Union Pacific Corporation

Informe acción NYSE:UNP

Capitalización de mercado: US$157.2b

Union Pacific Resultados de beneficios anteriores

Pasado controles de criterios 5/6

Union Pacific ha aumentado sus beneficios a una tasa media anual de 2.8%, mientras que los beneficios de la industria de Transportation han experimentado un crecimiento de 0.4% anual. Los ingresos han ido creciendo a una tasa media de 3.1% al año. La rentabilidad financiera de Union Pacific es de 37.1%, y sus márgenes netos son de 29.2%.

Información clave

2.76%

Tasa de crecimiento de los beneficios

5.00%

Tasa de crecimiento del BPA

Crecimiento de la industria Transportation 15.63%
Tasa de crecimiento de los ingresos3.14%
Rentabilidad financiera37.15%
Margen neto29.20%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Union Pacific: This High-Quality Railroad Stock Is A Long-Term Play

Apr 29

UNP: Merger Synergies And Rail Asset Durability Will Guide Future Returns

Union Pacific's analyst fair value estimate has been updated from $272.33 to $287.74 as analysts factor in expectations for higher projected revenue growth, slightly stronger profit margins, and a modestly lower future P/E multiple, supported by a broad wave of recent Street price target increases across major banks. Analyst Commentary Recent research shows a clear tilt toward higher price targets for Union Pacific, with several large firms adjusting their models around revenue, margins, and the Norfolk Southern transaction.

Union Pacific (UNP): The Transcontinental Architect and the "Operational Efficiency" Pivot

Union Pacific (UNP) , the titan of Western freight and the backbone of the American supply chain, enters Wednesday, April 22, 2026 , on the eve of one of the most consequential earnings reports in its 164-year history. Trading at $251.14 USD —a modest climb as investors position themselves for tomorrow’s Q1 release—the stock is buoyed by a "Moderate Buy" consensus and a record-setting S&P 500 above 7,000.

UNP: Merger Prospects And Rail Asset Durability Will Shape Future Returns

Union Pacific's analyst price target edges higher to about $272 as analysts weigh tempered revenue growth and slightly lower margin assumptions against higher expected future P/E multiples and potential benefits from the proposed Norfolk Southern transaction and broader rail sector reratings. Analyst Commentary Recent research on Union Pacific points to a mix of optimism around the proposed Norfolk Southern transaction and the value of its rail network, alongside a more cautious stance on regulatory risk and the macro backdrop for freight demand.

UNP: Merger Synergies And Rail Network Durability Will Drive Future Upside

Narrative Update Union Pacific's implied fair value edges higher by about $0.08 per share in the model, reflecting modest tweaks to the discount rate and future P/E assumptions as analysts highlight potential merger cost synergies, stronger operating performance across rail peers, and the appeal of rail infrastructure as long lived and hard to replicate assets. Analyst Commentary Recent research on Union Pacific centers on the proposed merger with Norfolk Southern, the value of its rail network as a long lived asset, and how freight demand and regulation could affect execution and valuation.

UNP: Merger Synergies And Rail Infrastructure Resilience Will Shape Forward Outlook

The updated analyst price target for Union Pacific edges higher, with our fair value estimate moving from $266.08 to $272.21 as analysts factor in potential cost synergies from the proposed Norfolk Southern merger, sustained operating performance across the rail group, and the appeal of hard to replicate rail infrastructure. Analyst Commentary Recent Street research on Union Pacific clusters around two big themes: the proposed Norfolk Southern merger and the value the market places on irreplaceable rail infrastructure.

UNP: Merger Scrutiny And Freight Recovery Hopes Will Shape Future Prospects

Union Pacific's updated analyst price target edges higher to about $266 from roughly $264, as analysts weigh slightly firmer profit margin assumptions, a modestly higher future P/E of around 21x, and a series of recent target revisions across the rail group. Analyst Commentary Recent Street research on Union Pacific reflects a split view, with some analysts leaning into the rail recovery story and others focusing on regulatory and freight cycle risks.

