UNP · Other
UNION PACIFIC CORP
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Merger Regulatory Approval MilestonesImportance 71 · Surprise 60The Surface Transportation Board denied requests to dismiss Union Pacific’s revised combination application with Norfolk Southern, allowing formal review to continue. The proposed transaction is valued at approximately…
- Revenue Performance and MixImportance 35 · Surprise 22Union Pacific reported second-quarter 2026 revenue growth of 11.5% year over year. Second-quarter EPS was $3.41, exceeding analyst estimates. The company also raised its quarterly dividend alongside the reported…
- Rail Heat Safety TechnologyImportance 34 · Surprise 42Union Pacific announced the arrival of two battery-electric FLXdrive locomotives in Southern California for testing in real-world operating environments. Wabtec built the locomotives, and Union Pacific ordered a…
News · 2026-09-22
- Regulatory Approval MilestonesImportance 23 · Surprise 60The Surface Transportation Board unanimously denied opponents’ requests to dismiss Union Pacific’s revised merger application with Norfolk Southern, allowing the regulatory review to continue. The proposed combination…
- Merger Regulatory Approval MilestonesImportance 23 · Surprise 60The Surface Transportation Board (STB) unanimously denied requests by competing railroads and shipper associations to dismiss Union Pacific’s revised merger application with Norfolk Southern, allowing the regulatory…
News · 2026-09-21
- Acquisition / Partnership / DivestitureImportance 31 · Surprise 42Canadian National Railway CEO Tracy Robinson said the company is pursuing growth opportunities in Mexico, energy, agriculture and selected domestic markets in connection with a Union Pacific deal. CN expects prior…
- Merger Shipper ProtectionsImportance 31 · Surprise 42Customer support for the proposed Union Pacific-Norfolk Southern merger was described as strong in the reported M&A update. The report identified the transaction as an active merger situation involving Union Pacific…
- Merger Regulatory Approval MilestonesImportance 23 · Surprise 24Third-party reporting said customer support for the proposed Union Pacific–Norfolk Southern merger was strong as of September 21, 2026. The report did not identify a specific regulatory approval, jurisdiction,…
News · 2026-09-19
- Revenue Performance and MixImportance 49 · Surprise 22Union Pacific reported second-quarter 2026 revenue of $6.9 billion. Revenue increased 12% year over year, exceeding the materiality threshold. The report provided no segment or geographic revenue breakdown.
- Net Income and ProfitabilityImportance 42 · Surprise 14Union Pacific reported second-quarter 2026 net profit of $2.0 billion. Net profit increased 6% year over year, meeting the materiality rule for metrics with changes above 10% only in magnitude but remaining financially…
News · 2026-09-16
- Acquisition / Partnership / DivestitureImportance 64 · Surprise 42Union Pacific and Norfolk Southern are pursuing a proposed combination that remains under regulatory review. More than 500 shippers publicly supported the transaction, citing expanded market access, stronger supply…
- Merger Regulatory Approval MilestonesImportance 64 · Surprise 42Union Pacific’s proposed combination with Norfolk Southern remains under regulatory review by the Surface Transportation Board. More than 500 customers reportedly supported the transaction, citing expanded market…
- Fuel Cost PressureImportance 19 · Surprise 24Union Pacific said elevated diesel prices are shifting freight from trucks to rail because rail transport is more fuel-efficient. Higher fuel costs are pressuring the company’s operating ratio in the near term. The…
- Market Demand TrendsImportance 17 · Surprise 24Union Pacific said elevated diesel prices are shifting freight from trucks to rail because of rail’s fuel-efficiency advantage. The company reported robust underlying demand, including strong industrial shipments and…
News · 2026-09-15
- Acquisition / Partnership / DivestitureImportance 65 · Surprise 60South Carolina Gov. Henry McMaster voiced support on September 15, 2026, for Union Pacific’s proposed combination with Norfolk Southern. The governor cited potential economic growth, supply-chain efficiency, and…
News · 2026-09-11
- Merger Shipper ProtectionsImportance 34 · Surprise 42Canadian National Railway Co. filed a proposal with the U.S. Surface Transportation Board seeking conditions on the proposed Union Pacific–Norfolk Southern merger. CN’s proposal builds on a prior memorandum of…
News · 2026-09-10
- Acquisition / Partnership / DivestitureImportance 59 · Surprise 42Union Pacific is promoting its proposed merger with Norfolk Southern Corp. at the Republican midterm convention in Dallas. The proposed transaction is intended to create the nation’s first coast-to-coast freight…
- Merger Shipper ProtectionsImportance 34 · Surprise 42Union Pacific is promoting its proposed merger with Norfolk Southern at the Republican midterm convention in Dallas. The campaign uses advertisements featuring a farmer who supports the merger based on potentially…
News · 2026-09-08
- Dividend IncreaseImportance 34 · Surprise 42Union Pacific's board recently approved an increase in the company's dividend. The company continues to operate a shareholder distribution program alongside the higher dividend. The reported coverage does not provide…
News · 2026-09-04
- Merger Shipper ProtectionsImportance 44 · Surprise 60Union Pacific’s proposed merger with Norfolk Southern is under review by the Surface Transportation Board (STB), which accepted the application and began a 12-month review targeting a late-2027 closing. House…
News · 2026-09-03
- Acquisition / Partnership / DivestitureImportance 65 · Surprise 60Union Pacific and Norfolk Southern are pursuing a merger targeted for closing in late 2027. Union Pacific says the combination would create the first transcontinental railroad and reduce shipping complexity for…
News · 2026-09-01
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Union Pacific is pursuing a merger with Norfolk Southern that executives expect to close by late 2027, subject to Surface Transportation Board review. The transaction has entered the merits phase of federal review,…
- Merger Shipper ProtectionsImportance 17 · Surprise 24Agricultural shippers, including ag retailers, elevators, processors, and cooperatives, faced a September 4, 2026 deadline to file notices of intent to participate in the Surface Transportation Board’s review of Union…
News · 2026-08-26
- Regulatory Approval MilestonesImportance 37 · Surprise 42Union Pacific and Norfolk Southern submitted a response to opponents’ prima facie challenges before the U.S. Surface Transportation Board (STB) on August 26, 2026. The railroads argued that their merger application,…
- Revenue Performance and MixImportance 33 · Surprise 6Union Pacific reported Q2 FY26 revenue of $6.86 billion. Q2 FY26 EPS was $3.41, and the results exceeded analyst expectations. The digest provides no segment revenue or geographic mix breakdown.
