Union Pacific Beats Up on Analysts Yet Again
Union Pacific (NYS: UNP) reported earnings on Jan. 19. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended Dec. 31 (Q4), Union Pacific beat slightly on revenues and beat expectations on earnings per share.
Compared to the prior-year quarter, revenue increased significantly, and earnings per share expanded significantly.
Margins grew across the board.
Union Pacific reported revenue of $5.1 billion. The 18 analysts polled by S&P Capital IQ looked for sales of $5.1 billion. Sales were 16% higher than the prior-year quarter's $4.4 billion.
Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions.
EPS came in at $1.99. The 26 earnings estimates compiled by S&P Capital IQ averaged $1.81 per share. GAAP EPS of $1.99 for Q4 were 28% higher than the prior-year quarter's $1.56 per share.
Source: S&P Capital IQ. Quarterly periods. Figures may be non-GAAP to maintain comparability with estimates.
For the quarter, gross margin was 66.1%, 2,380 basis points better than the prior-year quarter. Operating margin was 31.7%, 290 basis points better than the prior-year quarter. Net margin was 18.9%, 130 basis points better than the prior-year quarter.
Next quarter's average estimate for revenue is $4.9 billion. On the bottom line, the average EPS estimate is $1.58.
Next year's average estimate for revenue is $21.2 billion. The average EPS estimate is $7.85.
The stock has a four-star rating (out of five) at Motley Fool CAPS, with 1,233 members out of 1,277 rating the stock outperform, and 44 members rating it underperform. Among 366 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 358 give Union Pacific a green thumbs-up, and eight give it a red thumbs-down.
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Union Pacific is outperform, with an average price target of $115.96.
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At the time this article was published Seth Jayson had no position in any company mentioned here at the time of publication. You can view his stock holdings here. He is co-advisor ofMotley Fool Hidden Gems, which provides new small-cap ideas every month, backed by a real-money portfolio. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
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