Stock AnalizUnion Pacific (UNP) earnings for the quarter ended September 2026: EPS beats estimates
Union Pacific reported results for the quarter ended September 2026 on October 22, 2026. Adjusted earnings per share came in at $3.53 against the analysts’ average forecast of $3.48, a beat of 1.6%.
Revenue for the quarter was $7.20 billion, up 15.3% from $6.24 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 3.5% on the first trading day after the report.
The last four quarters
Union Pacific has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.53 | $3.48 | +1.6% | +15% | +3.5% |
| Jun 2026 | $3.41 | $3.24 | +5.2% | +12% | +5.1% |
| Mar 2026 | $2.93 | $2.86 | +2.4% | +3% | +7.7% |
| Dec 2025 | $2.86 | $2.87 | −0.3% | −1% | −1.4% |
What comes next
Analysts expect EPS of $3.31 for the next quarter on average and $13.17 for the fiscal year ending December 31, 2026.
The average analyst price target is $329.96, 9% above the current price of $302.44.
Valuation and score
Union Pacific scores 2.6 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 23.6, and its intrinsic value under moderate assumptions is about 17% below the current market value. Full Union Pacific analysis with 10 years of financials
Frequently asked questions
What was Union Pacific’s EPS for the quarter ended September 2026?
$3.53 adjusted per share, against an analyst consensus of $3.48.
How much revenue did Union Pacific report?
$7.20 billion, up 15.3% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.