UNP Earnings

UNP reported its earnings on 2026-01-27, showcasing a revenue of 6.00B against an estimate of 6.00B, resulting in a -0.9% surprise. The EPS was 2.86, surpassing the expected 2.9 by -1.38% . The stock experienced a 0.72% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following UNP's earnings announcement on 2026-01-27, the stock price moved by 0.72% on the day of the release. Over the subsequent five days, it saw a % change. Historically, UNP's stock price tends to shift by an average of +0.01% in the 10 days leading up to earnings and +1.08% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate UNP’s annual revenue to reach 6.00B, while the EPS is projected at 3.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.11% and EPS estimates Revise Downward by -0.12% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between UNP's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.11%, while EPS estimates moved Revise Downward by -0.12% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, UNP's stock price typically moves by +0.01% in the 10 days before its earnings and +1.08% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 3.00 and revenue of 6.00B.

The earnings call summary indicates strong financial performance with record net income and improved ROIC, despite some volume declines. Cash returns to shareholders are up significantly, and operational efficiency improvements are evident. The Q&A section reveals confidence in managing challenges like inflation and regulatory changes, with a focus on productivity and efficiency gains. Although some responses were vague, the overall sentiment is positive, supported by optimistic guidance and strategic initiatives. The lack of market cap data suggests a cautious approach, but the positive factors outweigh the negatives, leading to a 'Positive' sentiment rating.