Genesee & Wyoming's Australian rail line provides exposure to the global natural resource boom.
Norfolk Southern continues solid execution as it benefits from pricing power and growing demand.
Heavy reinvestment requirements persist in railroading, since railroads purchase and maintain their roads. On average, capital expenditure consumed over 17% of CP's revenue during the past five years.CP is exposed to risk of profit-constraining regulation in two nations. In Canada, westbound grain
KCS derives half its revenue from assets it operates via concessions, not ownership. Should political or economic conditions falter in Mexico or Panama, operations could be at risk of expropriation or unfavorable changes in terms.Unlike trucking firms, railroads must purchase and maintain their
UP produced record revenue, income, and free cash flow in 2011, and we expect the trend to continue.
We expect CSX to continue on its remarkable trajectory of improved operating ratio.
Higher fuel costs could sidetrack RailAmerica's near-term profitability gains.
Increased passenger volume should help ease higher tax rates for Guangshen Railway.
Quarter after quarter, Canadian National sets the standard for Class I railroad profit margins.
Genesee & Wyoming GWR reported that third-quarter revenue declined 14.4% on 16% fewer carloads hauled and lower fuel sales in Australia, but the short line maintained its operating ratio from the year-ago period. Year to date, revenue is off 10.6%, and the operating ratio is about flat ...