UNP
UNION PACIFIC CORP
Overview
Union Pacific operates a Class I railroad connecting the western two-thirds of the United States, serving major ports and gateways to Mexico and Canada.
UNION PACIFIC CORP is a Industrials company operating in Railroads with a $154.31B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 22, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2316 Q&A exchanges
- Q4 FY2025Earnings2026-01-2734 Q&A exchanges
- Q3 FY2025Earnings2025-10-2326 Q&A exchanges
- Q2 FY2025Earnings2025-07-2423 Q&A exchanges
- Q1 FY2025Earnings2025-04-2428 Q&A exchanges
- Q4 FY2024Earnings2025-01-2345 Q&A exchanges
- Q3 FY2024Earnings2024-10-2416 Q&A exchanges
- Q2 FY2024Earnings2024-07-2539 Q&A exchanges
- Q1 FY2024Earnings2024-04-2521 Q&A exchanges
- Q4 FY2023Earnings2024-01-2546 Q&A exchanges
- Q3 FY2023Earnings2023-10-1933 Q&A exchanges
- Q2 FY2023Earnings2023-07-2623 Q&A exchanges
- Q1 FY2023Earnings2023-04-2029 Q&A exchanges
- Q4 FY2022Earnings2023-01-2445 Q&A exchanges
- Q3 FY2022Earnings2022-10-2028 Q&A exchanges
- Q2 FY2022Earnings2022-07-2147 Q&A exchanges
- Q1 FY2022Earnings2022-04-2147 Q&A exchanges
- Q4 FY2021Earnings2022-01-2031 Q&A exchanges
- Q3 FY2021Earnings2021-10-2145 Q&A exchanges
- Q2 FY2021Earnings2021-07-2238 Q&A exchanges
- Q1 FY2021Earnings2021-04-2239 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-22EPS— vs $3.13—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-22 | — | $3.13 | — | — | — | — | EODHD |
Source: EODHD. UNP reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks UNP's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 80% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $6.04 | $4.24 | +42.5% | 0.0% | +1.2% |
| Q4 FY2026 | $6.43 | $4.42 | +45.4% | -4.1% | -4.3% |
| Q3 FY2026 | $6.12 | $4.44 | +37.8% | -5.3% | -5.1% |
| Q2 FY2026 | $6.15 | $4.34 | +41.6% | -3.9% | -5.4% |
| Q1 FY2025 | $5.79 | $4.35 | +33.0% | -2.5% | -5.1% |
| Q4 FY2025 | $6.73 | $4.54 | +48.3% | -5.6% | -5.7% |
| Q3 FY2025 | $6.44 | $4.38 | +47.1% | +0.8% | +0.8% |
| Q2 FY2025 | $6.63 | $4.53 | +46.4% | -7.2% | -4.6% |
| Q1 FY2024 | $6.31 | $4.43 | +42.4% | +2.6% | +4.8% |
| Q4 FY2024 | $6.16 | $4.57 | +34.8% | -4.1% | -5.5% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Vincenzo J VenaCEO4 mo3 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
- Jennifer L HamannCFO4 mo21 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Christina B ConlinEVP CHIEF LEGAL OFFICER & CORP4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Rahul JalaliEVP & CHIEF INFORMATION OFFICE4 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Eric J GehringerEVP OPERATIONS4 mo21 callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Kenyatta G RockerEVP MARKETING & SALES4 mo2 callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for UNP.
$ curl https://api.spokenalpha.com/v1/companies/UNPFAQ
Frequently asked about UNP
Where can I find UNION PACIFIC CORP's (UNP) earnings call transcripts?
Spoken Alpha indexes UNP's earnings call transcripts at https://spokenalpha.com/companies/UNP. Each call links to attributed speakers and parsed analyst Q&A. UNION PACIFIC CORP's own investor relations page is at https://investor.unionpacific.com/.
When was UNION PACIFIC CORP's most recent earnings call?
UNION PACIFIC CORP (UNP) held its most recent earnings call on 2026-04-23, covering fiscal Q1 2026.
What sector is UNP in?
UNION PACIFIC CORP (UNP) operates in the Industrials sector (Railroads industry).