UPS

ATLANTA, July 14, 2026--(BUSINESS WIRE)--United Parcel Service (NYSE:UPS) will announce its 2026 second-quarter results on July 28, 2026, at approximately 6:00 a.m. Eastern Time. At 8:30 a.m. ET, UPS Chief Executive Officer Carol Tomé and Chief Financial Officer Brian Dykes will lead an investor conference call to discuss the results. This call will be open to the public via a live webcast. To listen, visit the UPS Investor Relations page and click on "Webcast." The webcast audio will be accessible on the Investor Relations website for a limited time following the call. View source version on businesswire.com: https://www.businesswire.com/news/home/20260714212679/en/ Contacts UPS Public [email protected]

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? United Parcel Service (UPS), which belongs to the Zacks Transportation - Air Freight and Cargo industry, could be a great candidate to consider. This package delivery service has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 5.05%. For the last reported quarter, UPS came out with earnings of $1.07 per share versus the Zacks Consensus Estimate of $1.04 per share, representing a surprise of 2.88%. For the previous quarter, the company was expected to post earnings of $2.22 per share and it actually produced earnings of $2.38 per share, delivering a surprise of 7.21%. Thanks in part to this history, there has been a favorable change in earnings estimates for UPS lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. UPS currently has an Earnings ESP of +0.22%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies end up beating th...

FedEx is guiding for a major profit acceleration, but on its latest earnings call, analysts pressed hard on whether the growth is real or just a story of well-timed costs. FedEx (FDX) stock has returned a stunning 65.0% over the past year, and on its latest call, the company gave bulls more to cheer about, guiding for 20% adjusted EPS growth through the end of the calendar year. Yet the analyst Q&A heavily focused on a persistent question over the quality of that growth, probing whether it was driven by operational leverage or largely influenced by one-time cost rolling off and the transition in the reporting calendar. The skepticism centered on the quarter’s profitability. With revenue growing at a solid mid-teens rate, why were incremental margins so low? This is the kind of gap that signals costs might be eating the growth. One analyst tried to “square incremental margins of only 8% on very solid mid-teens revenue growth,” a direct challenge to the quality of the earnings. Management’s answer pointed to a significant headwind from variable incentive compensation. The CEO also noted that if you took the mathematical effect of higher fuel surcharges out of the equation, which boost revenue but not profit, the company’s margin would have been up year-over-year. The explanation was mechanical, but it highlighted how much of the profit picture is being shaped by factors other than core operational leverage. That skepticism carried over to the company’s strong forward guidance, with analysts questioning whether the sharp profit acceleration came from a booming underlying business or simply from a big, temporary cost falling out of the year-over-year comparison. The question was put directly: is the forecast a function of business momentum or just the timing of incentive comp? The CFO’s response was candid, confirming that timing is a major factor. Of an expected $800 million variable compensation headwind for the year, most has already been incurred, with “only $100 million of this headwind” remaining. While the CFO stressed that underlying business momentum remains strong, the answer confirms a large part of the guided acceleration comes from the absence of a prior-period cost. So, what did we learn? Management explained the lumpy profit cadence by pointing to specific, and mostly temporary, items. But the call left a major cost challenge in plain sight, creat...

FedEx (FDX) shares fell early Wednesday after the company provided a calendar-year earnings outlook

FedEx easily beat revenue estimates for its fiscal fourth quarter after Tuesday's market close, its first report after executing a momentous structural transformation. The restructuring included spinning off FedEx Freight, its less-than-truckload business, earlier this month. Late Tuesday, FedEx posted Q4 earnings of $6.31 per share, vs. $6.07 a year ago, on revenue of $25 billion.

