Revenue segments as reported by the company.

Freight revenues

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Depreciation

Purchased services and materials

Fuel

Equipment and other rents

Other OpEx

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Union Pacific

Union Pacific Corp. engages in the provision of railroad and freight transportation services. Its principal operating company, Union Pacific Railroad Co., operates as a railroad franchise. The Railroad's diversified business mix includes agricultural products, automotive, chemicals, coal, industrial products, and intermodal. The company was founded in 1969 and is headquartered in Omaha, NE.

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Union Pacific faces challenges but focuses on growth and efficiency

Union Pacific navigated challenges in Q4 2022 with a focus on safety, service improvement, and long-term growth objectives, demonstrating strong financial performance and commitment to shareholder value.
Despite challenges in pricing and operating ratio, the company emphasized margin improvement strategies, investments in technology, and efforts to attract business back from trucking.
Opportunities in Intermodal recovery, technology investments, and service enhancements were highlighted, along with ongoing efforts to address labor negotiations and efficiency improvements.
The company's performance in 2022 showcased revenue growth, record earnings per share, and a commitment to achieving an improved operating ratio through volume, pricing, and productivity levers.

Union Pacific shows resilience in Q1 amidst weather challenges

Union Pacific faced challenges in Q1 2023 but demonstrated resilience and growth in key revenue segments.
The company is focused on safety, sustainability, and operational efficiency amidst market challenges.
Opportunities lie in biofuel shipments, automotive growth, and addressing pricing pressures.
Confidence in reaching full-year goals and commitment to customer service and growth.

Union Pacific faces revenue decline but eyes growth opportunities ahead

Union Pacific's Q2 performance saw a decline in revenue and income amidst challenges in volume and industrial production.
The company's focus on safety, operational efficiency, and growth opportunities in various sectors positions it for future success.
While facing headwinds from fuel costs and labor expenses, Union Pacific aims to leverage pricing strategies and productivity improvements.
With a strong emphasis on service reliability and cost efficiency, Union Pacific navigates challenges to drive value creation and growth.

Union Pacific Q3 earnings show challenges and growth opportunities

Union Pacific's Q3 performance reflects challenges in operating revenue and freight revenue, offset by expense reductions and safety improvements, with a focus on efficiency and pricing strategies for growth.
The company's strengths lie in investments in terminals, intermodal growth strategies, and a commitment to balancing price, productivity, and inflation challenges for margin improvement.
While facing labor cost inflation and regulatory hurdles, Union Pacific sees opportunities in leveraging workforce productivity, capturing market opportunities, and driving volume growth for margin expansion.

Union Pacific reports strong Q4 earnings, focuses on efficiency and growth opportunities

Union Pacific's Q4 performance showed improvement in net income and freight revenue, despite a decline in full-year revenue. The company is prioritizing efficiency, cost reduction, and technology investments to drive productivity gains and offset inflation impacts.

Union Pacific reports solid Q1 earnings, eyes efficiency for growth

Union Pacific's Q1 2024 performance showcased resilience and strategic focus on efficiency and service excellence. Despite revenue challenges in certain segments, the company's emphasis on operational improvements and cost management bodes well for future profitability. With a strong franchise and network, Union Pacific is optimistic about its long-term prospects and is well-positioned for growth.

Union Pacific reports robust Q2 earnings, affirms commitment to growth

Union Pacific's Q2 2024 performance reflects strong earnings growth, operational efficiency, and a commitment to shareholder value through dividends and share repurchases.
While challenges like cost management and market dynamics persist, the company's focus on growth opportunities and operational excellence bodes well for future success.
Investor confidence in Union Pacific's financial performance and strategic direction underscores its position as a leading player in the transportation industry.
The upcoming Investor Day in September presents an opportunity for Union Pacific to further communicate its growth strategy and engage with stakeholders.

