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Union Pacific's Turnaround Gains Momentum With Stellar Q2 Operations
Benzinga· 2025-07-25 16:18
Union Pacific Corp. UNP is demonstrating a clear acceleration in its operational and financial performance, fueled by significant productivity gains and a strong earnings beat in its latest quarter. This resurgence, coupled with strategic advancements and a dividend increase, signals a strong trajectory for the rail giant amid evolving market dynamics.Bank of America Securities (BofA) analyst Ken Hoexter reiterated a Buy rating on Union Pacific Corp. and raised the price forecast to $271 from $262, citing g ...
X @Bloomberg
Bloomberg· 2025-07-25 12:20
The US railroad industry has sought consolidation for decades. For Union Pacific and CEO Jim Vena, the stars are finally aligning https://t.co/zTIVICN4ec ...
美国两大铁路巨头酝酿业务合并 确认正深入洽谈
news flash· 2025-07-25 04:19
美国两大铁路巨头酝酿业务合并 确认正深入洽谈 智通财经7月25日电,美国联合太平洋铁路公司和诺福克南方铁路公司7月24日确认,两家公司正深入洽 谈潜在业务合并,目前尚无法保证交易协议能否达成,也无法保证交易条款的准确性。 ...
This Is Not Your Grandfather's Railroad - Union Pacific Means Business
Seeking Alpha· 2025-07-24 20:53
Core Viewpoint - The article discusses Union Pacific Corporation (NYSE: UNP) as a significant dividend growth investment, highlighting its importance in the author's portfolio since the pandemic-related lockdowns in 2020 [1]. Group 1 - Union Pacific Corporation is identified as the fifth-largest dividend growth investment for the author [1]. - The company was one of the first investments made after the initial pandemic lockdowns in 2020 [1].
Union Pacific(UNP) - 2025 Q2 - Quarterly Report
2025-07-24 19:32
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to ____________ Commission File Number 1-6075 UNION PACIFIC CORPORATION (Exact name of registrant as specified in its charter) (St ...
Union Pacific Q2 Earnings & Revenues Surpass Estimates, Rise Y/Y
ZACKS· 2025-07-24 17:41
Core Insights - Union Pacific Corporation (UNP) reported second-quarter 2025 earnings of $3.03 per share, exceeding the Zacks Consensus Estimate of $2.91, marking a 10.6% year-over-year improvement driven by strong operational efficiency [1][10] - Operating revenues reached $6.2 billion, slightly surpassing the Zacks Consensus Estimate of $6.1 billion, with a year-over-year increase of 2.5% attributed to higher volumes and solid core pricing gains [2][10] Financial Performance - Freight revenues, which constitute 95% of total revenues, increased by 4% to $5.8 billion, exceeding the estimate of $5.67 billion, while other revenues fell by 16% to $311 million [3] - Total operating expenses rose by 1% year-over-year to $3.6 billion, with fuel expenses decreasing by 8% and compensation and benefits expenses increasing by 5% [4] - The operating ratio improved by 230 basis points year-over-year to 58.1% on an adjusted basis [4] Segment Performance - Bulk freight revenues increased by 10% year-over-year to $1.9 billion, with segmental revenue carloads rising by 11% [5] - Industrial freight revenues totaled $2.2 billion, up 4% year-over-year, while Premium division freight revenues decreased by 4% to $1.73 billion [6] Liquidity and Debt - Union Pacific ended the second quarter of 2025 with cash and cash equivalents of $1.06 billion, up from $1 billion at the end of 2024, while debt increased to $30.3 billion from $29.6 billion [7] Merger Discussions - Union Pacific is in advanced discussions with Norfolk Southern (NSC) regarding a potential business combination, although no further details have been disclosed [8][9]
X @Bloomberg
Bloomberg· 2025-07-24 16:32
Union Pacific Nears Norfolk Deal to Create $200 Billion Railroad. Listen for more on Bloomberg Intelligence. https://t.co/BKEucZvCgL ...
北美最大铁路运营商联合太平洋(UNP.US)洽谈史上最大铁路并购案 或将重塑北美运输版图
智通财经网· 2025-07-24 15:52
智通财经APP获悉,北美最大铁路运营商联合太平洋(UNP.US)正与诺福克南方(NSC.US)就潜在合并进行深入谈 判。若该交易达成,将成为铁路业有史以来最大规模的并购案。 联合太平洋当前市值约1350亿美元,超过诺福克南方的640亿美元的两倍。两者若合并,将把联合太平洋在美国西 部的广阔铁路网络,与诺福克南方在东海岸的主要线路连接在一起,打通一条完整的跨大陆运输大动脉。 此举将对包括CSX运输(CSX.US)及巴菲特旗下的BNSF铁路公司在内的其他主要铁路运营商构成重大竞争压力。 消息公布后,7月22日,联合太平洋股价下跌超2%,而诺福克南方股价微涨。合并谈判的确认声明正值联合太平 洋举行第二季度财报电话会议期间发布。 联合太平洋首席执行官Jim Vena在电话会议中表示:"我们已经做了大量准备工作才走到今天这一步。"但他拒绝 进一步评论并购细节,并称"在谈判过程中期待更多消息是'愚蠢'的行为"。 铁路行业的合并向来面临严格的监管审查,成功案例屈指可数。不过,自特朗普政府时期起,监管环境已出现松 动。Surface Transportation Board由亲行业整合派的Patrick Fuchs担任主席, ...
Union Pacific (UNP) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-07-24 15:30
For the quarter ended June 2025, Union Pacific (UNP) reported revenue of $6.15 billion, up 2.5% over the same period last year. EPS came in at $3.03, compared to $2.74 in the year-ago quarter.The reported revenue represents a surprise of +0.72% over the Zacks Consensus Estimate of $6.11 billion. With the consensus EPS estimate being $2.89, the EPS surprise was +4.84%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...
X @The Wall Street Journal
Union Pacific and Norfolk Southern are engaged in advanced discussions regarding a potential business combination https://t.co/GFyL5AtGSa ...