NYSE:UNP Union Pacific Stock and Profitability Discussion

Discussion about the Union Pacific operations past and present. Official site can be found here: UPRR.COM.

Moderator: GOLDEN-ARM

John_Perkowski
Posts: 4901
Joined: Wed Mar 17, 2004 5:12 pm
Location: Off the Q main near Parkville MO

Union Pacific (UNP)

Post by John_Perkowski » Sat Jul 20, 2019 11:19 am

I bought Union Pacific in the 90s. As I recall, it was during the challenges of SP absorption.

It has been one of my absolute best long term investments.

I also own Southwest, and have suffered through its low price years. It has also been a great investment.
~John Perkowski: Moderator: General Discussion: Locomotives, Rolling Stock, and Equipment
Assistant Administrator: Railroad.net/forums
Jeff Smith & Greg Primrose now own railroad.net!

Jeff Smith
Site Admin
Posts: 8552
Joined: Tue Nov 07, 2006 9:28 am
Location: If it's Tuesday, It Must Be Belgium

NYSE:UNP Union Pacific Stock and Profitability Discussion

Post by Jeff Smith » Sat Jul 20, 2019 11:29 am

DISCLOSURE AND ADMIN NOTE: This thread is for the discussion of UNION PACIFIC Stock, profitability, etc. RAILROAD.NET makes no representation or warranties as to the prospects of this stock or company; all risk is aed by investors only. Publication of insider information is punishable under law. The views expressed herein are those of the member only.
Next stop, Willoughby
~el Jefe ("Jeff Smith Rules") :: RAILROAD.NET Site Administrator/Co-Owner

Jeff Smith
Site Admin
Posts: 8552
Joined: Tue Nov 07, 2006 9:28 am
Location: If it's Tuesday, It Must Be Belgium

Re: NYSE:UNP Union Pacific Stock and Profitability Discussion

Post by Jeff Smith » Sat Jul 20, 2019 11:31 am

NonPareilOnline.com
Union Pacific delivers 4% better 2Q profit on lower expenses

OMAHA — Union Pacific Corp. delivered 4% more profit in the second quarter even though it hauled less freight because it cut its expenses by 7%.

The Omaha, Nebraska-based railroad said Thursday it earned $1.57 billion, or $2.22 per share, in the quarter. That’s up from $1.51 billion, or $1.98 per share, a year ago.

The results, aided by Union Pacific’s operational changes, beat the $2.12 per share that analysts surveyed by Zacks Investment Research expected.

The railroad said revenue declined 1% to $5.6 billion in the period, which still beat Wall Street forecasts of $5.58 billion.
...
Next stop, Willoughby
~el Jefe ("Jeff Smith Rules") :: RAILROAD.NET Site Administrator/Co-Owner

Gilbert B Norman
Posts: 14177
Joined: Fri Mar 12, 2004 6:52 am
Location: Clarendon Hills, IL (BNSF Chicago Sub; MP 18.71)

Re: NYSE:UNP Union Pacific Stock and Profitability Discussion

Post by Gilbert B Norman » Thu Aug 01, 2019 7:29 am

I've held Long position UNP since 2010 with a Cost Basis of $40.63 p/s. Look it up to see its price today.

In my portfolio, only stocks within the Defense, Media, and Tech sectors have outperformed UNP YTD.

Just think, an Advisor said "sell it"; wonder why me and that Advisor have parted ways (plus "a few other reasons").

57A26
Posts: 28
Joined: Thu Feb 28, 2008 10:37 am
Location: The Hawkeye State

Re: NYSE:UNP Union Pacific Stock and Profitability Discussion

Post by 57A26 » Sun Sep 29, 2019 12:16 pm

Maybe they think the house of cards is close to collapse? They may be running out of places to cut. They are losing volume, but for now have some pricing power to maintain revenue. That can't last. A co-worker said he saw where some analyst, maybe the one you cited, said UP has the highest debt load they've had in modern times. (The co-worker said the debt equaled or surpassed the actual value of the company. I haven't been able to find that, so I think he may have taken something incorrectly. Although they did borrow a lot of money to buy back stock.)

There's a rumor going around, not just on UP, that UPS is going to pull most of their business off the rails. The latest Teamster-UPS contract has that provision. The reason being rail service is getting worse. UPS is a major contract for UP, and everyone else. If it's true, the railroads are in trouble. They need to tell those short term investors to take a hike. Once those type have wrung out all the money they can and leave, it's the long term investor who'll be left holding the bag has the railroad has to spend money to repair or replace what was cut to funnel money to those short term people.

Return to “Union Pacific”