earnings
confidence high
sentiment positive
materiality 0.75
CPKC Q4 record core adjusted OR 55.9%; FY2025 core adj EPS $4.61 (+8%); guides low double-digit EPS growth in 2026
CANADIAN PACIFIC KANSAS CITY LTD/CN
2025-FY EPS reported
$4.51
revenue$15,078,000,000
- Q4 revenues $3.9B (+1% YoY); reported diluted EPS $1.20; core adjusted diluted EPS $1.33 (+3% YoY).
- Record Q4 core adjusted operating ratio of 55.9% (120 bps improvement); reported OR 58.9%.
- Full-year 2025 revenues $15.1B (+4%); core adjusted diluted EPS $4.61 (+8% YoY).
- 2026 guidance: low double-digit core adj EPS growth, mid-single-digit volume growth, capex $2.65B (-15% YoY).
- Safety metrics improved: FRA train accident frequency 0.85 (vs 1.01 in 2024) – industry best.