Canadian National Railway Co (BSP:CNIC34)
R$ 26.85 (0%) Market Cap: 389.80 Bil Enterprise Value: 472.34 Bil PE Ratio: 21.65 PB Ratio: 4.65 GF Score: 86/100

Canadian National Railway Company at Morgan Stanley Laguna Conference Transcript

Sep 16, 2026 / 05:00PM GMT
Release Date Price: R$26.85
Ravi Shanker
Morgan Stanley - Analyst

In domestic intermodal and she's got this boots on the ground program and she's here with me today. She's got a boots on the ground program that is out there not just on the big programs and projects but also in driving and creating opportunities for small customers for smaller opportunities. Those are equally important to us. And so it's a challenging environment out there. It's challenging right now between Canada and the US on the free trade front but I think that what we're learning is that if we focus on what we can control, we drive those foundational. Kind of volume growth with key partners, then we will be less attached to the macro. So, we're excited about the path forward. 4.5% growth in RTM so far this year, moderate a little as we get into a much tougher compare in Q4, but we're feeling pretty good about it. So, you match those growth opportunities with really disciplined execution.

We launched or relaunched I guess scheduled railroading four and a half years ago at CN and we've continued to refine it since then through initiatives like fast

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