Union Pacific Corporation · NYSE:UNP
Union Pacific — Stifel Conference (February 2022)
5 slides from Union Pacific's conference presentation, Feb 8, 2022
Slide 1: Cautionary Information
Jennifer Hamann – Executive Vice President and Chief Financial Officer February 8, 2022 Cautionary Information This presentation and related materials contain statements about the Company’s future that are not statements of historical fact, including specifically the statements regarding the Company
Slide 2: Achieving Record Results In Difficult Conditions; Rewarding Shareholders and Delivering Value
Achieving Record Results In Difficult Conditions Earnings Per Share Operating Ratio $9.95 60.6% 58.5% $8.38 21% 57.2% $8.19 vs 2020* (1.3 pts) vs 2020* 19% vs 2019 (3.4 pts) vs 2019 2019 2020* 2021 2019 2020* 2021 Key Themes Strong Core Results Weather / Wildfires / Incidents Global Supply Chain Dis
Slide 3: First Quarter Volume To Date; Steady and Holding Improvement in Key Metrics
First Quarter Volume To Date First Quarter Volume To Date* 7-Day Weekly Carloadings (Year Over Year Change) (000s) Bulk 9% 180 2022 Industrial 4% 160 2021 2020 140 2019 Premium (9%) 120 TOTAL (1%) 100 1Q 2Q 3Q 4Q 5 * Volume through February 4 Steady and Holding Improvement in Key Metrics FREIGHT CAR
Slide 4: A Look Ahead to 2022; Adding Battery Electric Locomotives to UP Fleet
A Look Ahead to 2022 • 2021 Investor Day Three Year Guidance Remains Intact • Full Year Volume Growth Exceeding Industrial Production • Pricing Gains in Excess of Inflation Dollars • Operating Ratio of ~55.5% • Capital Spending of $3.3 Billion • Dividend Payout Target of 45% of Earnings • Share Repu
Slide 5: Questions?
QUESTIONS? eae