Canadian National Railway Stock Price, News & Analysis

CN (NYSE: CNI) has announced plans to invest US$50 million in Louisiana as part of its 2025 capital investment program. The investment will focus on track maintenance and strategic infrastructure initiatives, including capacity expansion in the New Orleans area and upgrades to the Geismar railyard operations.

This follows CN's US$52 million investment in Louisiana during 2024, which included over $18 million for bridge upgrades in New Orleans. The company currently operates 227 railroad route miles in Louisiana, employs approximately 330 people, and made US$25 million in local spending during 2024.

CN (NYSE: CNI) has announced plans to invest US$38 million in Iowa as part of its 2025 capital investment program. The investment will focus on track maintenance and strategic infrastructure initiatives to ensure safe goods movement and support sustainable growth in the state.

This follows CN's US$31 million investment in Iowa during 2024, which included US$1.4 million for track upgrades near Cedar Rapids and over US$1 million for Waterloo rail yard improvements. The company currently operates 572 railroad route miles in Iowa with approximately 258 employees, and reported US$29 million in local spending and US$6.2 million in cash taxes paid in 2024.

CN (NYSE: CNI) announced it will release its second-quarter 2025 financial and operating results on July 22, 2025 after market close. The company will host a conference call at 4:30 p.m. Eastern Time on the same day, led by President and CEO Tracy Robinson, to discuss the results and the railway's outlook.

Investors can participate via telephone using the following dial-in numbers: 1-800-715-9871 (Canada/U.S.) or 1-647-932-3411 (International) with passcode 7456934. A live webcast and supporting slides will be available on CN's investor relations website, with a replay available after the call.

CN (NYSE: CNI) has released its 2024 Sustainability Data Supplement, marking significant progress in its environmental and operational initiatives. The company achieved a 4% reduction in total GHG emissions from 2023 and has completed 27% of its 2030 science-based target for Scope 1 and 2 emissions.

Key operational metrics show an 8% improvement in accident rates, though personal injury frequency increased by 8%. The company launched its first Indigenous Reconciliation Action Plan with 16 measurable commitments. Economically, CN distributed over $15 billion in direct economic value and made capital investments of $3.5 billion in 2024.

Notably, CN has been named to Corporate Knights' Best 50 Corporate Citizens list for the seventeenth consecutive year, demonstrating its sustained commitment to corporate sustainability.

CN's Falcon Premium intermodal service has been awarded the prestigious Silver Container award by Mexico's leading intermodal transport association, AMTI. The service, developed in collaboration with Union Pacific and Grupo México Transportes, provides the fastest all-rail interline service connecting Canada, the U.S. Midwest, and Mexico. Falcon Premium offers significant advantages including truck-like reliability, elimination of truck interchanges, optimized route efficiency, and up to 75% reduction in greenhouse gas emissions. The service demonstrates CN's commitment to building smarter, more sustainable transportation networks while delivering exceptional customer service across North America.

CN announced a US$85 million investment plan for Michigan in 2025, focusing on track maintenance and strategic infrastructure initiatives. The investment includes projects to enhance intermodal capacity and upgrade operations at Lansing, Battle Creek, and Flint railyards. This follows CN's 2024 investment of US$79 million in Michigan, which included US$3 million for the Flat Rock Transload facility, US$5 million for Lansing Autoport operations, and US$4 million for Lake Orion automotive facility. CN maintains a significant presence in Michigan with 1,033 employees, 812 railroad route miles, US$136 million in local spending, and US$8.1 million in cash taxes paid in 2024.

CN announced a planned US$60 million investment in Minnesota for 2025 as part of its capital investment program, focusing on track maintenance and strategic infrastructure initiatives. This follows a US$77 million investment in 2024, which included US$9 million for Two Harbors rail yard upgrades and US$2.5 million for Duluth Iron Ore Dock improvements. The company currently operates 426 railroad route miles in Minnesota, employs approximately 569 people, and made US$117 million in local spending in 2024. The investment aims to enhance network resiliency, efficiency, and safety while supporting sustainable growth and the state's iron ore supply chain.

CN announced plans to invest US$30 million in Tennessee as part of its 2025 capital investment program, focusing on infrastructure, technology, rolling stock equipment, and network improvements. This follows their 2024 investment of US$36 million in the state, which included US$7 million for upgrading Harrison Yard's locomotive fueling facility and US$1.3 million for Memphis railyard transload facility upgrades. CN currently operates 161 railroad route miles in Tennessee with approximately 655 employees. In 2024, the company made significant local contributions, including US$24 million in local spending, US$8.7 million in cash taxes, and US$64,000 in community investments. The investment aims to enhance network safety, efficiency, and support sustainable economic growth across Tennessee and CN's broader network.

CN announced plans to invest US$20 million in Indiana during 2025 for track maintenance and strategic infrastructure initiatives. This follows their 2024 investment of US$28 million in the state, which included over $2 million for Kirk railyard upgrades and $400,000 for equipment purchases. The company currently operates 102 railroad route miles in Indiana, employs approximately 419 people, and made significant economic contributions in 2024, including US$66 million in local spending and US$4.7 million in cash taxes. The investment aims to enhance network resilience, ensure safe goods movement, and support sustainable growth across CN's network and Indiana's communities.