Financial PerformanceUNP performance in Q1/25 was solid, with top-notch execution and better positioning than most peers to weather demand challenges and capitalize on recovery.
Operational EfficiencyExecution has improved and UNP has the potential to operate at low Capex for several years, which, combined with improving profitability, should support robust free cash flow.
Share BuybackManagement reaffirmed its target for $4.0-$4.5b share buyback in 2025, indicating confidence in the company's financial stability and outlook.