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UNP

Union Pacific·NYSE
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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
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Q1,undefined
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
2.151.672.012.3622.722.572.662.572.933.192.642.672.572.512.712.692.742.752.912.73.033.082.86
Forecast
1.90361.56012.05982.2492.06282.55072.4832.60382.56442.8433.06322.76692.56782.74242.41222.58012.50722.70422.77582.78742.73552.91292.99272.8632
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
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------------------------5.23B4.24B4.92B5.14B5.00B5.50B5.57B5.73B5.86B6.27B6.57B6.18B6.06B5.96B5.94B6.16B6.03B6.01B6.09B6.12B6.03B6.15B6.24B6.08B
Forecast
------------------------------5.11B4.39B4.93B5.10B5.05B5.36B5.41B5.59B5.73B6.12B6.43B6.28B6.04B6.09B5.96B6.05B5.97B6.05B6.14B6.15B6.07B6.16B6.25B6.11B
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