earnings
confidence high
sentiment neutral
materiality 0.60
Union Pacific Q1 EPS flat at $2.70, revenue flat at $6.0B; volume up 7%
UNION PACIFIC CORP
2025-Q1 EPS reported
$2.70
revenue$6,027,000,000
- Net income $1.6B ($2.70 diluted EPS) vs $1.6B ($2.69) year ago; EPS unchanged.
- Operating revenue $6.0B flat; freight revenue up 1% (ex-fuel surcharge +4%).
- Operating ratio 60.7% flat, with 90 bps headwind from fuel and leap year.
- Quarterly volume (carloads) up 7%; freight car velocity +6% to 215 miles/day.
- Reaffirmed FY2025 outlook: capital plan $3.4B, share repurchases $4.0–$4.5B.