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RBC就CPKC與SMART-TD和BLET達成的新集體協議發表評論

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-- 加拿大太平洋堪薩斯城鐵路公司(CPKC,股票代碼:CP.TO)上周宣布與兩個工會——鈑金、航空、鐵路和運輸工程運輸部工會(SMART-TD)以及機車工程師和列車員兄弟會(BLET)——達成初步集體談判協議。該協議將11份合約合併為兩份精簡的按小時計酬的協議,涵蓋約1700名列車和機車(T&E)員工。 加拿大皇家銀行(RBC)分析師沃爾特·斯普拉克林和詹姆斯·麥加拉格爾指出,每份協議的有效期至2034年,為CPKC在美國運營的大部分區域提供了近十年的勞動力穩定性。 CPKC告訴RBC,新的協定模式減少了工作規則的劃分,提高了員工的工作效率和營運效率。史普拉克林和麥加拉格爾寫道,隨著鐵路公司在美國的大部分網路現在都採用按小時計酬的協議,管理層預計全網標準化將帶來更多營運成本的節省。 他們補充說,加上先前已批准的 Soo Line BLET 協議(2025 年 12 月生效,2029 年才重新開放),這些協議一旦獲得批准,將涵蓋 CPKC 在美國的約 81% 的 T&E 員工。

Price: $119.43, Change: $+0.34, Percent Change: +0.29%

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