UNP
Union Pacific CorporationPrevious close
304.00
Change
+2.07 / +0.69%
P/E (TTM) ?
23.6
Market Cap
$181B
1M
+11.71%
S&P 500 −0.91% over same period
Volume / Avg Volume
2.8M / 2.6M
1.05× average
Latest earnings analysisFY2026 Q3Reported 2026-10-22
Union Pacific Q3 FY2026: revenue up 15.3%, EPS up 16.0%
Union Pacific grew revenue 15.3% in the fiscal third quarter and adjusted EPS to $3.53, and the story is volume rather than price. Revenue reached $7.20 billion and diluted EPS rose 16.0% to $3.49, though $1.04 billion of fuel expense — up 69.0% as fuel prices rose 64.0% — did much of the top-line work. Read the growth as roughly half real: freight revenue excluding fuel surcharge rose 6.0%.
Read the full analysis →Revenue$7.20BYoY +15.30%
EPS (non-GAAP)$3.53Beatest. $3.51
Next-day move−1.75%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q3 Quarter ended 2026-09 | 2026-10-22 | $7.2B | Read analysis → |
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-23 | $6.9B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-23 | $6.2B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-27 | $24.5B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-23 | $6.2B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-24 | $6.2B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-24 | $6.0B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 89 of its 5-year rangeExpensive
5-year range 19.2 – 24.1 · Median 22.0
Last 4 quarters: $26.0M in buybacks + $3.3B in dividends, 1.84% of market cap combined
P/E (TTM)
23.6
P/B
8.2
P/S
6.8
Dividend Yield
2.32%
Earnings Reaction
Over the last 7 reports, the stock moved ±1.5% on average on the first trading day after, rising 2 times
Most recent −1.75%
Volatility & Correlation
1-year beta 0.16 · Correlation with S&P 500 0.09Low beta
Annualized volatility 23% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
No open-market buys or sells by officers or directors in the last 90 days.
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 7.20 | +15.3% | — | 2.08 | 3.49 |
| FY2026 Q2 | 6.86 | +11.5% | — | 1.99 | 3.36 |
| FY2026 Q1 | 6.22 | +3.2% | — | 1.70 | 2.87 |
| FY2025 Q4 | 6.09 | −0.6% | — | 1.85 | 3.12 |
| FY2025 Q3 | 6.24 | +2.5% | — | 1.79 | 3.01 |
| FY2025 Q2 | 6.15 | +2.4% | — | 1.88 | 3.15 |
| FY2025 Q1 | 6.03 | −0.1% | — | 1.63 | 2.70 |
| FY2024 Q4 | 6.12 | −0.6% | — | 1.76 | 2.91 |
| FY2024 Q3 | 6.09 | +2.5% | — | 1.67 | 2.75 |
| FY2024 Q2 | 6.01 | +0.7% | — | 1.67 | 2.74 |
| FY2024 Q1 | 6.03 | −0.4% | — | 1.64 | 2.69 |
| FY2023 Q4 | 6.16 | −0.3% | — | 1.65 | 2.70 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |
| LMT | 22.7 | +11.3% | 11.8% | +25.08% | Bullish |