Latest Articles
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U.S. Rail Coal Shipments To Rise Amid Favorable Business Environment
President Trump recently announced the federal government’s intention to withdraw from the Paris Climate Agreement, and while the process to formally withdraw from the global climate treaty will take years, the announcement is an indication...
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Union Pacific: Smooth Sailing Ahead Amid Favorable Business Conditions
Union Pacific’s financial results have been characterized by a steady decline in revenue over the past few years, as illustrated by the table shown below. However, the year 2017 is likely to represent a turning point, with revenue set to ri...
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Union Pacific’s Q1 2017 Earnings Review: Top Line Growth, Productivity Gains Drove Earnings Improvement
Union Pacific released its Q1 2017 earnings result and conducted a conference call with analysts on April 27. The company reported a considerable increase in its earnings as a result of higher revenue and productivity gains. Union Pacific̵...
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Union Pacific’s Q1 2017 Earnings Preview: Top Line Growth And Productivity Gains To Boost Earnings
Union Pacific will release its Q1 2017 earnings result and conduct a conference call with analysts on April 27. We expect the company to report an improvement in its Q1 earnings as a result of a recovery in shipment volumes and productivity gains...
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What’s Driving U.S. Rail Shipments This Year?
U.S. rail shipments have risen 2.3% year-over-year so far this year, in stark contrast to the 5% decline seen over the course of the year 2016. Though there has been a broad-based rise in shipments across categories this year, the Coal and Metall...
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Union Pacific’s Q4 2016 Earnings Review: Recovering Top Line And Productivity Improvements Bode Well For Profitability Going Forward
Union Pacific announced its Q4 earnings and conducted a conference call with analysts on January 19. As expected, a recovery in Union Pacific’s top line and its productivity improvement initiatives boosted the company’s earnings. Unio...
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Union Pacific’s Q4 2016 Earnings Preview: Recovering Shipment Volumes And Productivity Improvement Initiatives To Boost Results
We expect Union Pacific to report a slight year-over-year improvement in its EPS, as railroads witness a revival in shipment volumes. A revival in coal shipment volumes helped prop up Union Pacific’s overall shipments for Q4. Union Pacific&...
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Why We’re Revising Our Price Estimate For Union Pacific To $103
Union Pacific’s business prospects have improved considerably in recent weeks, as illustrated by the appreciation in the company’s stock price since November. (Union Pacific Stock Price, Source: Google Finance) The outcome of the U....
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The Year 2016 In Review: Decline In Top Line Impacts Margins But 2017 Looks Promising For Union Pacific
The year 2016 was characterized by top line pressure for Union Pacific, with the emphasis remaining on controlling costs in order to maintain profitability. A decline in overall shipments and fuel surcharge revenue translated into a decline in th...
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How Union Pacific Could Benefit From A Potential Revival In The Coal Industry Engineered By The Incoming President
The outcome of the recent U.S. presidential election has raised the possibility of a revival of the domestic coal industry. President-elect Trump has promised to lessen the stringent environmental regulations that have partly been responsible for...
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Union Pacific’s Q3 2016 Earnings Review: Lower Shipments And Fuel Surcharge Revenue Weigh On Results
Union Pacific reported a 9% year-over-year decline in its Q3 earnings per share, with top line headwinds translating into lower profits. A decline in shipment volumes and fuel surcharge revenue negatively impacted the company’s overall reve...
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Union Pacific’s Q3 2016 Earnings Preview: Lower Shipments And Fuel Surcharge Revenue To Adversely Impact Results
We expect Union Pacific’s Q3 2016 results to be adversely affected by a decline in revenue, as a result of lower shipment volumes and fuel surcharge revenue. A steep decline in Union Pacific’s coal shipments, due to weak demand for t...
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How Would The Implementation Of The Clean Power Plan Impact Union Pacific?
The Federal Government’s Clean Power Plan has serious implications for companies involved in mining and transportation of coal. The Clean Power Plan is a part of the Federal Government’s efforts to reduce U.S. carbon dioxide emissions...
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Union Pacific’s Q2 2016 Earnings Review: Top Line Headwinds Take Their Toll On Results
Union Pacific’s Q2 2016 earnings per share declined 15% year-over-year as a result of a decline in revenue due to lower shipments and fuel surcharge revenue. The decline in coal shipments was particularly severe due to a fall in demand for ...
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Union Pacific’s Q2 2016 Earnings Preview: Lower Shipments And Fuel Surcharge Revenue To Weigh On Results
We expect Union Pacific’s Q2 2016 results to be adversely affected by top line headwinds, resulting from a decline in shipment volumes and fuel surcharge revenue. A sharp decline in coal shipments, as a result of weak demand for the commodi...
