Kansas City Southern Inc
Latest Kansas City Southern Inc News and Updates
Five Key Railroad Stocks for Investors in 2021
Evaluating Leverage Levels of Major Railroads after Q1 2018
As of March 31, Genesee & Wyoming (GWR) had a net debt-to-forward-EBITDA multiple of 3.2x, which was much higher than the industry average of 2.1x.
Why Union Pacific’s Intermodal Freight Revenues Could Disappoint in 2016
Union Pacific’s domestic intermodal includes North American operations. Intermodal freight generated 20% of the company’s revenues in 2014.
Why BNSF’s Consumer Products Revenue Slumped in 3Q16
BNSF’s Consumer Products business contributed nearly 35% of its total freight revenue in 3Q16, recording its highest share in total freight revenue.
Union Pacific’s Coal Volumes: Light at the End of the Tunnel?
In 2Q16, UNP’s coal volumes declined 21%. This was primarily due to a 23% reduction in shipments in the Powder River Basin (or PRB) and the Colorado and Utah regions in 2Q16.
How Is Norfolk Southern Valued against Its Peers?
NSC’s next-12-months PE (price-to-earnings) multiple is valued at 15.2x against the peer average of 14.8x. This indicates a premium of 3%.
What to Expect from Kansas City Southern’s 1Q16 Earnings
Kansas City Southern (KSU) will release its first quarter 2016 earnings before the US market opens on April 19, 2016.
Can Union Pacific’s Free Cash Flows Support Its Higher Dividend?
Union Pacific had FCF of $3.02 billion in the first nine months of 2017, compared with $2.86 billion in the corresponding period of 2016.
How Did Canadian National Measure up to Canadian Pacific in Carloads?
Canadian National recorded a 1.4% fall in total railcars in the week ended August 6, 2016, hauling ~57,000 railcars, compared to ~57,000 units one year ago.
Turnover in Norfolk Southern’s Top Management in 2015
In 2015, Norfolk Southern Corporation (NSC) witnessed numerous changes in its executive management ranks due to either retirement or promotion.
Why Genesee & Wyoming’s Australian Carloads Fell in September
Genesee & Wyoming’s Australian carloads fell 4.8% in September 2016. In the comparable period in 2015, GWR hauled ~15,000 railcars.
Why Should Investors Anticipate CSX’s 2Q16 Earnings Preview?
Railroad stocks provide a good insight into the overall health of the economy. CSX Corporation will release its 2Q16 earnings on July 13.
What Was Canadian Pacific’s Original Indication of Interest?
Canadian Pacific (CP) proposed a 50% cash and 50% stock transaction based on CP’s and Norfolk Southern’s (NSC) stock closing prices on November 13, 2015.
CSX Stock Rises on Record 2Q15 Earnings
CSX reported its second quarter earnings on July 14. The company beat the Wall Street analysts’ EPS estimates of $0.52, posting earnings per share of $0.56.
Norfolk Southern’s Aggressive Shareholder Return Plan
Norfolk Southern (NSC) has always tried to enhance shareholders’ wealth through dividend payments and share repurchases.
How Kansas City Southern Beat Revenue Estimate in 4Q17
In the fourth quarter 2017, Kansas City Southern (KSU) reported revenue of $660.4 million, exceeding analysts’ revenue estimates by 0.6%.
How Did GWR’s North American Carloads Add Up in January 2016?
In January 2017, Genesee & Wyoming’s (GWR) North American traffic rose 9.1% YoY, hauling ~136,000 railcars that month.
CSX’s 3Q17 Earnings Shine: Higher Freight Rates, Stock Up 2.6%
The eastern US rail freight carrier CSX (CSX) announced its 3Q17 earnings on October 17. The quarter marks the end of two full quarters under the leadership of Hunter Harrison.
Why Kansas City Southern’s Intermodal Revenue Slid in 1Q17
In this article, we’ll discuss Kansas City Southern’s Intermodal segment’s performance in 1Q17.
CSX Intermodal Volumes Increase on Domestic Shipments
CSX’s (CSX) Intermodal division provides an alternative to transporting freight on highways using trucks. It reported revenues of $446 million in 4Q15 compared to $465 million in 4Q14.
