{"article":{"annotation":{"article_id":"union-pacific-third-quarter-2026-revenue-profit-and-volume-rise","available_at":"2026-10-25T15:35:55.073020Z","geography_revision":"ef6ee0010dda5fe7b240fd514749b43e214c57da73222d2e40ec83b276dd0977","id":"c95bd488065e75da46f8b0e6a3f5b6fcf245a8a28e520de940efbbb7d2721d7f","input_sha256":"da1a2c9326a2ba166ee42f004d46eff16475dfd235540eec69aa394a67205233","limitations":["Rule-derived subjects are candidates, not verified editorial labels or calibrated model probabilities.","Coverage is distinct from event location. Unknown country/city/coordinates remain absent; no automatic geocoding.","Article geometries keep their stated precision and methodology; reproducing them is not independent coordinate verification."],"method":"controlled-rules-v1","places":[{"admin1":null,"city":null,"coordinate_note":null,"coordinate_reference_system":"OGC:CRS84","coordinate_source":null,"country":"US","evidence":[{"field":"country","language":"en","note":"Explicit preserved editorial country/region; no city or national centroid inferred","source_urls":["https://investor.unionpacific.com/news-releases/news-release-details/union-pacific-reports-third-quarter-2026-results"]}],"geometry":null,"id":"iso3166-1:US","kind":"country-or-area","labels":{"ar":"الولايات المتحدة الأمريكية","en":"United States of America","es":"Estados Unidos de América","fr":"États-Unis d’Amérique"},"match_status":"candidate","precision":"regional","role":"coverage","uncertainty_m":null}],"rules_sha256":"fb5ad3c27c91cb840f7a0a05f7f64a5cb26ad0374409ff9457f277c7092e22b4","schema_version":1,"subjects":[{"concept_id":"medtop:20000178","confidence":null,"confidence_method":null,"evidence":[{"field":"en.title+en.summary","language":"en","note":"Subject suggested from the title or summary: reported a 15% increase in Q3 operating revenue","source_urls":["https://investor.unionpacific.com/news-releases/news-release-details/union-pacific-reports-third-quarter-2026-results"]}],"method":"controlled-rules-v1","rule_id":"corporate-results","status":"candidate"},{"concept_id":"medtop:20001245","confidence":null,"confidence_method":null,"evidence":[{"field":"category+topics","language":"en","note":"Preserved editorial category/topic; broad candidate only","source_urls":["https://investor.unionpacific.com/news-releases/news-release-details/union-pacific-reports-third-quarter-2026-results"]}],"method":"controlled-rules-v1","rule_id":"infrastructure-broad","status":"candidate"},{"concept_id":"medtop:20000337","confidence":null,"confidence_method":null,"evidence":[{"field":"en.title+en.summary","language":"en","note":"Subject suggested from the title or summary: Freight","source_urls":["https://investor.unionpacific.com/news-releases/news-release-details/union-pacific-reports-third-quarter-2026-results"]}],"method":"controlled-rules-v1","rule_id":"transport","status":"candidate"}],"taxonomy_revision":"1f2db31d811fca07e99b16d402c10e2cc2965c9df1c7b41d9be348b40a24e7fb","taxonomy_version":"IPTC Media Topics 2026-Q2"},"api_url":"https://newsverum.com/api/v1/articles/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise?lang=en","category":"infrastructure","content":{"key_points":[],"paragraphs":["In results published on 22 October, Union Pacific reported Q3 net income of $2.093 billion and diluted EPS of $3.49. A year earlier, the figures were $1.803 billion and $3.01. Operating revenue increased 15% to $7.197 billion, while revenue carloads grew 6%. The company cited fuel surcharges, volume growth, core pricing and other revenue as drivers.","The operating ratio improved 10 basis points to 59.1%; higher fuel prices had a 140-basis-point adverse effect. Freight car velocity was 228 daily miles per car, up 1%, and average terminal dwell improved 2% to 19.9 hours. Fuel consumption was 1.034 gallons per thousand gross ton-miles, a 2% improvement. The company set a $3.5 billion capital plan for 2026.","The company also reported adjusted results separately from GAAP net income. Adjusted net income was $2.1 billion and adjusted EPS was $3.53, compared with $1.8 billion and $3.08 a year earlier. The adjusted operating ratio was 58.8%, 30 basis points worse year over