Union Pacific(US:UNP) ZACKS·2025-10-23 14:31Core Insights - Union Pacific reported $6.24 billion in revenue for Q3 2025, a 2.5% year-over-year increase, with an EPS of $3.08 compared to $2.75 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - The reported revenue of $6.24 billion surpassed the Zacks Consensus Estimate of $6.23 billion, resulting in a surprise of +0.16% [1] - EPS of $3.08 represented a surprise of +3.01% against the consensus estimate of $2.99 [1] - Operating Ratio was reported at 59.2%, slightly above the four-analyst average estimate of 59% [4] - Total Revenue Ton-Miles reached 108.86 billion, exceeding the average estimate of 106.18 billion [4] - Total Revenue Carloads were 2.16 million, slightly below the average estimate of 2.17 million [4] Revenue Breakdown - Freight Revenues from Bulk were $1.93 billion, a +6.9% change year-over-year, exceeding the average estimate of $1.92 billion [4] - Freight Revenues from Industrial Products were $2.19 billion, a +3.4% change year-over-year, below the average estimate of $2.23 billion [4] - Freight Revenues from Premium were $1.8 billion, a -2.1% change year-over-year, exceeding the average estimate of $1.76 billion [4] - Operating Revenues from Freight were $5.93 billion, a +2.8% year-over-year change, slightly above the average estimate of $5.91 billion [4] - Freight Revenues from Energy & Specialized Markets were $652 million, a -3% change year-over-year, below the average estimate of $714.03 million [4] - Freight Revenues from Intermodal were $1.2 billion, a -3.4% change year-over-year, exceeding the average estimate of $1.16 billion [4] Stock Performance - Union Pacific shares returned -2.2% over the past month, while the Zacks S&P 500 composite saw a +0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]