Kansas City Southern

KSU

Canadian Pacific Kansas City faces near-term tariff risks, but its unique North American rail network offers long-term growth potential amid geopolitical shifts and nearshoring trends. Despite recent tariff threats, CP's Q4 2024 earnings showed revenue growth, improved EPS, and a stable operating ratio. Management sees over $5 billion in new revenue opportunities, driven by GDP growth, price increases, and high switching costs in the rail industry.

Unifor said on Tuesday it has initiated contract negotiations with Canadian Pacific Kansas City , just weeks after it opened negotiations with Canadian National Railway.