据摩根大通分析师Brian Ossenbeck最新报告指出，联合太平洋与诺福克南方总额715亿美元的合并计划，最终裁决结果可能推迟至2027年第二季度甚至第三季度才能出炉。尽管地面运输委员会认定合并申请材料不完整，但Ossenbeck认为这并不意味合并案将夭折，只是动摇了市场对交易已板上钉钉的预期。
值得注意的是，监管机构建议两家公司修订合并申请时，应纳入针对其他利益相关方反馈的调整方案。Ossenbeck解读称，这相当于暗示联合太平洋与诺福克南方需提供更严谨的论证分析，以增强合并合理性的说服力。
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