- Quarterly Dividend IncreaseImportance 13 · Surprise 6Union Pacific increased its quarterly dividend to $1.42 per share. The dividend was scheduled to go ex-dividend four days after the August 26, 2026 report, with payment details reported by Simply Wall Street. The…
News · 2026-08-25
- Revenue Performance and MixImportance 47 · Surprise 22Union Pacific’s latest quarterly revenue increased 11.5% year over year to $6.86 billion. The reported revenue growth exceeded the materiality threshold and represented double-digit expansion. The digest did not…
- Regulatory RiskImportance 28 · Surprise 42Highland Park, Illinois officials issued Union Pacific a formal notice concerning excessive train-horn noise attributed to overgrown vegetation in the railroad’s right-of-way. The city is pressing for immediate…
- Net Income and ProfitabilityImportance 23 · Surprise 22Union Pacific reported quarterly earnings per share of $3.41. EPS growth was described as double digit year over year, although the digest did not provide net income or operating-income amounts. The $3.41 EPS result…
News · 2026-08-24
- Quarterly Dividend IncreaseImportance 37 · Surprise 42Union Pacific was reported to have increased its quarterly dividend ahead of its next earnings report scheduled for October 22, 2026. The report identifies the higher dividend as a factor supporting investor confidence…
News · 2026-08-22
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Union Pacific and Norfolk Southern are pursuing an approximately $85 billion merger. The Surface Transportation Board restarted its review and set a target for a final decision by summer 2027. The transaction would…
- Quarterly Results and DividendImportance 37 · Surprise 6Union Pacific recently reported quarterly revenue of $6.86 billion and earnings per share of $3.41. The reported results exceeded analyst expectations, although the digest does not provide year-over-year or sequential…
News · 2026-08-21
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Union Pacific and Norfolk Southern are pursuing an approximately $85 billion merger. The Surface Transportation Board restarted its review and set a target for a final decision by summer 2027. The transaction would…
- Quarterly Results and DividendImportance 37 · Surprise 6Union Pacific recently reported quarterly revenue of $6.86 billion and earnings per share of $3.41. The reported results exceeded analyst expectations, although the digest does not provide year-over-year or sequential…
News · 2026-08-20
- Revenue Performance and MixImportance 27 · Surprise 6Union Pacific reported second-quarter revenue of $6.86 billion. Second-quarter EPS was $3.41, exceeding analyst expectations. The digest does not provide year-over-year or sequential revenue changes, segment revenue,…
News · 2026-08-19
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Union Pacific and Norfolk Southern proposed an $85 billion merger. The transaction is intended to create the first modern coast-to-coast freight network in the United States. The Surface Transportation Board resumed…
- Regulatory Approval MilestonesImportance 65 · Surprise 60The Surface Transportation Board (STB) resumed its review of Union Pacific’s proposed $85 billion merger with Norfolk Southern, which would create the first modern coast-to-coast freight network in the United States.…
- Dividend IncreaseImportance 34 · Surprise 42Union Pacific increased its quarterly dividend to $1.42 per share. The higher dividend was cited alongside second-quarter revenue of $6.86 billion and EPS of $3.41. The digest does not state the prior dividend,…
- Revenue Performance and MixImportance 27 · Surprise 6Union Pacific reported second-quarter revenue of $6.86 billion. Second-quarter EPS was $3.41, exceeding analyst expectations. The digest does not provide year-over-year or sequential revenue changes, segment revenue,…
News · 2026-08-17
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Union Pacific is seeking regulatory approval for its planned $85 billion acquisition of Norfolk Southern. The transaction faces opposition from a coalition citing reduced competition and higher shipping costs.…
- Regulatory Approval MilestonesImportance 71 · Surprise 60Union Pacific is seeking regulatory approval for its approximately $85 billion acquisition of Norfolk Southern. The transaction faces opposition from a coalition concerned that reduced rail competition could increase…
- Quarterly Results and DividendImportance 55 · Surprise 32Union Pacific reported second-quarter 2026 adjusted earnings of $3.41 per share. Second-quarter operating revenue was approximately $6.9 billion, exceeding the materiality threshold of $206 million. The company also…
- Fuel Cost PressureImportance 46 · Surprise 42Union Pacific collected $91.1 million more in fuel surcharges than it paid for fuel during the second quarter. The surcharges were introduced to offset petroleum-cost increases associated with the Iran conflict.…
