| UNP |
Report |
Adjusted EPS |
MISS |
pred ~$3.17 vs. cons $3.22 |
MEDIUM |
| UNP |
Report |
Operating revenue |
BEAT |
pred ~$6.72B vs. cons $6.64B |
MEDIUM |
| UNP |
Report |
Adjusted operating ratio |
MISS |
pred ~60.1% vs. cons 59.4% |
MEDIUM |
| UNP |
Guide |
Reported EPS growth |
LOWER |
guide ~5.0% vs. cons 6.5% (FY2026) |
MEDIUM |
| UNP |
Guide |
Operating-ratio improvement |
LOWER |
guide ~10 bps vs. cons 40 bps (FY2026) |
LOW |
| UNP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.4% |
— |
MEDIUM |
| UNP |
Return |
5-day cumulative residual |
-5.1% (FOLLOW-THROUGH) |
A revenue beat driven partly by fuel surcharges is unlikely to offset a ~70 bps operating-ratio miss; maintaining ~5.0% EPS growth versus 6.5% consensus implies second-half estimates decline after the print. |
MEDIUM |