US Freight Rail Traffic Was a Mixed Bag in Week 30
The Association of American Railroads (or AAR) publishes North American rail freight (UNP) data every week.
How Do Analysts View CSX after Its 3Q16 Results?
CSX’s heavy investment in its intermodal business and network improvement will most likely show results in 1H17.
This Railroad Led in First-Quarter Intermodal Revenue Growth
Norfolk Southern (NSC), an Eastern US railroad, reported the highest intermodal revenue growth of 19% YoY among its peers in the first quarter.
Kansas City Southern: Did Coal Push Volumes in Week 32?
Kansas City Southern (KSU), a US-Mexico railroad, is the smallest Class I railroad in the US.
Kansas City Southern’s Carloads Rolled against the Tide, Up 6.6%
In the week ended November 5, 2016, Kansas City Southern’s (KSU) total railcars rose 6.6% compared with the corresponding period in 2015.
How CSX’s Carloads Compared with Industry Volumes in Week 6
In the sixth week of 2018 (ended February 10), CSX posted a 9% loss in carload traffic.
AMFQX: More Than 60% Exposure to Derivative Securities
AMFQX is an alternative mutual fund that seeks to generate positive absolute returns with a low correlation to the returns of broad stock and bond markets.
Kansas City Southern’s Coal Carloads Offered a Surprise
In the week ended July 9, 2016, Kansas City Southern’s (KSU) total railcars were down 5.8% compared with the corresponding period last year.
Comparing BNSF Railway’s Freight Volumes with the Industry in Week 36
Berkshire Hathaway–owned BNSF Railway’s (BRK-B) railcar traffic fell 1.4% in the week ended September 9, 2017.
US Freight Rail Volumes Surge—Is a Recovery in Sight?
The total US carload traffic for the first 13 weeks of 2017 reached ~3.3 million carloads, a rise of 5.7% compared to the same point in 2016.
BNSF Railway: Volume Growth Was Higher Than Industry’s in Week 37
Berkshire Hathaway’s privately owned BNSF Railway’s (BRK.B) railcar traffic expanded marginally 1.6% in the week ended September 16, 2017.
Week 38: US Rail Traffic Growth Stood Out in North America
The Association of American Railroads published its weekly rail traffic data for 12 key North American railroad companies on September 26.
A Close Look at Kansas City Southern’s Carloads
Kansas City Southern’s carloads In the week ended February 18, 2017, Kansas City Southern’s (KSU) total railcars rose 12.6% from the corresponding week of 2016. In the same week, KSU hauled over 25,000 railcars, compared with 22,000 units in the week ended February 20, 2016. Carloads other than coal and coke rose 8.9% YoY (year-over-year). […]
Why Genesee and Wyoming’s European Carloads Slumped in October
The decrease in the UK and European carloads in October was primarily due to the fall in coal and coke, mineral and stone, and intermodal carloads.
Kansas City Southern: Its Intermodal Volumes in Week 23
KSU’s trailer volumes fell 9.5% in week 23, whereas container traffic contracted by 2.4% in the same week.
How the Widening of Panama Canal Could Affect Union Pacific
In 1Q16, revenues from Union Pacific’s (UNP) Intermodal segment fell by 9% YoY (year-over-year) to $879 million from $967 million in 1Q15.
These Commodities Boosted Kansas City Southern’s Carloads
Kansas City Southern’s carloads Over the past few weeks, US-Mexico railroad Kansas City Southern (KSU) has seen higher freight volumes year-over-year. In the week ended November 18, 2017, KSU’s carload traffic stood at 26,600 units, up 5.7% from the 25,200 units it reported in the week ended November 19, 2016. Whereas many US railroads reported volume losses, Kansas City […]
Did Kansas City Southern Overreact to Trump’s Success?
Eastern US railroad stocks (NSC) (CSX) celebrated Trump’s prospective entry into the White House. Why did the smallest Class I railroad stock catch a cold?
Why Kansas City Southern’s Freight Traffic Just Rose
Kansas City Southern reported a YoY (year-over-year) 4.4% rise in railcars in the week ended July 15, 2017.
Which Commodities Pulled Down CSX’s Freight Volumes in Week 48?
CSX registered a 0.6% gain in intermodal volumes in week 48 of 2017.