year. The 10-basis-point improvement in the GAAP operating ratio and deterioration in the adjusted measure reflect different calculation scopes; they should not be treated as one metric. Union Pacific also highlighted fuel surcharges as a contributor to revenue growth.","On the operating side, car velocity, terminal dwell and fuel efficiency are separate measures tracked by the company. Revenue carloads grew 6%, while velocity rose 1% to 228 daily miles per car, a measure of equipment movement across the network rather than freight tonnage or on-time delivery. Average terminal dwell fell 2% to 19.9 hours. Fuel use of 1.034 gallons per thousand gross ton-miles is an intensity measure that accounts for both weight and distance. The company also reported a 5% increase in workforce productivity to 1,219 car miles per employee.","Union Pacific maintained its outlook for high-single-digit EPS growth in 2026 and set capital spending at $3.5 billion. The capital plan covers network, locomotive and equipment investment; the release does not guarantee a particular revenue outcome. Year-over-year comparisons in the report are against Q3 2025. These are results from one US railroad and do not measure all freight activity in the country or the performance of other rail operators.","The release also said adjusted earnings per share grew 15% year over year and operating revenue excluding fuel surcharges rose 6%. Those figures offer additional context on the mix of reported growth: total operating revenue includes surcharge effects, while the adjusted EPS measure excludes specified items under the company’s non-GAAP methodology. The release presents both reported and adjusted figures, so comparisons should retain their stated basis."],"sections":[]},"corrections":[],"country":"US","data":{"blocks":[{"description":{"en":"Figures are from the company’s Q3 2026 results release.","tr":"Rakamlar şirketin 2026 üçüncü çeyrek sonuç açıklamasından alınmıştır."},"id":"union-pacific-third-quarter-2026-revenue-profit-and-volume-rise","items":[{"date":"2026-10-22","description":{"en":"Revenue was $7.197 billion (+15%), net income $2.093 billion (+16%); volume rose 6%.","tr":"Gelir 7,197 milyar dolar (+%15), net gelir 2,093 milyar dolar (+%16); hacim yüzde 6 arttı."},"label":{"en":"Union Pacific Q3 financial and operating results","tr":"Union Pacific üçüncü çeyrek mali ve operasyonel sonuçları"},"status":"occurred"}],"methodology":{"en":"Financial and operating indicators compare Q3 2026 with Q3 2025.","tr":"Gelir ve operasyonel göstergeler 2026 ve 2025 üçüncü çeyrek karşılaştırmalarıdır."},"sourceUrls":["https://investor.unionpacific.com/news-releases/news-release-details/union-pacific-reports-third-quarter-2026-results"],"title":{"en":"Reported development","tr":"Açıklanan gelişme"},"type":"events","updatedAt":"2026-10-25T15:32:43Z"},{"description":{"en":"Numeric observations retain the company or regulator scope and reporting period.","tr":"Sayısal gözlemler şirket veya düzenleyici kurum kapsamını ve raporlama dönemini korur."},"id":"sortable-source-figures","items":[{"basis":"observed","label":{"en":"Union Pacific operating revenue","tr":"Union Pacific faaliyet geliri"},"measure":{"aggregation":"flow","frequency":"quarterly","geography":"united-states","id":"union-pacific-quarterly-operating-revenue","periodRole":"reference-period","unitCode":"billion-usd"},"period":"2026-09","periodStart":"2026-07","unit":"billion USD","value":7.197},{"basis":"observed","label":{"en":"Union Pacific reported net income","tr":"Union Pacific açıklanan net kâr"},"measure":{"aggregation":"flow","frequency":"quarterly","geography":"united-states","id":"union-pacific-quarterly-net-income","periodRole":"reference-period","unitCode":"billion-usd"},"period":"2026-09","periodStart":"2026-07","unit":"billion USD","value":2.093},{"basis":"observed","label":{"en":"Union Pacific revenue carloads, year-on-year change","tr":"Union Pacific gelir getiren vagon yükü hacmi, yıllık değişim"},"measure":{"aggregation":"change","frequency":"quarterly","geography":"united-states","id":"union-pacific-quarterly-volume-yoy","periodRole":"reference-period","unitCode":"percent"},"period":"2026-09","periodStart":"2026-07","unit":"percent","value":6}],"methodology":{"en":"Transcribed from the primary release. Figures apply to the named company or policy decision, not national industry totals. Billion-dollar and million-tonne scales retain the source scale; no currency or physical-unit conversion is applied.","tr":"Birincil açıklamadan alınmıştır. Rakamlar adı geçen şirket veya politika kararına aittir; ulusal sektör toplamları değildir. Milyar dolar ve milyon ton ölçekleri kaynaktaki biçimde korunmuştur; para birimi veya fiziksel birim dönüşümü yapılmamıştır."