Recent Updates — UNP

Union Pacific reported third-quarter net income of $2.1 billion and diluted earnings per share of $3.49, a 16% increase from the prior-year period. Operating revenue grew 15% to $7.2 billion, driven by 6% volume growth in revenue carloads, core pricing gains, and higher fuel surcharges. The reported operating ratio improved 10 basis points to 59.1%, while adjusted diluted EPS rose 15% to $3.53. The company affirmed its full-year outlook, citing strong service execution and meeting investor day targets despite high fuel prices impacting the operating ratio by 140 basis points. Union Pacific operates a Class I railroad network across 23 western U.S. states.

Union Pacific announced that Executive Vice President and Chief Financial Officer Jennifer Hamann plans to retire effective in early 2027, concluding a 35-year tenure with the company. Hamann, who joined Union Pacific in 1992 and became its first female CFO in January 2020, will continue her current responsibilities until her departure. The company stated it will announce succession plans at a later date. Union Pacific operates one of the largest freight railroad networks in North America.

Union Pacific Corporation reported second quarter 2026 net income of $2.0 billion, a 6% increase from the previous year. Diluted earnings per share rose 7% to $3.36, while operating revenue grew 12% to $6.9 billion. The company affirmed its capital allocation strategy, including consistent annual dividend increases and a capital plan of $3.3 billion. Union Pacific is a transportation company that operates a transcontinental railroad.