Union Pacific/$UNP

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About Union Pacific

Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the US, Union Pacific generated $24 billion of revenue in 2024 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. Union Pacific owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.

Ticker

$UNP

Sector

Mobility

Primary listing

NYSE

Employees

29,929

Union Pacific Metrics

BasicAdvanced
$127B
18.67
$11.51
1.03
$5.36
2.49%

What the Analysts think about Union Pacific

Analyst ratings (Buy, Hold, Sell) for Union Pacific stock.

Bulls say / Bears say

Union Pacific beat Q2 profit estimates, reporting adjusted EPS of $3.03 versus $2.91 expected on strong coal shipment revenues and solid pricing strategies, driving operating revenue to $6.15 billion. (Reuters)
In Q1 2025, Union Pacific’s intermodal shipment revenue rose 10% to $1.19 billion, reflecting robust demand in its high-margin intermodal segment and benefiting from e-commerce and supply chain shifts. (Reuters)
Advanced talks to merge with Norfolk Southern could establish a coast-to-coast rail network with combined operating synergies, given Norfolk’s higher 66% operating ratio versus Union Pacific’s sub-60%, potentially delivering significant cost savings. (FT)
The proposed $200 billion merger with Norfolk Southern faces substantial Surface Transportation Board scrutiny and union opposition, creating significant regulatory and labor risks that could derail the deal. (FT)
Despite recent earnings strength, Union Pacific confronts margin pressures from rising labor and fuel costs and persistent service reliability concerns, which could weigh on future operating ratio improvements. (Reuters)
The industry’s push to automate track inspections has met fierce union and political resistance, signaling potential compliance costs, operational delays, and strained labor relations for Union Pacific. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 4 Sept 2025.

Union Pacific Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Union Pacific Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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Union Pacific
DividendPayment
$1.38Per share
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