earnings
confidence high
sentiment neutral
materiality 0.70
Union Pacific Q4 EPS $2.71 (+1% YoY); full-year net income down 9% to $6.4B
UNION PACIFIC CORP
2023-FY EPS reported
$10.45
revenue$24,119,000,000
- Q4 diluted EPS $2.71, net income $1.7B, both up ~1% YoY.
- Full-year EPS $10.45 (down 7%), net income $6.4B (down 9%), revenue $24.1B (down 3%).
- Q4 operating ratio improved to 60.9% (+10 bps); full-year ratio deteriorated 220 bps to 62.3%.
- 2024 outlook: muted volume; capital plan $3.4B; no Q1 share repurchases.
- Revenue carloads up 3% in Q4, down 1% for full year; freight car velocity improved 14%.