UNP · 8-K · 20261022PR000319
Guidance / Outlook
UNION PACIFIC CORP · 2026-10-22 · Importance 51 · Surprise 60 · No source text
Union Pacific affirmed its expectation for high-single-digit reported EPS growth in 2026 and through the 2027 three-year CAGR period. Management reaffirmed pricing dollars above inflation dollars and an industry-leading operating ratio and return on invested capital. The company updated its outlook to reflect core-business operating-ratio improvement while noting that high fuel prices will challenge the reported operating ratio. The 2026 capital plan was updated to $3.5 billion.
Key facts
- Union Pacific affirmed reported earnings per share growth of high-single digit consistent with attaining a 3-year CAGR target of high-single to low-double digit through 2027. source
- Union Pacific affirmed pricing dollars in excess of inflation dollars. source
- Union Pacific affirmed continued strong cash generation and consistent annual dividend increases. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | probable | — | Union Pacific affirmed reported earnings per share growth of high-single digit consistent with attaining a 3-year CAGR target of… |
| revenue | positive | probable | — | Union Pacific affirmed pricing dollars in excess of inflation dollars. |
| cash | positive | probable | — | Union Pacific affirmed continued strong cash generation and consistent annual dividend increases. |
| cash | negative | probable | — | Union Pacific affirmed continued strong cash generation and consistent annual dividend increases. |