Union Pacific Corp

Canadian National Railway (CNI) is the only railway that connects the Pacific Coast, the Atlantic Coast, and the Gulf of Mexico.

As of March 31, Genesee & Wyoming (GWR) had a net debt-to-forward-EBITDA multiple of 3.2x, which was much higher than the industry average of 2.1x.

Union Pacific’s domestic intermodal includes North American operations. Intermodal freight generated 20% of the company’s revenues in 2014.

BNSF’s Consumer Products business contributed nearly 35% of its total freight revenue in 3Q16, recording its highest share in total freight revenue.

In 2Q16, UNP’s coal volumes declined 21%. This was primarily due to a 23% reduction in shipments in the Powder River Basin (or PRB) and the Colorado and Utah regions in 2Q16.

NSC’s next-12-months PE (price-to-earnings) multiple is valued at 15.2x against the peer average of 14.8x. This indicates a premium of 3%.

Virginia-based Norfolk Southern (NSC) is set to announce its 3Q16 earnings on October 26, 2016. In this series, we’ll analyze analysts’ estimates for the company’s revenues and margins.

Union Pacific had FCF of $3.02 billion in the first nine months of 2017, compared with $2.86 billion in the corresponding period of 2016.

As of January 20, 2017, Wall Street analysts expect Honeywell (HON) to post adjusted EPS (earnings per share) of $1.74 in 4Q16.

Genesee & Wyoming’s Australian carloads fell 4.8% in September 2016. In the comparable period in 2015, GWR hauled ~15,000 railcars.

On March 8, 2016, Genesee & Wyoming’s (GWR) market capitalization was ~$3.5 billion. The railroad industry had a bad 2015, and GWR was not immune.

Canadian Pacific (CP) proposed a 50% cash and 50% stock transaction based on CP’s and Norfolk Southern’s (NSC) stock closing prices on November 13, 2015.

Norfolk Southern (NSC) has always tried to enhance shareholders’ wealth through dividend payments and share repurchases.

At the beginning of winter, the PRB coal producers are struggling to get enough rail cars to meet utilities’ demand. The PRB coal producers may see increased demand well into 2015.

The Purchasing Managers Manufacturing Index (or PMI) is based on a monthly survey of selected companies that provide an advanced indication of what’s really happening in the private-sector economy.

There are 21 analysts covering CNI. Of those, only five, or 24.0%, have a “buy” rating for the stock.

In January 2017, Genesee & Wyoming’s (GWR) North American traffic rose 9.1% YoY, hauling ~136,000 railcars that month.

In the week ended April 1, 2017, Canadian National Railway saw its overall volumes rising 8.4% on a YoY basis.

Now let’s examine the free cash flow levels of Canadian Pacfic and compare it to its arch-rival Canadian National Railway (CNI).

The eastern US rail freight carrier CSX (CSX) announced its 3Q17 earnings on October 17. The quarter marks the end of two full quarters under the leadership of Hunter Harrison.

In this article, we’ll discuss Kansas City Southern’s Intermodal segment’s performance in 1Q17.

CSX’s (CSX) Intermodal division provides an alternative to transporting freight on highways using trucks. It reported revenues of $446 million in 4Q15 compared to $465 million in 4Q14.

In contrast to the industry’s trend, CNI’s coal carloads contracted 20% in week 23 of 2017.

The Association of American Railroads (or AAR) publishes North American rail freight (UNP) data every week.

CSX’s heavy investment in its intermodal business and network improvement will most likely show results in 1H17.

Norfolk Southern (NSC), an Eastern US railroad, reported the highest intermodal revenue growth of 19% YoY among its peers in the first quarter.

Genesee & Wyoming’s (GWR) European carloads remained unchanged YoY (year-over-year) in February 2017.

In the week ended December 3, Union Pacific’s (UNP) overall railcars fell 2.6% to 95,000-plus units from ~98,000 units in the corresponding week of 2015.

Canadian Pacific (CP) registered a fall of 5.2% in total railcars in the week ended August 27, 2016.

CSX’s (CSX) overall railcar traffic rose 3.1% in the 28th week of 2017 (ended July 15).

In week 33 of 2017, Union Pacific (UNP) recorded a marginal rise of 0.6% in its railcars, excluding intermodal.

Union Pacific’s carloads In the western United States, Union Pacific (UNP) competes with BNSF Railway, which is owned by Berkshire Hathaway (BRK-B). In the week ended February 18, 2017, UNP’s overall railcar volumes grew 7.2% YoY (year-over-year) to ~96,000 units. Railcar volumes, excluding coal and coke, rose 1.8% YoY to 70,000 units, compared with 69,000 units in […]

Kansas City Southern (KSU), a US-Mexico railroad, is the smallest Class I railroad in the US.

