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 moderate signals.
🇺🇸United States48EARLYView United States risk detail →🏭Industrials45WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WM | Waste Management, Inc. | 46 | +3% | ↓6% | NEUTRAL |
| UPS | United Parcel Service, Inc. | 46 | -10% | ↓6% | AVOID |
| PH | Parker Hannifin Corporation | 46 | +9% | ↓6% | EARLY |
| EXPO | Exponent Inc. | 46 | +6% | ↓6% | NEUTRAL |
| HON | Honeywell International Inc. | 46 | +8% | ↓6% | EARLY |
| ETN | Eaton Corporation plc | 46 | +16% | ↓6% | EARLY |
| ERJ | Embraer SA | 46 | +13% | ↓6% | 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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| John Boozman | Sell | $1k–$15k | Feb 19, 26 | ||
| John Boozman | Sell | $1k–$15k | Jan 29, 26 | ||
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | |
| Mike KellyPA | R | Buy | Unknown amount | Nov 8, 24 | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 |