Rise in Non-Coal Volumes Limits Fall in Kansas City Southern’s Carloads
In the week ended September 3, 2016, Kansas City Southern’s (KSU) total railcars fell by 0.75% compared with the corresponding period in 2015.
Kansas City Southern’s Carloads: Unfazed by Coal Volume Slump
In the week ended December 10, 2016, Kansas City Southern’s (KSU) total railcars rose 1.7% compared to the corresponding period in 2015.
A Summary of Kansas City Southern’s Freight Volumes in Week 9
In the ninth week of 2018, US-Mexico commerce-on-rail Kansas City Southern registered a 4% fall in its carload traffic.
Why Genesee & Wyoming’s European Carloads Rose in November
Genesee & Wyoming’s (GWR) European carloads rose marginally 0.60% in November 2016. In the same period last year, GWR hauled 99,000 railcars.
Will US Freight Rail Traffic See Light at the End of the Tunnel?
Each week, the Association of American Railroads publishes the previous week’s North American freight rail data. The latest data are for the week ended October 29, 2016.
AMFQX Had an Overall Market Beta of Zero at the End of 4Q15
At the end of 4Q15, the fund had an overall market beta of zero compared to the beta of 0.04 of its benchmark Morningstar Managed Futures Category Average.
Inside Kansas City Southern’s Freight Volumes in Week 48
In the week ended December 2, 2017, US–Mexico commerce on Kansas City Southern (KSU) reported 6.1% carload traffic gains.
Kansas City Southern: Lowest Gainer in Week 41 Rail Traffic
In Week 41, Kansas City Southern (KSU) posted a 2.4% YoY (year-over-year) decline in carload traffic.
Why Did Genesee & Wyoming’s Australian Carloads Fall in July?
Genesee & Wyoming’s Australian carloads declined by 13.7% in July 2016, hauling more than 15,000 railcars, as compared to over 17,000 one year previously.
BNSF Railway’s Intermodal Volumes Matter
In the eighth week of 2017, BNSF’s overall intermodal traffic rose slightly by 0.8% YoY to ~100,000 containers and trailers.
Reviewing GWR’s European Carloads in April 2017
Genesee & Wyoming’s (GWR) European carloads fell 9.1% YoY (year-over-year) in April 2017. GWR’s other-than-coal carloads fell 8.2% on a YoY basis in April 2017.
US Rail Traffic Tumbles along with Canadian and Mexican Peers
US railcar (TRN) traffic fell by 5.3% to ~262,000 units, as compared to nearly 287,000 units in the week ended July 25, 2015.
Kansas City Southern: Trailer Volumes Drive Intermodal Growth
In the week ended April 1, 2017, KSU reported a year-over-year rise of 10% in its overall intermodal traffic.
Week 9: CSX’s Freight Volumes Trended in Contrast with Industry
Eastern US major railroad company CSX Corporation (CSX) continues to see a declining trend in its carload traffic in 2018.
Kansas City Southern’s Carloads Rolled against the Tide, Up 7.2%
In the week ended November 12, 2016, Kansas City Southern’s coal and coke railcar units fell 6%.
In the 13th Week of 2017, BNSF Railway Moved More Trailers Than UNP
In the 13th week of 2017, BNSF Railway (BRK-B) recorded a 17.6% rise in its overall intermodal traffic on a year-over-year basis.
How Are Major US Railroads Valued by the Market?
Kansas City Southern (KSU) was trading at a forward PE multiple of 19.5x, the highest in its peer group of major US railroads, on August 26, 2016.
Mexican and US Rail Traffic in the Red Zone
The Association of American Railroads has published the North American freight rail data for the week ended October 8, 2016.
Why Kansas City Southern’s Carloads Jumped
In the week ended March 11, 2017, Kansas City Southern’s (KSU) total railcars rose 21% from the corresponding week of 2016.
Why CSX’s Freight Volumes Fell in Week 46
CSX’s carload volumes in Week 46 In the week ended November 18, 2017, Jacksonville-based CSX (CSX) reported a 4.7% fall in carload traffic from the week ended November 19, 2016. CSX’s carloads fell to 69,500 units in the 46th week of this year, from ~73,000 carloads in the corresponding week of 2016. The company’s volume loss was […]
Chilton sells position in Kohlberg Kravis Roberts
By acquiring KKR Financial Holdings, KKR increased the scale and liquidity of its balance sheet and added over $2 billion in net assets to support the continued growth of its business.
