Verified peer comparison
UNP vs CSX
Union Pacific Corporation compared with CSX Corporation. This page compares both source-verified company profiles and does not introduce an unverified price target.
UNP
Union Pacific Corporation
$189.43
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CSX
CSX Corporation
$189.43
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Company-specific comparison
Business exposure
UNP: Rail Transportation
CSX: Rail Transportation
Upside lens
UNP: Better train operations, asset utilization and network fluidity can improve customer service and operating efficiency. Core pricing and favorable commodity mix can support freight revenue even when industrial volumes are uneven. A successfully approved combination could create single-line service options and broader network reach for shippers.
CSX: Reliable train performance can support share gains and customer retention. Value-based pricing can offset inflation and protect network returns. New southeastern manufacturing projects can create long-term freight lanes.
Risk lens
UNP: The proposed combination faces uncertain approval, integration costs and potential conditions that could reduce expected benefits. Weak industrial production, lower commodity shipments or customer inventory corrections can reduce rail volumes. Derailments, service failures, labor constraints or regulatory mandates can raise costs and disrupt network performance.
CSX: Weak production and consumer demand can reduce carloads. Crew shortages and wage inflation can impair service and costs. Safety, service and reciprocal-switching rules can raise costs or constrain pricing.
Verified sources
Union Pacific Reports First Quarter 2026 ResultsUnion Pacific Corporation · earningsVerified
Union Pacific Corporation Investor RelationsUnion Pacific Corporation · companyVerified
Fetched: 7/12/2026, 12:00:00 AM UTC
Open original sourceForm 10-Q for the Quarter Ended March 31, 2026Union Pacific Corporation · filingVerified
CSX Announces First Quarter 2026 ResultsCSX Corporation · earningsVerified
CSX Corporation Investor RelationsCSX Corporation · companyVerified
Fetched: 7/12/2026, 12:00:00 AM UTC
Open original source