UNP: Merger Scrutiny And Freight Demand Risks Will Shape Future Opportunity

Analysts have trimmed their price targets on Union Pacific by low single digits in recent weeks, generally citing mixed readthroughs from regulatory risk around the Norfolk Southern merger and freight demand, even as some models now assume slightly stronger revenue growth, higher profit margins, and a lower future P/E multiple. Analyst Commentary Recent research on Union Pacific shows a split tape, with some bullish analysts edging price targets higher and others turning more cautious as they reassess regulatory risk and freight demand assumptions.

UNP: Merger Review And Regulatory Scrutiny Will Ultimately Unlock Future Upside

Narrative Update Overview Analysts have nudged their implied price target for Union Pacific higher by about US$3, to roughly US$263, as they factor in modest tweaks to discount rates, revenue growth, margins and future P/E assumptions, while weighing recent commentary on regulatory risks, freight softness and the proposed Norfolk Southern merger. Analyst Commentary Recent research on Union Pacific highlights a split view, with some analysts focused on longer term merger benefits and intermodal opportunities, while others are more cautious about regulatory risk, freight softness and valuation after the share price rally.

UNP: Merger Review And Regulatory Overhang Will Set Stage For Future Upside

Analysts have trimmed their Union Pacific fair value estimate slightly to about US$260 from roughly US$260.50. This reflects a lower blended Street price target as some factor in cautious views on the proposed Norfolk Southern merger, softer freight trends, a modestly higher discount rate, and only small changes to long term growth, margin, and P/E assumptions.

UNP: Merger Review And Margin Discipline Will Support Performance Amid Intermodal Weakness

Analysts have nudged their price target on Union Pacific slightly higher, with modestly lower growth and margin assumptions but a somewhat richer future earnings multiple now supporting an updated fair value of about $260.50, up from roughly $260.20. Analyst Commentary Recent price target revisions reflect a cautiously constructive stance on Union Pacific, with modest upside embedded in valuation but tempered by mixed near term volume trends and execution risks.

UNP: Merger Review And Margin Gains Will Support Performance Amid Carload Weakness

Analysts have nudged our Union Pacific price target slightly higher to about $260, as modestly improved profit margin expectations, along with supportive Street target increases from firms raising estimates into the low to high $250s and beyond, offset a tempered revenue growth outlook and a slightly higher discount rate. Analyst Commentary Street research has generally turned more constructive on Union Pacific, with multiple firms lifting price targets into the low to high $250s and one positive rating change, even as near term traffic trends soften.

UNP: Merger Approval Will Drive Stronger Performance Despite Carload Softness

Union Pacific's analyst price target has risen by a modest amount, with analysts highlighting mixed carload growth trends and recent quarterly performance as key factors in their updated valuation, which is now near $263 per share. Analyst Commentary Recent analyst commentary on Union Pacific has reflected both optimism and caution regarding the company's near-term prospects and long-term execution.

UNP: Future Merger Will Drive Improved Profitability Amid Sector Upheaval

Union Pacific's analyst price target has edged slightly lower to approximately $260.58 from $261.68, as analysts point to modest carload growth moderation and ongoing rail traffic softness. This comes despite some improvement in profit margin and revenue growth projections.

Analyst Commentary Highlights Union Pacific Outlook Amid Merger Talks and Valuation Adjustments

Union Pacific's fair value estimate edged up slightly. Analysts raised their price targets by $12 to $272, citing improving rail volumes and constructive industry trends.

Efficiency Upgrades And New Facilities Will Ensure Future Stability

Union Pacific's analyst price target has increased from $256.92 to $261.56. This change is driven by analysts' expectations of steadily improving profit margins and a more resilient industry outlook, despite moderated revenue growth forecasts.

