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  5. CP: Peter and Team, for these 3 positions, what are your opinions of the earnings vs expectations, and the guidance released today ? [Canadian Pacific Kansas City Limited]
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Q: Peter and Team, for these 3 positions, what are your opinions of the earnings vs expectations, and the guidance released today ? In particular the IFC report seemed good though the reaction was negative. Thank you.
Asked by Paul on July 31, 2025
5i Research Answer:

IFC comments have been posted.

CP EPS of $1.12 missed estimates of $1.13; revenue of $3.69B missed estimates of $3.8B. EBITDA of $1.94B missed estimates of $1.96B. CP appears on track to meet its full-year outlook, despite increased economic uncertainty created by the US' fluid tariff policy. About 39% of CP volume is cross-border between the US and Canada or Mexico. Strength in grain, coal and intermodal helped mitigate weaker potash, fertilizer, forest products and automotive volume in 2Q, which likely faced tariff-related headwinds. 

K EPS of 44c beat estimates of 33c; revenue of $1.73B beat estimates of $1.59B. Production was 530,077 ounces. All-in costs were $1.493/oz. Production guidance of 2M ounces was maintained. We would consider these results solid. 

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