Core Viewpoint - Union Pacific reported quarterly earnings of $2.91 per share, exceeding the Zacks Consensus Estimate of $2.78 per share, and showing an increase from $2.71 per share a year ago, indicating a positive earnings surprise of 4.68% [1] Financial Performance - The company posted revenues of $6.12 billion for the quarter ended December 2024, which was 0.43% below the Zacks Consensus Estimate and a decrease from $6.16 billion year-over-year [2] - Over the last four quarters, Union Pacific has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] Stock Performance and Outlook - Union Pacific shares have increased approximately 3.4% since the beginning of the year, compared to a 3.5% gain in the S&P 500 [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $2.77 for the coming quarter and $12.03 for the current fiscal year [7] Industry Context - The Transportation - Rail industry, to which Union Pacific belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Union Pacific's stock performance [5]

Exhibit 99.1 Union Pacific Reports Fourth Quarter and Full Year 2024 Results Omaha, Neb., January 23, 2025 – Union Pacific Corporation (NYSE: UNP) today reported 2024 fourth quarter net income of $1.8 billion, or $2.91 per diluted share. These results include $40 million of labor expense related to the ratification of a crew staffing agreement. This compares to 2023 fourth quarter net income of $1.7 billion, or $2.71 per diluted share. Reported net income for full year 2024 was $6.7 billion, or $11.09 per d ...

Union Pacific Corporation (UNP) is scheduled to report fourth-quarter 2024 results on Jan. 23, before market open.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The Zacks Consensus Estimate for fourth-quarter 2024 earnings has been revised 0.4% upward in the past 60 days and is pegged at $2.78 per share. Additionally, the consensus mark implies a 2.6% uptick from the year-ago actual. The Zacks Consensus Estimate for fourth-quarter 2024 revenues is pegged at $6.15 billion, indicating ...

Union Pacific (NYSE: UNP ) owns and operates the largest rail network among the 5 publicly traded Class 1 railroads. It is no secret that it has been one of the most puzzling railroads for me . On oneI focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver of g ...

In its upcoming report, Union Pacific (UNP) is predicted by Wall Street analysts to post quarterly earnings of $2.78 per share, reflecting an increase of 2.6% compared to the same period last year. Revenues are forecasted to be $6.15 billion, representing a year-over-year decrease of 0.2%.Over the last 30 days, there has been a downward revision of 0.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initi ...

Core Viewpoint - The market anticipates Union Pacific (UNP) to report a year-over-year increase in earnings despite lower revenues for the quarter ending December 2024, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Union Pacific is expected to post quarterly earnings of $2.78 per share, reflecting a year-over-year increase of 2.6%, while revenues are projected to be $6.15 billion, a decrease of 0.2% from the previous year [3]. - The consensus EPS estimate has been revised down by 0.81% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Union Pacific is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.18%, complicating predictions of an earnings beat [10][11]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, but Union Pacific currently holds a Zacks Rank of 3, making it difficult to predict a beat [8][11]. Historical Performance - In the last reported quarter, Union Pacific was expected to earn $2.76 per share but delivered $2.75, resulting in a surprise of -0.36%. Over the last four quarters, the company has beaten consensus EPS estimates three times [12][13]. Conclusion - Union Pacific does not appear to be a compelling candidate for an earnings beat, and investors should consider other factors when deciding to invest in the stock ahead of its earnings release [16].

Core Insights - The primary focus of the investment strategy is to acquire businesses that demonstrate consistent growth in revenue, earnings, and dividends over time while seeking to purchase at valuations below fair value [1]. Group 1 - The investor emphasizes the importance of dividend growth investing as a means to achieve financial independence [2]. - The investor has been active in the investment community since 2017 and has a long-standing interest in dividend investing since 2009 [2]. - The blog "Kody's Dividends" serves as a platform for documenting the journey towards financial independence through dividend growth investing [2].

Core Viewpoint - The article emphasizes the importance of consulting a registered financial advisor before making investment decisions, highlighting that the content is meant for discussion rather than financial advice [2][3]. Group 1 - The article does not provide any specific company or industry analysis, focusing instead on the nature of the content and its purpose [1][2][3].

Company and Industry Overview * **Company**: Union Pacific Corporation (NYSE: UNP) * **Industry**: Rail transportation * **Event**: UBS Global Industrials and Transportation Conference, December 4, 2024 Key Points Service and Operations * **Service Excellence**: Union Pacific emphasizes service excellence as a key differentiator. They focus on process improvement, operational efficiency, and customer experience. * **Operational Metrics**: The company has achieved significant improvements in key operational metrics such as freight car dwell time, freight car velocity, and car touches. * **Workforce Productivity**: Union Pacific has achieved record workforce productivity through automation and process improvements. Investing for Growth * **Capital Investments**: The company is investing in mainline and terminal capacity, locomotives, crews, and railcars to support growth. * **Mainline Capacity**: Investments include siding extensions, new sidings, and double tracking in key areas such as the Pacific Northwest and Southwest. * **Terminal Capacity**: Investments focus on expanding manifest terminals and intermodal terminals, particularly in the Southeast region. Growth Strategy * **Service Offerings**: Union Pacific is expanding its service offerings, including premium routes, Falcon and Eagle Premium services, and extended network reach. * **Partnerships**: The company is actively seeking partnerships with other railroads and industrial parks to extend its network and attract new customers. * **Customer Experience**: Union Pacific is investing in technology and processes to improve customer experience and provide greater transparency. Financial Performance * **Volume Growth**: The company has achieved volume growth, despite challenges such as coal market headwinds. * **Price**: Union Pacific has successfully repriced a significant portion of its multiyear contracts and expects further opportunities as the trucking market recovers. * **Financial Metrics**: The company leads the industry in operating revenue, operating ratio, operating income, net income, free cash flow, and cash reserves. Future Outlook * **Volume Growth**: Union Pacific expects to continue growing its business in 2025, driven by factors such as increased intermodal volumes and improved service offerings. * **Productivity**: The company is focused on improving productivity to deliver high single-digit to low double-digit EPS growth. * **Culture**: Union Pacific is committed to a culture of continuous improvement and customer-centricity. Additional Points * **Regulatory Environment**: The company is optimistic about the potential for regulatory changes that could improve safety and efficiency. * **Headcount**: Union Pacific is focused on maintaining a lean workforce and improving productivity to support growth. * **Cultural Change**: The company is working to foster a culture of continuous improvement and customer-centricity.

Group 1 - Union Pacific (NYSE: UNP) is a core holding in a limited portfolio, maintained for nearly a decade [1] - The investment strategy focuses on stocks selling below fair value estimates, with an emphasis on dividend growth and income [1] - Fundamental analysis is supplemented by technical charts, and options strategies are used primarily for income generation or risk hedging [1]