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Jun 30, 2025
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Canadian Pacific Q2 2025 Earnings Report
Canadian Pacific Kansas City reported strong Q2 2025 results with double-digit revenue and income growth.
Key Takeaways
CPKC delivered solid performance in Q2 2025, driven by strength in bulk and merchandise segments, higher volumes across the network, and synergy capture from its full-year merger operations.
Revenue rose 11% year-over-year to CAD 3.78 billion.
Reported diluted EPS grew to CAD 1.42, with adjusted EPS of CAD 1.29.
Net income reached CAD 1.33 billion, a 46% increase from prior year.
Merchandise revenue rose 14%, and bulk segment grew 8% over Q2 2024.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
CPKC reaffirmed full-year guidance with expectations for continued volume growth and operational efficiency gains through 2025.
Positive Outlook
- Expect continued synergy capture from CPKC merger
- Guiding for low-teens adjusted EPS growth for FY25
- Expect low single-digit carload growth in H2 2025
- Merchandise and intermodal segments showing resilience
- Expanded cross-border business between U.S. and Mexico
Challenges Ahead
- Higher fuel prices could weigh on operating ratio
- Currency fluctuations may impact revenues and costs
- Uncertain macroeconomic environment poses risks
- Inflation-related wage and supplier cost pressures
- Rail congestion in specific corridors remains a challenge
Historical Earnings Impact
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Avg. Return Before/After Earnings
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