
Let's take a closer look at how Union Pacific, United Parcel Service, Old Dominion and C.H. Robinson are expected to fare this earnings season.
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
| Revenue (TTM) | $25.41B |
| Gross Profit (TTM) | $14.30B |
| EBITDA | $12.88B |
| Operating Margin | 41.00% |
| Return on Equity | 39.70% |
| Return on Assets | 9.27% |
| Revenue/Share (TTM) | $42.86 |
| Book Value | $34.81 |
| Price-to-Book | 7.89 |
| Price-to-Sales (TTM) | 6.76 |
| EV/Revenue | 7.56 |
| EV/EBITDA | 14.43 |
| Quarterly Earnings Growth (YoY) | 6.60% |
| Quarterly Revenue Growth (YoY) | 11.50% |
| Shares Outstanding | $594.08M |
| Float | $592.73M |
| % Insiders | 0.07% |
| % Institutions | 91.47% |
Volatility is currently contracting

Let's take a closer look at how Union Pacific, United Parcel Service, Old Dominion and C.H. Robinson are expected to fare this earnings season.

Union Pacific CFO Jennifer Hamann to retire in early 2027

Building a second freight network across the United States would take over a century and cost more than any rival could justify, and that physical impossibility quietly funds the dividends three railroad giants pay their shareholders.

Union Pacific (UNP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

I surveyed investors on current buys, revealing a focus on quality compounders, exchanges, hard assets, defense, and special situations—no meme stocks appeared. Key opportunities include exchange operators (ICE, CME, and MIAX), with ICE offering nearly a 6% free cash flow yield and trading below its historical average multiple. Cyclical value and defensive names like ODFL, UNP, and NOC remain attractive due to secular tailwinds and compelling valuations, despite recent macro headwinds.

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Four RIG portfolio holdings—CMI, DUK, MGEE, and UNP—announced September dividend raises, reinforcing income growth despite broader market weakness. CMI delivered a standout 10% dividend increase, but with a 1.7% yield and elevated P/E, I maintain a hold and seek a lower entry point. DUK and MGEE provided modest raises. Both remain reliable dividend payers, but neither meets my buy criteria at current yields and valuations.

Union Pacific (UNP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Union Pacific seeks to acquire Norfolk Southern in an $85 billion deal creating a transcontinental railroad, but some labor unions and farm groups are pushing back.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Union Pacific (UNP) have what it takes?
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