UNION PACIFIC CORP (UNP) Form 8-K — Oct 22, 2026
Union Pacific reported record third quarter 2026 results, with net income of $2.1 billion and diluted EPS of $3.49, both up 16% year over year. Operating revenue grew 15% to $7.2 billion on 6% carload growth, core pricing gains, and higher fuel surcharges, while the reported operating ratio improved 10 basis points to 59.1%.
Key figures
- Eps
- 3.49
- Revenue
- 7197000000
- Guidance
- Affirmed high-single digit reported EPS growth, consistent with 3-year CAGR target of high-single to low-double digit through 2027; capital plan of $3.5 billion
- Net Income
- 2076000000
- Total Debt
- 30324000000
- Revenue Yoy
- 15%
- Total Assets
- 72609000000
- Cash Position
- 2211000000
- Shares Outstanding
- 593.7M basic weighted average
- Ytd net income
- $5.77B (up 9%)
- Operating ratio
- 59.1%
- Free cash flow ytd
- $2.362B
- Adjusted eps growth
- 15%
- Adjusted diluted eps
- 3.53
- Revenue carload growth
- 6%
- Adjusted operating ratio
- 58.8%
- Adjusted debt to adjusted EBITDA
- 2.4
- Freight revenue ex fuel surcharge growth
- 6%
AI analysis
Red flags4 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.