GWR’s European carloads rose 20.3% YoY in December 2016. In the same period of 2015, GWR hauled ~72,000 railcars, as compared to ~86,000 in December 2016.

In Week 32, US railroads’ overall rail volumes, including intermodal, rose 2.8% YoY to ~556,900 railcars from ~541,600 in Week 32 of 2017.

Canadian Pacific (CP) registered an 8% fall in total railcars in the week ended November 5, 2016.

Union Pacific (UNP) announced its third-quarter earnings results before the market opened on October 25.

Norfolk Southern’s carloads Norfolk Southern (NSC) and CSX (CSX) run a virtual duopoly in the eastern United States. In the week ended February 18, 2017, NSC’s overall railcar volumes rose 7%. There were around 68,000 railcars, compared with 63,000 in the week ended February 20, 2016. Railcar volumes, excluding coal and coke traffic, rose 5.2% YoY […]

Another major Western US railroad Union Pacific (UNP) posted a marginal 0.6% contraction in carload traffic in the sixth week of 2018, ended February 10.

In the week ended August 19, 2017, CSX hauled nearly 69,000 railcars compared with ~70,500 units in the week ended August 20, 2016.

In the week ended January 6, 2018, Berkshire Hathaway–controlled BNSF Railway (BRK-B) reported a low single-digit rise in carload traffic.

Genesee and Wyoming moved ~91,000 railcars in July 2017 compared to ~97,000 carloads in the same month last year.

BNSF Railway’s total railcars for the week ended July 16, 2016, fell by 1.8% to 99,000 units compared with 100,000 plus units on a year-over-year basis.

According to EIA estimates, US coal shipments increased marginally to 18.7 million tons during the week ending August 28.

FedEx suffered a loss of $895.0 million in connection with the shift to new pension accounting in 2015.

In the week ended March 11, 2017, NSC’s overall railcar volumes rose 3%.

Berkshire Hathaway’s privately owned BNSF Railway’s (BRK.B) railcar traffic expanded marginally 1.6% in the week ended September 16, 2017.

Coal (CNX) formed 15% of NSC’s 3Q16 revenues, coming down from 23% in 2009.

The Association of American Railroads published its weekly rail traffic data for 12 key North American railroad companies on September 26.

FedEx (FDX) announced its fourth-quarter earnings after the market closed on June 19. FedEx surpassed analysts’ adjusted EPS estimate by 3.6%.

Canadian Pacific’s carloads Canadian Pacific (CP) registered a fall of 9% in total railcars in the week ended December 17, 2016. The company hauled 29,000 railcars that week, compared with ~32,000 in the corresponding week last year. CP’s railcars, excluding coal, fell 11% to settle at just more than 23,000 units in the reported week […]

Canadian National’s carloads For the past few weeks, Canadian National Railway’s (CNI) carloads have been following a rising trend. In the week ended January 28, 2017, overall volumes rose 6.3% on a YoY (year-over-year) basis. In the same week, CNI’s railcar volumes rose to ~57,000 units from nearly 52,000 units in the comparable week of […]

BNSF Railway’s (BRK-B) total intermodal traffic for the week ended June 4, 2016, was down by 14.8%.

In the week ended February 25, 2017, NSC’s overall railcar volumes rose 3.6% to ~69,000 railcars.

The decrease in the UK and European carloads in October was primarily due to the fall in coal and coke, mineral and stone, and intermodal carloads.

In the reported week, UNP’s combined coal (ARLP) and coke carloads fell 8.1% on a year-over-year basis.

Canadian Pacific’s carloads Canadian Pacific Railway’s (CP) total carloads rose 15.0% in the week ended April 29, 2017. The company hauled more than 34,000 railcars that week, similar to its total carloads in the corresponding week of 2016. CP’s railcars, excluding coal, rose 7.4% YoY (year-over-year) to settle at more than 27,000 units, compared with […]

In Week 23, Western US major rail carrier BNSF Railway’s (BRK.B) carload traffic, excluding intermodal, rose 10.2% YoY (year-over-year) to ~103,600 railcars from ~94,000.

KSU’s trailer volumes fell 9.5% in week 23, whereas container traffic contracted by 2.4% in the same week.

Canadian Pacific’s total carloads shrank 0.6% in the week ended February 25, reaching ~30,000 railcars.

Eastern US railroad stocks (NSC) (CSX) celebrated Trump’s prospective entry into the White House. Why did the smallest Class I railroad stock catch a cold?

Kansas City Southern reported a YoY (year-over-year) 4.4% rise in railcars in the week ended July 15, 2017.

In the week ended September 2, 2017, Union Pacific (UNP) recorded a 12.7% fall in railcar traffic.

In the reported week, UNP’s combined coal (ARLP) and coke carloads fell 7.7% on a year-over-year basis. UNP’s coal revenues fell ~20% in 3Q16.

