Latest Articles
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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...
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How Do Union Pacific, Norfolk Southern, And CSX Compare In Terms Of Efficiency Of Their Rail Networks?
In order to compare the efficiency of the rail networks of the three rail companies covered by Trefis, we will look at the following metrics of rail network performance. Average Train Speed – This metric refers to the average speed of a tr...
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Which Are The Prominent Growth Areas For Rail Companies This Year?
The year 2016 has been characterized by top line pressure for rail companies, as a result of weakness in the shipments of most commodity groups. Nearing the midway point in the year, total rail traffic has fallen around 8% year-over-year. Weaknes...
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Railroad Industry Snapshot: Cost Reduction In Focus Amid Top Line Pressure
The railroad industry is experiencing top line pressure, with three prominent rail companies covered by Trefis expected to report a decline in revenue in 2016. This is largely due to a decline in shipments, mostly due to a sharp decline in coal s...
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Union Pacific’s Q1 2016 Earnings Review: Cost Reductions Partially Offset Impact Of Top Line Headwinds
Union Pacific’s earnings per share declined 11% year-over-year in Q1 primarily as a result of a decline in revenue driven by lower coal shipments and lower fuel surcharge revenue. Though the company’s cost reduction initiatives and lo...
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Union Pacific’s Q1 2016 Earnings Preview: Decline In Shipment Volumes And Fuel Surcharge Revenue To Negatively Impact Results
Union Pacific is scheduled to report its earnings on April 21st. We believe top-line headwinds in the form of lower shipment volumes and fuel surcharge revenue negatively impacted Union Pacific’s Q1 revenue and profitability, though lower ...
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How Did The Decline In Shipments And Oil Prices Impact Union Pacific’s Operating Ratio In 2015?
A 6% decline in shipment volumes, and a decline in fuel surcharge revenue due to lower oil prices, negatively impacted Union Pacific’s revenue in 2015. However, a decline in fuel expenses due to lower fuel prices and shipment volumes, offse...
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Union Pacific Corporation: A Look Back At The Year 2015
Union Pacific’s revenue declined by 9% year-over-year, whereas lower fuel costs and productivity improvements boosted the EBITDA margin by 180 basis points. Lower fuel costs and productivity improvements boosted the EBITDA marg...
