UNP · News · 20260919N
Net Income and Profitability
UNION PACIFIC CORP · 2026-09-19 · Importance 42 · Surprise 14 · No source text
Union 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 significant. The report did not provide operating margin, gross margin, or expense-driver details.
Key facts
- Union Pacific reported a 6% rise in net profit to $2.0 billion in the second quarter of 2026. source
- UBS upgraded its rating on Union Pacific to Buy and increased its price target to $339. source
- UBS projected higher EPS for 2026 and 2027 for Union Pacific than the broader Wall Street consensus. source
- Analysts maintain a "Moderate Buy" consensus on Union Pacific with an average target price of $327.72. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +1.6% | Union Pacific reported a 6% rise in net profit to $2.0 billion in the second quarter of 2026. |