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Fixed Fee. No Gain Share.
UPS GuruFocus · Jul 27, 2026
Market expectations are for a 7.1% increase in earnings per share to $1.66 and a 3.0% growth in revenue to $21.84 billion. This premium could reflect investor confidence in the company’s restructuring efforts and growth prospects despite recent earnings headwinds. The forward P/E ratio data is not available, but the current valuation ranks UPS highly on GuruFocus’ valuation scale (10/10), indicating that relative to its historical and sector peers, the stock is attractively priced.
Q1 delivered a 5.87% EPS beat on $0.86, revenue up 12.07% YoY to $12.47 billion, and management lifted comparable EPS growth guidance to 8% to 9%. Shares have climbed 19.23% YTD and 22.42% over the past year, and Polymarket assigns a 92.5% probability of another beat. Skeptics counter that shares trade near 27x earnings and traders are already pricing modest volume, with an 80.5% probability of sub-3.5% unit case growth.
United Parcel Service beat analystsâ revenue expectations last quarter, reporting revenues of $21.2 billion, down 1.6% year on year. It was a satisfactory quarter for the company, with a beat of analystsâ EPS estimates. In the last twelve months or so, the market has shifted its attention from one area of macro importance to the next (AI disintermediation and AI capex spending to geopolitical conflict, rates, and whether the economy is on solid footing or not).
KO carries a 92% beat probability and raised guidance, while UPS looks vulnerable after a 19% YTD run priced before any recovery proof. Q1 delivered a 5.87% EPS beat on $0.86, revenue up 12.07% YoY to $12.47 billion, and management lifted comparable EPS growth guidance to 8% to 9%. At $147.41, P&G looks range-bound.
July 26 at 5 a.m. Nathan Kelsey Hall, who served from 1850-1852 under President Millard Fillmore, was known as a man of great integrity who railed against the misuse of franking privileges, called for tough penalties for equipment theft, and was scrupulously even-handed about awarding contracts. In the latest cautionary tale shared by the USPS Office of Inspector General, we reported on a retail clerk who set aside packages of cocaine that came in the mailstream and was paid for passing them on to an associate.
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'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.
The Freight Rate Index fell 9.5 points month-over-month to a seasonally adjusted 70.2 in June, down from May’s record 79.7. The Capacity Index climbed 1.5 points to 55.0 in June, a 43-month high, even as Class 8 sales remain below replacement levels industrywide. A wave of new regulations from the Federal Motor Carrier Safety Administration(FMCSA), including nondomiciled CDL restrictions, tighter ELD and registration fraud enforcement, and driver school closures, sent the index to a five-year low of 30.4 in April after the nondomiciled rules took effect in mid-March.
