Question · Q3 2025
Brandon Oginski asked about business wins supporting CPKC's longer-term growth profile for next year and early insights into 2026 volumes, considering trade fluctuations.
Answer
EVP and CMO John Brooks expects CPKC to outperform peers and the macro in 2026, citing potential carryover grain volumes and exceeding the $300 million synergy target this year. He anticipates another $300 million from self-help initiatives and synergies (MMX, intermodal, reefer, Lazaro/Gemini), a strong industrial development pipeline ($200 million+ new business), and partnerships with connecting roads.