BNSF puts some zip in its Phoenix to DFW service; adds zing to 2nd quarter company stats with revenue up 15%
August 12, 2026 - TRA Newswire -
BNSF announced that, compared to the same period in 2025, its 2nd quarter 2026 revenue rose 15% to $6.6 billion while operating income was up 13% to $2.3 billion. Net income increased 6% to $1.6 billion.
In BNSF's quarterly financial performance report, the railroad noted that volume rose 7%, translated to 2.5 million units moved. The company benefited from higher fuel surcharges and higher yields.
On the downside, expenses rose to $4.3 billion (upo 16%) and its operating ratio slipped by six tenths of one percent.
- Consumer product revenue shot up 21% to $2.4 billion, volume up 9% with more railcars from imports at West Coast ports and a tighter truck driver market pushing more traffic to rails
- Ag and energy pushed revenue up 18% to $1.9 billion with higher grain exports and movements of petrolium products
- Industrial products were up 9% to $1.9 billion with increases in steel, cement and aggregate products carried
- Even coal shipments were up 1% to $722 million, but volume took an 8% nosedive as coal-fired power plants are retired.
While the P&L stats were being released, BNSF announced an expanded intermodal service between the Phoenix metropolitan area and DFW, providing customers with a faster, more economical and reliable transportation solution for freight moving between two of the Southwest's fastest-growing markets.
The enhanced service is designed to support conversion of over-the-road freight to rail, offering the Phoenix to North Texas route in just over three days (from train departure to availability).
“We’re seeing more customers looking for capacity solutions as we head into the domestic peak shipping season, while continuing to manage their transportation costs,” said BNSF Group Vice President of Consumer Products Jon Gabriel. “This expanded service responds to rapidly changing market conditions and offers a solution that combines reliable transit, access to key markets and the advantages of intermodal transportation.”
This service utilizes the Alliance Intermodal Facility in North Texas, one of the nation’s premier inland logistics hubs. Alliance offers customers access to a robust transportation ecosystem, significant warehouse and distribution capacity, and connectivity to major consumer markets across the United States.
Photo credit: BNSF