CANADIAN NATIONAL RAILWAY CO
CANADIAN NATIONAL RAILWAY CO is a Industrials company operating in Railroads with a $69.23B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 23, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Spoken Alpha tracks CNI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 80% of the time
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CNI.
$ curl https://api.spokenalpha.com/v1/companies/CNIFAQ
Spoken Alpha indexes CNI's earnings call transcripts at https://spokenalpha.com/companies/CNI. Each call links to attributed speakers and parsed analyst Q&A. CANADIAN NATIONAL RAILWAY CO's own investor relations page is at https://www.cn.ca/investors.
CANADIAN NATIONAL RAILWAY CO (CNI) held its most recent earnings call on 2026-04-29, covering fiscal Q1 2026.
CANADIAN NATIONAL RAILWAY CO (CNI) operates in the Industrials sector (Railroads industry).
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-23 | — | $1.91 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-28 | $1.87 | $1.81 | +3.3% | $4.39B | — | — | EODHD |
| Q4 FY2025 | 2026-01-29 | $2.08 | $1.98 | +5.1% | $4.46B | — | — | EODHD |
| Q3 FY2025 | 2025-10-30 | $1.83 | $1.77 | +3.4% | $4.17B | — | — | EODHD |
| Q2 FY2025 | 2025-07-21 | $1.87 | $1.87 | 0.0% | $4.27B | — | — | EODHD |
| Q1 FY2025 | 2025-04-30 | $1.85 | $1.78 | +3.9% | $4.40B | — | — | EODHD |
| Q4 FY2024 | 2025-01-29 | $1.82 | $1.93 | -5.7% | $4.36B | — | — | EODHD |
| Q3 FY2024 | 2024-10-21 | $1.72 | $1.70 | +1.2% | $4.11B | — | — | EODHD |
| Q2 FY2024 | 2024-07-22 | $1.84 | $1.93 | -4.7% | $4.33B | — | — | EODHD |
| Q1 FY2024 | 2024-04-22 | $1.72 | $1.72 | 0.0% | $4.25B | — | — | EODHD |
| Q4 FY2023 | 2024-01-22 | $2.02 | $1.98 | +2.0% | $4.47B | — | — | EODHD |
| Q3 FY2023 | 2023-10-23 | $1.69 | $1.72 | -1.7% | $3.99B | — | — | EODHD |
| Q2 FY2023 | 2023-07-24 | $1.76 | $1.79 | -1.7% | $4.06B | — | — | EODHD |
| Q1 FY2023 | 2023-04-23 | $1.82 | $1.72 | +5.8% | $4.31B | — | — | EODHD |
| Q4 FY2022 | 2023-01-23 | $2.10 | $2.08 | +1.0% | $4.54B | — | — | EODHD |
| Q3 FY2022 | 2022-10-24 | $2.13 | $2.01 | +6.0% | $4.51B | — | — | EODHD |
| Q2 FY2022 | 2022-07-25 | $1.93 | $1.76 | +9.7% | $4.34B | — | — | EODHD |
| Q1 FY2022 | 2022-04-25 | $1.32 | $1.39 | -5.0% | $3.71B | — | — | EODHD |
| Q4 FY2021 | 2022-01-24 | $1.71 | $1.53 | +11.8% | $3.75B | — | — | EODHD |
| Q3 FY2021 | 2021-10-18 | $1.52 | $1.42 | +7.0% | $3.59B | — | — | EODHD |
Source: EODHD. CNI reported actuals as published; sparse fields render as —.
When a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.18 | $2.35 | +35.2% | -1.0% | -3.2% |
| Q4 FY2026 | $3.15 | $2.33 | +35.0% | -0.1% | +0.2% |
| Q3 FY2026 | $3.32 | $2.32 | +43.0% | -5.6% | -7.1% |
| Q2 FY2026 | $3.42 | $2.42 | +41.4% | -0.6% | +2.4% |
| Q1 FY2025 | $3.45 | $2.46 | +40.2% | -5.2% | -4.6% |
| Q4 FY2025 |
| $3.43 |
| $2.45 |
| +40.1% |
| +3.9% |
| +4.2% |
| Q3 FY2025 | $3.44 | $2.57 | +33.9% | -5.4% | -8.4% |
| Q2 FY2025 | $3.61 | $2.61 | +38.3% | -1.3% | +0.3% |
| Q1 FY2024 | $3.26 | $2.38 | +36.9% | +0.9% | +0.9% |
| Q4 FY2024 | $3.75 | $2.61 | +43.7% | -5.4% | -3.4% |