Union Pacific, Atlantic Union Miss Q1 2025 Estimates

Union Pacific reported flat first-quarter 2025 earnings with EPS of $2.70 and revenue of $6.03 billion, both missing analyst expectations due to weak energy and automotive shipments and a 15% decline in fuel surcharge revenue. Despite a 7% increase in volumes and operational improvements, overall revenue growth remained limited. Union Pacific reaffirmed its 2025 outlook and announced plans for $3.4 billion in capital expenditures and $4.0 to $4.5 billion in share repurchases, while warning that mixed economic conditions and weak coal demand may challenge volume growth. Atlantic Union also missed estimates, reporting EPS of $0.57 against the expected $0.72, with its stock declining significantly over the past year. Both companies cited economic uncertainty as a key factor affecting their results and forecasts. Union Pacific highlighted its ongoing commitment to operational excellence, safety, and strategic capital allocation to support future shareholder returns.