Industry News

United Parcel's next earnings date is estimated for July 28, 2026, based on past reporting schedules. No earnings call summary is available for this earnings event. The table shows recent earnings report dates and whether the forecast was beat or missed.

United Parcel Service (UPS) is back in focus as investors watch for its upcoming quarterly earnings report, where analysts are looking for modest growth in both earnings and revenue. At a share price of $114.79, United Parcel Service has posted a 1 month share price return of 8.15% and a year to date share price return of 13.63%. At a last close of $114.79 versus a fair value narrative of $112.88, United Parcel Service is priced slightly above what that framework suggests.

Christopher Doering/Supply Chain Dive Listen to the article 3 min This audio is auto-generated. Conagra Brands plans to invest an incremental $125 million in fiscal 2027 to strengthen its supply chain and lower costs by moving more production in-house, President and CEO John Brase said on a July 15 earnings call. The spending will contribute to the company’s goals of improving supply chain resiliency, maintaining high service levels and reducing inventory and days of inventory, according to the call.

“That’s a lot of material that was, poof, gone,” he said. Businesses along those supply chains broadly recognized that “it would take some time for the infrastructure that was damaged, and production facilities that were impacted by the conflict, to come back to normal production levels” once the war ended. Price spikes and more challenging logistics for virgin resins this year have opened doors for recycled grades, making their traditionally higher prices more competitive for customers, including packaging converters.

A review of the Federal Register from 2024 through the present reveals that the last time FMCSA rejected either a new request or a request for renewal of an exemption was in September 2024. But in the June 23 Federal Register announcement that all 52 requests had been denied, FMCSA said it had received no comments on the request. FMCSA approved a group of 63 individuals under the epilepsy exemption as recently as June 18, five days before the denial of the group of 52, suggesting no change in policy can be read into the recent negative actions after almost two years of approvals.

A much tighter capacity backdrop is allowing the company to improve its freight selection and raise rates. An 8% decline in average tractors in service was offset by a 9% increase in revenue per tractor. Table: Marten’s key performance indicators – TL & DedicatedThe company’s smaller dedicated segment saw a 14% y/y decline in revenue (ex-fuel) as a 17% drop in truck count was only partially offset by a 3% increase in revenue per tractor.

Item 5.02.Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.On July 20, 2026, the Board of Directors (the “Board”) of FedEx Corporation (“FedEx” or the “Company”), upon the recommendation of the Compensation and Human Resources Committee of the Board (the “Compensation & HR Committee”), approved the Executive Severance Plan, which will govern all future separations between FedEx and its executive officers. Treatment of any equity awards granted to the executive will be governed by the terms of the FedEx Corporation 2019 Omnibus Stock Incentive Plan, as amended, or other applicable stock plan (“Omnibus Plan”). “Multiplier” means (x) for the Chief Executive Officer (“CEO”), 2, (y) for any executive who has been employed by FedEx for 10 years or longer, 1.5, and (z) for any other executive, 1;·a prorated bonus under any active annual bonus plan for the year in which the qualifying termination occurs;·a taxable cash payment equal to the difference between the monthly COBRA premium paid by the executive for him/herself and his/her eligible dependents and the monthly premium amount paid by similarly situated employees for 18 months following termination; and·outplacement and tax preparation services.In addition, if the executive has been employed by FedEx for 20 years or longer, such executive’s termination shall be deemed a “Retirement” under the Omnibus Plan.

Michael Shorrosh is a senior operations executive with more than 15 years of experience leading large-scale fulfilment, logistics and supply chain operations. He is passionate about helping organisations bridge the gap between technology investments and operational excellence by translating automation into measurable business results. We’ll explore how leaders can identify the highest leverage constraints in their operation, build disciplined operating mechanisms around them, and use technology to amplify execution rather than add complexity.