Revenue segments as reported by the company.

Freight revenues

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

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Purchased services and materials

Fuel

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Other OpEx

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Union Pacific

Union Pacific Corp. engages in the provision of railroad and freight transportation services. Its principal operating company, Union Pacific Railroad Co., operates as a railroad franchise. The Railroad's diversified business mix includes agricultural products, automotive, chemicals, coal, industrial products, and intermodal. The company was founded in 1969 and is headquartered in Omaha, NE.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Union Pacific faces challenges but focuses on growth and efficiency

Union Pacific navigated challenges in Q4 2022 with a focus on safety, service improvement, and long-term growth objectives, demonstrating strong financial performance and commitment to shareholder value.
Despite challenges in pricing and operating ratio, the company emphasized margin improvement strategies, investments in technology, and efforts to attract business back from trucking.
Opportunities in Intermodal recovery, technology investments, and service enhancements were highlighted, along with ongoing efforts to address labor negotiations and efficiency improvements.
The company's performance in 2022 showcased revenue growth, record earnings per share, and a commitment to achieving an improved operating ratio through volume, pricing, and productivity levers.

Union Pacific shows resilience in Q1 amidst weather challenges

Union Pacific faced challenges in Q1 2023 but demonstrated resilience and growth in key revenue segments.
The company is focused on safety, sustainability, and operational efficiency amidst market challenges.
Opportunities lie in biofuel shipments, automotive growth, and addressing pricing pressures.
Confidence in reaching full-year goals and commitment to customer service and growth.

Union Pacific faces revenue decline but eyes growth opportunities ahead

Union Pacific's Q2 performance saw a decline in revenue and income amidst challenges in volume and industrial production.
The company's focus on safety, operational efficiency, and growth opportunities in various sectors positions it for future success.
While facing headwinds from fuel costs and labor expenses, Union Pacific aims to leverage pricing strategies and productivity improvements.
With a strong emphasis on service reliability and cost efficiency, Union Pacific navigates challenges to drive value creation and growth.

Union Pacific Q3 earnings show challenges and growth opportunities

Union Pacific's Q3 performance reflects challenges in operating revenue and freight revenue, offset by expense reductions and safety improvements, with a focus on efficiency and pricing strategies for growth.
The company's strengths lie in investments in terminals, intermodal growth strategies, and a commitment to balancing price, productivity, and inflation challenges for margin improvement.
While facing labor cost inflation and regulatory hurdles, Union Pacific sees opportunities in leveraging workforce productivity, capturing market opportunities, and driving volume growth for margin expansion.

Union Pacific reports strong Q4 earnings, focuses on efficiency and growth opportunities

Union Pacific's Q4 performance showed improvement in net income and freight revenue, despite a decline in full-year revenue. The company is prioritizing efficiency, cost reduction, and technology investments to drive productivity gains and offset inflation impacts.

Union Pacific reports solid Q1 earnings, eyes efficiency for growth

Union Pacific's Q1 2024 performance showcased resilience and strategic focus on efficiency and service excellence. Despite revenue challenges in certain segments, the company's emphasis on operational improvements and cost management bodes well for future profitability. With a strong franchise and network, Union Pacific is optimistic about its long-term prospects and is well-positioned for growth.

Union Pacific reports robust Q2 earnings, affirms commitment to growth

Union Pacific's Q2 2024 performance reflects strong earnings growth, operational efficiency, and a commitment to shareholder value through dividends and share repurchases.
While challenges like cost management and market dynamics persist, the company's focus on growth opportunities and operational excellence bodes well for future success.
Investor confidence in Union Pacific's financial performance and strategic direction underscores its position as a leading player in the transportation industry.
The upcoming Investor Day in September presents an opportunity for Union Pacific to further communicate its growth strategy and engage with stakeholders.

Union Pacific reports solid Q3 results, affirms 2024 profitability goals

Union Pacific's Q3 performance reflects a robust financial outlook, marked by revenue and income growth, improved operational efficiency, and strong cash flow generation.
While challenges like business mix effects and fuel price fluctuations persist, the company's focus on financial discipline, shareholder value, and operational excellence positions it well for sustained success.
With affirmed guidance and a positive outlook for Q4, Union Pacific remains poised to navigate market dynamics, capitalize on growth opportunities, and drive long-term value for stakeholders.

