The company said it reported diluted earnings per share of $3.49, net income of $2.1 billion, and an operating ratio of 59.1% for Q3 2026. For Q3 2025, it reported earnings of $3.01 per share, net income of $1.8 billion, and an operating ratio of 59.2%.

1. 01

   The company said it reported diluted earnings per share of $3.49, net income of $2.1 billion, and an operating ratio of 59.1% for Q3 2026. For Q3 2025, it reported earnings of $3.01 per share, net income of $1.8 billion, and an operating ratio of 59.2%.

2. 02

   The company said freight revenues for Q3 2026 rose 15% from a year earlier. It cited higher fuel surcharge revenues, 6% carload growth, and core pricing gains as more than offsetting the unfavorable business mix from higher intermodal shipments.

3. 03

   The company said freight revenues from its fuel surcharge programs rose to $1.2 billion in Q3 from $602 million in the same period of 2025. It also said the average price of locomotive diesel fuel was $4.21 per gallon, compared with $2.56 in Q3 2025.

4. 04

   The company said it generated $8.3 billion of operating cash flow in the first 9 months of 2026. As of September 30, 2026, it held $2.2 billion in cash and cash equivalents and $875 million in short-term investments.

Analysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

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AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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