Comfort Systems USA (FIX) now dominates my portfolio after a strong rally, but its high valuation raises concerns about future returns. FIX's fundamentals remain robust, driven by AI, data center buildouts, and acquisitions, yet the stock trades at a significant premium to historical averages. I am considering rotating capital from FIX into undervalued opportunities like Carlisle Companies (CSL...
The U.S. housing market is a 'coiled spring' with pent-up demand, poised for explosive growth if mortgage rates and regulations ease. Even small drops in mortgage rates have triggered surges in refinancing and buyer activity, confirming high sensitivity and sidelined demand. Top investment opportunities include housing-related suppliers and distributors like Carlisle, TopBuild, Builders FirstSo...
Sold 11,943 Union Pacific shares; Estimated transaction value of $2.69 million for the third quarter of 2025, based on the average price Post-trade stake: 36,048 shares valued at $8.52 million as of Q3 2025 The position now accounts for 0.88% of fund AUM as of September 30, 2025, which places it outside the fund's top five holdings
Union Pacific Corporation (NYSE:UNP ) Q3 2025 Earnings Call October 23, 2025 8:45 AM EDT Company Participants Vincenzo Vena - CEO & Director Jennifer Hamann - Executive VP & CFO Kenny Rocker - Executive Vice President of Marketing & Sales Eric Gehringer - Executive Vice President of Operations Conference Call Participants Thomas Wadewitz - UBS Investment Bank, Research Division Ken Hoexter - Bo...
Union Pacific is positioned for a strong rebound, driven by operational efficiency, a pending merger with Norfolk Southern, and cyclical growth tailwinds. UNP delivered record efficiency gains, improved margins, and maintained industry-leading safety despite ongoing volume headwinds and a challenging macroeconomic environment. UNP stock trades below its 10-year average P/E, offers a 2.5% yield,...
Union Pacific Corp (NYSE:UNP, ETR:UNP) reported mixed results for the third quarter, with revenue coming in below estimates but earnings outperforming on operating improvements and cost controls. The railroad operator posted net income of $1.8 billion, or $3.01 per diluted share, compared with $1.7 billion, or $2.75 per share, a year earlier.
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) today reported 2025 third quarter net income of $1.8 billion, or $3.01 per diluted share. Results include merger costs of $41 million, or $0.07 per diluted share. Adjusted 2025 third quarter net income* of $1.8 billion, or $3.08 per diluted share* compares to 2024 third quarter net income of $1.7 billion, or $2.75 per diluted s...
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