Union Pacific (NYSE:UNP) Will Pay A Larger Dividend Than Last Year At $1.38

Aug 18
Union Pacific (NYSE:UNP) Will Pay A Larger Dividend Than Last Year At $1.38

Union Pacific (NYSE:UNP) Has Announced That It Will Be Increasing Its Dividend To $1.38

Aug 04
Union Pacific (NYSE:UNP) Has Announced That It Will Be Increasing Its Dividend To $1.38

Union Pacific's (NYSE:UNP) Upcoming Dividend Will Be Larger Than Last Year's

Jul 21
Union Pacific's (NYSE:UNP) Upcoming Dividend Will Be Larger Than Last Year's

Here's Why Union Pacific (NYSE:UNP) Can Manage Its Debt Responsibly

Jun 21
Here's Why Union Pacific (NYSE:UNP) Can Manage Its Debt Responsibly

Calculating The Fair Value Of Union Pacific Corporation (NYSE:UNP)

May 08
Calculating The Fair Value Of Union Pacific Corporation (NYSE:UNP)

Union Pacific: I Couldn't Be More Bullish If I Tried

Apr 24

The Profit Engine: A Financial Anatomy Of Union Pacific

Apr 13

Union Pacific: A Solid Company, Fully Valued

Mar 02

Union Pacific: Still A Buy Now And Picking Up Steam

Feb 19

Wide Moat Dividends: Why We're Loading Up On Union Pacific

Jan 26

Union Pacific: No Rush To Catch The Next Train

Jan 14

Union Pacific: Betting On Margin Expansion And Untapped Value

Dec 12

Why Union Pacific Should Be A Long-Term Core Holding

Nov 24

Full Steam Ahead: The Case For Betting Big On Union Pacific's Dividends

Nov 06

Buy Before Q3 Earnings: Union Pacific's $6.35B Quarter Could Be Coming

Oct 22

Betting Big On Union Pacific: The Railroad King Of Dividend Growth

Sep 27

Still Avoiding Union Pacific

Sep 13

'Rail-ing' In The Profits - Union Pacific Steaming Towards New Highs

Aug 28

Union Pacific: A Blue Chip Dividend Stock To Board Now

Aug 06

Full Steam Ahead: Union Pacific Just Hit Another Home Run

Jul 25

Desglose de ingresos y gastos

Cómo gana y gasta dinero Union Pacific. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:UNP Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2624,7007,21300
31 Dec 2524,5107,13800
30 Sep 2524,5467,05200
30 Jun 2524,3936,93500
31 Mar 2524,2466,73200
31 Dec 2424,2506,74700
30 Sep 2424,2886,63700
30 Jun 2424,1386,49400
31 Mar 2424,0946,39000
31 Dec 2324,1196,37900
30 Sep 2324,1406,36500
30 Jun 2324,7656,73200
31 Mar 2325,0716,99800
31 Dec 2224,8756,99800
30 Sep 2224,4287,07100
30 Jun 2223,4286,84900
31 Mar 2222,6636,81200
31 Dec 2121,8046,52300
30 Sep 2121,2126,19200
30 Jun 2120,5655,88200
31 Mar 2119,3055,21600
31 Dec 2019,5335,34900
30 Sep 2019,6045,37200
30 Jun 2020,2015,56400
31 Mar 2021,5536,00200
31 Dec 1921,7085,91900
30 Sep 1922,2536,07000
30 Jun 1922,6656,10800
31 Mar 1922,7416,04700
31 Dec 1822,8325,96600
30 Sep 1822,52511,69000
30 Jun 1822,00511,29100
31 Mar 1821,58310,95000
31 Dec 1721,24010,71200
30 Sep 1720,9584,57800
30 Jun 1720,7244,51500
31 Mar 1720,2444,32600
31 Dec 1619,9414,23300
30 Sep 1619,9814,20600
30 Jun 1620,3694,37500
31 Mar 1621,0284,60000
31 Dec 1521,8134,77200
30 Sep 1522,7585,08600
30 Jun 1523,3785,15600

Ingresos de calidad: UNP tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (29.2%) de UNP son superiores a los del año pasado (27.8%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de UNP han crecido un 2.8% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de UNP en el último año (7.1%) supera su media de 5 años (2.8% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de UNP en el último año (7.1%) superó al de la industria Transportation -13.7%.


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (37.15%) de UNP es alta, esta métrica está sesgada debido a su elevado nivel de endeudamiento.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 21:41
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Union Pacific Corporation está cubierta por 44 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Daniel MooreBaird