earnings
confidence high
sentiment positive
materiality 0.75
Union Pacific Q4 EPS $2.91 (+7% YoY); FY EPS $11.09 (+6%); operating ratio improves
UNION PACIFIC CORP
2024-FY EPS reported
$11.09
revenue$24,250,000,000
- Q4 operating revenue $6.1B (-1% YoY) on volume +5% and core pricing, offset by lower fuel surcharge.
- Q4 operating ratio 58.7%, a 220 bps improvement; includes $40M crew staffing agreement expense.
- FY 2024 operating income $9.7B (+7%); capital spend $3.4B; share repurchases 6.3M shares at $1.5B.
- 2025 outlook: EPS growth targeting high-single to low-double digit CAGR; share repurchases $4.0-4.5B.
- FY 2024 return on invested capital 15.8%; workforce productivity record with 1,062 car miles per employee.