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CLAIM #59639 · Union Pacific Corporation (UNP) · 2025Q1 earnings call · Apr 24, 2025 · due Dec 31, 2025

However, we remain optimistic about growth driven by over-the-road conversions because of our strong service product and multiple channels to win.

Kenny Rocker · EVP Marketing and Sales

PENDING
graded after results covering Dec 31, 2025 are reported

In context

nd our commitment to balance the volume at the right margin. Our industrial chemicals and plastics markets will remain favorable based on customer plant expansions and our ability to win incremental volume in the market. For example, we are excited to support Dial's expansion later this year at their Poly seven facility in Freeport, Texas. And wrapping up, with premium, while tariff uncertainty remains a concern for automotive, we are closely aligned with our customers providing guidance and solutions every step of the way. On the intermodal side, we anticipate a slowdown in international intermodal as we move through the second quarter. And we expect decreased volume in the second half of the year due to the higher comparisons as customers diversify back to East Coast and Canadian ports. However, we remain optimistic about growth driven by over-the-road conversions because of our strong service product and multiple channels to win. We are keeping a watchful eye on the market and potential tariff changes that could further impact overall consumer spending. While we navigate the trade policies and face difficult comparisons in the latter half of the year, our team has proactively taken action and hustling to overcome these obstacles. Specifically, earlier this month, we began moving volumes with Lower Colorado River Authority and will continue to ramp up throughout the month. The team's focus on business development is yielding positive results. As we see incremental volume from new and across multiple segments like grain products and petrochemicals. In fact, we actively maintain an open pipeline of 200 construction projects so business development through growth and expansion is always a priority. The team is also se

Verify independently

SEC filings for UNP · Claim quote is verbatim from the 2025Q1 earnings call.