Canadian Pacific Kansas City

CP

Market cap $63.4B

The market appears expensive, with historical precedent for long periods of low returns after peaks. Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook. Analyst forecasts for 2026 should be viewed skeptically, as actual outcomes often diverge from consensus projections.

CALGARY, AB , Dec. 19, 2025 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today released the following statement regarding the merger application filed by Union Pacific (UP) and Norfolk Southern (NS) with the Surface Transportation Board (STB) on Dec. 19, 2025: CPKC has only just obtained the lengthy UP-NS merger application formally filed today and will be thoroughly reviewing it over the coming days. We will be examining the application from at least two perspectives:  Whether it complies with the Board's 2001 Major Merger Rules and provides the STB and interested parties an adequate basis for evaluating the public interest consequences of the UP-NS proposal.

I am rotating from Big Tech to cyclical value, energy, and high-quality dividend growth stocks amid complex market interconnections. AI is the dominant disruptor, impacting macroeconomics, labor, energy demand, and driving market concentration in the Mag-7. Current market valuations are unfavorable and top-heavy, with over 40% in the largest ten holdings.

CP faces a decline in earnings estimates, rising expenses and heavy debt, pressuring its stock in a weak rail industry.

Canadian Pacific Kansas City Limited (CP:CA) Presents at UBS Global Industrials and Transportation Conference Transcript

Canadian Pacific Kansas City Limited ( CP:CA ) The Scotiabank Transportation & Industrials Conference November 18, 2025 1:00 PM EST Company Participants Nadeem Velani - Executive VP & CFO Conference Call Participants Konark Gupta - Scotiabank Global Banking and Markets, Research Division Presentation Konark Gupta Scotiabank Global Banking and Markets, Research Division We got next up is CPKC or Canadian Pacific. I'm pleased to have EVP and CFO, Nadeem Velani with us today.

CALGARY, AB , Nov. 19, 2025 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) President and Chief Executive Officer Keith Creel and Senior Vice President, Accounting, Planning and Procurement Ian Gray will address the 2025 UBS Global Industrials and Transportation Conference on Dec. 2, 2025, at 9:40 a.m. ET. CPKC will provide access to the live audio webcast at investor.cpkcr.com.

CP faces rising expenses, tariff pressures and weak industry trends, with earnings estimates and share performance sliding.

CP secures a new five-year pact with locomotive engineers, boosting labor stability and supporting reliable service across key Midwest routes.

CALGARY, AB , Nov. 17, 2025 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) has named G3 Canada Limited and Bartlett Grain Company as the recipients of its annual Elevator of the Year awards for the 2024-2025 crop year. These awards, granted annually to one Canadian and one U.S. facility, highlight top performance in safety and efficiency among grain industry partners.