Goldman Sachs
June 15, 2026
Americas Transportation Railroads Weekly Rail Carload Snapshot
Weekly UpdateEquitiesIndustrials
This report provides a weekly snapshot of North American railroad traffic, highlighting an acceleration in US Class I rail carload growth to +6.8% YoY and a return to positive growth for total Canadian carloads at +1.2% YoY in week 23.
Key Takeaways
- 1.Total traffic results for US Class I rails under coverage imply carload growth at +6.8% YoY in week 23, an acceleration versus +5.2% YoY in week 22.
- 2.Total Canadian carload growth reached +1.2% YoY in week 23, reflecting an improvement from -0.7% YoY in the previous week.
Table of Contents
- Key Takeaways
- Disclosure Appendix
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Authors
Jordan AlligerAndrzej Tomczyk, CFAPaul Stoddard
Securities
CSXNSCUNPCNCP CN
Themes
Rail freight volume recovery
Regions
North AmericaUnited StatesCanada
