UNP · Q2 FY26 · Jun 30, 2026
Union Pacific Q2 FY26: where the revenue came from and where it went
Union Pacific Q2 FY26: revenue $6.9B (+12% year over year). Net profit $2B. Largest cohort Industrial $2.4B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jun 30, 2026
- Reported
- Jul 23, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$6.9B
+12% year over year
Operating profit$2.8B
40% margin
Net profit$2B
29% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 6.9 | 100% | +12% |
| Industrial | 2.4 | 35% | +8% |
| Premium | 2.1 | 30% | +21% |
| Bulk | 2 | 29% | +7% |
| Other Subsidiary Revenues | 0.2 | 3% | +7% |
| Accessorial Revenues | 0.1 | 1% | +21% |
| Compensation and benefits | −1.2 | 18% | +0pp |
| Fuel | −0.9 | 14% | +0pp |
| Purchased services and materials | −0.7 | 10% | +0pp |
| Depreciation | −0.6 | 9% | +0pp |
| Other | −0.4 | 5% | +0pp |
| Equipment and other rents | −0.2 | 3% | +0pp |
| Operating profit | 2.8 | 40% margin | −1pp |
| Tax | −0.6 | ||
| Interest & other costs | −0.2 | ||
| Net profit | 2 | 29% | −1pp |
Older quarters
-
Q1 FY26 3/2026Revenue $6.2B Net margin 27%
-
Q4 FY25 12/2025Revenue $6.1B Net margin 30%
-
Q3 FY25 9/2025Revenue $6.2B Net margin 29%
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