Union Pacific (UNP) came out with quarterly earnings of $2.74 per share, beating the Zacks Consensus Estimate of $2.70 per share. This compares to earnings of $2.57 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.48%. A quarter ago, it was expected that this railroad would post earnings of $2.50 per share when it actually produced earnings of $2.69, delivering a surprise of 7.60%.Over the last four quarters, the company has ...

业绩总结 - 第二季度2024年每股收益为2.74美元[6] - 第二季度2024年营业收入为60亿美元[7] - 第二季度2024年营业利润为24亿美元，同比增长9%[7] - 营运比率为60.0%，同比下降3.0个百分点[17] - 货运收入（不含燃油附加费）同比增长2%[18] - 2024年现金运营额为40亿美元，向股东返还17亿美元，自由现金流为8.53亿美元[19] - 调整后债务/EBITDA比率为2.8倍，获得穆迪、标普和惠誉的“A”评级[20] - 现金流转化率为70%，自由现金流同比增长43%[22] - 2024年下半年的业务前景仍不确定，但盈利前景持续向好，计划在2024年回购约15亿美元的股份[25]

财务业绩 - 第二季度每股摊薄收益为2.74美元，同比增长7%[1][2] - 第二季度营业收入增长1%，主要由于核心定价收益和运量增加所致[5] - 不包括燃料附加费的货运收入增长2%，运量略有增加[5] - 营业利润率为60.0%，同比改善300个基点。季度内燃料价格下降和环境修复合规订单负面影响了营业利润率10和30个基点，出售集装箱设备则提升了营业利润率70个基点[5] - 第二季度营业利润增长9%[5] - 公司2024年上半年总收入为112.54亿美元，与上年同期持平[1] - 公司2024年上半年运营车次总量为4,004千辆，与上年同期持平[1] - 公司2024年上半年平均每车收入为2,811美元，与上年同期持平[1] - 营业收入总计120.38亿美元，其中货运收入112.54亿美元，其他收入7.84亿美元[33] - 营业成本总计72.66亿美元，其中人工成本24.10亿美元，燃料成本12.83亿美元[33] - 营业利润47.72亿美元，净利润33.14亿美元[33] - 每股收益基本5.44美元，摊薄5.43美元[34] - 营业利润率为60.4%，有效税率为23.4%[35] - 货运收入中散装货物收入35.38亿美元，工业品收入42.27亿美元，高附加值货物收入34.89亿美元[36] - 货运量总计4,004千辆，其中散装货物946千辆，工业品1,096千辆，高附加值货物1,962千辆[36] 现金流和资本支出 - 公司2024年6月30日现金及现金等价物余额为11.37亿美元[2] - 公司2024年上半年经营活动产生的现金流为40.33亿美元[3] - 公司2024年上半年资本性支出为16.99亿美元[3] - 公司2024年上半年自由现金流为8.53亿美元[3] 运营指标 - 公司2024年上半年平均列车速度为23.7英里/小时，较上年同期下降2%[4] - 公司2024年上半年平均车站停留时间为23.1小时，较上年同期下降2%[4] - 公司2024年上半年平均每天每辆机车产出为134吨公里/马力，较上年同期增长7%[4] 财务杠杆 - 债务/净收入比为4.9倍，调整后债务/调整后EBITDA比为2.8倍[38][39] 未来展望 - 公司预计下半年运量前景仍存在不确定性，受到经济指标疲软和煤炭需求下降的影响[8] - 公司计划在2024年进行约15亿美元的股票回购[8] - 公司确认了定价超过通胀的目标，并维持了长期资本配置策略[9]

GERMANY - 2024/04/03: In this photo illustration, the Union Pacific Railroad logo seen displayed on ... [+] a tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesUnion Pacific Stock (NYSE: UNP) will report its Q2 2024 results on Thursday, July 25. We expect the company’s revenues to come in at $6.10 billion and earnings of $2.73, slightly higher than the consensus estimates of $6.06 billion and $2.71, respectively. Although the compa ...

Union Pacific’s (UNP) cost-cutting approach is boosting the company’s bottom line. A shareholder-friendly approach and efforts to expand are also commendable. However, the freight market downturn is adversely impacting the company’s performance.Factors Favoring UNPIn the first quarter of 2024, Union Pacific reduced operating expenses by 3% year over year, driven by cost-cutting measures, such as deploying longer trains and increasing freight car velocity. These efforts are improving the company’s efficiency ...

In a shareholder-friendly move, Union Pacific Corporation’s (UNP) board of directors approved a dividend hike of 3%, thereby raising its quarterly cash dividend to $1.34 per share ($5.36 annualized) from $1.30 ($5.20 annualized). The raised dividend will be paid out on Sep 30, 2024, to shareholders of record at the close of business on Aug 30. The move reflects UNP’s intention to utilize free cash to enhance its shareholders’ returns. Notably, UNP has paid dividends for 125 consecutive years.Jennifer Hamann ...

文章核心观点 - 公司即将发布第二季度财报,过去四个季度中有三个季度超出市场预期,平均超出2.34% [1][2] - 市场预期公司本季度收入为60.7亿美元,同比增长1.8% [3] - 公司面临货运市场下滑的挑战,货运收入预计与第一季度持平,其他收入预计下降12.3% [4][5] - 公司通过成本控制措施来改善利润,预计调整后的营业费用同比下降1.5% [6] 公司表现 - 第一季度公司每股收益2.69美元,超出市场预期2.50美元,同比增长0.75%,得益于运营效率提升和定价优势 [9] - 第一季度收入60.3亿美元,略超市场预期,同比下降0.41%,其中货运收入下降1%至56.2亿美元,总营业费用同比下降3% [10] 同行表现 - 艾利嘉航空(ALGT)第二季度每股收益预计超出市场预期4.11%,过去四个季度有三个季度超出,平均超出29.3% [12][13] - 凯博(KEX)第二季度每股收益预计超出市场预期7.58%,过去四个季度均超出,平均超出10.3% [14][15]

Myriad Uranium Initiates Geophysical Survey at Copper Mountain Uranium Project, Wyoming, USAJuly 17, 2024 7:30 AM EDT | Source: Myriad Uranium Corp.Myriad Uranium holds a 75% earnable interest in the Copper Mountain Uranium Project which saw US$78m (2024$) in exploration and development expenditures by Union Pacific during the 1970s.Union Pacific drilled approximately 2,000 boreholes, discovered 7 uranium deposits, and developed a 6-pit mine plan at Copper Mountain, estimating resources of bet ...

Union Pacific as a solid passive income play to consider now.With 62 consecutive years of dividend raises, Coca-Cola is one of the safest and most consistent Dividend Kings. Its high yield, track record, and recession-resistant business model make Coke the embodiment of a blue chip dividend stock.However, there are plenty of other reliable dividend stocks. Union Pacific (UNP 2.51%) is one of North America's largest railroads, with a particular focus on the western two-thirds of the U.S. Over the past year, ...

Myriad Uranium Reports on Site Visit to Copper Mountain Uranium Project, Wyoming, USAJuly 12, 2024 7:30 AM EDT | Source: Myriad Uranium Corp.Myriad Uranium holds a 75% earnable interest in the Copper Mountain Uranium Project which saw US$78m (2024$) in exploration and development expenditures by Union Pacific during the 1970s.Union Pacific drilled approximately 2,000 boreholes, discovered 7 uranium deposits, and developed a 6-pit mine plan at Copper Mountain, estimating resources of between 15 ...