Canadian Pacific Kansas City Limited Presents at Barclays Conference

Executives discuss the company's performance and outlook at the annual industrial conference.

Published on Feb. 25, 2026

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Canadian Pacific Kansas City Limited (CP:CA) participated in the Barclays 43rd Annual Industrial Select Conference, where executives answered questions from analysts about the company's current position and future growth prospects. The discussion covered topics such as the company's ownership structure, overall business sentiment, and expectations for earnings performance relative to industry peers.

Why it matters

As a major North American railroad operator, CP's performance and strategic direction are closely watched by investors and industry analysts. Insights shared at high-profile conferences like this provide valuable context about the company's competitive positioning and management's outlook for the business.

The details

During the Q&A session, an analyst from Barclays asked attendees to vote on their current views of CP, including whether they own the stock and their general sentiment. The analyst also polled the audience on their expectations for CP's through-cycle earnings growth compared to industry peers.

  • The conference took place on February 19, 2026.

The players

Canadian Pacific Kansas City Limited

A major North American railroad company formed through the merger of Canadian Pacific Railway and Kansas City Southern in 2022.

Keith Creel

The president and CEO of Canadian Pacific Kansas City Limited.

Brandon Oglenski

An analyst at Barclays Bank PLC covering the railroad industry.

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What they’re saying

“Do you currently own CPKC? Yes, overweight; two, market weight; three, underweight; and four, no. Go and vote really quick. Appreciate everyone participating.”

— Brandon Oglenski, Analyst (Barclays Bank PLC)

“What is your general bias towards CP right now? Positive, negative or neutral.”

— Brandon Oglenski, Analyst (Barclays Bank PLC)

“In your opinion, through-cycle EPS growth for CPKC will be above peers, in line with peers or below peers?”

— Brandon Oglenski, Analyst (Barclays Bank PLC)

What’s next

The conference proceedings, including the Q&A session with CP executives, will be published by Barclays after the event.

The takeaway

As a newly merged railroad giant, Canadian Pacific Kansas City Limited is drawing significant attention from the investment community. The insights shared at this high-profile conference provide valuable context about how the company is viewed by analysts and investors, and the key factors shaping expectations for its future performance.