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Compared to Estimates, Union Pacific (UNP) Q4 Earnings: A Look at Key Metrics
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Union Pacific (UNP - Free Report) reported $6.09 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 0.6%. EPS of $2.86 for the same period compares to $2.91 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.14 billion, representing a surprise of -0.82%. The company delivered an EPS surprise of -1.47%, with the consensus EPS estimate being $2.90.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Union Pacific performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Operating Ratio: 60.5% compared to the 58.8% average estimate based on four analysts.
Revenue Ton-Miles: 106.52 billion versus the three-analyst average estimate of 105.12 billion.
Revenue Carloads - Total: 2.07 million compared to the 2.1 million average estimate based on three analysts.
Revenue Ton-Miles - Industrial Products: 31.1 billion compared to the 31.99 billion average estimate based on three analysts.
Freight Revenues- Bulk: $1.92 billion compared to the $1.93 billion average estimate based on three analysts. The reported number represents a change of +3% year over year.
Operating Revenues- Other revenues: $326 million versus the three-analyst average estimate of $319.31 million. The reported number represents a year-over-year change of -1.8%.
Freight Revenues- Industrial Products: $2.12 billion versus $2.18 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.
Freight Revenues- Premium: $1.72 billion compared to the $1.71 billion average estimate based on three analysts. The reported number represents a change of -6% year over year.
Operating Revenues- Freight revenues: $5.76 billion versus $5.82 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.5% change.
Freight Revenues- Forest products: $302 million versus the two-analyst average estimate of $334.54 million. The reported number represents a year-over-year change of -6.8%.
Freight Revenues- Energy & specialized markets: $659 million versus the two-analyst average estimate of $705.38 million. The reported number represents a year-over-year change of -3%.
Freight Revenues- Intermodal: $1.14 billion versus the two-analyst average estimate of $1.12 billion. The reported number represents a year-over-year change of -8.7%.
Shares of Union Pacific have returned -1.6% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Compared to Estimates, Union Pacific (UNP) Q4 Earnings: A Look at Key Metrics
Union Pacific (UNP - Free Report) reported $6.09 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 0.6%. EPS of $2.86 for the same period compares to $2.91 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.14 billion, representing a surprise of -0.82%. The company delivered an EPS surprise of -1.47%, with the consensus EPS estimate being $2.90.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Union Pacific performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Union Pacific here>>>
Shares of Union Pacific have returned -1.6% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.