Union Pacific reports solid Q3 results, affirms 2024 profitability goals

Union Pacific's Q3 performance reflects a robust financial outlook, marked by revenue and income growth, improved operational efficiency, and strong cash flow generation.
While challenges like business mix effects and fuel price fluctuations persist, the company's focus on financial discipline, shareholder value, and operational excellence positions it well for sustained success.
With affirmed guidance and a positive outlook for Q4, Union Pacific remains poised to navigate market dynamics, capitalize on growth opportunities, and drive long-term value for stakeholders.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Union Pacific Corp. engages in the provision of railroad and freight transportation services. The company was founded in 1969 and is headquartered in Omaha, NE.

General Electric

Raytheon Technologies

Let's take advantage of this new year by taking positions for our portfolio in one of the strongest and even most sustainable sectors. I am, of course, talking about industrial sector.

Top 3 Industrial Stock Picks for the New Year

Dover

Honeywell

Looking for the best industrial stocks to buy in 2024? Industrial companies are vital to the U.S. economy and are often viewed as a barometer of broader economic health.

The 3 Best Industrial Stocks to Buy for 2024

Dec 19 (Reuters) - Union Pacific Corp (UNP.N) said on Tuesday that El Paso and Eagle Pass rail bridges, which were closed on Dec. 18 by U.S. border officials, account for about 45% of its cross-border shipments and include goods critical to the U.S. economy.

Union Pacific says closed rail bridges to Mexico account for about half of cross-border shipments

OMAHA, Neb. , Dec. 14, 2023 /PRNewswire/ -- Union Pacific Corporation (NYSE: UNP) today announced the appointment of John Tien to its board of directors, effective immediately.

Union Pacific Appoints John Tien to Board of Directors

Union Pacific is the first U.S. Class I railroad to be added to the prestigious list OMAHA, Neb. , Dec. 14, 2023 /PRNewswire/ -- Union Pacific Corporation (NYSE: UNP) was recently named to both the World and North American Dow Jones Sustainability Indices (DJSI) for 2023.

Union Pacific Railroad Named to Dow Jones Sustainability World Index

Investor-friendly steps and cost-control efforts boost Union Pacific (UNP).

Here's Why Investors Should Hold Union Pacific (UNP) Now

The latest move of opening a new terminal is expected to help Union Pacific (UNP) connect Southwest U.S. markets with international ports in Southern California.

Union Pacific (UNP) to Launch International Terminal in Phoenix

The railroad earned a 100% rating on the coveted list, underscoring Union Pacific's leadership on diversity and equality OMAHA, Neb. , Nov. 30, 2023 /PRNewswire/ -- Union Pacific Railroad scored 100% on the Human Rights Campaign Foundation's 2023-24 Corporate Equality Index, a leading national benchmark identifying companies with a strong track record of embracing LGBTQ+ equality in practices, policies, and benefits.

Union Pacific Railroad Earns Perfect Score in Human Rights Campaign for Building an Inclusive Workplace Culture

With concerns rising about the possibility of a global recession, the idea of targeting industrial stocks for investment seems risky. While the U.S. may offer the most insulation against financial headwinds, the global economy is incredibly interconnected.

Comeback Candidates: 3 Industrial Stocks Set to Rebound

Union Pacific's earnings have been driven by price hikes and cost control, with volume trends not inspiring. The company has become more productive with a lower employee count and stagnant revenues. Union Pacific's shares peaked in 2022 but have been trading around $200 this year, with a mixed performance in 2023.

Union Pacific: Not Everything Is On Rails

New service offers a sustainable, fast rail option that takes trucks off the road, reducing emissions on California and Arizona highways OMAHA, Neb. , Nov. 29, 2023 /PRNewswire/ -- Union Pacific Railroad announced plans today to open a new international intermodal terminal in the heart of Phoenix, providing customers a sustainable rail option between ocean ports in the Los Angeles Basin and the nation's fast-growing Southwest region.

Union Pacific Announces New Phoenix Terminal Connecting Southwest U.S. Markets with International Ports in Southern California

OMAHA, Neb. , Nov. 28, 2023 /PRNewswire/ -- The Board of Directors of Union Pacific Corporation (NYSE: UNP) has declared a quarterly dividend of $1.30 per share on the company's common stock, payable Dec. 28, 2023, to shareholders of record Dec. 8, 2023.

