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Mar 31, 2025
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Canadian Pacific Q1 2025 Earnings Report
Canadian Pacific Kansas City delivered strong Q1 2025 results with increased revenues, earnings, and improved operational efficiency.
Key Takeaways
CPKC reported a robust first quarter with $3.8 billion in revenue and $909 million in net income, driven by strong freight demand and a resilient North American network.
Revenue rose to CAD 3.8 billion, up from CAD 3.52 billion in Q1 2024.
Net income attributable to controlling shareholders reached CAD 910 million.
Core adjusted diluted EPS increased to CAD 1.06.
Train safety and personal injury metrics improved significantly year-over-year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
CPKC updated its 2025 outlook to reflect trade uncertainty but reaffirmed strong long-term prospects with expected core adjusted EPS growth between 10–14%.
Positive Outlook
- Core adjusted diluted EPS expected to grow 10–14% over FY 2024 ($4.25)
- Mid-single digit RTM growth expected
- Core adjusted effective tax rate projected at 24.50%
- Strong operating leverage from resilient North American network
- Capex plan of $2.9 billion to support future growth
Challenges Ahead
- Trade and tariff policy uncertainty impacting guidance
- Heightened risk of economic recession
- Currency volatility affecting results
- Exposure to fuel price fluctuations
- Ongoing macroeconomic and geopolitical instability
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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