US · Industrials · Integrated Freight & Logistics
EPS came in at 1.76 against a street estimate of 1.65 — a beat of 6.7%.
Analysts rate United Parcel Service Inc a buy (17 buy, 12 hold, 3 sell out of 32) with an average price target of $116.08.
CONFIDENT UPS completed Amazon glide-down ahead of schedule, eliminating 2M daily pieces. U.S. domestic margin expanded 400bps QoQ to 8%. Raised full-year guidance on strong execution and structural cost reductions. Focus now on premium SMB, healthcare, and B2B volumes. Q2 2026 Trade pattern normalization accelerating, especially Asia. Middle East disruption and tariffs (Canada) created headwinds; de minimis elimination wrap in Sept. creates favorable 2H comp. Analysts pressed on domestic margin sustainability (mid-single-digit % spread preservation), competitive dynamics with FedEx and Amazon (RFID + owned assets as moat), and capacity adequacy post-glide-down (automated network enables day-to-day flex). Management emphasized structural, not temporary, improvements and differentiation through enabling capabilities rather than price wars. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 6.01% |
| Vanguard Capital Management, LLC | 5.66% |
| State Street Corp | 3.83% |
| FMR Inc | 3.83% |
| Charles Schwab Investment Management Inc | 2.60% |
| Geode Capital Management, LLC | 2.06% |
| Victory Capital Management Inc. | 1.68% |
| Vanguard Portfolio Management, LLC | 1.58% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 UPS EXECUTIVE LEADERSHIP CHANGES – FORM 8-K SUMMARY HEADLINE NUMBERS • Kate Gutmann (Executive Vice President and President, International, Healthca | 2026-08-31 |
| Company announcement · Q3 2026 UPS FORM 8-K SUMMARY – AUGUST 14, 2026 HEADLINE NUMBERS • Company issued $325,105,000 aggregate principal amount of Floating Rate Senior Notes due 2 | 2026-08-18 |
| Company announcement · Q3 2026 UPS FORM 8-K SUMMARY (August 10, 2026) HEADLINE NUMBERS • UPS issued $1,000,000,000 principal amount of 4.850% Senior Notes due 2031 • Interest rate | 2026-08-12 |
| Quarterly report · Q2 2026 UPS 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (Q2 2026): $22.8 billion, up 7.6% vs. $21.2 billion in Q2 2025 • Revenue (H1 2026): | 2026-08-05 |
| Results announced · Q3 2026 UPS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Revenue Q2 2026: $22,834 million, up 7.6% vs. $21,221 million Q2 2025 • Operating Profit Q2 2 | 2026-07-28 |
| Quarterly report · Q1 2026 UPS Q1 2026 QUARTERLY REPORT SUMMARY HEADLINE NUMBERS • Revenue: $21,202 million (Q1 2026) vs. $21,546 million (Q1 2025) — down 1.6% • Net Income: $ | 2026-05-06 |
| Proxy statement · Q2 2026 UPS 2026 PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Director Elections: Vote to elect 12 direc | 2026-03-19 |
| Annual report FY2025 UPS 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Total revenue 2025: $88.7 billion • Average daily package delivery: 20.8 million packages • Total | 2026-02-17 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.64 / share ex-date Aug 17, 2026 · pay Sep 3, 2026 | 2026-08-17 |
| Dividend | $1.64 / share ex-date May 18, 2026 · pay Jun 4, 2026 | 2026-05-18 |
| Dividend | $1.64 / share ex-date Feb 17, 2026 · pay Mar 5, 2026 | 2026-02-17 |
| Dividend | $1.64 / share ex-date Nov 17, 2025 · pay Dec 4, 2025 | 2025-11-17 |
| Dividend | $1.64 / share ex-date Aug 18, 2025 · pay Sep 4, 2025 | 2025-08-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for United Parcel Service Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.