Canadian National Railway 주식 (NYSE: CNI)

Canadian National Railway (NYSE:CNI) 주식

Canadian National Railway

Canadian National's railway spans Canada from coast to coast and extends through Chicago to the Gulf of Mexico. In 2024, CN generated CAD 17 billion in revenue by hauling intermodal containers (22% of consolidated revenue), petroleum and chemicals (20%), grain and fertilizers (20%), forest products (11%), metals and minerals (12%), automotive shipments (5%), and coal (5%). Other items constitute the remaining revenue.

View,Of,The,Panama,Canal,Zone,,Transit,Of,Container,Ships,

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최근 도널드 트럼프 대통령이 파나마 운하의 지위 변경 가능성에 대해 언급한 발언은 여러 주식과 상장지수펀드(ETF)에 미칠 수 있는 영향에 대한 우려를 불러일으켰다. 전 세계 무역의 약 4%가 이 운하를 통과하며, 그 중 70% 이상이 미국을 오가는 화물이라는 점은 월스트리트 저널에 보도된 바 있다.

트럼프의 파나마 운하 인수? 외교가 대통령의 계획에 영향을 미칠 때 주목해야 할 주식

Canadian National Railway Company Common Stock

Canadian National Railway Co

CHINA INTL CAP CORP LTD by China International Capital Corp Ltd

China International Capital Corp Ltd

CENTURIA IND REIT ORD UTS by Centuria Indl Reit

Centuria Industrial REIT

CANADA NICKEL CO INC by Canada Nickel Co Inc

Canada Nickel Co Inc

CHINA INTL MARINE CONTR H by China International Marine Containers Ltd.

China International Marine Containers (Group) Co Ltd

DING YI FENG HLDGS GROUP by DING YI FENG HLDGS GROUP INTERNATIONAL LTD

Ding Yi Feng Holdings Group International Ltd

CN (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CNR#TSX">CNR</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) announced today plans to invest approximately $290 million CAD in Saskatchewan, as part of its <a href="https://www.globenewswire.com/Tracker?data=kpfAaz0ykkEuklD089l0FwfLfXO-ukd3B04sF_XbpzlFUsSu_4HWgsFOEuzsj1k7VFeYuCnr5JMawwKCHhLlSelNmXHo32N71UVYskDKyaLD6LIjTHJt1gdM2r9Maoc7Ujgo4I9Cvg490Mgid6ghw0l7X5-5J3SmpjO7Qa0GsQc2BnFPlqlnxzPCRlRLHXP_mUuLchcxGEZXlnT1J8BjzA==">2025 capital investment program</a>. This investment will support track maintenance and strategic infrastructure initiatives in the province. This includes major projects to support customer initiatives and our agriculture industry partners to improve the movement of grain and fertilizers. These investments will help ensure the safe movement of goods and support long-term sustainable growth in Saskatchewan and across CN's network.

TSX:CNR

CN To Invest C$290M In Saskatchewan Infrastructure, Strengthening Grain & Fertilizer Transport

CN (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CNR#TSX">CNR</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) announced today plans to invest approximately $475&nbsp;million CAD in Quebec, as part of its <a href="https://www.globenewswire.com/Tracker?data=aKERdtcwxHzVzt_rozR4HJxlhv23wwR3o76NrS16-4Ybfub4usb_3ZyHD9HSz77X6Txxe1RgV4RjjynwCxI3koTtAVPouqVZ7gMLthCmCgkxetjLSufkXQFTro5eqThJfwDk_ILsgIsP_4UXM51YvKyzqwIUg4CT7jNoRgGlw8eLKBHyt6_C_vNSjMEHPjdMG1yePPUO5T3zi7JbUbczXg==">2025 capital investment program</a>. This investment will support track maintenance and strategic infrastructure initiatives in Quebec. This includes projects to improve the efficiency of CN's operations at its Taschereau railyard in Dorval, as well as a number of information technology projects that will help better support our customers and modernize our systems. These investments will help ensure the safe movement of goods and support long-term sustainable growth in Quebec and across CN's network.

