Union Pacific (UNP) Q1 2026 (USD): Adj. EPS 2.93 (exp. 2.85), Revenue 6.2bln (exp. 6.21bln)
- Freight revenue increased 4% and freight revenue excluding fuel surcharge grew 3%.
- Reportable personal injury rate and reportable derailment rate both improved.
- Freight car velocity was 235 daily miles per car, a 9% increase.
- Average terminal dwell was 19.7 hours, an 11% improvement.
- Locomotive productivity was 144 gross ton-miles (GTMs) per horsepower day, a 6% increase.
- Fuel consumption rate was 1.064, measured in gallons of fuel per thousand GTMs, a 4% improvement.
- Workforce productivity was 1,163 car miles per employee, a 7% increase.
Context
Union Pacific's Q1 results show an adjusted EPS beat, which suggests stronger profitability than anticipated, potentially boosting market sentiment toward the stock. Revenue was slightly below expectations but still reflects modest growth, indicating resilience in freight demand. The operational improvements highlighted, such as enhanced productivity and efficiency metrics, are positive signals for future performance, though attention will remain on broader market conditions affecting transportation.
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