Q4: 2026-01-27 Earnings Summary
EPS of $2.86 misses by $0.01
| Revenue of $6.09B (-0.59% Y/Y) misses by $36.01M
Union Pacific Corporation (UNP) Q4 2025 Earnings Call January 27, 2026 8:45 AM EST
Company Participants
Vincenzo Vena – CEO & Director
Eric Gehringer – Executive Vice President of Operations
Jennifer Hamann – Executive VP & CFO
Kenny Rocker – Executive Vice President of Marketing & Sales
Conference Call Participants
Jonathan Chappell – Evercore ISI Institutional Equities, Research Division
Jordan Alliger – Goldman Sachs Group, Inc., Research Division
Ken Hoexter – BofA Securities, Research Division
David Vernon – Bernstein Institutional Services LLC, Research Division
Christian Wetherbee – Wells Fargo Securities, LLC, Research Division
Walter Spracklin – RBC Capital Markets, Research Division
Elliot Alper – TD Cowen, Research Division
Scott Group – Wolfe Research, LLC
Thomas Wadewitz – UBS Investment Bank, Research Division
Brandon Oglenski – Barclays Bank PLC, Research Division
Stephanie Benjamin Moore – Jefferies LLC, Research Division
Ariel Rosa – Citigroup Inc., Research Division
Megan Makini
Brian Ossenbeck – JPMorgan Chase & Co, Research Division
Madison Pasterchick – Morgan Stanley, Research Division
Presentation
Unknown Attendee
Thank you for accessing Union Pacific Corporation’s 2025 Fourth Quarter Earnings Call held at 8:45 a.m. Eastern Time on January 27, 2026, in Omaha, Nebraska.
This presentation and the accompanying materials include statements that contain estimates, projections or expectations regarding the company’s financial results and operations and future economic conditions. These statements are forward-looking statements as defined by the federal securities laws. Forward-looking statements are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in the statements. The materials accompanying this presentation include more detailed information regarding forward-looking information and these risks and uncertainties.
In addition, please refer to the company’s website and SEC filings for additional information about our risk factors.
Operator
Greetings. Welcome to the Union Pacific’s Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded, and the slides for today’s presentation are available on
