None
EN
Comment on Union Pacific + Norfolk Southern: Big merger, same old problem: Analysis by VINCENT R SAUNDERS
[]
Comments for Trains
Now along comes Union Pacific decades later with its proposed $85 billion acquisition of Norfolk Southern.
Even after all this, NS in 2024 generated $4.1 billion in operating income on revenue of $12.1 billion.
A railroad that strays outside the operating ratio box, no matter how briefly, soon finds activist investors at its doorstep.
And so a low operating ratio and growth are incompatible.
In the truck-competitive U.S. of A., however, taxpayer-supported interstates parallel every major main line, and railroad volume growth has been anemic.
['old'
'analysis'
'problem'
'billion'
'railroads'
'volume'
'failure'
'growth'
'service'
'pacific'
'big'
'railroad'
'southern'
'ratio'
'merger'
'norfolk'
'union'
'operating']