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. United Parcel Service (UPS) stock recently moved after the company slightly exceeded revenue expectations in its latest earnings report, even as sales declined year on year and management emphasized ongoing operational transformation and AI deployment. See our latest analysis for United Parcel Service. Against that backdrop, United Parcel Service shares have gained momentum recently, with an 8.3% 1 month share price return and a 9.4% 3 month share price return. However, the 1 year total shareholder return of 13.0% contrasts with weaker multi year outcomes, as the longer term picture still reflects past challenges. If you are watching how UPS is using technology in logistics, it can be helpful to see which other companies are gaining attention from investors using AI in different ways through the 49 AI infrastructure stocks So with United Parcel Service stock trading below some analyst targets and carrying an intrinsic value estimate discount, yet facing flat longer term growth trends, should you see a mispriced opportunity here or assume the market already reflects future expectations? At a last close of $104.86 versus a narrative fair value of $112.88, the most followed view on United Parcel Service stock points to modest undervaluation while still incorporating only measured growth and profitability improvements. Read the complete narrative. Curious what sits behind that fair value gap? The narrative leans on mid single digit revenue growth, higher margins, and a richer earnings multiple than today. The exact inputs matter. Result: Fair Value of $112.88 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, United Parcel Service still faces meaningful risks, including uncertainty around global trade policy and the planned cut to lower margin Amazon volumes, which could disrupt revenue and operations. Find out about the key risks to this United Parcel Service narrative. Given that United Parcel Service carries both concerns and reasons for optimism, it makes sense to move quickly, review the numbers, and test your own thesis against the 2 key rewards and 2 important warning signs. If you like the structured view on UPS, do not stop here. Expand your watchlist with fresh ideas that fit differ...

Looking back on air freight and logistics stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including United Parcel Service (NYSE:UPS) and its peers. The growth of e-commerce and global trade continues to drive demand for expedited shipping services, presenting opportunities for air freight companies. The industry continues to invest in advanced technologies such as automated sorting systems and real-time tracking solutions to enhance operational efficiency. Despite the advantages of speed and global reach, air freight and logistics companies are still at the whim of economic cycles. Consumer spending, for example, can greatly impact the demand for these companies’ offerings while fuel costs can influence profit margins. The 4 air freight and logistics stocks we track reported a very strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.3%. In light of this news, share prices of the companies have held steady as they are up 1.2% on average since the latest earnings results. Trademarking its recognizable UPS Brown color, UPS (NYSE:UPS) offers package delivery, supply chain management, and freight forwarding services. United Parcel Service reported revenues of $21.2 billion, down 1.6% year on year. This print exceeded analysts’ expectations by 1.2%. Overall, it was a satisfactory quarter for the company with a narrow beat of analysts’ revenue estimates. “I want to thank UPSers around the world for their hard work and efforts, and for pushing our transformation forward,” said Carol Tomé, UPS chief executive officer. United Parcel Service delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 1.6% since reporting and currently trades at $110. Is now the time to buy United Parcel Service? Access our full analysis of the earnings results here, it’s free. Expeditors (NYSE:EXPD) offers air and ocean freight as well as brokerage services. Expeditors reported revenues of $2.78 billion, up 4.4% year on year, outperforming analysts’ expectations by 6.5%. The business had an incredible quarter with a beat of analysts’ EPS and adjusted operating income estimates. Expeditors scored the biggest analyst estimate beat among its peers. The market seems happy with the results as the stock is up 7.2% since reporting. It currently trades at $164.13. Is now the time to buy Expeditors? Access our full analys...