Behind Kansas City Southern’s Intermodal Growth amid Weak Trailers
Kansas City Southern (KSU) reported a 7.2% rise in its overall intermodal volumes of containers and trailers in the week ended July 1, 2017.
Canada and US Freight Rail Traffic Pulls ahead of Mexico
In the eighth week, US rail traffic rose a marginal 0.1% YoY to ~521,000 railcars, as compared to ~521,000 railcars one year previously.
How Did BNSF’s Intermodal Volumes Compare with the US Railroads?
The total traffic for BNSF Railway’s (BRK-B) Intermodal segment for the week ended November 5, 2016, was up 3.2%.
Inside GWR’s European Carload Rise in January
Genesee & Wyoming’s (GWR) European carloads rose 11.2% YoY in January 2017.
BNSF Railway’s Intermodal: Your Industry Comparison
In the fifth week of 2017, BNSF Railway’s (BRK-B) container traffic rose 6.2% YoY.
Freight Rail Traffic: CSX Lags behind Peers in Week 49
CSX’s carloads in Week 49 In 2017, among all Class I railroads, Jacksonville-headquartered CSX (CSX) has consistently reported lower YoY (year-over-year) freight volumes. The week ended December 9 was a no exception. In that week, CSX reported a 1.8% decline in carload traffic. CSX’s carload volumes fell to ~71,000 units from ~72,100 carloads in the week ended […]
Carloads Fall, US Rail Freight Traffic Stalls in Week 46
In this series, we’ll look at US rail freight traffic during Week 46 of 2017.
John Williams outlines the must-know signs pointing to a recovery
Dr. John Williams, president and CEO of the San Francisco Fed, spoke on the normalization of monetary policy and monetary tightening in a presentation to the Association of Trade & Forfaiting in the Americas in San Francisco on Thursday, May 22.
Understanding Union Pacific’s Share Repurchases in the Face of Rising Stock in 1Q16
Union Pacific’s (UNP) stock price has risen by 14.6% since the beginning of 2016, but the company continued its share repurchase program in 1Q16.
Factory orders race ahead, driving companies like Union Pacific
The US Census Bureau will release the factory orders report for March on Friday, May 2. The Bureau already released an advance report on factory orders and shipments for March last week.
Why is CSX Getting Revalued by the Market?
CSX’s current PE (price-to-earning) ratio is at 18x, compared to the S&P 500 at 19.1x. Overall, the company is expected to grow by 5% over the next two years.
CSX’s Increased Operating Efficiency Leads to Improved Margins
CSX’s operating expense declined by 13%, or $301 million, from 4Q14. The decline was mainly due to lower labor, fuel, materials, and other expenses.
What Is CSX’s 2016 Outlook?
In the first quarter of 2016, CSX saw a 5% decline in overall volumes. The management anticipates a marginal decline in volumes and overall earnings for 2016 compared to 2015.
How Does Kansas City Southern Compare to Its Peers?
Kansas City Southern is way ahead of its peers based on the PE ratio and EPS. The ETFs outperformed it based on the price movement and PBV ratio.
Why Genesee & Wyoming Expects Lower Operating Margin in 1Q16
Genesee & Wyoming (GWR) operates on a lower operating margin. GWR’s North American operating margins are relatively higher compared to its Australian and European operations.
How Is CSX Valued by the Market ahead of 3Q16?
CSX’s current forward PE multiple is 16.2x. The peer group’s forward PE multiple is 17.6x. This translates to a discount of 8%.
Why Did Norfolk Southern’s Operating Profitability Fall in 4Q15?
Norfolk Southern Corporation (NSC) reported quarterly operating expenses of $1.8 billion in 2015, down by 5% from 4Q14, whereas the revenues for the same period fell by 12%.
Must-know: Chilton initiates a new position in Now Inc.
Now’s U.S. revenues fell due to the company’s central U.S. pipe yard relocation, reduced project revenues, and the implementation of a new quoting system.
