| UNP |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$3.36 vs. cons $3.34 |
MEDIUM |
| UNP |
Report |
Freight revenue excluding fuel surcharge growth |
BEAT |
pred ~4.6% vs. cons 3.2% |
MEDIUM |
| UNP |
Report |
Adjusted operating ratio |
MISS |
pred ~60.1% vs. cons 59.3% |
HIGH |
| UNP |
Guide |
FY2026 reported EPS growth outlook |
UNCHANGED |
guide ~5.0% vs. cons 5.0% (FY2026) |
MEDIUM |
| UNP |
Guide |
FY2026 operating-ratio improvement outlook |
LOWER |
guide ~10 bps improvement vs. cons 20 bps improvement (FY2026) |
MEDIUM |
| UNP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| UNP |
Return |
5-day cumulative residual |
-4.2% (FOLLOW-THROUGH) |
Core freight growth should beat, but the ~80-bp adjusted-OR miss and a lower implied FY2026 margin-improvement cadence shift more of the earnings burden to 2H; that creates modest out-period EPS revision risk despite an in-line quarterly EPS result. |
MEDIUM |