Canadian National Railway Company

NYSE:CNI Stock Report

Market Cap: US$63.9b

Canadian National Railway Management

Management criteria checks 4/4

Canadian National Railway's CEO is Tracy Robinson, appointed in Feb 2022, has a tenure of 2.92 years. total yearly compensation is CA$14.01M, comprised of 9.2% salary and 90.8% bonuses, including company stock and options. directly owns 0.001% of the company’s shares, worth $785.53K. The average tenure of the management team and the board of directors is 2.3 years and 3.8 years respectively.

Key information

Tracy Robinson

Chief executive officer

CA$14.0m

Total compensation

CEO salary percentage9.2%
CEO tenure2.9yrs
CEO ownership0.001%
Management average tenure2.3yrs
Board average tenure3.8yrs

Recent management updates

Recent updates

I Bought More Canadian National As 2024 Closes

Dec 30

Canadian National Railway: Total Yield And Valuation Make It A Buy For 2025

Dec 20

Dividends On Track: Why I'm Bullish On Canadian National's Long-Term Potential

Oct 23

Canadian National: When The Train Slows Down, It's Time To Seize The Opportunity

Aug 28

Canadian National Railway: Strong Fundamentals Amid Short-Term Challenges

Aug 18

Off The Rails? Not Quite. Buying Canadian National On Weakness

Jul 24

Canadian National Railway: My Top Railroad For Dividend Growth Investors

Jul 14

Canadian National: Easing Comps, Growth Initiatives And Reasonable Valuation

Jul 02

Canadian National: Where Dividend Investors Go For Income And Growth

Apr 29

Canadian National Railway: Dividend Increases, Transformation, And M&A Imply Undervaluation

Mar 14

Canadian National Is My Top Pick Among Class 1 Railroads

Mar 02

Canadian National Railway: A Bright Future Ahead

Jan 24

Canadian National Railway: Better To Wait For The Next Train

Dec 19

Why Canadian National Railway Is The Only Railroad Able To Increase Buybacks

Nov 27

Canadian National Has Entered Buy Zone: Navigating Challenges, Embracing Opportunity

Oct 25

Canadian National Railway: Why I've Been Buying This Wide Moat Compounder

Oct 13

Riding Canadian National Railway

Sep 08

Canadian National Railway: Faces Short-Term Challenges But Long-Term Growth Intact

Aug 08

Canadian National: Despite Challenges, This Stock Is A Buy On Weakness

Jul 26

Boarding Canadian National Railway

Jul 06

Canadian National: Riding The Rails Of Profit

May 28

Canadian National Railway Non-GAAP EPS of C$2.10 beats by C$0.02, revenue of C$4.54B beats by C$60M

Jan 24

CN ratifies new agreement for rail traffic controllers in Canada

Jan 03

Buying High-Quality Dividends With Canadian National

Nov 10

Canadian National Railway GAAP EPS of C$2.13 beats by C$0.12, revenue of C$4.51B beats by C$190M

Oct 25

Canadian National Railway: A Quality Dividend Stock At A Historically Attractive Price

Oct 05

CN proposes $1.5B debt offering

Aug 03

Canadian National Railway Non-GAAP EPS of C$1.93 beats by C$0.17, revenue of C$4.34B beats by C$250M

Jul 26

Canadian National announces investments in Mississippi, Minnesota

Jun 29

Canadian National: A Conservative Dividend Growth Gem

Jun 16

CEO Compensation Analysis

How has Tracy Robinson's remuneration changed compared to Canadian National Railway's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

CA$5b

Jun 30 2024n/an/a

CA$5b

Mar 31 2024n/an/a

CA$6b

Dec 31 2023CA$14mCA$1m

CA$6b

Sep 30 2023n/an/a

CA$5b

Jun 30 2023n/an/a

CA$5b

Mar 31 2023n/an/a

CA$5b

Dec 31 2022CA$14mCA$981k

CA$5b

Compensation vs Market: Tracy's total compensation ($USD9.68M) is about average for companies of similar size in the US market ($USD12.51M).

Compensation vs Earnings: Tracy's compensation has been consistent with company performance over the past year.


CEO

Tracy Robinson (60 yo)

2.9yrs

Tenure

CA$14,008,702

Compensation

Ms. Tracy A. Robinson was an Executive Vice President and President of Canadian Natural Gas Pipelines at TransCanada PipeLines Ltd. since January 1, 2019 until January 2022 and served as its President of C...


Leadership Team

NamePositionTenureCompensationOwnership
Tracy Robinson
President2.9yrsCA$14.01m0.0012%
$ 785.5k
Ghislain Houle
Executive VP & CFO8.5yrsCA$4.18m0.024%
$ 15.5m
Dominique Malenfant
Executive VP and Chief Information & Technology Officer4.3yrsCA$3.71m0.0027%
$ 1.8m
Derek Taylor
Executive VP & Chief Field Operating Officer2.2yrsCA$2.40m0.0012%
$ 760.0k
Patrick Whitehead
Executive VP & Chief Network Operating Officer1.2yrsCA$2.00m0.00020%
$ 127.7k
Greg Hamilton
Senior Manager of Investor Relationsno datano datano data
Olivier Chouc
Senior VP & Chief Legal Officer2.3yrsno data0.0042%
$ 2.7m
Jonathan Abecassis
Senior Manager of Media Relationsno datano datano data
Josée Girard
Senior VP & Chief Human Resources Officer1.4yrsno datano data
Janet Drysdale
Senior VP & Chief Stakeholder Relations Officerno datano data0.0010%
$ 651.4k
Rance Randle
Senior Vice-President of Mechanical & Engineering4yrsno datano data
Patrick Lortie
Senior VP & Chief Strategy Officer1.9yrsno data0.000030%
$ 19.2k

2.3yrs

Average Tenure

60yo

Average Age

Experienced Management: CNI's management team is considered experienced (2.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Tracy Robinson
President2.9yrsCA$14.01m0.0012%
$ 785.5k
David G. McLean
Chairman Emeritusno dataCA$197.41kno data
Robert Knight
Independent Director2.7yrsCA$290.00kno data
Robert Pace
Chairman Emeritus2.7yrsCA$267.21kno data
Shauneen Bruder
Independent Chair of the Board7.8yrsCA$550.00k0.0013%
$ 836.6k
Margaret McKenzie
Independent Director4.3yrsCA$310.00k0.0019%
$ 1.2m
Jo-Ann dePass Olsovsky
Independent Director3.3yrsCA$310.00k0.00098%
$ 625.9k
Roberta Jamieson
Co-Chair of Indigenous Advisory Council3.8yrsno datano data
David Freeman
Independent Director2.7yrsCA$290.00k0.00048%
$ 306.5k
Justin Howell
Independent Director3.8yrsCA$300.00k0%
$ 0
Denise Gray
Independent Director3.8yrsCA$296.84k0%
$ 0
Murray Sinclair
Co-Chair of Indigenous Advisory Council3.8yrsno datano data

3.8yrs

Average Tenure

64yo

Average Age

Experienced Board: CNI's board of directors are considered experienced (3.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/20 04:34
End of Day Share Price 2025/01/17 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Canadian National Railway Company is covered by 55 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Christopher MurrayATB Capital Markets