What to Expect from Canadian Pacific’s 1Q16 Results
Canadian Pacific Railway (CP) will report its 1Q16 financial and operating results before the US market opens on April 20, 2016.
Why Union Pacific’s Industrial Revenue Rose in 1Q17
In this article, we’ll assess Union Pacific’s (UNP) 1Q17 industrial products’ freight revenue. The Industrial segment was a main driver of UNP’s revenue rise in 1Q17.
Why Canadian Pacific’s Revenue Soared in 4Q17
In 4Q17, Canadian Pacific Railway (CP) witnessed a 4% rise in its total freight revenue to $1.7 billion Canadian dollars.
Canadian Pacific Railway expects earnings to grow 30%
In October, Canadian Pacific Railway (CP) announced new growth targets and said it expects to more than double its diluted earnings per share (or EPS) over the next four years.
Canadian Pacific pushes for rail-sector consolidation
In October, Canadian Pacific Railway (CP) said it has ended discussions with CSX Corporation (CSX), the largest railroad in the eastern United States, about a possible business combination.
Union Pacific Fell Over 2% on Rating Downgrade from Barclays
Union Pacific stock (UNP) fell 2.4% on June 13 after Barclays (BCS) lowered its recommendation on the stock from “overweight” to “equal weight.” Barclays analyst Brandon Oglenski believes that the earnings estimate for Union Pacific doesn’t reflect the slower demand environment.
Kansas City Southern Outshines Its Peers in Q2
Kansas City Southern (KSU) stock opened nearly 3% higher on Friday after reporting better-than-expected second-quarter results.
Norfolk Southern Stock Fell, Earnings Missed Estimates
On Wednesday, Norfolk Southern (NSC) stock fell nearly 6% after its second-quarter earnings missed the estimates.
Union Pacific Posts Strong Q2 Results, Peers Struggle
Union Pacific reported strong second-quarter bottom-line results. The second-quarter results beat analysts’ expectations.
Will Weak Shipments Hurt Kansas City Southern’s Q2 Earnings?
Kansas City Southern (KSU) is scheduled to report its second-quarter earnings results on Friday. Analysts expect its earnings growth rate to slow.
CSX Posts Dismal Q2 Earnings, Sluggish Fiscal Outlook
On Wednesday, CSX (CSX) stock was trading 7% lower in the pre-market trade. The company reported dismal second-quarter results.
What Could Hurt Union Pacific and Its Peers in Q2?
Analysts expect lower revenue growth to hurt Union Pacific’s bottom-line results. They expect the company to report revenues of $5.63 billion.
Rail Traffic Volume Could Hurt CSX and Its Peers in Q2
On Tuesday, CSX (CSX) is scheduled to report its second-quarter earnings results. Analysts expect the company to report an adjusted EPS of $1.11.
Lower Volumes Could Hurt US Railroads’ Revenue Growth in Q2
US railroads’ freight volume declined 5.5% YoY to 533,164 railcars in the week ended on June 29.
Will the Rally Continue For Kansas City Southern Stock?
Kansas City Southern (KSU) stock has gained ~25.7% YTD (year-to-date). The stock has outperformed the broader market as of June 10.
Kansas City Southern Rose Due to Mexico Tariff Relief
Kansas City Southern (KSU) shares gained more than 2% on June 10. The US and Mexico reached an agreement to curb illegal migration into the US.
US Rail Traffic Fell in Week 20 Due to Intermodal Weakness
Canadian railroad companies’ traffic rose 0.6% YoY to 155,470 units. The carload traffic grew 2.7% YoY to 85,865 railcars in Week 20.
Railroad Stocks Have Outperformed in 2019
So far, railroad stocks have made a remarkable run in 2019. Most of the railroad stocks have outperformed the broader market returns.
More Railroads Implemented PSR to Enhance Efficiency
Most railroad companies have implemented the PSR system to optimize their assets and maintain a strict service plan.
Cost-Cutting Initiatives Boosted Railroads’ Operating Ratio
Most US railroad companies registered an improvement in their operating ratio—a key metric to measure operational progress.
Railroad Stocks: Q1 Earnings Beat the Estimates
Union Pacific’s (UNP) first-quarter EPS grew 15% YoY to $1.93 and beat analysts’ estimate of $1.89.