Union Pacific — Baird 2022 Global Industrial Conference

4 slides from Union Pacific's conference presentation, Nov 8, 2022

Slide 1: Baird 2022 Global Industrial Conference
BAIRD 2022 GLOBAL INDUSTRIAL CONFERENCE Jennifer Hamann – Executive Vice President and Chief Financial Officer Eric Gehringer – Executive Vice President – Operations November 8, 2022 Cautionary Information This presentation and related materials contain statements about the Company’s future that are
Slide 2: Third Quarter 2022 Results; Fourth Quarter Volume To Date
Third Quarter 2022 Results Earnings Per Share Operating Ratio $3.05 $3.19 $2.57 24% 59.9% 19% vs 2021 58.2% vs 2021 56.3% 3.6 pts vs 2021 1.9 pts vs 2021 2021 2022 2022 2021 2022 2022 Reported Adjusted* Reported Adjusted* Key Themes Volume Growth and Solid Higher Fuel Price and Inflationary Pressure
Slide 3: Improving Crew Availability Drives Increased Fluidity; Locomotives – Advancing Technology and Lowering Emissions
Improving Crew Availability Drives Increased Fluidity Operating Inventory, Volume, and 2022 Transportation Freight Car Velocity* Employee Hiring Progress** 201,334 Operating Car 930 Inventory Freight Car Velocity 190,496 196 196 588 157,863 160,116 7-Day 154,417 Labor Exceeding Volumes Day Goal of 1
Slide 4: Well Positioned into 2023 – Diverse Franchise Supports Business Development
Well Positioned into 2023 – Diverse Franchise Supports Business Development Expanding Customer Portfolio Industrial 27% Premium 48% v Automotive Distribution Centers Intermodal Terminals Manifest Terminals Ports Border Crossings, Gateways 7 and Interchanges 8