Canadian Pacific Kansas City Ltd.

$91.89

+0.65%

2026-09-04 11:59:00 EDT+$0.59

Industrials

Railroads

NYSE

Negociación activa

Specializing in railway freight transportation, Canadian Pacific Kansas City Ltd. operates an extensive rail network connecting Canada, the United States, and Mexico. ...

Cadena de suministro de CP

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

Progress Rail (A Caterpillar Company)

Trinity Industries (TrinityRail)

ArcelorMittal

Wabtec Corporation

NYSE:WAB

Locomotive manufacturer (GE Evolution Series Tier 4 locomotives); CPKC invested US$800M+ in Wabtec-built locomotives as part of fleet renewal

Progress Rail (A Caterpillar Company)

NYSE:CAT

Locomotive manufacturer (EMD Tier 4 locomotives), trackwork, rail fasteners, signaling systems, and maintenance-of-way equipment

Ballard Power Systems

NASDAQ:BLDP

Hydrogen fuel cell engine supplier for CPKC's zero-emission locomotive conversion program; multi-year LTSA for ~30 MW of fuel cell engines

The Greenbrier Companies

NYSE:GBX

Railcar manufacturer (freight cars, hoppers, tank cars, autoracks); CPKC is a customer for rolling stock

Trinity Industries (TrinityRail)

NYSE:TRN

Railcar manufacturer and leasing services; supplies CPKC with freight railcars and maintenance services

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

Bunge Global SA (post-Viterra merger)

Cargill Inc.

Archer-Daniels-Midland Company (ADM)

Suncor Energy Inc.

Bunge Global SA (post-Viterra merger)

NYSE:BG

Major grain/canola shipper; CPKC transports Bunge's agricultural commodities from prairie origins to export ports and processing facilities

Cargill Inc.

Major grain and agricultural commodity shipper on CPKC network; one of the largest grain originators in Canada

Archer-Daniels-Midland Company (ADM)

NYSE:ADM

Grain and oilseed shipper; CPKC transports ADM's agricultural commodities across the network

Nutrien Ltd.

NYSE:NTR

Largest potash and fertilizer shipper on CPKC; potash from Saskatchewan mines to ports and US markets

Ford Motor Company

NYSE:F

Automotive finished vehicle and parts shipper; CPKC serves Ford assembly plants in Canada, US, and Mexico

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Canadian National Railway Company

Wabtec Corporation

Union Pacific Corporation

NYSE:UNP

Direct Class I railroad peer; comparable rail network in western US with similar commodity diversification including intermodal, grain, energy, and automotive.

Canadian National Railway Company

NYSE:CNI

Direct Canadian Class I peer; transcontinental network across Canada and into US. Similar grain, forest products, intermodal, and energy exposure. Most directly comparable investment proxy.

CSX Corporation

NASDAQ:CSX

Class I rail peer focused on eastern US with strong intermodal, coal, and chemicals franchise. Also a CPKC interchange partner and hydrogen collaboration partner.

Norfolk Southern Corporation

NYSE:NSC

Class I rail peer in eastern US. Comparable commodity mix with intermodal, coal, and automotive segments.

Wabtec Corporation

NYSE:WAB

CPKC's primary locomotive supplier; performance of WAB reflects rail industry capex cycle that drives CPKC's equipment expenditure.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

Canada-US-Mexico Cross-Border

Canadian Prairies (Saskatchewan, Alberta, Manitoba)

Mexico (Nuevo León, Coahuila, San Luis Potosí)

Ford Motor Company

General Motors Company

Bunge Global SA

Knight-Swift Transportation Holdings

Nutrien Ltd.

Cargill Inc.

Stellantis N.V.

General Motors Company

Canada-US-Mexico Cross-Border

Trade policy and tariff risk; ~40% of revenue from goods crossing borders

Ford Motor CompanyNYSE:FAutomotive cross-border shipments subject to USMCA/tariff risk

General Motors CompanyNYSE:GMAutomotive cross-border shipments subject to USMCA/tariff risk

Bunge Global SANYSE:BGGrain exports through US Gulf ports subject to trade policies

Canadian Prairies (Saskatchewan, Alberta, Manitoba)

Grain and potash production concentration; single-region dependency for ~25% of revenue

Nutrien Ltd.NYSE:NTRPotash mining operations concentrated in Saskatchewan

Cargill Inc.Grain elevator network across Canadian Prairies

Mexico (Nuevo León, Coahuila, San Luis Potosí)

