Talking Transports

Canadian National Focused on Operating Plan


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Canadian National should generate strong incremental margins once volume growth returns, now that its operations are optimized following its pivot back to scheduled railroading, according to the company's president and CEO, Tracy Robinson. In this Talking Transports podcast episode, Robinson joins Bloomberg Intelligence Senior Analyst Lee Klaskow to discuss how the railroad is poised for growth and set to remain on track to reach its 2024-26 EPS target. The focus on running a scheduled network should improve service and safety metrics as well as productivity and margins, while positioning CN for growth. Robinson also discusses technology, regulations and where growth will come from.

This episode was originally released on Nov. 16.

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Talking TransportsBy Bloomberg

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