UNP
Union Pacific·NYSE
--
--(--)
--
--(--)
UNP fundamentals
Union Pacific (UNP) released its earnings on Jan 27, 2026: revenue was 6.08B (YoY -0.67%), missed estimates; EPS was 2.86 (YoY -1.72%), missed estimates.
Revenue / YoY
6.08B
-0.67%
EPS / YoY
2.86
-1.72%
Report date
Jan 27, 2026
UNP Earnings Call Summary for Q4,2025
- Record Financials: 2025 net income of $7.1 billion and EPS of $11.98 reflect strong core pricing, operational efficiency, and asset monetization.
- Operational Resilience: Rapid recovery from severe weather events highlights the team's ability to maintain service during disruptions.
- Merger Momentum: Despite regulatory delays, the company remains confident in the merger's benefits, targeting a 2027 close.
- Growth Drivers: Focus on chemicals, domestic intermodal, and business development will offset challenges in automotive and international intermodal.
- Cost Management: Productivity gains (e.g., 3% workforce reduction vs. 1% volume growth) will help offset 4-5% wage inflation in 2026.
EPS
Actual | 2.15 | 1.67 | 2.01 | 2.36 | 2 | 2.72 | 2.57 | 2.66 | 2.57 | 2.93 | 3.19 | 2.64 | 2.67 | 2.57 | 2.51 | 2.71 | 2.69 | 2.74 | 2.75 | 2.91 | 2.7 | 3.03 | 3.08 | 2.86 | |||||||||||||||
Forecast | 1.9036 | 1.5601 | 2.0598 | 2.249 | 2.0628 | 2.5507 | 2.483 | 2.6038 | 2.5644 | 2.843 | 3.0632 | 2.7669 | 2.5678 | 2.7424 | 2.4122 | 2.5801 | 2.5072 | 2.7042 | 2.7758 | 2.7874 | 2.7355 | 2.9129 | 2.9927 | 2.8632 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +12.94% | +7.04% | -2.42% | +4.94% | -3.04% | +6.64% | +3.50% | +2.16% | +0.22% | +3.06% | +4.14% | -4.59% | +3.98% | -6.29% | +4.05% | +5.03% | +7.29% | +1.32% | -0.93% | +4.40% | -1.30% | +4.02% | +2.92% | -0.11% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.23B | 4.24B | 4.92B | 5.14B | 5.00B | 5.50B | 5.57B | 5.73B | 5.86B | 6.27B | 6.57B | 6.18B | 6.06B | 5.96B | 5.94B | 6.16B | 6.03B | 6.01B | 6.09B | 6.12B | 6.03B | 6.15B | 6.24B | 6.08B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.11B | 4.39B | 4.93B | 5.10B | 5.05B | 5.36B | 5.41B | 5.59B | 5.73B | 6.12B | 6.43B | 6.28B | 6.04B | 6.09B | 5.96B | 6.05B | 5.97B | 6.05B | 6.14B | 6.15B | 6.07B | 6.16B | 6.25B | 6.11B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.36% | -3.43% | -0.24% | +0.86% | -1.00% | +2.68% | +2.85% | +2.48% | +2.35% | +2.47% | +2.16% | -1.53% | +0.23% | -2.03% | -0.30% | +1.74% | +0.95% | -0.76% | -0.81% | -0.41% | -0.64% | -0.16% | -0.14% | -0.49% |
Earnings Call
You can ask Aime
What were the key takeaways from Union Pacific’s earnings call?What is Union Pacific's gross profit margin?What is Union Pacific's latest dividend and current dividend yield?What guidance did Union Pacific's management provide for the next earnings period?What is the market's earnings forecast for Union Pacific next quarter?What factors drove the changes in Union Pacific's revenue and profit?What does Union Pacific do and what are its main business segments?What is the revenue and EPS growth rate for Union Pacific year over year?