Union Pacific Corporation Declares Fourth Quarter 2023 Dividend

Union Pacific is a high-conviction investment, accounting for 6.1% of my portfolio. Despite challenges, Union Pacific has shown strength and resilience, reflected in its stock performance. The involvement of Soroban Capital Partners and new CEO Jim Vena could potentially lead to value creation and improved metrics for Union Pacific.

Union Pacific Is One Of My Favorite Plays Going Into 2024

Union Pacific is one of the largest rail transportation companies in the US, with a diversified product mix that helps mitigate risks. Concerns about the push towards sustainable energy may pose challenges for Union Pacific in the long term. The company has a high debt burden and has been overly enthusiastic about its share buyback program, which may not be sustainable in the long term.

Union Pacific Is Facing Temporary Headwinds

Award created to recognize railroad customers and suppliers for innovative sustainability initiatives OMAHA, Neb., Nov. 15, 2023 /PRNewswire/ -- Union Pacific Railroad recognized a dozen customers and suppliers with the railroad's first ever 2023 Sustainability Partner Award.

Union Pacific Honors 12 Companies with First Ever Sustainability Partner Award

Union Pacific Corporation (NYSE:UNP ) 2023 Stephens Annual Investment Conference November 14, 2023 9:00 AM ET Company Participants Jim Vena - Chief Executive Officer Jennifer Hamann - Chief Financial Officer Eric Gehringer - Executive Vice President of Operations Conference Call Participants Justin Long - Stephens Justin Long This is Justin Long from Stephens. I want to start by welcoming everyone to the 2023 Nashville conference.

Union Pacific Corporation (UNP) Presents at 2023 Stephens Annual Investment Conference (Transcript)

OMAHA, Neb., Nov. 7, 2023 /PRNewswire/ -- Jim Vena, chief executive officer, Jennifer Hamann, executive vice president and chief financial officer, and Eric Gehringer, executive vice president – Operations, of Union Pacific Corporation (NYSE: UNP) will address Stephens Annual Investment Conference at 9 a.m.

Union Pacific Corporation Executives to Address the Stephens Annual Investment Conference

Community Ties Giving Program provides local impact to strengthen communities and build diversity OMAHA, Neb. , Nov. 6, 2023 /PRNewswire/ -- Union Pacific Railroad's Community Ties Giving Program proudly awarded nearly $5.1 million in local grants, benefiting 543 nonprofit organizations across its 23-state system.

Union Pacific Awards Nearly $5.1 Million to 543 Organizations to Build Safe, Vibrant Communities

OMAHA, Neb. , Nov. 2, 2023 /PRNewswire/ -- Union Pacific's famed Big Boy No.

World's Largest Steam Locomotive 'Big Boy No. 4014' Preparing for 'Four Corners' 2024 Tour

Union Pacific (NYSE: UNP) reported its Q3 results last week, with revenues falling below and earnings beating our estimates.

Should You Pick Union Pacific Stock After An 18% Fall In Q3 Earnings?

Caterpillar

There's an under-the-radar market signal that suggests industrial stocks are about to soar. Fundstrat highlighted that credit default swaps tied to the sector have been outperforming the broader market.

An under-the-radar market signal suggests industrial stocks are about to surge

Union Pacific (UNP) shares advanced Thursday after the freight railroad operator posted better-than-expected profit on price increases, although the company warned it was struggling with the impacts of inflation and demand.

Higher Prices Helped Union Pacific Beat Earnings Estimates

Union Pacific (UNP) third-quarter 2023 revenues fall 9.5% on a year-over-year basis due to reduced fuel surcharge revenues, lower volumes and an unfavorable business mix.

Union Pacific (UNP) Q3 Earnings Beat, Revenues Fall Y/Y

Union Pacific Corporation (UNP) Q3 2023 Earnings Call Transcript

Shares of Union Pacific (NYSE:UNP) rose Thursday morning after the company topped Street expectations.  The Omaha-based company posted earnings of $2.51 per share, down from $3.05 a year ago but above analyst estimates of $2.44.

News for Union Pacific Stock (UNP)