Canadian Pacific Kansas City Ltd.

$91.30

+1.97%

2026-09-03 16:00:03 EDT+$1.76

Industrials

Railroads

NYSE

Active Trading

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

Price Action of CP

$91.30

+1.97%+$1.76

High—

Low—

52W High-5.8%

Rel. vol—

Interval

Range6.4h

Volume—SMA5SMA10

—

Canadian Pacific Kansas City Limited (CPKC) is one of North America’s major freight rail operators, providing the backbone for moving industrial goods and commodities across a continent-spanning corridor. The company is headquartered in Calgary, Alberta, and operates a transnational, single-line rail network that connects Canada, the United States, and Mexico—positioning ...Canadian Pacific Kansas City Limited (CPKC) is one of North America’s major freight rail operators, providing the backbone for moving industrial goods and commodities across a continent-spanning corridor. The company is headquartered in Calgary, Alberta, and operates a transnational, single-line rail network that connects Canada, the United States, and Mexico—positioning it as a key link for customers that need reliable end-to-end surface logistics rather than fragmented regional rail service. From a business perspective, CPKC’s core service is freight transportation. Its network is built to handle a wide range of shipment types, typically supported by both conventional rail movements and intermodal solutions that connect rail with other modes for door-to-door supply chain coverage. This is important for shippers in sectors such as manufacturing, agriculture, minerals, and consumer goods—where timing, connectivity, and network reach materially affect inventory and delivery performance. CPKC’s operational scale is reflected in its global headcount (reported around the ~19k range). The company’s leadership is headed by CEO Keith E. Creel, who has overseen the combined enterprise following the integration period that created CPKC. While CPKC as a combined company was established in 2023 through the CP and Kansas City Southern combination, the business heritage traces back to 1881, reflecting the Canadian Pacific lineage referenced in the company history. Cost and financial performance: as a capital-intensive railway business, CPKC must manage heavy infrastructure, equipment, and ongoing maintenance/renewal (capex). The provided TTM metrics show substantial operating profitability (e.g., positive operating/net margins) and strong gross/EBITDA margins, consistent with a rail network that converts traffic volume into durable cash generation when utilization and pricing support the model. Liquidity and working capital dynamics can be affected by rail operating cycles and payable/receivable timing; the included TTM ratios indicate working capital can be negative, which is not unusual for large logistics networks that operate with supplier/receivable timing structures. In terms of capital efficiency and valuation, the provided dataset also includes enterprise value, earnings multiples, and free cash flow yield measures, which collectively suggest that the market prices CPKC for continued cash-generation capacity and network resilience. The company’s key “product” is therefore the reliability and throughput of its route network, plus the logistics services that help customers plan, ship, and replenish. Key people: beyond the CEO, the company’s execution depends on large operational leadership teams across network operations, maintenance, safety, commercial sales, and corporate functions. Overall, CPKC’s strategic intent is to keep improving network fluidity and customer value—translating its North American connectivity into consistent freight volume, strong operating performance, and ongoing investment in the infrastructure required to sustain service quality over long cycles.ExpandCollapse

Founded

1881

Employees

19687

CEO

Keith E. Creel

Full Name

Canadian Pacific Kansas City Ltd.

Sector

Industrials

Industry

Railroads

ROE

8.35%

Market Cap

$80.26B

Current Ratio

0.59

WACC

9.04%

ROIC

5.96%

Contact Information

https://www.cpkcr.com

14033193591

7550 Ogden Dale Road S.E., Calgary, AB T2C 4X9

Key Metrics of CP

Snapshot

Latest / TTM · 6 periods

Market Cap

$80.26B

ROCE

7.5%

EV / EBITDA

15.23x

+0.4% YoY

FCF Yield

2.3%

-0.0% YoY

Cash Conversion Cycle

-49.3d

Current Ratio

0.59

Quick take

TTM —

Current ratio below 1.0

Negative working capital

Financial Highlights of CP

Profitability trend

Latest / TTM · 6 periods

Gross Margin

47.7%

Net Margin

25.0%

P/E Ratio

26.73x

n/a

Debt / Equity

0.54

n/a

Current Ratio

0.59

Dividend Yield

0.8%

Understanding

TTM —

Current ratio below 1.0

Calendar of CP

Upcoming

Sep 25, 2026In 21 days
Ex-dividend date
$0.95 per share
Oct 26, 2026In 52 days
Dividend payment
$0.95 per share
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $5.32 · Revenue $16.81B · 16 analysts
Sep 30, 2027
Q3 FY2027 · Estimated results
Est. EPS $1.56 · Revenue $4.51B · 6 analysts

