Norfolk Southern Corporation Q1 2026 Earnings Call Summary [Yahoo! Finance]
Union Pacific Corporation (UNP)
Last union pacific corporation earnings: 4/23 08:00 am
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Source: Yahoo! Finance
Management attributed the quarter's resilience to the 'PSR 2.0' framework, which emphasizes a self-reinforcing operating system where disciplined execution compounds into network stability. Performance was impacted by severe winter weather in February, but the network achieved record daily gross ton mile (GTM) volumes in March as conditions normalized. Safety remains the primary strategic value, with management reporting a 37% year-over-year improvement in the FRA accident ratio driven by digital inspection tools and rigorous operating standards. Operational efficiency gains were highlighted through an 8.6% reduction in recrews and improved locomotive reliability, allowing the network to operate at a lower cost structure. The commercial strategy is shifting toward high-quality growth, specifically targeting share gains in chemicals and automotive to offset intermodal headwinds. Management noted that while the macro environment remains mixed, the flexibility built into the c
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UNP
News
- Union Pacific (UNP) had its price target raised by JPMorgan Chase & Co. from $267.00 to $275.00. They now have a "neutral" rating on the stock.MarketBeat
- Union Pacific (UNP) had its "buy" rating reaffirmed by Citigroup Inc..MarketBeat
- Union Pacific (UNP) was given a new $310.00 price target by Raymond James Financial, Inc..MarketBeat
- Union Pacific (UNP) had its "neutral" rating reaffirmed by UBS Group AG.MarketBeat
- Union Pacific (UNP) had its price target raised by Benchmark Co. from $275.00 to $300.00. They now have a "buy" rating on the stock.MarketBeat
UNP
Earnings
- 4/23/26 - Beat
UNP
Sec Filings
- 4/23/26 - Form 10-Q
- 4/23/26 - Form 8-K
- 4/13/26 - Form 4
- UNP's page on the SEC website