Analisi facoltativa del prodotto
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Union Pacific Corporation's published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $163.7B | |
|---|---|---|
| Revenue (ttm) | 26.4B | |
| Net income (ttm) | 7.6B | |
| EPS (ttm) | $12.8 | |
| Shares out | 594.3M | |
| P/E (trailing) | 23.2x | |
| P/E (forward) | 19.3x | |
| Dividend | $5.68 (1.91%) | |
| Volume | 1,960,967 | |
| Beta | 0.95 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $21.80B | $24.88B | $24.12B | $24.25B | $24.51B | +3.0% |
| Gross profit | $10.51B | $11.21B | $10.53B | $11.04B | $14.55B | +8.5% |
| Operating income | $9.34B | $9.92B | $9.08B | $9.71B | $9.85B | +1.3% |
| Net income | $6.52B | $7.00B | $6.38B | $6.75B | $7.14B | +2.3% |
| EPS (diluted) | $9.95 | $11.21 | $10.45 | $11.09 | $11.98 | +4.8% |
| EBITDA | $11.84B | $12.64B | $11.93B | $12.50B | $12.95B | +2.3% |
| R&D | — | — | — | — | — | — |
| SG&A | $5.02B | $5.54B | $5.77B | $5.82B | $13.0M | -77.4% |
Recent company headlines from major financial publishers.
The Base case represents the modal operating path where Union Pacific sustains steady revenue expansion underpinned by essential agricultural, chemical, and intermodal freight corridors. Pricing power across the western duopoly keeps operating margins stable through Precision Scheduled Railroading discipline and workforce productivity. Siding extensions and terminal projects gradually eliminate network bottlenecks, allowing capital spending to normalize toward maintenance levels and releasing discretionary free cash flow for systematic share repurchases and regular dividend increases. Under this path, the projected valuation outcome is $184.01, reflecting a probability weighting of 60.0% and an expected return of -32.9% relative to $274.07 (as of 2026-09-24).
The Bull case envisions accelerated industrial reshoring and nearshoring across Mexican border gateways, delivering above-trend carload growth in automotive, metals, and intermodal corridors. Increased freight density across existing train starts generates significant operating leverage, driving operating margins toward cyclical peak levels. Strategic bottleneck relief in Houston and double-tracking along the Sunset corridor enhance train velocity and network fluidity. Accelerated capital normalization unlocks higher free cash flow, enabling expanded share repurchases and supporting a valuation outcome of $226.07, with a probability of 20.0% and an expected return of -17.5% relative to $274.07.
| Ke ↓ / g → | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 8.1% | $190 | $193 | $198 | $203 | $209 |
| 8.6% | $184 | $187 | $190 | $195 | $200 |
| 9.1% | $178 | $181 | $184 | $187 | $192 |
| 9.6% | $174 | $176 | $178 | $181 | $185 |
| 10.1% | $169 | $171 | $173 | $176 | $179 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
