Union Pacific Q3 2026 EPS $3.49 (+16%), revenue $7.2B (+15%), operating ratio 59.1%

UNION PACIFIC CORP

Net income $2.1B, up 16%; diluted EPS $3.49 vs $3.01; adjusted diluted EPS $3.53 vs $3.08, up 15%.
Record operating revenue $7.2B, +15%, on 6% carload growth, fuel surcharge, core pricing and other revenue; freight revenue ex-fuel surcharge +6%.
Reported operating ratio 59.1%, adjusted operating ratio 58.8%; higher fuel prices unfavorably impacted OR by 140 bps.
Freight car velocity 228 daily miles/car (+1%); terminal dwell 19.9 hours (2% better); workforce productivity 1,219 car miles/employee (+5%).
Reaffirms high-single-digit 2026 EPS growth, pricing above inflation and $3.5B capital plan; cites upcoming Surface Transportation Board merger review.

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