Brief: Canadian Pacific Kansas City Q2 Adjusted EPS CAD 1.12 Vs. IBES Estimate CAD 1.13

Canadian Pacific Kansas City

30/07/2025 21:05

Overview

Canadian Pacific Q2 2025 revenue rises 3% yr/yr to C$3.7 bln

Adjusted EPS for Q2 misses analyst expectations, per LSEG data

Operating ratio DROPS to 63.7% from 64.8% in Q2 2024

Outlook

CPKC confident in delivering full-year guidance for 2025

Company aims for sustainable growth benefiting stakeholders

CPKC leveraging three-nation network for market expansion

Result Drivers

VOLUME GROWTH - Revenue Ton-Miles increased by 7%, contributing to revenue growth

NETWORK INTEGRATION - Overcoming challenges in southern U.S. network following integration

EFFICIENCY IMPROVEMENT - Operating ratio decreased, indicating improved operational efficiency

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Adjusted EPS
Miss
C$1.12
C$1.13 (24 Analysts)
Q2 EPS
C$1.33
Q2 Net Income
C$1.23 bln
Q2 Operating Income
C$1.34 bln
Q2 Pretax Profit
C$1.59 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 22 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the ground freight & logistics peer group is "buy"

Wall Street's median 12-month price target for Canadian Pacific Kansas City Ltd is C$124.00, about 15.3% above its July 29 closing price of C$105.00

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nPn6Rvvs3a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)