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Dec 31, 2025
Union Pacific Q4 2025 Earnings Report
Union Pacific reported its Q4 2025 earnings with solid net income, despite a slight dip in revenue compared to the previous year.
Key Takeaways
Union Pacific delivered $1.8B in net income and $3.11 EPS in Q4 2025, benefiting from land sales, while revenue slightly declined year-over-year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Union Pacific expects mid-single digit EPS growth in 2026, driven by operational improvements, pricing strength, and strong cash generation, though muted economic forecasts present a headwind.
Positive Outlook
- Targeting mid-single digit EPS growth
- Continued operating ratio improvement
- Industry-leading return on invested capital
- Pricing expected to exceed inflation
- Strong cash generation and consistent dividends
Challenges Ahead
- Muted economic forecast impacting demand
- Fuel surcharge revenue projected to be lower
- Business mix could weigh on overall revenue
- Volume outlook remains uncertain
- Regulatory scrutiny from pending Norfolk Southern merger
Historical Earnings Impact
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Avg. Return Before/After Earnings
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