Union Pacific Corp NYSE:UNP Price, Chart, News & Insight

Union Pacific Posts Record Q3 Results as Volume Growth and Pricing Drive Earnings Higher

Union Pacific (NYSE: UNP) reported record third-quarter 2026 results, with higher volumes, stronger pricing and improved operating execution lifting revenue and earnings.

Operating revenue increased 15% year over year to $7.2 billion, supported by a 6% increase in revenue carloads, higher fuel surcharges, core pricing gains and increased other revenue. Freight revenue excluding fuel surcharge rose 6%.

Net income increased 16% to $2.1 billion, while diluted EPS rose 16% to $3.49. Adjusted EPS increased 15% to $3.53.

Operational metrics also improved. Freight car velocity increased 1%, terminal dwell improved 2%, fuel consumption efficiency improved 2%, and workforce productivity rose 5%. The reported operating ratio improved 10 basis points to 59.1%, although the adjusted operating ratio worsened slightly to 58.8%. Higher fuel prices created a 140-basis-point headwind to the operating ratio.

Management said the company handled higher customer demand while maintaining strong service levels and reaffirmed its broader 2026 outlook, including high-single-digit reported EPS growth and pricing dollars exceeding inflation dollars.

Union Pacific also maintained its $3.5 billion capital plan and said it continues to target industry-leading operating performance, strong cash generation and consistent dividend growth.

Overall, the quarter showed strong volume growth, pricing power and operating discipline, with elevated fuel costs remaining the main drag on margin improvement.

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European Investor 10-22-26

Union Pacific reported first-quarter 2026 net income of $1.7 billion, with diluted earnings per share of $2.87 and adjusted EPS of $2.93. Revenue reached $6.2 billion, up 3% year-over-year, while freight revenue increased 4%, supported by pricing gains and favorable business mix.

Operational performance improved, with the operating ratio declining to 60.5% and efficiency gains across key metrics such as freight velocity, terminal dwell time, and fuel consumption. The company also reported record first-quarter results for revenue, operating income, and freight-related metrics.

Union Pacific reaffirmed its 2026 outlook, expecting continued earnings growth, improved efficiency, and strong cash generation, supported by disciplined capital allocation and steady demand.

Source: Business Wire

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The Investor 04-24-26

Union Pacific Corporation (NYSE: UNP) will release first quarter 2026 financial and operating results on Thursday, April 23, 2026, at 7:45 a.m. ET.

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Global Finance News 04-17-26

Union Pacific announced it has reached an agreement with the American Train Dispatchers Association to guarantee lifetime job protection for union members in connection with its planned merger with Norfolk Southern.

The agreement ensures that train dispatchers employed at the time of the merger will retain their jobs for life, subject to standard employment conditions. The ATDA becomes the sixth major rail union to secure similar protections as part of the proposed combination, which aims to create the first single-line, coast-to-coast railroad in the United States.

Union Pacific said the deal reflects its commitment to workforce stability and support during the merger process, while union representatives expressed support for the transaction following the job security assurances.

The agreement marks a key milestone in advancing the merger, highlighting efforts to address labor concerns and secure broader industry backing.
Business Wire

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Global Finance News 04-03-26

Union Pacific Corporation announced it will release its first-quarter 2026 financial and operating results on April 23, 2026, before the market opens.

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The Investor 03-26-26

Union Pacific Railroad to send Big Boy No. 4014 on western tour for America’s 250th anniversary

Union Pacific announced that its historic Big Boy No. 4014 steam locomotive will embark on the western leg of a coast-to-coast tour celebrating the United States’ 250th birthday, featuring 27 whistle-stops across Wyoming, Utah, Nevada and California.

The 1.2-million-pound locomotive, the world’s largest operating steam engine, will depart Cheyenne, Wyoming, on March 29. The tour includes four public display days—April 10-11 in Roseville, California, and April 18-19 in Ogden, Utah—where visitors can view the locomotive up close alongside the “Experience the Union Pacific” rail car exhibit.

Originally built during World War II to haul freight over Utah’s Wasatch Range, Big Boy No. 4014 is the only one of 25 locomotives still in operation. A real-time tracking map of the journey will be available online, with additional details for the eastern leg to be announced later.

Source: Business Wire

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The Investor 02-25-26

Union Pacific reported strong fourth-quarter and full-year 2025 results, delivering record operational performance and higher profitability. Fourth-quarter net income reached $1.8 billion, with diluted EPS of $3.11, while full-year net income rose 6% to $7.1 billion and diluted EPS increased 8% to $11.98. The company also improved its operating ratio on a full-year basis to 59.8%, reflecting continued efficiency gains.

Operationally, Union Pacific posted best-ever results across key metrics in 2025, including safety, freight car velocity, terminal dwell, train length, and workforce productivity. Management said the company enters 2026 focused on further service and safety improvements, pricing above inflation, mid-single-digit EPS growth, continued operating ratio improvement, and strong cash generation, supported by a planned $3.3 billion capital program and ongoing dividend growth.

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European Investor 01-27-26

Union Pacific Corporation (NYSE: UNP) will release fourth quarter 2025 financial and operating results on Tuesday, Jan. 27, 2026, at 7:45 a.m. ET.

Conference call and live webcast at 8:45 a.m. ET.

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The Investor 01-20-26

Union Pacific Railroad hosted US Labor Secretary Lori Chavez-DeRemer at its Training Center and Harriman Dispatching Center in Omaha as part of her nationwide “America at Work” listening tour focused on job creation and workforce development. During the visit, the secretary observed Union Pacific’s advanced training programs and discussed workforce growth tied to the proposed Union Pacific–Norfolk Southern merger, which the companies estimate could create about 900 net new union jobs. The visit highlighted the railroad’s investment in safety, skills development, and its role in supporting the U.S. supply chain, and concluded with a presentation of Union Pacific’s new commemorative locomotive honoring Abraham Lincoln.

Source: Union Pacific Railroad press release via Business Wire

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Global Finance News 01-18-26

Union Pacific Corporation will release fourth quarter 2025 financial results on Tuesday, January 27, 2026, at 7:45 a.m. ET. The company will host a conference call at 8:45 a.m. ET.

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European Investor 12-30-25

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