Recent history

Jul 30, 2026
Q2 FY2026 · Results reported
EPS CAD 1.15 · Revenue CAD 4.16B
View filing
Apr 30, 2026
Q1 FY2026 · Results reported
EPS CAD 0.94 · Revenue CAD 3.70B
View filing
Feb 26, 2026
FY2025 · Annual results
EPS CAD 4.51 · Revenue CAD 15.08B
View filing
Oct 30, 2025
Q3 FY2025 · Results reported
EPS CAD 1.01 · Revenue CAD 3.66B
View filing
Jul 31, 2025
Q2 FY2025 · Results reported
EPS CAD 1.33 · Revenue CAD 3.70B
View filing
Mar 31, 2025
Q1 FY2025 · Results reported
EPS CAD 0.97 · Revenue CAD 3.79B

Financial Statements of CP

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$15.1B	+3.7%	+12.5%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$4.1B	+11.4%	+21.0%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+53.8%	+3.8%	+0.1%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+37.2%	+4.5%	+3.3%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+27.5%	+7.4%	+7.6%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$2.2B	-9.9%	+212.7%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+14.4%	-13.0%	+177.9%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	50.5%	+5.3%	+3.0%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	0.49x	-17.9%	-11.5%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$85.9B	-2.8%	+1.8%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	4.51 vs 4.63	-2.5%	1.15 vs 1.56	-26.5%
Revenue Surprise	$15.1B vs $15.1B	+0.0%	$4.2B vs $4.5B	-7.7%

Insider Transactions of CP

Acquisitions (A)

Since Jun 30, 2017

Disposals (D)

Since Jun 30, 2017

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Jun 30, 2017	Peverett Jane L	director	Rights (Deferred Share Units)	A	303	—
Jun 30, 2017	PAULL MATTHEW H	director	Rights (Deferred Share Units)	A	393	—
Jun 30, 2017	DENHAM GILLIAN H	director	Rights (Deferred Share Units)	A	283	—
Jun 30, 2017	TRAFTON GORDON T. II	director	Rights (Deferred Share Units)	A	373	—
Jun 30, 2017	Fatt William R.	director	Rights (Deferred Share Units)	A	319	—

Earnings Call Transcript of CP

1 transcript segments

Q2 2026

Unknown Speaker

Operator : Good afternoon. My name is Leo, and I will be your conference operator today. At this time, I would like to welcome everyone to CPKC's Second Quarter 2026 Conference Call. The slides accompanying today's call are available at investor.cpkcr.com. [Operator Instructions]. I would now like to introduce Chris de Bruyn, Vice President, Capital Markets, Tax and Treasurer, to begin the conference call. Chris de Bruyn : Thank you, Leo. Good afternoon, everyone, and thank you for joining us today. Before we begin, I want to remind you this presentation contains forward-looking information. Actual results may differ. The risks, uncertainties and other factors that could influence actual results are described on Slide 2 in the press release and in the MD&A filed with Canadian and U.S. regulators. This presentation also contains non-GAAP measures, as outlined on Slide 3. With me here today is Keith Creel, our President and Chief Executive Officer; Nadeem Velani, our -- Executive Vice President and Chief Financial Officer; John Brooks, our Executive Vice President and Chief Marketing Officer; and Mark Redd, our Executive Vice President and Chief Operating Officer. The formal remarks will be followed by Q&A. In the interest of time, we would appreciate if you limit your questions to one. It is now my pleasure to introduce our President and CEO, Mr. Keith Creel. Keith Creel : Thanks, Chris. And again, thanks for everyone joining us on the call today. As I always do, I'll start by thanking the 20,000 strong team of railroaders we have producing these excellent results. I remain extremely proud to serve with each 1 of you. So thank you for your efforts and your sacrifices. And on the performance, if you look at it, it reflects the strength of the CPKC franchise, the resilience of our business mix and the continued benefits of uniquely connecting Canada, the U.S. and Mexico to the only single-line rail network that uniquely serves all 3 countries. So we brought these railroads together just over 2 years ago to create something unique, a network capable of unlocking new supply chains expanding market access, increasing competition across North America, and we're doing exactly that. With each passing quarter, that vision is becoming a reality. So the results for the quarter, the team delivered volume growth of 4%, revenue growth of 13%, an operating ratio of 61.6%, earnings of $1.27, which is an increase of 13%. The results were driven by a combination of disciplined execution by Mark and the team, strong service performance and continued growth across many of our key franchises. Operationally, the railroad continues to perform at a very high level. During the quarter, we established new records across a number of the key operating metrics with its asset utilization, train velocity terminal fluidity all improved year-over-year, demonstrating the ability to safely and efficiently move more freight across the network while creating additional capacity …

