Union Pacific Corp. on Tuesday reported fourth-quarter profit of $1.85 billion on revenue of $6.09 billion, both short of Wall Street expectations. Per-share earnings came up short for the Omaha, Neb.-based company (NYSE: UNP) at $3.11. Adjusted earnings came to $2.86 per share. Analysts’ consensus was for earnings of $2.90 per share, on revenue of $6.14 billion. The company, which is in the process of merging with Norfolk Southern (NYSE: NSC) to form the first transcontinental railroad, said operating ...

Union Pacific Corporation (NYSE:UNP) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Union Pacific (UNP) Faces Near-Term Pressure After Merger Setback, Susquehanna Says On January 19, Susquehanna said it expects Union Pacific Corporation (NYSE:UNP) shares to trade modestly lower on Tuesday after the US Surface Transportation Board rejected the company’s proposed merger with Norfolk Southern. The decision was issued “without prejudice,” meaning the door is still open. The board in ...

Canadian National Railway Company (NYSE:CNI) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Scotiabank Sticks with Long-Term Confidence in Canadian National Railway (CNI) Photo by Vitaly Taranov on Unsplash On January 21, Scotiabank raised its price target on Canadian National Railway Company (NYSE:CNI) to C$163 from C$160. The firm kept an Outperform rating. The call reflects continued confidence in the company’s long-term positioning rather than any short-term catalyst. One ...

CSX Corporation (NASDAQ:CSX) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Susquehanna Sees CSX Refocusing on Fundamentals Under New CEO On January 23, Susquehanna lifted its price target on CSX Corporation (NASDAQ:CSX) to $39 from $38 and kept a Neutral rating. The update came after the company’s fourth-quarter results. Under new CEO Steve Angel, the firm said CSX is focusing on the basics that tend to matter over time, including lower costs, better returns on invested capital ...

OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad will join the nation in celebrating 250 years of American independence and innovation this year with its first-ever coast-to-coast steam tour led by the legendary Big Boy No. 4014. The world's largest operating steam locomotive will be joined by two commemorative locomotives, including the railroad's newest locomotive: No. 1776 – America250. This new commemorative locomotive pays tribute to the signing of the Declaration of Independence and t. ...

Logo of jester cap with thought bubble.Image source: The Motley Fool.DATEThursday, July 24, 2025 at 8:45 a.m. ETCALL PARTICIPANTSChief Executive Officer — Vincenzo James VenaChief Financial Officer — Jennifer L. HamannExecutive Vice President, Marketing and Sales — Kenyatta G. RockerExecutive Vice President, Operations — Eric J. GehringerTAKEAWAYSAdjusted Diluted Earnings Per Share -- $3.03, up 12%, after excluding a $115 million deferred tax benefit and a $55 million Brakeperson buyout labor expense.Operat ...

Industry Overview - The Zacks Transportation sector is facing challenges due to increased expenses, inflation-driven high interest rates, a decline in freight demand, and supply-chain issues [2][3] - Geopolitical uncertainties and tariff-related economic tensions are negatively impacting consumer sentiment and growth expectations [2] Oil Prices Impact - A decrease in oil prices, which fell by 7% in the October-December 2025 period, is expected to positively affect the bottom-line growth of transportation companies, as fuel costs are a significant input [4] Company Earnings Expectations Union Pacific Corporation (UNP) - The Zacks Consensus Estimate for UNP's Q4 2025 earnings is $2.89 per share, reflecting a 0.7% decline year-over-year, with revenues estimated at $6.14 billion, indicating 0.3% growth [7] - Cost-cutting measures are anticipated to support bottom-line performance, although geopolitical uncertainties and inflation may negatively impact results [8] - Current predictions do not indicate an earnings beat for UNP, with an Earnings ESP of -1.25% and a Zacks Rank of 3 [9] United Parcel Service (UPS) - The Zacks Consensus Estimate for UPS's Q4 earnings is $2.23 per share, showing a year-over-year decline of 19.27%, with revenues expected at $24.01 billion, down 5.1% [10] - Cost controls and network efficiency are expected to help UPS mitigate lower volumes, with total operating revenues forecasted to decline by 5.4% year-over-year [12] - The model predicts an earnings beat for UPS, with an Earnings ESP of +0.74% and a Zacks Rank of 3 [13] American Airlines Group Inc. (AAL) - The Zacks Consensus Estimate for AAL's Q4 revenues is $14.07 billion, indicating a 3.02% year-over-year growth, while earnings are expected to be 38 cents per share, down 55.81% from the previous year [14][15] - AAL's performance is expected to benefit from increased domestic air-travel demand, although rising labor and airport costs, along with geopolitical uncertainties, may weigh on operations [15] - Current predictions do not indicate an earnings beat for AAL, with an Earnings ESP of -1.21% and a Zacks Rank of 3 [16] JetBlue Airways Corporation (JBLU) - The Zacks Consensus Estimate for JBLU's Q4 loss per share has widened to 45 cents, indicating a significant increase in losses compared to the previous year, with revenues expected at $2.22 billion, reflecting 2.6% growth [17] - JBLU's efforts to expand connectivity in response to demand are likely to support performance, while lower oil prices may also benefit the airline [18] - Current predictions do not indicate an earnings beat for JBLU, with an Earnings ESP of -5.89% and a Zacks Rank of 3 [19]

In this article, we will take a look at some of the most profitable stocks to invest in 2026.Dividend stocks have been part of portfolios for a long time, and they are getting renewed attention again. Bank of America expects dividend payouts to move higher in 2026.Savita Subramanian, the firm’s head of US equity and quant strategy, pointed to a familiar timing pattern. Dividend growth typically trails earnings growth by roughly three quarters. With the S&P 500 likely coming off a strong year for earnings in ...

Core Viewpoint - CSX's fourth-quarter earnings exceeded expectations despite a year-over-year revenue decline, leading to a more than 4% increase in share price intra-day [1]. Financial Performance - Adjusted earnings per share for Q4 2025 were reported at $0.42, surpassing analyst estimates of $0.41 [2]. - Revenue for the quarter totaled $3.51 billion, slightly below the consensus forecast of $3.55 billion, marking a 1% decrease from the previous year [2]. - Operating income for the quarter was $1.11 billion, resulting in an operating margin of 31.6%, down from an adjusted operating income of $1.21 billion and an adjusted operating margin of 34.3% in the same quarter last year [3]. Revenue Drivers - The decline in revenue was attributed to lower merchandise volumes and reduced export coal revenue, although these pressures were partially offset by higher pricing in merchandise and intermodal segments, increased intermodal volumes, and higher fuel surcharge revenue [3]. Full-Year Performance - For the full year 2025, CSX reported total revenue of $14.09 billion and adjusted operating income of $4.69 billion, excluding a $164 million goodwill impairment recorded in Q3 [4]. - The company achieved an adjusted operating margin of 33.2% for the year, with adjusted earnings per share of $1.61 [4].

CSX Corporation ( CSX ) reported what I would consider a lackluster end to the year, with a bit more optimistic outlook for 2026 on the back of promising cost-cutting initiatives rather thanMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure: I/we ha ...