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Union Pacific (UNP) Reports Q2 Earnings: What Key Metrics Have to Say

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Union Pacific (UNP - Free Report) reported $6.01 billion in revenue for the quarter ended June 2024, representing a year-over-year increase of 0.7%. EPS of $2.74 for the same period compares to $2.57 a year ago.

The reported revenue represents a surprise of -0.87% over the Zacks Consensus Estimate of $6.06 billion. With the consensus EPS estimate being $2.70, the EPS surprise was +1.48%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Union Pacific performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Operating Ratio: 60% versus the five-analyst average estimate of 60.6%.
  • Average revenue per car - Bulk: $3,692 compared to the $3,718.09 average estimate based on four analysts.
  • Revenue Carloads - Bulk: 466 thousand versus 465.54 thousand estimated by four analysts on average.
  • Average revenue per car - Industrial Products: $3,825 versus the four-analyst average estimate of $3,793.68.
  • Freight Revenues- Bulk: $1.72 billion compared to the $1.74 billion average estimate based on five analysts. The reported number represents a change of -2.1% year over year.
  • Operating Revenues- Other revenues: $369 million versus the five-analyst average estimate of $371.70 million. The reported number represents a year-over-year change of -6.4%.
  • Freight Revenues- Industrial Products: $2.12 billion versus the five-analyst average estimate of $2.16 billion. The reported number represents a year-over-year change of +1.8%.
  • Freight Revenues- Premium: $1.79 billion compared to the $1.79 billion average estimate based on five analysts. The reported number represents a change of +3.9% year over year.
  • Operating Revenues- Freight revenues: $5.64 billion versus the five-analyst average estimate of $5.70 billion. The reported number represents a year-over-year change of +1.2%.
  • Freight Revenues- Forest products: $342 million compared to the $357.81 million average estimate based on three analysts. The reported number represents a change of -1.4% year over year.
  • Freight Revenues- Energy & specialized markets: $658 million versus the three-analyst average estimate of $688.96 million. The reported number represents a year-over-year change of +4.1%.
  • Freight Revenues- Intermodal: $1.14 billion versus $1.12 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.1% change.
View all Key Company Metrics for Union Pacific here>>>

Shares of Union Pacific have returned +6.2% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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