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Achieved record first quarter operating income and net income by executing on new business opportunities and raising operational standards.

Improved operating ratio by 80 basis points to 59.9% through core pricing gains and business mix that successfully offset inflationary pressures.

Delivered record workforce productivity, enabling a 5% reduction in total headcount while maintaining high service levels across the network.

Leveraged significant improvements in freight car velocity and terminal dwell times to reduce active locomotive requirements by over 100 units.

Bulk segment revenue grew 10% due to sustained utility coal demand, favorable natural gas pricing, the LCRA contract, and a rebound in grain exports to China and Mexico.

Maintained a 'buffer of resources' strategy in crews and locomotives to ensure network resiliency against weather volatility and operational incidents.

Affirmed 2026 outlook for mid-single-digit EPS growth and continued operating ratio improvement despite anticipated fuel price volatility.

Committed to a 3-year CAGR target of high single-digit to low double-digit EPS growth through 2027, supported by best-in-class ROIC.

Anticipates industrial segment outperformance relative to industrial production, driven by new LNG terminal and data center construction projects.

Expects the Golden Triangle Polymers joint venture to provide a significant volume catalyst upon its scheduled startup in the third quarter.

Assumes fuel will remain a margin headwind in Q2 2026, with average prices likely exceeding $4 per gallon despite recent month-over-month declines.

Confirmed the filing of a revised merger application on April 30, 2026, to address specific Surface Transportation Board (STB) information requirements.

Guaranteed job security for all unionized employees as part of the merger strategy, relying on natural attrition and volume growth to maintain productivity.

Identified softening vehicle sales and lower West Coast imports as persistent headwinds for the automotive and international intermodal segments.

Acknowledged that while domestic intermodal is at record levels, the competitive trucking environment continues to pressure overall premium margins.

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Management expressed increased conviction in the merger's ability to create a seamless transcontinental railroad that removes trucks from highways.

Clarified that the transaction is primarily end-to-end with minimal overlap, suggesting that extensive competitive concessions should not be required.

Emphasized that the merger will allow for lower-cost movements and faster transit times, benefiting both shareholders and customers.

Stated the railroad currently has significant latent capacity, operating 24% fewer trains than in 2019 while moving similar or higher volumes.

Confirmed that the network can absorb a 10% increase in business without requiring major incremental capital or operating expenditures.

Highlighted that investments in terminal resiliency allow for faster recovery from congestion and weather events.

Utilizing AI-informed automated movement planners to forecast network conditions 12 hours in advance and support real-time dispatching.

Developing autonomous locomotive technologies aimed at further optimizing fuel conservation and operational precision.

Focused on 'perpetual dissatisfaction' with current metrics to drive technology adoption that eliminates unnecessary railcar touches.

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