CANADIAN PACIFIC KANSAS CITY LTD/CN — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Canadian Pacific Kansas City reported Q2 2026 revenues of $4.164 billion (up 13% from $3.699 billion in Q2 2025), with reported diluted EPS of $1.15 (down 14% from $1.33) but core adjusted diluted EPS of $1.27 (up 13% from $1.12). The company repurchased 10.9 million shares in Q2 2026 for $1.298 billion at average price of $119.60 per share. Operating ratio deteriorated 90 basis points to 64.6%, primarily driven by fuel costs (up 53% to $618M) and compensation costs (up 10% to $723M).
Why this rating
Solid operational results with strong revenue growth and volume gains, but margin compression and higher fuel costs offset earnings gains. Routine quarterly earnings report for a $72.7B company; no transformational events or material changes to capital structure or business model.
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