Union Pacific — Deutsche Bank 2020 Global Industrials & Materials Summit

4 slides from Union Pacific's conference presentation, Jun 9, 2020

Slide 1: Deutsche Bank 2020 Global Industrials & Materials Summit
DEUTSCHE BANK 2020 GLOBAL INDUSTRIALS & MATERIALS SUMMIT Jennifer Hamann – Chief Financial Officer June 9, 2020 Cautionary Information This presentation and related materials contain statements about the Company’s future that are not statements of historical fact, including specifically the statemen
Slide 2: First Quarter 2020 Results; Second Quarter Business Trends
First Quarter 2020 Results Earnings Per Share Operating Ratio $2.15 $1.93 63.6 +11% 59.0 -4.6 pts 2019 2020 2019 2020 All-Time Quarterly Record 3 Second Quarter Business Trends Second Quarter Volume* 7-Day Weekly Carloadings (000s) Bulk -16% 180 160 2018 Industrial -17% 2019 140 Premium -29% 2020 12
Slide 3: UP 2020 Sets Foundation for Profitable Growth
UP 2020 Sets Foundation for Profitable Growth = & Reduced Complexity Consistent Service Lower Cost Consistent Service 5 + Lower Cost = Open New Markets Balancing Service and Key Performance Metrics Efficiency May 2020 vs. May 2019 Freight Car Freight Car Velocity* Terminal Dwell* (Daily Miles per Ca
Slide 4: Updated 2020 Guidance
Updated 2020 Guidance Second Quarter Outlook Full Year 2020 • Volumes Down Closer to 20% • Pricing Gains in Excess of Inflation Dollars • Aggressive Cost Control • $400-500 Million of Productivity • Will Not Improve Operating Ratio Given • Solid Free Cash Flow After Dividends Volume Outlook Under Va