Union Pacific Q3 2026: revenue $7.2B, EPS $3.49 in 10-Q filing
Union Pacific reported Q3 2026 revenue up 15.3% to $7.2B, net income up 16.1% and diluted EPS up 15.9% to $3.49, according to its SEC filing.
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what happened
Union Pacific reported in its 10-Q filing with the SEC that third-quarter 2026 revenue reached $7.2 billion, up 15.3% from a year earlier. Net income climbed 16.1% to $2.08 billion, and diluted earnings per share rose 15.9% to $3.49.
The company attributed freight revenue growth to higher fuel surcharges, 6% carload growth and pricing gains. Intermodal volume rose 11% on domestic demand and stronger imports, although the mix shifted toward lower-rate intermodal traffic. Grain, metals, industrial and energy shipments also increased. The 2026 capital plan is about $3.5 billion.
why it matters
For the market, the report signals healthy demand for US rail freight and the railroad's ability to lift prices while keeping productivity high. Investors in transport and in commodity flows will read volume trends as a gauge of industrial activity. Service metrics, however, weakened versus last year, which is worth weighing when assessing operational resilience.
market impact
US railroad sector: strong revenue and volume growth supports the industry
tags
instruments
sources
- Union Pacific 3Q 2026: Revenue $7.2B, EPS $3.49— 10-Q Summary — TradingView, 22 October 2026 at 19:51 UTC
- AppFolio 3Q 2026: Revenue $295.69M, EPS $1.29— 10-Q Summary — TradingView, 22 October 2026 at 20:21 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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