Leadership Team of CP

10 executives

Name	Title	Compensation	Gender	Year Born	Status
Keith E. Creel	Chief Executive Officer, President & Director	CAD 4,307,715	Male	1969	Active
Nadeem S. Velani	Executive Vice President & Chief Financial Officer	CAD 1,741,791	Male	1973	Active
John Kenneth Brooks	Executive Vice President & Chief Marketing Officer	CAD 1,691,647	Male	1971	Active
Mark A. Redd	Executive Vice President & Chief Operating Officer	CAD 1,685,881	Male	1971	Active
James Dominic Luther Clements	Executive Vice-President of Strategic Planning & Corporate Services	CAD 1,038,560	Male	1970	Active
Laird Joseph Pitz	Senior Vice President & Chief Risk Officer	CAD 826,019	Male	1945	Active
Cassandra Quach	Vice President, Chief Legal Officer & Corporate Secretary	—	Female	1974	Active
Corey Heinz	Managing Director of Asia	—	—	—	Active
Pamela Lynne Arpin	Senior Vice President & Chief Information Officer	—	Female	1976	Active
Maeghan Albiston	Senior Vice President & Chief Human Resources Officer	—	Female	1983	Active

Recent News of CP

GuruFocus8/21/2026Neutral

CPKC and IBEW agree to binding arbitration ending strike

CPKC and IBEW agree to binding arbitration ending strike PR Newswire CALGARY, AB, Aug. 21, 2026

PRNewsWire8/21/2026Neutral

CPKC and IBEW agree to binding arbitration ending strike

CALGARY, AB, Aug. 21, 2026 /PRNewswire/ -- Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) said today that the International Brotherhood of Electrical Workers Canadian Signals and Communications System Council No. 11 (IBEW) has agreed to enter into binding arbitration and bring the strike initiated on May 31 to an end.

24/7 Wall Street8/20/2026Neutral

3 Stocks That Win If the US-Canada Tariff Pause Becomes a Deal

Late Tuesday night, President Trump announced a three-day pause on new 50% U.S. tariffs that were scheduled to take effect at 12:01 a.m.

GuruFocus8/19/2026Neutral

Champion REIT Announces 2026 Interim Results

HONG KONG, Aug 19, 2026 - (ACN Newswire) - Champion Real Estate Investment Trust (Stock Code: 2778), which owns Three Garden Road and Langham Place properties,

Defense World8/12/2026Neutral

Bay Colony Advisory Group Inc d b a Bay Colony Advisors Takes $1.04 Million Position in Canadian Pacific Kansas City Limited $CP

Bay Colony Advisory Group Inc d b a Bay Colony Advisors purchased a new stake in Canadian Pacific Kansas City Limited (NYSE: CP) (TSE: CP) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 12,032 shares of the transportation company's stock, valued

Historical Employee Count of CP

Current

7,000

Change

-64.64%

Minimum

7,000

Maximum

19,797

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	7,000	10-K	Feb 26, 2026	View
Dec 31, 2024	19,797	10-K	Feb 27, 2025	View
Dec 31, 2023	18,233	10-K	Feb 27, 2024	View
Dec 31, 2022	12,570	10-K	Feb 24, 2023	View
Dec 31, 2021	12,000	10-K	Feb 23, 2022	View

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Canadian Pacific Kansas City Ltd.