EPS and Operating Ratio Improvement
Achieved 6% growth in EPS and an operating ratio improvement of 170 basis points to 61.4%.
Free Cash Flow Growth
Free cash flow up 14% year-to-date, with sequential acceleration expected to continue into 2026.
Capital Expenditure Reduction
Announced reduction in capital spend to $2.8 billion for 2026, down nearly $600 million from 2025, due to completion of capacity expansion projects.
Operational Performance Metrics
Car velocity for the quarter was 211 miles per day, with local service commitment performance at 95%.
Share Buyback Acceleration
Accelerated share buyback in Q3, removing close to 8 million shares for just over $1 billion.