},"sourceUrls":["https://investor.unionpacific.com/news-releases/news-release-details/union-pacific-reports-third-quarter-2026-results"],"title":{"en":"Selected source-reported figures","tr":"Kaynakta açıklanan seçilmiş göstergeler"},"type":"metrics","updatedAt":"2026-10-25T15:32:43Z"}],"version":1},"data_downloads":[{"formats":{"csv":"https://newsverum.com/api/v1/articles/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise/data/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise?lang=en&format=csv","json":"https://newsverum.com/api/v1/articles/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise/data/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise?lang=en&format=json"},"id":"union-pacific-third-quarter-2026-revenue-profit-and-volume-rise"},{"formats":{"csv":"https://newsverum.com/api/v1/articles/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise/data/sortable-source-figures?lang=en&format=csv","json":"https://newsverum.com/api/v1/articles/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise/data/sortable-source-figures?lang=en&format=json"},"id":"sortable-source-figures"}],"data_types":["events","metrics"],"editorial_illustration":{"alt":"Conceptual illustration of transport, bridges and infrastructure connections.","asset_id":"newsverum-v1-infrastructure","avif_variants":[{"height":320,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-480.avif","width":480},{"height":480,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-720.avif","width":720},{"height":640,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-960.avif","width":960},{"height":800,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-1200.avif","width":1200},{"height":1024,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-1536.avif","width":1536}],"credit":"Newsverum","documentary":false,"height":1024,"kind":"symbolic-editorial-illustration","language":"en","scope":"topic","url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-1536.webp","variants":[{"height":320,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-480.webp","width":480},{"height":640,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-960.webp","width":960},{"height":1024,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-1536.webp","width":1536}],"width":1536},"event_id":"event-5dde7bb9-487e-5ad3-8a5d-bf5b9abd15ec","event_period":"2026-09","event_period_basis":"event-or-reference-period","id":"union-pacific-third-quarter-2026-revenue-profit-and-volume-rise","image":null,"importance":0.6,"language":"en","modified_at":"2026-10-25T15:35:21+00:00","publication_basis":"publication-record","published_at":"2026-10-25T15:35:21+00:00","reading_minutes":3,"region":"world","section_illustration":{"alt":"Conceptual illustration of transport, bridges and infrastructure connections.","asset_id":"newsverum-v1-infrastructure","avif_variants":[{"height":320,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-480.avif","width":480},{"height":480,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-720.avif","width":720},{"height":640,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-960.avif","width":960},{"height":800,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-1200.avif","width":1200},{"height":1024,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-1536.avif","width":1536}],"credit":"Newsverum","documentary":false,"height":1024,"kind":"symbolic-editorial-illustration","language":"en","scope":"section","url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-1536.webp","variants":[{"height":320,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-480.webp","width":480},{"height":640,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-960.webp","width":960},{"height":1024,"url":"https://newsverum.com/assets/newsverum/illustrations/v1/infrastructure-1536.webp","width":1536}],"width":1536},"slug":"union-pacific-third-quarter-2026-revenue-profit-and-volume-rise","sources":[{"checkedAt":"2026-10-25","name":"Union