UNP
Union Pacific Corp (UNP) Q1 2026 Earnings Call Highlights: Record Net Income and Strategic ...
Article Summary
HOLD- Union Pacific Corp. (NYSE: UNP) reported record first-quarter results with net income of $1.7 billion, a 5% increase, and earnings per share of $2.87, up 6%.
- Union Pacific improved its operating ratio by 80 basis points to 59.9%, excluding merger costs, with freight revenue growing 4% despite a 1% decrease in volume driven by core pricing gains and favorable business mix.
- Bulk Segment revenue grew 10% with a 12% increase in volume, industrial revenue declined 5% on a 9% drop in premium volume, and freight Car Velocity increased 9% to 235 miles per day, while labor productivity increased 7%.
- Cash from operations increased 10% and the company maintained an industry-leading dividend, with adjusted debt-to-EBITDA ratio decreasing to 2.5 times.
- However, the merger process with Norfolk Southern is taking longer than anticipated, potentially delaying expected synergies.
- The company faces competitive pressures in select agricultural markets due to global and competitive environments.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 1.9% | 25% | 20.0 ptsMinimal (1.9%) - Very weak |
| EPS Growth Next 5Y ? | 8.7% | 25% | 20.0 ptsWeak (8.7%) - Low expectations |
| Target Price Upside ? | 5.9% | 20% | 35.0 ptsBelow Screener (5.9%) - Target: $285.00 vs Current: $269.21 |
| Gross Margin % ? | 45.7% | 15% | 60.0 ptsSolid (45.7%) - Decent margins |
| Drawdown from 52-Wk High ? | -0.8% | 15% | 20.0 ptsBarely a Dip (-0.8%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About UNP
- Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States.
- It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, and ethanol and renewable biofuel producers; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers.
- The company was founded in 1862 and is headquartered in Omaha, Nebraska.