Union Pacific Posts Record 2025 Profit, Revenue Down Slightly: Valuation Check

Union Pacific (UNP) reported record 2025 profit with slightly lower revenue, focusing attention on income profile and efficiency. The railroad's share price has seen a 7.48% 90-day return and a 4.44% decline over the past year, contrasting with a 26.30% gain over five years. With a 21% intrinsic discount, investors wonder if there's still upside or if the market has already priced in future growth. Union Pacific is implementing efficiency enhancements, such as energy management systems and optimization tools, expected to improve operational efficiency and net margins.