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CANADIAN NATIONAL RAILWAY CO SEC Filings

CNI NYSE

Welcome to our dedicated page for CANADIAN NATIONAL RAILWAY CO SEC filings (Ticker: CNI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on CANADIAN NATIONAL RAILWAY CO's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into CANADIAN NATIONAL RAILWAY CO's regulatory disclosures and financial reporting.

Rhea-AI Summary

Canadian National Railway Company reported strong second-quarter 2026 results with solid volume growth and profitability. Total revenues were C$4,753 million, up 11% from 2025, while net income reached C$1,249 million, a 7% increase. Diluted EPS rose 10% to C$2.06, and adjusted diluted EPS increased 11% to C$2.08, or C$2.09 at constant currency, up 12%. Gross ton miles grew 3% and revenue ton miles 5%, supported mainly by grain and energy-related traffic.

The operating ratio was 62.5%, up 80 basis points, though fuel efficiency improved 3% to a record 0.836 US gallons per 1,000 GTMs. For the first half, free cash flow was C$1,842 million, up 19%, with net cash from operations of C$2,876 million. CN repurchased 2.9 million shares in the quarter for C$454 million and declared a quarterly dividend of C$0.9150 per share. Full-year 2026 guidance was raised to low single-digit RTM growth and mid-to-high single-digit adjusted diluted EPS growth, with planned capital investments of about C$2.8 billion and an adjusted debt-to-adjusted EBITDA multiple of 2.61 times.

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Canadian National Railway Company describes a binding Memorandum of Understanding with Union Pacific that sets a framework for CN to obtain competitive access tied to the proposed Union Pacific–Norfolk Southern merger. The related settlement agreement aims to preserve customer options, resolve certain terminal railroad ownership issues, expand CN’s presence in the U.S. Midwest, and reaffirm gateway protections for rail customers and other railroads.

The framework is contingent on Surface Transportation Board approval and closing of the merger. CN notes its role in North American freight, transporting more than 300 million tons of goods annually over a nearly 20,000-mile rail network connecting Canada’s coasts with the U.S. Midwest and Gulf Coast.

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Canadian National Railway Company announced a binding Memorandum of Understanding with Union Pacific to enhance North American rail connectivity. The arrangement gives Union Pacific expanded operating rights over CN’s Elgin, Joliet & Eastern Railway corridor around Chicago and grants CN new rights on Union Pacific’s line between Memphis, Tennessee and Eagle Pass, Texas.

These reciprocal rights are intended to create new service opportunities for freight moving between Canada and Mexico, broaden routing options for customers, and strengthen both railroads’ ability to provide safe, reliable service. CN highlights its nearly 20,000-mile rail network, which moves more than 300 million tons of goods annually across North America.

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Canadian National Railway Company (CN) announced a public debt offering of US$750 million in U.S. markets. The deal consists of US$300 million of 4.350% notes maturing in 2029 and US$450 million of 4.950% notes maturing in 2036.

CN expects to close the offering on May 12, 2026, under an effective shelf registration statement dated April 29, 2026. The company plans to use the net proceeds for general corporate purposes, including repaying commercial paper, as it continues operating a roughly 20,000-mile rail network that moves over 300 million tons of freight annually.

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Rhea-AI Summary

Canadian National Railway Company (CN) reported the results of its Annual Meeting of Shareholders held on May 1, 2026 via online webcast. All 11 director nominees listed in the March 9, 2026 management information circular were elected to the board.

Each nominee received strong shareholder support, with votes in favour typically above the mid‑90% range. Shauneen Bruder was unanimously re‑elected by the board as board chair. Final voting results on all matters from the meeting will be filed with Canadian and U.S. securities regulators.

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Canadian National Railway Company reported the results of its May 1, 2026 annual shareholder meeting. All 11 management-nominated directors were elected, each receiving more than 94% of votes cast, with several above 99% support.

Shareholders approved the appointment of KPMG LLP as auditors, with 89.69% of shares represented voting in favour. A non-binding advisory vote on the Company’s approach to executive compensation received 91.67% support. A separate non-binding advisory vote on the Company’s Climate Action Plan was strongly backed, with 95.99% of shares represented voting in favour.

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Canadian National Railway Company has filed a new shelf prospectus with Canadian regulators and a related registration statement with the SEC, allowing it to issue debt securities in Canadian and U.S. markets over the next 37 months.

The new shelf replaces a prior prospectus and registration that were set to expire on May 3, 2026. CN states that net proceeds from any future debt sales may be used for general corporate purposes, including redeeming or refinancing existing debt, share repurchases, acquisitions and other business opportunities.

The registration statement has been filed but is not yet effective, so the securities cannot be sold and offers to buy cannot be accepted until effectiveness and compliance with applicable securities laws in each jurisdiction.

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Canadian National Railway Company files a Form F-10 registration statement to establish a short form base shelf prospectus permitting the Company to offer unsecured debt securities from time to time during a 37-month period. The prospectus is structured so specific terms will be provided in prospectus supplements.

The filing states the Company qualifies as a well-known seasoned issuer with $6,834M of qualifying public debt as of April 1, 2026. Consolidated figures shown include $22,624M total debt and $21,451M shareholders’ equity as at March 31, 2026. Earnings coverage ratios are 7.6 times (twelve months ended Dec 31, 2025) and 7.8 times (twelve months ended Mar 31, 2026).

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Canadian National Railway Company reported first-quarter 2026 revenue of C$4,379 million, down 1% from a year earlier, with net income of C$1,146 million and diluted EPS of C$1.87, up 1%. Adjusted diluted EPS was C$1.80, a 3% decline.

Operational performance was strong, with gross ton miles and revenue ton miles both rising 3% and record first-quarter fuel efficiency of 0.892 gallons per 1,000 GTMs. Free cash flow increased 44% to C$900 million, helped by higher operating cash flow and lower investing outlays, and CN repurchased about 6 million shares for C$869 million.

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FAQ

How many CANADIAN NATIONAL RAILWAY CO (CNI) SEC filings are available on StockTitan?

StockTitan tracks 24 SEC filings for CANADIAN NATIONAL RAILWAY CO (CNI), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for CANADIAN NATIONAL RAILWAY CO (CNI)?

The most recent SEC filing for CANADIAN NATIONAL RAILWAY CO (CNI) was filed on July 24, 2026.