UNP
Union Pacific Corporation235.88
-4.59-1.91%
Dec 16, 4:00:14 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
139.91BP/E (TTM)
20.04Basic EPS (TTM)
11.77Dividend Yield
0.02%Recent Filings
8-K
8-K
Q3 outlook amid merger
Union Pacific's executives shared Q3 2025 outlook at the Morgan Stanley Laguna Conference on September 10, highlighting expected network fluidity to boost productivity while monitoring volume trends amid improving mix. Merger-related fees will hit about $50 million, and share repurchases remain paused under the Norfolk Southern merger agreement. Risks could alter these projections.
8-K
Union Pacific to acquire Norfolk Southern
Union Pacific announced a merger agreement on July 28, 2025, to acquire Norfolk Southern through a two-step process, converting each Norfolk Southern share into one Union Pacific share plus $88.82 cash. The deal, unanimously approved by Union Pacific's board, adds three Norfolk Southern directors to its board and awaits shareholder and Surface Transportation Board approvals, with a potential close by January 28, 2028. Termination fees of $2.5 billion apply if regulatory hurdles block it. Regulatory scrutiny looms large.
8-K
UNP acquires NSC in $85B deal
Union Pacific announced a merger with Norfolk Southern on July 28, 2025, to form America's first transcontinental railroad spanning over 50,000 miles across 43 states. The deal values Norfolk Southern at $85 billion enterprise value, with shareholders receiving 1.0 Union Pacific share and $88.82 cash per share, a 25% premium, creating a $250 billion combined entity. It promises $2.75 billion in annualized synergies, faster single-line service, and EPS accretion starting year two post-close in early 2027, yet hinges on STB approval amid integration risks. This unites networks but dilutes existing shares.
8-K
Q2 earnings surge 12%
Union Pacific reported Q2 2025 net income of $1.9 billion, up 12% from $1.7 billion last year, with diluted EPS rising to $3.15 from $2.74. Operating revenue hit $6.2 billion, a 2% increase fueled by 4% higher carloads and core pricing gains, while adjusted operating ratio improved to 58.1% from 60.4%. Operational wins included 10% faster freight car velocity and 5% better locomotive productivity. The company affirms its 2025 outlook, including $3.4 billion in capital spending and $4.0-$4.5 billion in share repurchases. Momentum builds, yet intermodal faces tough comps ahead.
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