CPKC's earnings call highlighted strong revenue growth, operational improvements, and significant achievements in the automotive sector. Despite facing challenges in certain segments and dealing with inflationary pressures, the company's outlook remains positive with expectations for continued growth in 2025.

Company Guidance

During the CPKC's Fourth Quarter and Full Year 2024 Conference Call, the company provided a comprehensive overview of its financial performance and strategic outlook. For the fourth quarter, CPKC reported revenues of $3.9 billion, marking a 3% increase, with volume growth of 2% and an improved operating ratio of 57.1, a 160 basis point enhancement. Core EPS for the quarter rose by 9% to $1.29. For the full year, total revenues reached $14.5 billion, up 5%, and volume growth was at 3%. The operating ratio improved by 70 basis points to 61.3, and core EPS increased by 11% to $4.25. Looking ahead to 2025, CPKC projects mid-single-digit volume growth and earnings growth between 12% and 18%, aligned with its multi-year guidance. The company highlighted several strategic initiatives and investments, including the completion of the second span of the Laredo Bridge, contributing to efficient operations and growth potential. The automotive sector showed robust performance, with CPKC being named GM Supplier of the Year for finished vehicles in 2024, a significant accolade among 20,000 suppliers. The company remains focused on leveraging its unique network to drive growth, emphasizing the integration and synergies from its merger, particularly in bulk, automotive, and intermodal segments.

Record Revenue and Volume Growth

CPKC delivered revenues of $3.9 billion in Q4, up 3%, with volume growth of 2%. For the full year, total revenues reached $14.5 billion, up 5%, with volume growth of 3%.

Significant EPS Increase

Core EPS increased by 9% in Q4 and 11% for the full year, reaching $1.29 and $4.25 respectively.

Operational Efficiency Improvements

Operating ratio improved by 160 basis points to 57.1 in Q4 and by 70 basis points to 61.3 for the full year. Train weight and length improved by 4%, with fuel efficiency increasing by 2%.

Safety Achievements

CPKC led the industry with the lowest train accident frequency among the Class 1s for the second year in a row, with a 5% improvement in train accident frequency.

Automotive Sector Recognition

CPKC was named GM Supplier of the Year for finished vehicles in 2024, marking a significant achievement in the automotive sector.

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Canadian Pacific Kansas City (TSE:CP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TSE:CP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 23, 2025	2025 (Q1)	1.08 / -	0.93	―	―	―
Jan 29, 2025	2024 (Q4)	1.24 / 1.29	1.18	9.32% (+0.11)
Oct 23, 2024	2024 (Q3)	1.00 / 0.99	0.92	7.61% (+0.07)
Jul 30, 2024	2024 (Q2)	1.01 / 1.05	0.83	26.51% (+0.22)
Apr 24, 2024	2024 (Q1)	0.94 / 0.93	0.9	3.33% (+0.03)
Jan 30, 2024	2023 (Q4)	1.11 / 1.18	1.14	3.51% (+0.04)
Oct 25, 2023	2023 (Q3)	0.91 / 0.92	1.01	-8.91% (-0.09)
Jul 27, 2023	2023 (Q2)	0.94 / 0.83	0.9	-7.78% (-0.07)
Apr 26, 2023	2023 (Q1)	0.91 / 0.90	0.67	34.33% (+0.23)
Jan 31, 2023	2022 (Q4)	1.08 / 1.14	0.95	20.00% (+0.19)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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TSE:CP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 29, 2025	C$113.64	C$115.62	+1.74%
Oct 23, 2024	C$108.87	C$108.56	-0.28%
Jul 30, 2024	C$113.37	C$115.38	+1.78%
Apr 24, 2024	C$119.15	C$111.65	-6.30%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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