earnings
confidence high
sentiment neutral
materiality 0.75
Union Pacific Q4 reported EPS $3.11; full year net income up 6%; 2026 EPS growth mid-single digit
UNION PACIFIC CORP
2025-FY EPS reported
$11.98
revenue$24,510,000,000
- Q4 reported net income $1.8B, EPS $3.11; adjusted EPS $2.86 vs $2.96 YoY. Revenue $6.1B down 1%.
- Full year net income $7.1B (+6%), EPS $11.98 (+8%); adjusted EPS $11.66 vs $11.11. Revenue $24.5B (+1%).
- Record full year operating metrics: freight car velocity +8%, terminal dwell -8%, train length +3%, workforce productivity +7%.
- 2026 outlook: muted economy; pricing dollars > inflation; mid-single digit EPS growth; capital plan $3.3B; dividend increases.
- Q4 results include $234M land sale gain (+$0.30 EPS) and $30M merger costs (-$0.05 EPS).