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Cost of revenue

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Union Pacific Corp. engages in the provision of railroad and freight transportation services. The company was founded in 1969 and is headquartered in Omaha, NE.

OMAHA, Neb. , Aug. 31, 2022 /PRNewswire/ -- Lance Fritz, chairman, president, and chief executive officer, of Union Pacific Corporation (NYSE: UNP), will address the Cowen 2022 Global Transportation & Sustainable Mobility Conference on Wednesday, Sept.

Union Pacific Corporation CEO Lance Fritz to Address the Cowen 2022 Global Transportation & Sustainable Mobility Conference

GATX

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Investors should keep tabs on dividend-growth transportation stocks like Ryder (R), GATX (GATX), Triton International (TRTN), Union Pacific (UNP) and United Parcel Service (UPS).

5 Transportation Stocks With Decent Dividend Yield to Watch for

Union Pacific Railroad and Twin Cities Public Television Partner on Multilingual Rail Safety Campaign OMAHA, Neb. , Aug. 18, 2022 /PRNewswire/ -- Union Pacific Railroad and Twin Cities Public Television (TPT) are teaming up to make rail safety a universal language, launching new English- and Spanish-language safety multi-media materials aimed at families and educators as the "Back to School" season kicks off nationwide.

New English and Spanish Lessons Aim to Make Rail Safety a Universal Language for Teachers, Students and Their Families

At Union Pacific (UNP), the operating ratio is expected to improve in the second half of 2022 from the first.

Why Union Pacific (UNP) Shares Inched Up 1.34% on Tuesday

U.S. railroad operator Union Pacific Corp's Chief Financial Officer Jennifer Hamann said on Tuesday the company's third-quarter volumes were up 2% so far from a year earlier, on improved staffing levels and easing congestion.

Union Pacific says third-quarter volumes up as staffing improves, congestion eases

Norfolk Southern

Surface Transportation Board Chairman Marty Oberman expressed doubt that the four major U.S. Class I railroads could ramp up rail service and reach the service targets they laid out by December. In response to deteriorating service metrics, the STB in June required Union Pacific (NYSE: UNP), BNSF (NYSE: BRK.B), CSX (NASDAQ: CSX) and Norfolk Southern (NYSE: NSC) to resubmit plans detailing how they expect to improve rail service through the end of the year.

STB chairman ‘not optimistic' about pace of rail service improvement

Microsoft

Earlier this week, investment firm Diamond Hill Capital (Trades, Portfolio) disclosed its portfolio for the second quarter, which ended June 30.

Diamond Hill Capital Buys Union Pacific, Adds to Microsoft

OMAHA, Neb. , Aug. 9, 2022 /PRNewswire/ -- Jennifer Hamann, executive vice president and chief financial officer, and Eric Gehringer, executive vice president - operations, of Union Pacific Corporation (NYSE: UNP), will address the Deutsche Bank 2022 Transportation Conference on Tuesday, Aug. 16, 2022, at 8 a.m.

Union Pacific Corporation Executives to Address the Deutsche Bank 2022 Transportation Conference

USD Partners

USDP vs. UNP: Which Stock Is the Better Value Option?

USDP or UNP: Which Is the Better Value Stock Right Now?

OMAHA, Neb. , July 28, 2022 /PRNewswire/ -- The Board of Directors of Union Pacific Corporation (NYSE: UNP) has declared a quarterly dividend of $1.30 per share on the company's common stock, payable September 30, 2022, to shareholders of record August 31, 2022.

Union Pacific Corporation Declares Third Quarter 2022 Dividend

Westinghouse Air Brake Technologies

Union Pacific has signed a deal worth more than $1 billion for Wabtec Corporation to modernize 600 of its locomotives. The companies called it “the largest investment in modernized locomotives in rail industry history” in a Wednesday news release.

Union Pacific signs record $1B deal with Wabtec to modernize locomotives

Fuel-efficient upgrades will cut 350 tons of carbon per locomotive annually Modernization program will recycle 70,000 tons of steel – equivalent to 51,000 passenger cars Investment puts UP on path to net zero greenhouse gas emissions by 2050 OMAHA, Neb. and PITTSBURGH , July 27, 2022 /PRNewswire/ -- Union Pacific (NYSE: UNP) signed a historic deal with Wabtec Corporation (NYSE: WAB) for 600 locomotive modernizations featuring a suite of digital solutions and innovations.