CSX’s total intermodal traffic fell by 6.03%, from ~56,000 units in the week ended July 25, 2015, to ~53,000 units in the week ended July 23, 2016.

In the week ended July 23, Union Pacific’s total railcars declined by 6.3% to 94,000 units from ~100,000 units in the corresponding week of 2015.

On October 17, the AAR (Association of American Railroads) published its weekly traffic data for Week 41, which ended on October 13.

Each week, the Association of American Railroads publishes the previous week’s North American freight rail data. The latest data are for the week ended October 29, 2016.

Union Pacific’s carloads In the western United States, Union Pacific (UNP) competes with BNSF Railway, which is owned by Berkshire Hathaway (BRK-B), In the week ended January 28, 2017, UNP’s overall railcar volumes contracted 0.5% to ~95,000 units, flat compared with the volumes reported in the corresponding week of 2016. Railcar volumes, excluding coal and coke, […]

In the week ended February 11, 2017, NSC’s overall railcar volumes rose 4.8%, reaching around 67,000 railcars.

In Week 41, Kansas City Southern (KSU) posted a 2.4% YoY (year-over-year) decline in carload traffic.

In the week ended August 26, 2017, Union Pacific (UNP) registered a 2% decline in its overall railcars.

Genesee & Wyoming’s Australian carloads declined by 13.7% in July 2016, hauling more than 15,000 railcars, as compared to over 17,000 one year previously.

Canadian Pacific’s (CP) total carloads rose a marginal 0.9% in the week ended March 11, 2017.

BNSF Railway’s (BRK-B) total railcars for the week ended December 10, 2016, fell 5.5% to ~95,000 units, compared to ~100,000 units on a year-over-year basis.

In the week ended December 10, 2016, Norfolk Southern’s railcars fell 4.2%. Total railcars were 66,000 compared to 69,000 in the corresponding week last year.

Canadian Pacific Railway’s (CP) total carloads rose 12.4% in the week ended May 6, 2017.

Union Pacific (UNP) reported lower freight volumes due to the impact of Hurricane Harvey.

BNSF Railway’s total railcars for the week ended July 9, 2016, fell by 11% to 85,000 plus units compared with 96,000 plus units on a year-over-year basis.

Canadian Pacific (CP) registered a rise of 1.2% in total railcars in the week ended July 16, 2016.

Canadian Pacific (CP) registered a 3.9% fall in total railcars in the week ended November 12, 2016.

All of JPMNX’s top holdings except CJPXX were trading below their 20-day and 100-day moving averages as of January 29, 2016.

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Canadian Pacific Railway’s (CP) total carloads rose 6.1% in the week ended April 15, 2017.

The Association of American Railroads has published the North American freight rail data for the week ended October 8, 2016.

Norfolk Southern’s carloads In the eastern United States, Norfolk Southern (NSC) operates alongside CSX (CSX). In the week ended January 21, 2017, NSC’s overall railcar volumes grew 16.3%. The number of railcars topped 69,000, compared with ~60,000 in the week ended January 23, 2016. Railcar volumes, excluding coal and coke traffic, rose 9.6% in the reported […]

In the week ended August 27, 2016, Union Pacific’s railcar volumes declined by 6.9%, at 98,000-plus units from 105,000-plus units in the corresponding week in 2015.

In the week ended February 25, 2017, UNP’s overall railcar volumes grew 5.4% YoY to ~95,000 units.

Kansas City Southern (KSU) reported a 7.2% rise in its overall intermodal volumes of containers and trailers in the week ended July 1, 2017.

In the week ended December 3, 2016, NSC’s overall railcars witnessed a minor rise of 0.7%. The total railcars rose to ~69,000 in the same week against 68,000-plus units in the corresponding week in 2015.

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Canadian Pacific Railway’s (CP) total carloads rose 14.0% in the week ended April 22, 2017. The company hauled more than 33,000 railcars that week.

In the seventh week of 2018, Union Pacific (UNP) registered a 5.2% expansion in intermodal traffic.

In the week ended January 7, 2017, NSC’s overall railcar volumes fell 6.6%. Total railcars topped 56,000, as compared to 60,000 one year previously.

Union Pacific’s carloads Union Pacific (UNP) competes with BNSF Railway, owned by Berkshire Hathaway (BRK-B), in the western United States. In the week ended December 17, 2016, UNP’s overall railcars fell 7.5% to 89,000 units from 96,000 units in the corresponding week of 2015. Railcars, excluding coal and coke, fell 6.7% to around 67,000 units […]

Genesee & Wyoming saw its coal (ARLP) and coke railcars fall 63% in August 2017.

In the week ended February 4, 2017, NSC’s overall railcar volumes grew 8%.

BNSF Railway saw a double-digit rise in its intermodal volumes in the 48th week of 2017.

In the week ended April 23, UNP’s total railcars declined by just over 13% to 83,500 units.

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