Union Pacific (UNP) Misses Q4 EPS by 1c, Misses on Revenue; Offers Updates

Union Pacific (NYSE: UNP) reported Q4 EPS of $2.86, $0.01 worse than the analyst estimate of $2.87. Revenue for the quarter came in at $6.1 billion versus the consensus estimate of $6.12 billion.

On Track with Investor Day Targets

2026 Outlook:

Meeting customer demand with strong service; muted economic forecast.
Pricing dollars in excess of inflation dollars.
Earnings per share growth of mid-single digit; consistent with attaining 3-year CAGR target of high-single digit to low-double digit through 2027.
Operating ratio improvement; industry-leading operating ratio and return on invested capital.
Continued strong cash generation.
Capital allocation:

Capital plan of $3.3 billion.
Consistent annual dividend increases.

For earnings history and earnings-related data on Union Pacific (UNP) click here.

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