Canadian National Railway Company
$129.52+0.5%YTD+30.3%1Y+35.6%
Mentions · last 7 days
79+7%
Price updated 11m ago·X counts updated 23h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $CNI, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Railroads sits in its cycle right now — and what that implies for $CNI.
Railroads
No material change from last week — FreightCar America benefits from order book rebuilding as shippers and lessors restock depleted car fleets.
Top industry ETF
$IYTiShares U.S. Transportation ETF
+16.5%YTD
+22.6%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 $1.43
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
FYRevenueRangeEPSRangeAnalysts
FY26$18.3B$18.0B – $18.6B$8.01$7.89 – $8.1817
FY27$19.1B$18.5B – $19.7B$8.92$8.63 – $9.2316
FY28$20.2B$19.7B – $20.8B$9.87$9.53 – $10.2214
FY29$21.2B$20.7B – $21.8B$10.85$10.48 – $11.2415
FY30$22.7B$22.1B – $23.3B$11.29$10.91 – $11.7015
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.1.4×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.93%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.+7.2%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.+21.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
β1.005-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.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Canadian National Q2 Earnings Beat on Grain and Energy Volume GrowthThese Analysts Increase Their Forecasts On Canadian National Railway Following Upbeat Q2 EarningsCanadian National Railway: The Track Ahead Is Clearing UpCanadian National Railway: I Loved The Quarter, But Downgraded The StockCompared to Estimates, CN (CNI) Q2 Earnings: A Look at Key Metrics
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