Canadian Pacific Kansas City Ltd. · CP · Next earnings

Canadian Pacific Kansas City Ltd. next earnings report

CP's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: CPKC posts record Q3 as land bridge and freight volumes expand

Date not yet scheduled Industrials

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date TBD Not yet on the calendar
Session — Session not yet known

Where CP left off: FY2026 Q3

Full report

CPKC posts record Q3 as land bridge and freight volumes expand

EPS surprise -3.2% Reported $0.91 vs $0.94
Revenue surprise -0.1% Reported $2.95B vs $2.96B
Stock move -1.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained its guidance and expressed confidence in delivering the full-year outlook despite higher fuel costs.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Personal-injury frequency rose 20% year over year.
  • Higher fuel prices created a 190-basis-point operating-ratio headwind.
  • A potential West Coast longshore strike could disrupt intermodal traffic.
  • The STB merger review and IBEW arbitration add regulatory uncertainty.

Questions analysts left open

  • Whether pricing and fuel surcharges can protect margins as fuel costs rise.
  • How much volume recovery the Elk Valley Resources contract will deliver.
  • Whether the company can sustain a sub-60% operating ratio amid fuel pressure.
  • The effect of potentially higher 2027 capital spending on free cash flow.

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Recent CP quarters

All CP earnings
-1.9%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.