Union Pacific Signs Largest Locomotive Modernization Deal in Rail Industry History with Wabtec

Recently, Zacks.com users have been paying close attention to Union Pacific (UNP). This makes it worthwhile to examine what the stock has in store.

Is Trending Stock Union Pacific Corporation (UNP) a Buy Now?

The FCF margin has been elevated since 2009 but it has slipped for 1H22. Cash conversion has been especially high from 2016 to 2021, but 2022 is not off to a good start.

Union Pacific: Pay Attention To FCF

To bring Union Pacific back to favored status among shippers, the company is seeking to improve service metrics — an achievable goal since hiring efforts have been largely successful and warm-weather holidays that would keep workers on vacation have passed, executives said during UP's call Thursday discussing second-quarter 2022 financial results. “What we really need to pay attention to is, are we seeing car velocity improve?

Improving service will be key focus for Union Pacific, executives say

Union Pacific's profit grew 2% in the second quarter to $1.84 billion. This is a slight improvement from last year's profit of $1.8 billion.

Union Pacific second quarter profit improves as railroad delivery delays are reduced

Union Pacific Corporation (NYSE:UNP ) Q2 2022 Earnings Conference Call July 21, 2022 8:45 AM ET Company Participants Lance Fritz - Chairman, President and CEO Kenny Rocker - Executive Vice President, Marketing and Sales Eric Gehringer - Executive Vice President, Operations Jennifer Hamann - Chief Financial Officer Conference Call Participants Justin Long - Stephens Allison Poliniak - Wells Fargo Tom Wadewitz - UBS Scott Group - Wolfe Research Amit Mehrotra - Deutsche Bank Bascome Majors - Susquehanna Chris Wetherbee - Citi Walter Spracklin - RBC Brian Ossenbeck - JPMorgan Jon Chappell - Evercore ISI Ken Hoexter - Bank of America Jason Seidl - Cowen Ben Nolan - Stifel Ravi Shanker - Morgan Stanley Jordan Alliger - Goldman Sachs Jeff Kauffman - Vertical Research David Vernon - Bernstein Jairam Nathan - Daiwa Operator Greetings. Welcome to the Union Pacific's Second Quarter Earnings Call.

Union Pacific Corporation's (UNP) CEO Lance Fritz on Q2 2022 Results - Earnings Call Transcript

Union Pacific's (UNP) second-quarter 2022 earnings and revenues increase year over year.

Union Pacific (UNP) Q2 Earnings, Revenues Top Estimates, Up Y/Y

Union Pacific (UNP) delivered earnings and revenue surprises of 3.90% and 2.68%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

Union Pacific (UNP) Beats Q2 Earnings and Revenue Estimates

2022 Tour Will Celebrate Union Pacific's 160th Anniversary OMAHA, Neb. , July 21, 2022 /PRNewswire/ -- Union Pacific's famed Big Boy No.

Union Pacific Announces Big Boy No. 4014 July Trip between Denver and Cheyenne

U.S. railroad operator Union Pacific Corp posted a 2% rise in its second-quarter profit on Thursday, benefiting from price hikes, even as lingering supply-chain snags and staffing shortages continued.

Union Pacific quarterly profit up 2% on price hikes

Shares of Union Pacific Corp. tacked on 0.3% in premarket trading Thursday, after the railroad operator beat profit and revenue expectations, while affirming that pricing gains for the year will exceed inflation. Net income rose to $1.84 billion, or $2.93 a share, from $1.80 billion, or $2.72 a share, in the year-ago period, and topped the FactSet consensus of $2.84.

Union Pacific beats profit and revenue expectations, says full-year pricing gains will exceed inflation

Earnings per diluted share of $2.93 Operating revenue up 14% Operating income up 1% OMAHA, Neb. , July 21, 2022 /PRNewswire/ -- Union Pacific Corporation (NYSE: UNP) today reported 2022 second quarter net income of $1.8 billion, or $2.93 per diluted share.

Union Pacific Reports Second Quarter 2022 Results

Caterpillar

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Investing in the current environment is challenging, and there is really no other way of putting it. There are substantial macroeconomic headwinds that threaten to hit growth and curb investment plans, which will have knock-on effects on other industries.

News for Union Pacific Stock (UNP)