Added to YB: 2026-07-27
Pitch date: 2026-07-24
UNP [neutral]
Union Pacific Corporation
Author Info
No bio for this author
Company Info
Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States.
Market Cap
$180.8B
Pitch Price
N/A
Price Target
N/A
Dividend
1.81%
EV/EBITDA
15.88
P/E
24.64
EV/Sales
8.26
Sector
Ground Transportation
Category
special_situation
The Wartime Economy Shows Up in the Backlog - $UNP
UNP (earnings): Q2 op rev $6.86B (+12%), freight $6.52B (+12%), but ~750bps from fuel surcharge (+$460M). YTD OCF +21% to $5.52B, FCF $1.81B (aided by lower cash taxes). Div raised 3% to $1.38; buyback paused for $85B NS merger. 2026 guide raised to HSD EPS growth. Stock at ATH despite regulatory overhang; CEO says merger will close.
Read full article (2 min)