Automotive assembly plant concentration; nearshoring beneficiary but exposed to Mexico security/political risks

Stellantis N.V.NYSE:STLAMexican auto assembly plants served by CPKC

General Motors CompanyNYSE:GMMexican auto assembly plants served by CPKC

Port of Vancouver (Port of Vancouver, Port of Prince Rupert)

Critical export gateway for grain, potash, coal, and forest products; port congestion or labor disruption risks

Bunge Global SANYSE:BGGrain exports through West Coast ports

Nutrien Ltd.NYSE:NTRPotash exports through Vancouver-area terminals

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

High

Grain and fertilizer segment represents ~24% of revenue concentrated among a few major agribusiness firms (Bunge/Viterra, Cargill, ADM, Nutrien). Any loss of key grain accounts or a poor crop year would materially impact volumes.

Equipment

Medium

Dual-source locomotive procurement concentrated with Wabtec and Progress Rail (Caterpillar). Disruption at either manufacturer's facilities could delay fleet renewal programs. US$800M+ committed to new locomotives.

Foundry

Low

No foundry dependency as CPKC is a service provider, not a semiconductor or manufacturing company. Minimal direct exposure.

Other

High

Fuel cost exposure: diesel fuel is a major operating expense. CPKC has some biofuel blending but remains ~80%+ dependent on diesel. Volatility in crude oil prices directly impacts operating ratio.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Grain & Fertilizers

21.5%

$2.7B

Largest revenue segment; heavy dependency on Canadian prairie grain shippers (Cargill, Bunge, ADM) and fertilizer producers (Nutrien). Volume tied to crop cycles and global grain trade flows.

Energy, Chemicals & Plastics

19.4%

$2.2B

Major beneficiary of Canadian oil sands and petrochemical production. Customers include Suncor, Imperial Oil, and refiners. Demand correlates with crude differentials and refinery utilization.

Intermodal

17.9%

$2.0B

Fastest-growing segment driven by Mexico-U.S.-Canada nearshoring. Key partnerships with trucking carriers (Schneider, Knight-Swift, Bison). Containerized retail and e-commerce freight flows.

Metals, Minerals & Consumer Products

12.0%

$1.3B

Diverse industrial customer base. Steel, scrap metal, cement, and consumer goods. Tied to construction, manufacturing, and housing cycles.

Automotive

8.8%

$1.0B

CPKC serves ~90% of Mexican auto assembly plants. Customers include Ford, GM, Stellantis. Mexico production growth from nearshoring is a key tailwind.

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Canadian Pacific Kansas City Ltd.

Cadena de suministro de CP

Aguas arriba

Wabtec Corporation

Progress Rail (A Caterpillar Company)

Ballard Power Systems

The Greenbrier Companies

Trinity Industries (TrinityRail)

GATX Corporation

Nucor Corporation

ArcelorMittal

View More

Aguas abajo

Bunge Global SA (post-Viterra merger)

Cargill Inc.

Archer-Daniels-Midland Company (ADM)

Nutrien Ltd.

Ford Motor Company

General Motors Company

Stellantis N.V.

Suncor Energy Inc.

View More

Comparables

Union Pacific Corporation

Canadian National Railway Company

CSX Corporation

Norfolk Southern Corporation

Wabtec Corporation

Geografía

Canada-US-Mexico Cross-Border

Canadian Prairies (Saskatchewan, Alberta, Manitoba)

Mexico (Nuevo León, Coahuila, San Luis Potosí)

View More

Cadena de suministro de CP

Aguas arriba

Wabtec Corporation

Progress Rail (A Caterpillar Company)

Ballard Power Systems

The Greenbrier Companies

Trinity Industries (TrinityRail)

GATX Corporation

Nucor Corporation

ArcelorMittal

View More

Aguas abajo

Bunge Global SA (post-Viterra merger)

Cargill Inc.

Archer-Daniels-Midland Company (ADM)

Nutrien Ltd.

Ford Motor Company

General Motors Company

Stellantis N.V.

Suncor Energy Inc.

View More

Comparables

Union Pacific Corporation

Canadian National Railway Company

CSX Corporation

Norfolk Southern Corporation

Wabtec Corporation

Geografía

Canada-US-Mexico Cross-Border

Canadian Prairies (Saskatchewan, Alberta, Manitoba)

Mexico (Nuevo León, Coahuila, San Luis Potosí)

View More