News · 2026-08-16
- Revenue Performance and MixImportance 47 · Surprise 22Union Pacific reported quarterly revenue of $6.86 billion, an 11.5% year-over-year increase. Quarterly earnings reached $3.41 per share and exceeded analyst estimates. The digest provides no segment revenue or…
- Dividend IncreaseImportance 40 · Surprise 42Union Pacific increased its quarterly dividend to $1.42 per share. The dividend increase followed quarterly earnings of $3.41 per share and revenue of $6.86 billion. The digest does not state the prior dividend rate,…
News · 2026-08-14
- Merger Shipper ProtectionsImportance 31 · Surprise 42The National Grain and Feed Association (NGFA) formally asked the U.S. Surface Transportation Board (STB) to reject Union Pacific’s proposed merger with Norfolk Southern Corp. NGFA’s board concluded that the updated…
News · 2026-08-13
- Products and TechnologyImportance 31 · Surprise 42Westinghouse Air Brake Technologies highlighted a strategic contract with Union Pacific for locomotive modernization. The agreement supports near-term demand for rail equipment modernization technologies supplied by…
- Market Demand TrendsImportance 20 · Surprise 24Third-party reporting characterized Union Pacific’s freight demand as robust in the second quarter of 2026. Freight revenue reportedly outpaced broad U.S. GDP growth, indicating freight-market expansion relative to the…
News · 2026-08-10
- Merger Shipper ProtectionsImportance 37 · Surprise 42Union Pacific is reportedly expanding customer protections as part of a cross-border rail agreement with Canadian rail partners. The pact could affect North American freight flows and manufacturers operating across the…
- Dividend IncreaseImportance 34 · Surprise 42Union Pacific increased its quarterly dividend to $1.42 per share. The dividend increase followed quarterly results that included $6.86 billion of revenue and $3.41 of EPS. The digest did not disclose the prior…
- Revenue Performance and MixImportance 9 · Surprise 6Union Pacific reported quarterly revenue of $6.86 billion. Quarterly EPS was $3.41, and the results exceeded analyst expectations for both revenue and earnings. The digest did not provide YoY or sequential revenue…
News · 2026-08-07
- Acquisition / Partnership / DivestitureImportance 59 · Surprise 60Union Pacific and Norfolk Southern expanded proposed merger-related shipper protections to support approval of their merger. The initiatives include expedited reciprocal switching and broader eligibility for gateway…
- Dividend IncreaseImportance 39 · Surprise 50Union Pacific increased its quarterly dividend by 3% to $1.42 per share. The increase represented the company’s 20th consecutive year of dividend raises and followed 127 consecutive years of dividend payments. The…
News · 2026-08-06
- Revenue Performance and MixImportance 13 · Surprise 6A TipRanks earnings report said Union Pacific beat analyst expectations for EPS but missed consensus revenue targets. The report also identified a significant year-over-year revenue decline. The digest did not provide…
News · 2026-08-05
- Merger Shipper ProtectionsImportance 59 · Surprise 60Union Pacific and Norfolk Southern expanded proposed shipper protections to support regulatory approval of their merger. The measures include expedited reciprocal switching and broader eligibility for gateway pricing.…
- Dividend IncreaseImportance 39 · Surprise 50Union Pacific increased its quarterly dividend by 3% to $1.42 per share. The increase represented the company’s 20th consecutive year of dividend raises and followed 127 consecutive years of dividend payments. The…
- Revenue Performance and MixImportance 13 · Surprise 6A TipRanks earnings report said Union Pacific beat analyst expectations for EPS but missed consensus revenue targets. The report also identified a significant year-over-year revenue decline. The digest did not provide…
News · 2026-08-04
- Acquisition / Partnership / DivestitureImportance 59 · Surprise 60Union Pacific and Norfolk Southern expanded proposed merger-related shipper protections to support approval of their merger. The initiatives include expedited reciprocal switching and broader eligibility for gateway…
- Revenue Performance and MixImportance 13 · Surprise 6A TipRanks earnings report said Union Pacific beat analyst expectations for EPS but missed consensus revenue targets. The report also identified a significant year-over-year revenue decline. The digest did not provide…
News · 2026-08-01
- Geographic Market CommentaryImportance 31 · Surprise 42Union Pacific is involved in new haulage rights with Canadian National Railway. The arrangement is discussed alongside updated grain transportation plans, indicating activity in agricultural freight markets. The…