NYSE$UNP

Union Pacific Corp · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Union Pacific reported Q2 2025 operating revenue with net income of $1.88B and strong operating leverage.

The railroad reported net income of approximately $1.88 billion in the quarter ended June 30, 2025. Volume, yield, and productivity initiatives shaped results as intermodal and bulk commodities moved through the network. Fuel prices and labor agreements remain industry-wide variables.

  • Q2 net income ~$1.88B.
  • Volume and pricing support core freight revenue.
  • Productivity and network efficiency remain priorities.
  • Grain, energy, and intermodal demand drive mix shifts.

Headline financials

Total Revenue

$6.15B

Previous: $6.01B+2.4%
EPS (adj)

$3.15

Previous: $2.74+15.0%
Capital Expenditures

-$1.84B

Previous: -$1.7B-8.4%
Free Cash Flow

$34M

Previous: -$26M+230.8%
Net Income

$1.88B

Previous: $1.67B+12.1%
Operating Income

$2.53B

Previous: $2.4B+5.2%
Gross Profit

-$576M

Previous: -$625M+7.8%
Cash & Equivalents

$1.06B

Previous: $1.14B-6.8%
Total Assets

$68.6B

Previous: $67.8B+1.1%

Revenue & EPS history

Union Pacific · Revenue · Quarterly

$6.15B

Q2 2025+2.4%vs Q2 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Union Pacific · $5.55B total across 10 segments · Q3 2023

  • Intermodal
    $1.11B-17.9%
  • Grain & Grain Products
    $825M-6.3%
  • Energy & Spec. Markets
    $611M-2.1%
  • Automotive
    $609M+1.3%
  • Chemicals & Plastics
    $557M-3.8%
  • Metals & Minerals
    $556M-7.5%
  • Coal & Renewables
    $488M-20.1%
  • Forest Products
    $333M-14.6%
  • Food & Refrigerated
    $259M-10.7%
  • Fertilizer
    $194M+9.0%

Forward guidance

Energy and environmental services outlook ties to commodity prices and volumes.

Tailwinds

  • Production or volume growth and pricing.
  • Capital discipline and shareholder returns.

Headwinds

  • Commodity volatility and regulatory changes.
  • Weather and operating cost inflation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.3%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.8%

Avg return

30 days after

54%

39 / 72 earnings

Positive

+7.7%

Q2 2023

Best reaction

-8.2%

Q3 2009

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.4%+7.4%+6.5%
Q4 2025+0.4%+1.8%+15.0%
Q3 2025-2.3%-3.4%+0.4%
Q2 2025-0.7%+0.3%-3.7%
Q1 2025-2.0%-2.4%+1.1%
Q3 2024-4.6%-3.9%+0.4%
Q2 2024+1.3%+3.4%+4.0%
Q1 2024+4.7%+2.2%+0.0%
Q4 2023-0.8%+1.8%+6.0%
Q3 2023+2.6%-0.2%+6.5%
Q2 2023+7.7%+7.6%+4.0%
Q1 2023-1.6%-3.6%-1.5%
Q4 2022-4.8%-3.7%-8.0%
Q3 2022-4.8%-2.7%+5.3%
Q2 2022-0.5%+0.7%+11.2%
Q1 2022-5.2%-5.5%-13.6%
Q4 2021+2.9%+1.9%+4.9%
Q3 2021+4.2%+5.6%+5.8%
Q2 2021+1.4%+0.4%+3.0%
Q1 2021+0.0%+1.0%-0.9%
Q4 2020-5.1%+1.8%-4.0%
Q3 2020-5.7%-10.0%+2.0%
Q2 2020-1.8%-2.8%+6.8%
Q1 2020+6.1%+9.7%+12.3%
Q4 2019+2.6%-0.7%+0.4%
Q3 2019-1.1%+4.6%+7.9%
Q2 2019+6.5%+5.3%+1.0%
Q1 2019+5.0%+4.4%+3.2%
Q4 2018+4.3%+3.8%+10.2%
Q3 2018+1.6%+4.2%+2.2%
Q2 2018+0.1%+0.8%+5.8%
Q1 2018-0.6%-2.4%+6.6%
Q4 2017-4.9%-4.1%-4.4%
Q3 2017+6.2%+5.0%+7.2%
Q2 2017-2.8%-2.7%-3.7%
Q1 2017+1.6%+0.8%+0.4%
Q4 2016+4.7%+4.8%+5.8%
Q3 2016-7.0%-7.3%+2.8%
Q2 2016-1.3%-1.2%+1.7%
Q1 2016+6.9%
Q4 2015-4.9%
Q3 2015+3.8%
Q2 2015-5.2%
Q1 2015-2.9%
Q4 2014+5.0%
Q3 2014+7.2%
Q2 2014-0.8%
Q1 2014+1.8%
Q4 2013+1.9%
Q3 2013-3.2%
Q2 2013+2.3%
Q1 2013+6.5%
Q4 2012-0.4%
Q3 2012+0.0%
Q2 2012+0.8%
Q1 2012-2.2%
Q4 2011+0.3%
Q3 2011+3.0%
Q2 2011+0.4%
Q1 2011+0.4%
Q4 2010+1.1%
Q3 2010+2.3%
Q2 2010+4.2%
Q1 2009+1.1%
Q1 2010+0.0%
Q4 2009+0.0%
Q4 2007+0.0%
Q3 2008-8.2%
Q3 2009-8.2%
Q2 2009-2.2%
Q4 2008-2.2%
Q2 2008-2.2%

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