CLAIM #59670 · Union Pacific Corporation (UNP) · 2025Q2 earnings call · Jul 24, 2025 · due Sep 30, 2025
“Certainly, that's not going to repeat itself as you're thinking sequentially second quarter to third quarter.”
Jennifer Hamann · CFO
In context
“ways we do that is on the domestic side. And I'll tell you, when you have a strong service product like we have, we're going to introduce new products, we're going to introduce a 7-day a week service from Tacoma into Chicago. We're going to introduce a 7-day a week service from Memphis to Dallas. We're going to introduce the Kansas City Intermodal Terminal. That's the fourth one in the last few years. So when you got a strong service product and you're introducing what we're doing, I feel really good about where we expect to be. Jennifer L. Hamann: Yes. So Stephanie, Eric and Kenny both hit great points in terms of the railroad is running really well. Kenny and his team are out there executing. We called out the one-timer that we have relative to the expense line with the labor agreement. Certainly, that's not going to repeat itself as you're thinking sequentially second quarter to third quarter. So all really good progress and feel really good about those things. The only thing I'll remind you of, and we've talked about this before, is that this is going to be a little bit of an unusual year for us when you think about the volume cadence. Usually, you have your stronger volumes in your third and fourth quarter. Because of the strong comp that we have with the international intermodal and how we see that trending, that's likely not going to happen. In fact, we're expecting some sequential declines through the back half. But set that aside, the team is executing at a very high level, and we'll continue to do that. Operator: The next question is from the line of Tom Wadewitz with UBS. Thomas Richard Wadewitz: So I want to see you -- since you had the train [ saved ] article back in”
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SEC filings for UNP ↗ · Claim quote is verbatim from the 2025Q2 earnings call.