Union Pacific Corporation: 3 Key Takeaways for Long-Term Investors
Union Pacific reported record third quarter freight revenue of $6.8 billion. Domestic intermodal volume grew 13% on service reliability and buffer resources.
Union Pacific reported record third quarter freight revenue of $6.8 billion. Domestic intermodal volume grew 13% on service reliability and buffer resources.
Union Pacific Corp. (NYSE:UNP) on Thursday reported better-than-expected third-quarter earnings and revenue.
Union Pacific just beat earnings and raised its dividend for the 20th straight year, but a looming merger is redirecting billions away from shareholders. Here is what income investors need to know before the deal closes in 2027.
CMH Wealth Management LLC decreased its holdings in Union Pacific Corporation (NYSE: UNP) by 18.4% during the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 9,709 shares of the railroad operator's stock after selling 2,184 shares during the period. CMH Wealth Management LLC's holdings in Union Pacific
Union Pacific NYSE: UNP reported record third-quarter financial results as freight volume growth, operating productivity and intermodal demand supported higher revenue and earnings, while elevated diesel prices remained a significant cost headwind.
Union Pacific Corporation ( UNP ) Q3 2026 Earnings Call October 22, 2026 8:45 AM EDT Company Participants Vincenzo Vena - CEO & Director Jennifer Hamann - Executive VP & CFO Kenny Rocker - Executive Vice President of Marketing & Sales Eric Gehringer - Executive Vice President of Operations Conference Call Participants Christian Wetherbee - Wells Fargo Securities, LLC, Research Division Ken Hoexter - BofA Securities, Research Division Scott Group - Wolfe Research, LLC Jason Seidl - TD Cowen, Research Division Walter Spracklin - RBC Capital Markets, Research Division David Vernon - Bernstein Institutional Services LLC, Research Division Stephanie Benjamin Moore - Jefferies LLC, Research Division Jordan Alliger - Goldman Sachs Group, Inc., Research Division Ariel Rosa - Citigroup Inc., Research Division Brian Ossenbeck - JPMorgan Chase & Co, Research Division Thomas Wadewitz - UBS Investment Bank, Research Division Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Richa Talwar - Deutsche Bank AG, Research Division Brandon Oglenski - Barclays Bank PLC, Research Division Presentation Unknown Attendee Thank you for accessing Union Pacific Corporation's 2026 Third Quarter Earnings Conference Call held at 8:45 a.m. Eastern Time on October 22, 2026, in Omaha, Nebraska.
US railroads pull ahead as high fuel costs hit truckers harder
Union Pacific's Q3 2026 earnings and revenues beat estimates, driven by strong freight demand, pricing gains and fuel surcharges despite rising operating costs.
The headline numbers for Union Pacific (UNP) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Union Pacific (UNP) came out with quarterly earnings of $3.53 per share, beating the Zacks Consensus Estimate of $3.47 per share. This compares to earnings of $3.08 per share a year ago.
The freight company posted a third-quarter profit of $2.08 billion, or $3.49 a share, compared with $1.79 billion, or $3.01 a share, a year earlier.
US railroad operator Union Pacific's quarterly profit rises
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) today reported third quarter 2026 net income of $2.1 billion, up 16%, and diluted earnings per share (EPS) of $3.49, up 16%, compared to reported third quarter 2025 net income of $1.8 billion and diluted EPS of $3.01. Adjusted third quarter 2026 net income* of $2.1 billion increased 15%, and adjusted diluted EPS* of $3.53 increased 15%, compared to adjusted third quarter 2025 net income* of $1.8 billion and adjusted diluted EPS.
UNP gears up for Q3 earnings, with higher freight revenues and service demand fueling growth despite supply-chain challenges.
UNP's operating discipline, pricing strength and productivity gains support earnings growth, even as weak freight demand and coal headwinds persist.
Besides Wall Street's top-and-bottom-line estimates for Union Pacific (UNP), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.
Heartland Express (NASDAQ: HTLD - Get Free Report) and Union Pacific (NYSE: UNP - Get Free Report) are both industrials companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, analyst recommendations, dividends, valuation, risk, institutional ownership and earnings. Risk and Volatility Heartland Express has a beta
Banque Pictet and Cie SA raised its position in Union Pacific Corporation (NYSE: UNP) by 14.6% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 94,995 shares of the railroad operator's stock after buying an additional 12,102 shares during the
Let's take a closer look at how Union Pacific, United Parcel Service, Old Dominion and C.H. Robinson are expected to fare this earnings season.
Union Pacific Railroad today announced Executive Vice President and Chief Financial Officer Jennifer Hamann will retire in early 2027, concluding a remarkable 3