| UNP |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$3.32 vs. cons $3.23 |
MEDIUM |
| UNP |
Report |
Adj. Operating Ratio (Q2 2026) |
BEAT |
pred ~58.7% vs. cons 59.19% |
MEDIUM |
| UNP |
Report |
Total Operating Revenue (Q2 2026) |
IN-LINE |
pred ~$6.75B vs. cons $6.70B |
MEDIUM |
| UNP |
Guide |
FY 2026 Adj. EPS (FY 2026) |
LOWER |
guide mid-single digit (~$12.35 midpoint) vs. cons $12.71 |
HIGH |
| UNP |
Guide |
FY 2026 Adj. OR (FY 2026) |
UNCHANGED |
reaffirm OR improvement vs. cons 58.97% |
HIGH |
| UNP |
Guide |
Volume/Demand Tone (qualitative) |
BETTER |
upgrade from muted to improving vs. prior muted |
MEDIUM |
| UNP |
Guide |
Merger/STB (qualitative) |
UNCHANGED |
reaffirm mid-2027 close; supplemental on track |
HIGH |
| UNP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| UNP |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — formal guidance reaffirmation removes upward revision catalyst; sell-side models flat; short-interest bid limits but does not reverse the fade |
MEDIUM |