Union Pacific's Record Q1: Lean, Mean, Growing

Union Pacific kicks off 2026 with record Q1 results, posting a 5% increase in net income to $1.7 billion, a 6% jump in earnings per share to $2.87, and a 1% improvement in operating ratio to 59.9%. Revenue climbed 3% to $6.2 billion, with freight revenue up 4% despite lower volumes, thanks to solid pricing and fuel surcharges. The bulk segment led with 10% revenue growth, while industrial revenue rose 5%. Operations improved significantly, with freight car velocity surging 9% and terminal dwell hitting a record low. Fuel prices pose a challenge for Q2, but the company affirms mid-single-digit EPS growth for the year and high single to low double-digit compound growth through 2027. Theyre also optimistic about their merger application and its potential benefits. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/5b050ad81f6fc6fb