CN Plans To Invest About C$475M To Support Track Maintenance And Strategic Infrastructure Initiatives In Quebec

CN (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CNR#TSX">CNR</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) announced today plans to invest approximately $165 million CAD in Manitoba, as part of its <a href="https://www.globenewswire.com/Tracker?data=OrQ9csS9GcIuscBm98qbEbI3ptZ-Aj7nid-0o3E7MOj0OxD7N1L-GTlSGW-i5qPNshQpGUayA_E7gdflnc_FdTV-7lHZAT28jvIXV2dIECooRhsLIviS_jFFwn_WF0y3lRo0asTdk0NtwaBUvVk5P78Fx9Ptk45N7rW3jP49rt2ny96pd0Em7QbSKGLAnWqOeVnwp4K5NEfXs1VhZaZ3eg==">2025 capital investment program</a>. This investment will support track maintenance and strategic infrastructure initiatives in the province, including upgrade projects to improve operations of rail yards in Winnipeg. These investments will help ensure the safe movement of goods and support long-term sustainable growth in Manitoba and across CN's network.

CN Plans To Invest About C$165M In Manitoba To Support Track Maintenance And Strategic Infrastructure Initiatives In The Province

General

Canadian National Railway Company Plans To Invest CAD$615M  in British Columbia To Build Capacity And Power Sustainable Growth

CN (TSX&nbsp;: CNR) (NYSE&nbsp;: CNI) announced today plans to invest approximately $510 million CAD in Alberta, as part of its <a href="https://www.globenewswire.com/Tracker?data=fwOnVEfIbBwmCO7MG4toGsZyK8XoIGVKEgUmudxhNyO89hunVsu_0GUghRQ4o7tOOmr47y-z6-QMtT1-seRsiCKtfPdAeqfeEwXBaoCiW2hfBvBdaKiNTKo8H30lWXj_id0aUNLMKaRBgRzk2DPqpUnIQRlvvFQYb3bgdFr92rI7y3cNcvMTirLjFqr--EysIyDv2tN45vxKO5bDSgfWzw==">2025 capital investment program</a>. This investment will support track maintenance and strategic infrastructure initiatives in the province. This includes projects to increase intermodal capacity in Edmonton, and continued work to build greater rail capacity along CN&#39;s mainline between Edson and Hinton. These projects will help ensure the safe movement of goods and support long-term sustainable growth in Alberta and across CN&#39;s network.

CN Plans To Invest C$510M In Alberta To Support Long-Term Sustainable Growth In Alberta And Across CN's Network

CN (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CNR#TSX">CNR</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) announced today plans to invest approximately $600 million CAD in Ontario, as part of its <a href="https://www.globenewswire.com/Tracker?data=MBwO2oITZVSZ0PXiFp2z6j5CswUGWK7GYaCOh7NQqaz65ACQr4tiBfv0hg9p_1xSqZdROmlJC92N3ORdR9daTkDb6gEhAMUKiYfI1C8DcsQolg22_Bdj2z6eY_MHFAGn_bRG72Q1GpWrh5U1zjIMufLS30ZR73hVrltIiGnkkQdQnQ_bkS8NwigdPivSKPJWixbz9twedy4wyuDMFvQalQ==">2025 capital investment program</a>. This investment will support track maintenance and strategic infrastructure initiatives in the province. This includes projects that continue to invest in technology as well as ongoing multi-year projects that will build capacity and support growth across the network. These projects will help ensure the safe movement of goods and support long-term sustainable growth in Ontario and across CN's network.

CN Plans To Invest About C$600M In Ontario To Support Track Maintenance And Strategic Infrastructure Initiatives In The Province

B of A Securities analyst Ken Hoexter maintains Canadian National Railway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) with a Neutral and raises the price target from $105 to $115.

Price Target

Analyst Ratings

B of A Securities Maintains Neutral on Canadian National Railway, Raises Price Target to $115

CN (TSX:<a class="ticker" href="https://www.benzinga.com/stock/CNR#TSX">CNR</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) today announced its 2025 capital expenditures program, underscoring its commitment to growing capacity, enhancing safety, and powering sustainable growth across its North American network. CN will invest approximately $3.4 billion CAD in capital projects this year, net of customer reimbursements.
This year's capital program includes approximately $2.9 billion allocated to its maintenance and strategic infrastructure initiatives across Canada and the United States. Projects already underway include over 225 miles of new rail installation and approximately 8 capacity building projects in Western Canada scheduled to come online by the end of this year.
As part of this investment CN is also allocating over $500 million to upgrade and expand its rolling stock, reinforcing the Company's focus on providing safe, reliable, and efficient service for customers across its network.

