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Norfolk Southern vs Union Pacific: revenue, profit, margins and growth compared

Norfolk Southern brought in $12.2B of revenue in fiscal 2025, Union Pacific $24.5B in fiscal 2025. Revenue changed by +0.5% at Norfolk Southern and +1.1% at Union Pacific on the year before, so Union Pacific grew faster. Norfolk Southern kept 23.6% of its revenue as net profit, Union Pacific 29.1%. Free cash flow was $2.2B at Norfolk Southern and $5.5B at Union Pacific.

Side by side, latest fiscal year

NSCUNP
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$12.2B$24.5B
Revenue growth+0.5%+1.1%
Net income$2.9B$7.1B
Net margin23.6%29.1%
Free cash flow$2.2B$5.5B
Free cash flow margin17.7%22.4%
Earnings per share (diluted)$12.75$11.98
Cash$1.5B$1.3B
Debt$17.1B$31.8B
Price to earnings24.622.9
Market value$70.3B$162.7B
Dividend yield1.73%1.99%
Rank by revenue in sector#52 of 451 · Industrials#28 of 451 · Industrials

Over the years

Revenue
NSC FY2018: $11.5BNSC FY2019: $11.3BNSC FY2020: $9.8BNSC FY2021: $11.1BNSC FY2022: $12.7BNSC FY2023: $12.2BNSC FY2024: $12.1BNSC FY2025: $12.2BUNP FY2018: $22.8BUNP FY2019: $21.7BUNP FY2020: $19.5BUNP FY2021: $21.8BUNP FY2022: $24.9BUNP FY2023: $24.1BUNP FY2024: $24.3BUNP FY2025: $24.5BFY18FY19FY20FY21FY22FY23FY24FY25
NSC $12.2BUNP $24.5B
Net income
NSC FY2018: $2.7BNSC FY2019: $2.7BNSC FY2020: $2BNSC FY2021: $3BNSC FY2022: $3.3BNSC FY2023: $1.8BNSC FY2024: $2.6BNSC FY2025: $2.9BUNP FY2018: $6BUNP FY2019: $5.9BUNP FY2020: $5.3BUNP FY2021: $6.5BUNP FY2022: $7BUNP FY2023: $6.4BUNP FY2024: $6.7BUNP FY2025: $7.1BFY18FY19FY20FY21FY22FY23FY24FY25
NSC $2.9BUNP $7.1B
Net margin
NSC FY2018: 23.3%NSC FY2019: 24.1%NSC FY2020: 20.6%NSC FY2021: 27.0%NSC FY2022: 25.7%NSC FY2023: 15.0%NSC FY2024: 21.6%NSC FY2025: 23.6%UNP FY2018: 26.1%UNP FY2019: 27.3%UNP FY2020: 27.4%UNP FY2021: 29.9%UNP FY2022: 28.1%UNP FY2023: 26.4%UNP FY2024: 27.8%UNP FY2025: 29.1%FY18FY19FY20FY21FY22FY23FY24FY25
NSC 23.6%UNP 29.1%
Revenue growth
NSC FY2019: -1.4%NSC FY2020: -13.3%NSC FY2021: +13.8%NSC FY2022: +14.4%NSC FY2023: -4.6%NSC FY2024: -0.3%NSC FY2025: +0.5%UNP FY2019: -4.9%UNP FY2020: -10.0%UNP FY2021: +11.6%UNP FY2022: +14.1%UNP FY2023: -3.0%UNP FY2024: +0.5%UNP FY2025: +1.1%FY19FY20FY21FY22FY23FY24FY25
NSC +0.5%UNP +1.1%
Free cash flow
NSC FY2018: $1.8BNSC FY2019: $1.9BNSC FY2020: $2.1BNSC FY2021: $2.8BNSC FY2022: $2.3BNSC FY2023: $852MNSC FY2024: $1.7BNSC FY2025: $2.2BUNP FY2018: $5.2BUNP FY2019: $5.2BUNP FY2020: $5.6BUNP FY2021: $6.1BUNP FY2022: $5.7BUNP FY2023: $4.8BUNP FY2024: $5.9BUNP FY2025: $5.5BFY18FY19FY20FY21FY22FY23FY24FY25
NSC $2.2BUNP $5.5B

Fiscal years as each company reports them; the two may end in different months.

Questions about Norfolk Southern and Union Pacific

Which is bigger by revenue, Norfolk Southern or Union Pacific?

Union Pacific is bigger by revenue: $24.5B in fiscal 2025, against $12.2B for Norfolk Southern in fiscal 2025.

Which keeps more of its revenue as profit, Norfolk Southern or Union Pacific?

Norfolk Southern had a net margin of 23.6% in fiscal 2025; Union Pacific had 29.1% in fiscal 2025.

Which grew revenue faster, Norfolk Southern or Union Pacific?

In their latest fiscal years revenue changed by +0.5% at Norfolk Southern and +1.1% at Union Pacific.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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