Jennifer Hamann
CFO, Union Pacific
aka Jennifer L. Hamann
“Fuel will definitely be a headwind, particularly here in the second quarter ... we are paying a little north of $4 a gallon right now.”
“We are affirming our 2026 outlook for mid-single-digit EPS growth ... high single-digit to low double-digit EPS growth through 2027.”
“Record second-quarter operating revenue of $6.9 billion, up 12%, adjusted EPS of $3.41, and an operating ratio of 59.2% — and we're raising our full-year outlook to high single-digit EPS growth.”
Jennifer Hamann
One-line summary: CFO of Union Pacific; flagged Q2 2026 fuel headwind (>/gal) as an oil-shock pass-through.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On energy-shock-2026-vs-2022, iran-fuel-shock-consumer-bifurcation:
"Fuel will definitely be a headwind, particularly here in the second quarter ... we are paying a little north of $4 a gallon right now." — 2026-04-23-earnings-unp-q1-fy2026 (2026-04-23)
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On up-nsc-transcontinental-merger-to-pricing-power:
"We are affirming our 2026 outlook for mid-single-digit EPS growth ... high single-digit to low double-digit EPS growth through 2027." — 2026-04-23-earnings-unp-q1-fy2026 (2026-04-23)
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On up-nsc-transcontinental-merger-to-pricing-power:
"Record second-quarter operating revenue of $6.9 billion, up 12%, adjusted EPS of $3.41, and an operating ratio of 59.2% — and we're raising our full-year outlook to high single-digit EPS growth." — 2026-07-23-earnings-unp-q2-fy2026 (2026-07-23)
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