CN To Invest About C$3.4B In 2025 Capital Projects, Net Of Customer Reimbursements

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Shares of railroad, shipping and transportation companies are trading higher amid overall market strength after the US and China agreed to a temporary reduction in most tariffs on each other's goods. This could alleviate some macro uncertainty and potentially support shipping activity.

Shauneen Bruder was unanimously re-elected by the board of directors as board chair. Ms. Bruder is a Corporate Director and retired Executive Vice-President, Operations at the Royal Bank of Canada.

Management

Canadian National Railway's Shauneen Bruder Was Unanimously Re-Elected By The Board Of Directors As Board Chair

RBC Capital analyst Walter Spracklin maintains Canadian National Railway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) with a Outperform and lowers the price target from $165 to $163.

RBC Capital Maintains Outperform on Canadian National Railway, Lowers Price Target to $163

Stephens &amp; Co. analyst Daniel Imbro maintains Canadian National Railway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) with a Equal-Weight and raises the price target from $105 to $109.

Stephens & Co. Maintains Equal-Weight on Canadian National Railway, Raises Price Target to $109

Canadian National Railway shares are trading higher following Q1 reported financial results. Additionally, Evercore ISI Group maintained an Outperform rating on the stock.

Barclays analyst Brandon Oglenski maintains Canadian National Railway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) with a Equal-Weight and lowers the price target from $104 to $101.

Barclays Maintains Equal-Weight on Canadian National Railway, Lowers Price Target to $101

Evercore ISI Group analyst Jonathan Chappell maintains Canadian National Railway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) with a Outperform and lowers the price target from $119 to $114.

Evercore ISI Group Maintains Outperform on Canadian National Railway, Lowers Price Target to $114

Canadian National Railway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) lowers FY2025 Adj EPS guidance from $5.58-$5.84 to $5.44-$5.69 vs $7.88 analyst estimate..

Guidance

Canadian National Railway Lowers FY2025 Adj EPS Guidance from $5.58-$5.84 to $5.44-$5.69 vs $7.88 Est

Canadian National Railway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) reported quarterly earnings of $1.29 per share which missed the analyst consensus estimate of $1.79 by 27.93 percent. This is a 0.78 percent increase over earnings of $1.28 per share from the same period last year. The company reported quarterly sales of $3.07 billion which missed the analyst consensus estimate of $4.38 billion by 30.00 percent. This is a 2.70 percent decrease over sales of $3.15 billion the same period last year.

Earnings

Earnings Misses

Canadian National Railway Q1 EPS $1.29 Misses $1.79 Estimate, Sales $3.07B Miss $4.38B Estimate

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Earnings Scheduled For May 1, 2025

