Latest Thesis
Union Pacific: railroad pricing power has to keep offsetting freight-cycle and network-cost risk
UNP has an annual revenue baseline of $24.5B, latest revenue marker of $6.2B Q1 2026, annual net income of $7.1B and cash of $735M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
Financials and workspace tools are for paid members.
Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.
Recent Reports
Compact report index for this company.