A leading North American freight railroad reported record financial and operational results for the full year 2025, driven by improved net income, earnings per share and several best-ever operational metrics — even as softer fourth-quarter revenue and freight volumes presented near-term challenges.
According to the company’s financial disclosure, full-year net income rose to approximately $7.1 billion, up about 6 % compared with 2024, and diluted earnings per share climbed to around $11.98, an increase of roughly 8 % year-over-year. The railroad also saw freight revenue (excluding fuel surcharge) grow about 3 %, contributing to a modest increase in overall operating revenue.
The 2025 results were described by executives as a record-breaking year for safety, service and operational excellence, with best-ever full-year achievements in areas such as freight car velocity, locomotive productivity, terminal dwell time, workforce productivity and fuel consumption efficiency. These performance gains helped offset challenges in the broader freight environment.
While the full year delivered strong results, the fourth quarter presented a softer picture: operating revenue dipped about 1 % to roughly $6.1 billion amid a 4 % decline in revenue carloads, and adjusted earnings per share were slightly below analyst expectations. Despite this, key operational records were set in Q4, including improvements in freight car velocity and terminal dwell times that underscored ongoing productivity gains.
Rail industry observers say the results reflect resilience in core pricing and logistics fundamentals, even as economic volatility, evolving freight demand patterns and competitive pressures continue to affect quarterly outcomes. The company also reaffirmed its mid-single-digit EPS growth outlook for 2026, pointing to disciplined cost management and operational focus as levers for future performance.
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