A freight railroad moving goods across Canada, the US, and Mexico on one integrated network—think of it as the highway for bulk cargo like grain, coal, and containers.
Money comes from hauling freight, with annual revenue of CAD 15.08B and a gross margin around 52%. It's recurring, volume-driven business with high fixed costs but strong operating leverage.
The physical rail network is nearly impossible to duplicate, giving pricing power over shippers who lack alternatives. Union Pacific and BNSF compete, but the unique cross-border route is a durable advantage.
Key events, in time order
Isabelle Courville retires, Gordon Trafton appointed Chair
EPS $0.92 beat estimates, revenue $4.2B, expects accelerated H2 growth
Multiple sources confirm TCI held CP in Q1, representing 8.1% of 13F AUM
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Canadian Pacific Kansas City (CP) is mentioned as a stock that hit a new 52-week high, indicating positive price momentum.
Main discussion
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