Revenue distribution by industry:

• Agriculture: approx. 20%
• Chemicals: approx. 19%
• Coal: approx. 15%
• Industrial products: approx. 28%
• Intermodal: approx. 18%

TOP 3 markets and their percentage shares:

1. Industrial products: 28%
2. Agriculture: 20%
3. Chemicals: 19%

Union Pacific Corporation generates its revenue from various industries, with industrial products accounting for the largest share. This includes the transportation of building materials, metals, and other industrial goods. Agricultural products and chemicals are also significant markets, providing stable sources of income.

Diversification of revenue sources allows Union Pacific to minimize risks and benefit from different economic cycles. The focus on these markets reflects the company's strategic orientation to have a strong presence in various sectors.

Production sites: Mainly in the USA

Union Pacific Corporation is a leading railway company in the United States and does not produce physical products in the traditional sense. Instead, Union Pacific offers transportation services and operates an extensive rail network that spans the western part of the USA.

The infrastructure, such as tracks, stations, and maintenance facilities, is maintained and operated in the USA. The company focuses on transporting goods such as agricultural products, chemicals, coal, and industrial products.

Revenue Growth: 6.5% (2024) Investments in Infrastructure: 3.2 billion USD (2024) Digitalization Initiatives: 500 million USD (2024)

Union Pacific Corporation pursues a strategy aimed at sustainable growth and efficiency improvements. A central element of this strategy is the continuous investment in infrastructure to enhance the efficiency and capacity of the rail network. In 2024, 3.2 billion USD was allocated for this purpose.

In addition, the company is increasingly focusing on digitalization initiatives. With a budget of 500 million USD in 2024, technologies are being implemented to optimize operational processes and enhance the customer experience. This includes the use of data analytics for better demand forecasting and process automation.

Another focus is on diversifying transportation services to tap into new markets and reduce dependence on traditional freight goods. This strategy is intended to help Union Pacific to compete in a changing market environment and grow profitably in the long term.

Main raw materials: Coal, grain, chemicals, automotive parts

Countries of origin:

• Coal: USA (mainly domestic production)
• Grain: USA (mainly domestic production)
• Chemicals: USA, Canada
• Automotive parts: Mexico, Canada, Japan

Union Pacific Corporation is a leading railway company in the USA that mainly transports domestic goods. Most of the raw materials and materials transported by Union Pacific originate from the USA itself. Coal and grain are the most significant goods produced and transported within the USA.

Chemicals are imported from both the USA and Canada. Automotive parts are often imported from Mexico and Canada, with imports from Japan also playing a role. These international imports are part of the North American free trade agreements that facilitate trade between the USA, Canada, and Mexico.

Market share in the US railway sector: approx. 26% (2024)
ROIC (Return on Invested Capital): 14.5% (2024)
Operating margin: 40.1% (2024)

Union Pacific Corporation (UNP) has a significant competitive advantage in the US railway sector. With a market share of around 26%, the company is one of the leading players in the industry. The high market share enables Union Pacific to benefit from economies of scale and to have a strong negotiating position with suppliers and customers.

The operating margin of 40.1% demonstrates the company's efficiency in cost control and its ability to generate high profits from its revenues. This is an indicator of its strong competitive position and its ability to withstand price pressure.

An ROIC of 14.5% indicates that Union Pacific is able to effectively utilize its investments to achieve above-average returns. This is further evidence of the sustainable competitive advantage that the company has through its infrastructure, network effects, and strategic positioning.

Institutional investor share: approx. 80% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant transactions in the last quarter (estimated for 2025)

The institutional investor share at Union Pacific Corporation traditionally stands at around 80%, indicating the confidence of large investment funds and institutional investors in the company's stability and growth potential.

Regarding insider transactions, there were no significant purchases or sales in the last quarter, suggesting that the management does not currently anticipate any major changes in the company's valuation. Such transactions often serve as indicators of the management's assessment of the company's value.

Market share of Union Pacific Corporation: approx. 29% (2025, estimate)

Top 5 competitors and their market shares:

1. BNSF Railway (Berkshire Hathaway): approx. 33%
2. Union Pacific Corporation: approx. 29%
3. CSX Corporation: approx. 17%
4. Norfolk Southern Corporation: approx. 16%
5. Canadian National Railway: approx. 5%

Union Pacific Corporation is one of the leading railway companies in the USA and holds a significant market share of about 29%. The largest competitor is BNSF Railway, which holds a market share of about 33%. CSX Corporation and Norfolk Southern Corporation are also significant players in the industry.

Union Pacific's moat primarily consists of its extensive rail network, covering strategically important regions in the USA. This allows the company to transport large quantities of goods efficiently and cost-effectively. Additionally, Union Pacific benefits from long-standing customer relationships and a strong brand reputation.

Compared to competitors, BNSF Railway has a comparable moat, especially due to its affiliation with Berkshire Hathaway, providing financial stability and investment power. CSX and Norfolk Southern also have strong regional networks, but not the same national coverage as Union Pacific and BNSF.

Overall, Union Pacific has a significant advantage due to its infrastructure and market position, but the competition is intense, and competitors also have strong moats that keep them competitive.

Revenue growth: 5% (2024) Profit growth: 8% (2024) Dividend yield: 2.2% (2024)

Union Pacific Corporation shows a solid revenue growth of 5% in 2024, indicating stable demand in the freight sector. The profit growth of 8% in the same period suggests that the company is operating efficiently and improving its margins.

The dividend yield of 2.2% is attractive to investors seeking regular returns. Union Pacific has a long history of dividend payments, indicating reliable capital return to shareholders.

Additionally, the company benefits from its strategic position in the North American rail network, providing long-term competitive advantages. Given these factors, the stock could be a good investment for investors interested in stable returns and long-term growth.

Dividend yield: 2.2% (2025, estimated)
Dividend history: Continuous payout for over 20 years

Union Pacific Corporation is known for its reliable dividend policy. The company has been consistently paying dividends for many years, indicating a stable financial foundation and a solid business model. The estimated dividend yield of 2.2% in 2025 shows that Union Pacific continues to strive to return a portion of its profits to shareholders.

The reliability of dividend payments is supported by the company's strong market position and its ability to generate stable earnings even in economically challenging times. Analysts expect Union Pacific to maintain an attractive dividend policy in the coming years.