Equity Brief · Industrials2026-05-20
UNP·Industrials

Last results 23 Jul 2026

Union Pacific Corporation

I · AI Analysis

The brief

Union Pacific operates freight trains that haul agricultural products (grain, fertilizer), industrial goods (chemicals, metals, lumber), finished automobiles, and containers across 23 western U.S. states [Yahoo Finance]. The railroad connects manufacturers, farms, and ports, forming a critical link in the American supply chain.

Union Pacific is one of America's largest freight railroad companies, moving grain, chemicals, cars, and other cargo across the western two-thirds of the United States [Yahoo Finance]. The company has paid dividends for 127 consecutive years and recently saw its stock gain 16% year-to-date, outpacing its prior 12-month performance [Yahoo Finance]. Recent news highlights competitive pricing disputes with rival BNSF and a pending merger with Norfolk Southern that faces regulatory scrutiny [Yahoo Finance].

Union Pacific is financially healthy with strong margins and manageable debt.

The brief AI analysisConfidence 8/10

Sentinellis health

7.4/10

Moderate concerns

Market capitalisation

$161.2B

Revenue (TTM)

$24.5B

Explainers

How we read these numbers

Plain-English guides · no account needed

II · Recent news

What moved

6 stories · ranked by relevance

  • Macro2026-05-15

    Zacks Industry Outlook Highlights Union Pacific, CSX and Canadian Pacific Kansas City

    Zacks

  • Macro2026-05-18

    Merger markup: BNSF hiked grain train charges as much as 472%, UP says in complaint

    Yahoo Finance

  • Macro2026-05-15

    Assessing Union Pacific (UNP) Valuation After Its Recent Multi‑Period Share Price Momentum

    Simply Wall St

  • Macro2026-05-16

    Union Pacific Corp (UNP)-Norfolk: This Rival Seeks to Scuttle Merger

    Yahoo Finance

  • Macro2026-05-14

    Union Pacific Stock Outlook: Is Wall Street Bullish or Bearish?

    Yahoo Finance

  • Macro2026-05-14

    Union Pacific Corporation Declares Second Quarter 2026 Dividend

    Yahoo Finance

Premium · Free with any account

The railroad industry faces multiple headwinds including trade tariffs, inflation, high interest rates, supply-chain disruptions, and rising fuel costs tied to Middle East geopolitical tensions [Zacks]

1 of 4 risks in this report

Risks

4

Opportunities

5

Red flags

1

Leadership

10

9 more findings in the full report — free with any account.

Unlock the full Union Pacific Corporation analysis

Create a free account to access the complete AI-generated report with inline citations.

  • 4 risks, 5 opportunities and 1 red flag — each with its source
  • 100+ financial metrics with charts and benchmarks
  • Full news summaries with source links
  • Executive team and compensation details
  • PDF export for offline use
Unlock all 10 findings3 free reports · No credit card

III · Related

You might also read

Same sector · Industrials — or comparable health

Want this for your watchlist?

Read three companies free. No card.

Get 3 free reports

Produced 20 May 2026, 19:49 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated