UNION PACIFIC CORP(UNP)— Stock Profile, AI Score & Financials
Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
UNION PACIFIC CORP (UNP) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores UNP at 69.7/100 on a 32-signal composite quality model, placing it at rank #247 of 2,960 stocks — the top 10% of the AI-ranked universe. UNP scores in the top quartile across revenue scale (94.1), profitability (87.9), balance sheet strength (86.3). Areas of concern include revenue growth (34.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), UNION PACIFIC CORP reports quarterly revenue of $6.9B, net income of $2.0B, an operating margin of 40.3%. Top institutional holders of UNP by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. UNP trades on the NYSE exchange and files with the SEC under CIK 100885. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UNP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UNION PACIFIC CORP directly from SEC EDGAR.
AI Quality Score
69.7/100
AI Rank
#247
Revenue
$6.9B
Net Income
$2.0B
Free Cash Flow
$2.2B
Operating Margin
40.3%
UNP key financials by period
UNION PACIFIC CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$24.5B
$7.1B
40.2%
FY 2024
10-K
$24.3B
$6.7B
40.1%
FY 2023
10-K
$24.1B
$6.4B
37.6%
FY 2022
10-K
$24.9B
$7.0B
39.9%
FY 2021
10-K
$21.8B
$6.5B
42.8%
FY 2020
10-K
$19.5B
$5.3B
40.1%
Institutions holding UNP
Institutional investors reporting a position in UNION PACIFIC CORP on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-23 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Second-quarter operating revenues rose 12% to $6,864 million and EPS reached $3.36, but a 60% jump in average fuel price per gallon pushed the operating ratio up 0.7 points to 59.7%.
Biggest Revenue Drivers
Industrial$2,386M+8% YoY
Higher fuel surcharge revenues, core pricing gains, and 3% higher carloads, partially offset by business mix from higher plastics and lower soda ash shipments
Premium$2,089M+21% YoY
Higher fuel surcharge revenues, 4% higher volume, core pricing gains, and business mix from lower international intermodal shipments
Biggest Revenue Drivers
Total revenue: $6,864M+12% YoY
Industrial$2,386M+8% YoY
Higher fuel surcharge revenues, core pricing gains, and 3% higher carloads, partially offset by business mix from higher plastics and lower soda ash shipments
Premium$2,089M+21% YoY
Higher fuel surcharge revenues, 4% higher volume, core pricing gains, and business mix from lower international intermodal shipments
Within Premium
Intermodal$1,386M+26% YoY
Domestic intermodal up 19% on business development and reduced truck market capacity, offsetting lower international intermodal carloads
Bulk$2,043M+7% YoY
Higher fuel surcharge revenues, core pricing gains, and mix from lower coal shipments more than offset a 1% carload decline
Within Bulk
Coal & renewables$448M-4% YoY
Lower natural gas prices, milder weather, and mine maintenance and outages drove a 14% carload decline
Largest Expense Items
Compensation and benefits$1,240M-1% YoY
Wage inflation and higher incentive costs offset by a $55 million 2025 crew staffing ratification charge and 3% lower employee levels
Fuel$938M+63% YoY
Locomotive diesel averaged $3.86 per gallon versus $2.42, plus higher gross ton-miles, partially offset by a 1% better consumption rate
Purchased services and materials$709M+10% YoY
Acquisition-related expenses, inflation, and increased intermodal and subsidiary volume-related costs
Depreciation$638M+4% YoY
Higher depreciable asset base
Margins: Operating income increased 9% to $2.8 billion on top-line growth, but the operating ratio of 59.7% deteriorated 0.7 points, primarily from higher fuel prices versus the second quarter of 2025.
Watch Items from the Filing
Pending Norfolk Southern acquisition awaits STB approval; roughly 225 million shares and $20 billion cash consideration expected, with a $2.5 billion termination fee and completion expected in 2027.
Share repurchases are paused for the merger: zero shares repurchased under the program in the first half of 2026 versus 11.9 million shares in 2025.
Acquisition-related expense reached $35 million in the quarter and $71 million year-to-date, versus $1 million in 2025, with certain costs non-deductible for tax.
Coal and renewables carloads fell 14% and international intermodal carloads declined 14%, while intermodal service performance index dropped 4 points to 95%.
Mexico shipments rose 10% to $828 million of freight revenue; personal injury settlement costs could range from $417 million to $466 million.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
