d agoCanadian Pacific Reaches New August Milestone for Grain Shipmentszacks.com·3d agoSafety Stocks Are Not What They Used to Be: 4 Names Built for a Weaker Dollarmarketbeat.com·4d agoCanadian National Reports Robust Grain Performance Record in Augustzacks.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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