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Analysts often underestimate S&P 500 earnings growth, but actual results frequently beat estimates by nearly 10%, showing the value of looking deeper. I focus on long-term trends and fundamentals instead of trying to predict short-term market moves or earnings surprises, which are inherently unpredictable. The real value lies in identifying investments with strong, sustainable advantages and growth potential that can deliver solid returns over time.
UNP and NSC are in early merger talks, eyeing a historic West-to-East freight line. However, regulatory hurdles loom large.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Union Pacific (UNP), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
Let's assess the factors that are likely to have influenced UNP's second-quarter performance.
CSX's stock has been upgraded at TD Cowen, which sees the railroad operating benefiting from consolidation in the rail sector.
Union Pacific , the largest U.S. freight railroad operator, is exploring a possible acquisition of Norfolk Southern to create a $200 billion coast-to-coast rail network, a person familiar with the matter said.
Buying Norfolk Southern could provide unique benefits to Union Pacific, such as the old Wabash line.
CNBC's Melissa Lee reports on the latest news.
Union Pacific Corp. UNP is in early-stage discussions to acquire Norfolk Southern Corp. NSC, sources said Thursday, in what would amount to a major merger within the railroad industry.
The Wall Street Journal reported Thursday that Union Pacific was considering a buyout of Norfolk Southern.