CLAIM #59781 · Union Pacific Corporation (UNP) · 2026Q2 earnings call · Jul 23, 2026 · due Mar 31, 2027
“Obviously, the biggest opportunity for us will be as we enter into the next bid season, but we're pulling more containers out of the storage.”
Kenny Rocker · EVP Marketing and Sales
How to check this claim
Look at: Number of intermodal containers pulled out of storage / in active use
It came true if: Company-reported container storage count or utilization lower than level at time of statement (2026-07-23), indicating more containers in active service
Where: management commentary on subsequent earnings calls (Q3/Q4 2026, Q1 2027)
In context
“Kenny Rocker : So I'll tell you, Jason, we're coming from a position of strong momentum. You heard me talk about the fourth consecutive quarter of record volume. So we already have that momentum. And Eric just talked about it. He's given us a strong service product that we sell. And because we're moving boxes faster, we're talking to customers about price when you're doing that and BCOs want to align with us because of that. So as we're able to quote these new rates, as the private asset folks are able to quote new rates at IMCs, we are getting a little bit more price uplift as we move throughout the year. Obviously, the biggest opportunity for us will be as we enter into the next bid season, but we're pulling more containers out of the storage. Our private asset folks are doing the same thing. And on these spot moves, it's a small percentage of our business, but we are getting some of that price uplift now, but the big apple is once we get into the next bid season.”
Verify independently
SEC filings for UNP ↗ · Claim quote is verbatim from the 2026Q2 earnings call.