Pacific Corporation","publishedAt":"2026-10-22","url":"https://investor.unionpacific.com/news-releases/news-release-details/union-pacific-reports-third-quarter-2026-results"}],"summary":"US railroad Union Pacific reported a 15% increase in Q3 operating revenue and a 16% rise in net income. Freight carloads grew 6%.","text":"US railroad Union Pacific reported a 15% increase in Q3 operating revenue and a 16% rise in net income. Freight carloads grew 6%.\n\nIn results published on 22 October, Union Pacific reported Q3 net income of $2.093 billion and diluted EPS of $3.49. A year earlier, the figures were $1.803 billion and $3.01. Operating revenue increased 15% to $7.197 billion, while revenue carloads grew 6%. The company cited fuel surcharges, volume growth, core pricing and other revenue as drivers.\n\nThe operating ratio improved 10 basis points to 59.1%; higher fuel prices had a 140-basis-point adverse effect. Freight car velocity was 228 daily miles per car, up 1%, and average terminal dwell improved 2% to 19.9 hours. Fuel consumption was 1.034 gallons per thousand gross ton-miles, a 2% improvement. The company set a $3.5 billion capital plan for 2026.\n\nThe company also reported adjusted results separately from GAAP net income. Adjusted net income was $2.1 billion and adjusted EPS was $3.53, compared with $1.8 billion and $3.08 a year earlier. The adjusted operating ratio was 58.8%, 30 basis points worse year over year. The 10-basis-point improvement in the GAAP operating ratio and deterioration in the adjusted measure reflect different calculation scopes; they should not be treated as one metric. Union Pacific also highlighted fuel surcharges as a contributor to revenue growth.\n\nOn the operating side, car velocity, terminal dwell and fuel efficiency are separate measures tracked by the company. Revenue carloads grew 6%, while velocity rose 1% to 228 daily miles per car, a measure of equipment movement across the network rather than freight tonnage or on-time delivery. Average terminal dwell fell 2% to 19.9 hours. Fuel use of 1.034 gallons per thousand gross ton-miles is an intensity measure that accounts for both weight and distance. The company also reported a 5% increase in workforce productivity to 1,219 car miles per employee.\n\nUnion Pacific maintained its outlook for high-single-digit EPS growth in 2026 and set capital spending at $3.5 billion. The capital plan covers network, locomotive and equipment investment; the release does not guarantee a particular revenue outcome. Year-over-year comparisons in the report are against Q3 2025. These are results from one US railroad and do not measure all freight activity in the country or the performance of other rail operators.\n\nThe release also said adjusted earnings per share grew 15% year over year and operating revenue excluding fuel surcharges rose 6%. Those figures offer additional context on the mix of reported growth: total operating revenue includes surcharge effects, while the adjusted EPS measure excludes specified items under the company’s non-GAAP methodology. The release presents both reported and adjusted figures, so comparisons should retain their stated basis.","title":"Union Pacific revenue and profit rise in Q3","topics":[],"translations":[{"api_url":"https://newsverum.com/api/v1/articles/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise?lang=tr","language":"tr","url":"https://newsverum.com/tr/news/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise"},{"api_url":"https://newsverum.com/api/v1/articles/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise?lang=en","language":"en","url":"https://newsverum.com/en/news/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise"}],"url":"https://newsverum.com/en/news/union-pacific-third-quarter-2026-revenue-profit-and-volume-rise"},"version":"1"}
