Earnings GrowthManagement reiterated its high-single digit adjusted EPS CAGR target for 2024-2026 driven by company-specific growth opportunities, pricing above rail inflation, and continued margin improvement.
Growth InitiativesMore than 50% of the anticipated RTM growth is from CNI-specific initiatives with another one-third related to the recovery of volumes lost due to last year’s labor disruptions.
Operational PerformanceImproving network performance in the fourth quarter should see benefits, with multiple operating metrics showing improvement.