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Union Pacific (UNP) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
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Union Pacific (UNP - Free Report) reported $6.86 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 11.5%. EPS of $3.41 for the same period compares to $3.03 a year ago.
The reported revenue represents a surprise of +3.18% over the Zacks Consensus Estimate of $6.65 billion. With the consensus EPS estimate being $3.20, the EPS surprise was +6.56%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: 59.7% versus the three-analyst average estimate of 59.4%.
Revenue Ton-Miles: 109.95 billion versus 110.05 billion estimated by two analysts on average.
Revenue Carloads - Total: 2.16 million compared to the 2.16 million average estimate based on two analysts.
Revenue Carloads - Industrial Products: 586 thousand compared to the 588.92 thousand average estimate based on two analysts.
Average revenue per car: $3,014.00 versus $2,967.10 estimated by two analysts on average.
Average revenue per car - Industrial Products: $4,075.00 versus the two-analyst average estimate of $4,135.32.
Revenue Carloads - Premium: 1.06 million compared to the 1.06 million average estimate based on two analysts.
Freight Revenues- Premium: $2.09 billion versus $1.95 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +20.8% change.
Freight Revenues- Bulk: $2.04 billion compared to the $2.04 billion average estimate based on two analysts. The reported number represents a change of +7.5% year over year.
Operating Revenues- Other revenues: $346 million versus $306.03 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.3% change.
Freight Revenues- Industrial Products: $2.39 billion versus the two-analyst average estimate of $2.44 billion. The reported number represents a year-over-year change of +7.9%.
Operating Revenues- Freight revenues: $6.52 billion versus the two-analyst average estimate of $6.42 billion. The reported number represents a year-over-year change of +11.6%.
Shares of Union Pacific have returned +12.5% 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.
View the Zacks #1 Rank List
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Union Pacific (UNP) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Union Pacific (UNP - Free Report) reported $6.86 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 11.5%. EPS of $3.41 for the same period compares to $3.03 a year ago.
The reported revenue represents a surprise of +3.18% over the Zacks Consensus Estimate of $6.65 billion. With the consensus EPS estimate being $3.20, the EPS surprise was +6.56%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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 +12.5% 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.