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![LeoNelissen Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::363841629.png) Leo [@LeoNelissen](/creator/twitter/LeoNelissen) on x 9063 followers
Created: 2025-07-24 12:03:04 UTC

$UNP - Union Pacific

2Q25 was another Jim Vena railroading masterclass.

- Despite fuel surcharge and cyclical headwinds, it generated X% higher revenues. 
- Despite inflation and higher volumes, costs rose by just 1%.
- Operating leverage improved, causing operating income to rise by 5%. 
- Operating ratio fell to XXXX% (industry-leading)
- XX% net income growth.
- Buybacks fueled XX% EPS growth.

(It's my 5th-largest investment)

![](https://pbs.twimg.com/media/GwnwlROXAAAKe9r.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948353233149133236/c:line.svg)

**Related Topics**
[inflation](/topic/inflation)
[generated](/topic/generated)
[leo](/topic/leo)
[$unp](/topic/$unp)
[union pacific](/topic/union-pacific)
[stocks industrials](/topic/stocks-industrials)

[Post Link](https://x.com/LeoNelissen/status/1948353233149133236)