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CN Rail Q1 Adjusted Earnings, Revenue Dip, But Meet Forecast

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-- CN Rail's (CNR.TO) first-quarter adjusted earnings, revenue edged down, the company said on Wednesday, but met forecasts.

Adjusted net income edged down to $1.1 billion, or $1.80 per adjusted diluted share, from $1.16 billion, or $1.85 per share, but met the consensus analyst forecast of $1.80 per share, according to FactSet.

Revenues dipped 1% to $4.38 billion, inline with the consensus forecast of $4.38 billion.

Operating ratio, defined as operating expenses as a percentage of revenues, rose 120 basis points to 64.6%, while the adjusted operating ratio of 64.2%, was an increase of 80 basis points over the prior year period, the company said.

Revenue ton miles (RTMs) also increased 3% during the quarter, which CN Rail said was a record.

For 2026, CN is guiding to "flattish" volume growth in terms of RTMs. It expects that adjusted diluted EPS growth will slightly exceed volume growth.

CN still plans to invest $2.8 billion in its capital program, net of amounts reimbursed by customers.

The company will pay a regular quarterly dividend of $0.915 per share on June 30, to shareholders of record on June 9.

CN Rail shares were last seen down US$0.65, to US$114.25 in U.S. pre-market trading.

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