Canada announced a temporary six-month relief from its countermeasure tariffs on U.S. goods critical to domestic manufacturing, processing, and <a href="https://www.benzinga.com/topic/food-and-beverage">food and beverage packaging</a>.
The decision signaled a notable de-escalation in North America's trade standoff and aligned with a more conciliatory tone recently struck by the Trump administration.
The move follows Washington's unexpected shift in posture last week, when President Donald Trump pledged a 90-day pause on new reciprocal tariffs to allow for "fair" with strategic partners.
See Also: <a href="https://www.benzinga.com/government/regulations/25/04/44812727/bessent-says-tariffs-on-china-are-far-from-a-joke-dismisses-treasury-dumping-fears">Bessent Says Tariffs On China Are &#8216;Far From A Joke,&#8217; Dismisses Treasury Dumping Fears</a>
Canadian Finance Minister François-Philippe Champagne, in a press release Tuesday morning, emphasized the strategic nature of the tariff relief, which will apply to U.S. inputs used in key sectors vital to Canada's economic and national security. 
&#8220;We continue to stand by Canada's workers and businesses. Today, we're giving Canadian companies and entities more time to adjust their supply chains and become less dependent on U.S. suppliers. This will help make our economy stronger and more resilient," Champagne said.
<h3 class="wp-block-heading">Automakers Get A Conditional Pass</h3>
Canada also announced a performance-based remission framework aimed at automakers with operations in the country. 
Under this plan, manufacturers who continue to produce and invest in Canadian facilities will be allowed to import a limited volume of U.S.-assembled, CUSMA-compliant vehicles tariff-free.
&#8220;The number of tariff-free vehicles a company is permitted to import will be reduced if there are reductions in Canadian production or investment,&#8221; Canadian authorities highlighted.
On April 3, the U.S. implemented 25% tariffs on Canadian automobiles, targeting the non-U.S. content even in CUSMA-compliant vehicles. 
In response, Canada imposed its own 25% tariffs on U.S.-made vehicles that aren't CUSMA-compliant, as well as on the non-Canadian and non-Mexican components of compliant U.S. vehicles, on April 9.
Canada and the U.S. share a trade relationship worth more than $1.3 trillion annually, with over $3.6 billion exchanged daily. 
Canada is the top buyer of U.S. goods, absorbing 17.5% of American exports, while ranking as the second-largest source of U.S. imports. 
In sectors like autos and energy, the two economies operate as a single ecosystem—making trade skirmishes particularly disruptive.
<h3 class="wp-block-heading">A Financial Lifeline For Big Canadian Business</h3>
Champagne also confirmed that applications are now open for the Large Enterprise Tariff Loan Facility, a government-backed program to provide liquidity to firms hit hardest by the tariff fight. 
The facility targets companies tied to food, energy and national security, provided they weren't already in insolvency prior to the crisis. Eligible businesses must commit to maintaining operations and preserving jobs in Canada.
<h3 class="wp-block-heading">How Markets Reacted</h3>
The S&amp;P 500 rose 0.6% to 5,437 points by 9:00 a.m. ET, while the Dow Jones Industrial Average added 223 points, reaching 40,748.07. The Nasdaq 100 gained 0.9% and the Russell 2000 also climbed 0.9%.
Cross-border-exposed stocks moved with mixed momentum:
<ul>
<li>General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) dropped 0.6%</li>
<li>Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) declined 1.2%</li>
<li>Stellantis N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>), which maintains a sizeable Canadian footprint, rose 0.6%.</li>
<li>Machinery exporter Caterpillar Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>) edged up 0.5%</li>
<li>Canadian National Railway Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) added 1%.</li>
<li>Energy major Suncor Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SU#NYSE">SU</a>) gained 0.7%.</li>
<li>iShares MSCI Canada ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWC#NYSE">EWC</a>) rose 0.8%</li>
<li>Invesco CurrencyShares Canadian Dollar Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXC#NYSE">FXC</a>) held flat.</li>
</ul>
Now Read: 
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44812727/bessent-says-tariffs-on-china-are-far-from-a-joke-dismisses-treasury-dumping-fears">Bessent Says Tariffs On China Are &#8216;Far From A Joke,&#8217; Dismisses Treasury Dumping Fears</a></li>
</ul>
Image: Shutterstock

STLA

Canada Eases Retaliatory Tariffs On US Goods As Trade Tensions Thaw Under Softer Trump Stance: Stocks React

Stifel analyst Benjamin Nolan maintains Canadian National Railway (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNI#NYSE">CNI</a>) with a Buy and lowers the price target from $125 to $115.

Stifel Maintains Buy on Canadian National Railway, Lowers Price Target to $115

Press Releases

CN Presents the 2024 Safe Handling Award to 213 Rail Shippers

Tracy Robinson to address the 18th Annual Wolfe Research Global Transportation & Industrials Conference on May 20

CN Investing $3.4 Billion to Build Capacity and Power Sustainable Growth

Financing

CN to Invest $600 Million in Ontario to Build Capacity and Power Sustainable Growth

CN to Invest $510 Million in Alberta to Build Capacity and Power Sustainable Growth

CN to Invest $615 Million in British Columbia to Build Capacity and Power Sustainable Growth

CN to Invest $165 Million in Manitoba to Build Capacity and Power Sustainable Growth

CN to Invest $475 Million in Quebec to Build Capacity and Power Sustainable Growth

CN to Invest $290 Million in Saskatchewan to Build Capacity and Power Sustainable Growth

Ghislain Houle, Executive Vice-President and Chief Financial Officer, to address Wells Fargo 2025 Industrials and Materials Conference

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