Union Pacific benefits from a freight-cycle recovery as intermodal volumes turn positive YoY and coal-to-gas displacement slows in the near term. Mexico nearshoring drives cross-border carload growth (now 12% of total revenue). New CEO operating discipline lifting operating ratio toward 58%.
Thesis reviewed May 29, 2026
Union Pacific Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπIndustrials27WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| ROK | Rockwell Automation, Inc. | 31 | +2% | β6% | NEUTRAL |
| UNP | Union Pacific Corporation | 31 | +7% | β6% | EARLY |
| CAT | Caterpillar Inc. | 31 | +12% | β6% | EARLY |
| ERJ | Embraer SA | 31 | +13% | β6% | EARLY |
| IR | Ingersoll Rand Inc. | 31 | +9% | β6% | EARLY |
| ETN | Eaton Corporation plc | 31 | +16% | β6% | EARLY |
| GE | GE Aerospace | 31 | +14% | β6% | EARLY |
Investors who hold UNP may also have indirect exposure through these country funds.
UNP intermodal volumes +9% YoY in April 2026; Mexico carloads +14%
STB rules favor rail competition in new transit corridors
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| John Boozman | Sell | $1kβ$15k | Feb 19, 26 | ||
| John Boozman | Sell | $1kβ$15k | Jan 29, 26 | ||
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | |
| Mike KellyPA | R | Buy | Unknown amount | Nov 8, 24 | |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 |