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Canadian National Railway Company (CNR:CA) Presents at Wo...
2026-05-23 · via All Articles on Seeking Alpha

Canadian National Railway Company (CNR:CA) Wolfe Research 19th Annual Global Transportation & Industrials Conference May 21, 2026 8:00 AM EDT

Company Participants

Janet Drysdale - Executive VP & Chief Commercial Officer
Jamie Lockwood - Vice President of Investor Relations & Special Projects

Conference Call Participants

Scott Group - Wolfe Research, LLC

Presentation

Scott Group
Wolfe Research, LLC

All right. Good morning, everyone. Welcome to Day 3 of the 19th Annual Wolfe Global Transportation and Industrials Conference. I'm Scott Group, Transport and Airlines Analyst here at Wolfe.

We are going to get going with our first session of the day with Canadian National. We have Janet Drysdale, Chief Commercial Officer; and Jamie Lockwood from Investor Relations. Thank you, guys, so much for being back at the conference. I appreciate it as always. I think Janet's got a couple of quick things she's going to start with, and then we'll jump right into questions.

Janet Drysdale
Executive VP & Chief Commercial Officer

Sounds good. Thanks, Scott. It's great to be here. As you know, I always appreciate the opportunities to spend time with the investment community.

So I'll make just a few kind of brief high-level remarks and then like you said, we can dive right into the Q&A. I think let me start off by saying the railroad is running really, really well. I couldn't be more pleased with the service that Pat and team are providing to our customers. And that matters because the service, number one, helps us to grow volumes. Number two, it helps us with pricing.

So let me talk about pricing for a minute. We have been very, very consistent with our pricing strategy. And we have spoken about it on the last 3 analyst calls. I'll speak about it on the next 3 at the risk of sounding like