FedEx Corporation FDX is set to release its fourth-quarter fiscal 2026 results on June 23, after market close. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share and revenues is pegged at $5.91 and $24.18 billion, respectively. The consensus estimate for fourth-quarter fiscal 2026 earnings has been revised upward by 1.9% in the past 60 days. The mark has declined 2.6% from the year-ago actual. The Zacks Consensus Estimate for fourth-quarter fiscal 2026 revenues indicates a 8.8% upward movement from the year-ago actual. Image Source: Zacks Investment Research For fiscal 2026, earnings per share have been revised upward by 0.9% to $19.78 in the past 60 days. The mark has improved 8.7% from the year-ago actual. The Zacks Consensus Estimate for full-year fiscal 2026 revenues indicates a 6.6% upward movement from the year-ago actual. FDX has an impressive earnings surprise history, as reflected in the chart below. Image Source: Zacks Investment Research Given this backdrop, let's examine the factors that might have influenced FDX’s fiscal fourth-quarter results. We expect FedEx’s bottom-line results in the upcoming earnings to have benefited from cost-saving measures implemented under its DRIVE program. These initiatives include lowering flight frequencies, grounding aircraft and reducing workforce levels. Efforts to cut costs, particularly through lower line-haul expenses and improved productivity, are likely to have supported margins during the fiscal fourth quarter. Additionally, the use of artificial intelligence to optimize routing, enhance capacity planning and strengthen digital capabilities is expected to have contributed to profitability by reducing operating costs. The company’s emphasis on expanding premium B2B and B2C volumes, especially within the healthcare sector, is likely to have boosted yields. However, persistent economic uncertainty is expected to have weighed on FedEx’s performance in the quarter under review. Management is likely to provide a detailed update during the conference call regarding the spin-off of FedEx Freight, which was completed on June 1, 2026. We also anticipate commentary on FedEx’s multi-year agreement with Amazon AMZN, signed last year, under which the former handles deliveries of selected oversized packages for the e-commerce giant. The agreement was reached shortly after FedEx’s competitor...

United Parcel Service trades at $108.33 and has moved in lockstep with the market. Its shares have returned 8.3% over the last six months while the S&P 500 has gained 8.4%. Is there a buying opportunity in United Parcel Service, or does it present a risk to your portfolio? Dive into our full research report to see our analyst team’s opinion, it’s free. We’re cautious about United Parcel Service. Here are three reasons we avoid UPS, plus one stock we’d rather own. A company’s long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Unfortunately, United Parcel Service struggled to consistently increase demand as its $88.32 billion of sales for the trailing 12 months was close to its revenue five years ago. This was below our standards and signals it’s a low quality business. If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills. As you can see below, United Parcel Service’s margin dropped by 6.1 percentage points over the last five years. If its declines continue, it could signal increasing investment needs and capital intensity. United Parcel Service’s free cash flow margin for the trailing 12 months was 5.1%. ROIC, or return on invested capital, is a metric showing how much operating profit a company generates relative to the money it has raised (debt and equity). Over the last few years, United Parcel Service’s ROIC has unfortunately decreased significantly. We like what management has done in the past, but its declining returns are perhaps a symptom of fewer profitable growth opportunities. United Parcel Service falls short of our quality standards. That said, the stock currently trades at 14.4× forward P/E (or $108.33 per share). While this valuation is reasonable, we don’t see a big opportunity at the moment. There are more exciting stocks to buy at the moment. Let us point you toward our favorite semiconductor picks and shovels play. ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it’s flagging...

It has been about a month since the last earnings report for United Parcel Service (UPS). Shares have lost about 2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is UPS due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for United Parcel Service, Inc. before we dive into how investors and analysts have reacted as of late. Quarterly earnings per share (excluding 5 cents from non-recurring items) of $1.07 beat the Zacks Consensus Estimate of $1.04 but declined 28.2% year over year. Revenues of $21.2 billion surpassed the Zacks Consensus Estimate of $21 billion but decreased 1.6% year over year.U.S. Domestic Package revenues of $14.1 billion (above our estimate of $13.8 billion) decreased 2.3% year over year, owing to an expected decline in volume. Revenue per piece grew 8.3% year over year. Segmental operating profit (adjusted) fell 44.1% year over year to $565 million. The adjusted operating margin for the segment was 4%.Revenues in the International Package division totaled $4.54 billion (above our estimate of $4.38 billion), which increased 3.8% year over year, owing to a 10.7% increase in revenue per piece. Segmental operating profit (adjusted) totaled $551 million, down 15.7% year over year. The adjusted operating margin for the segment was 12.1%.Supply Chain Solutions’ revenues of $2.53 billion (below our estimate of $2.81 billion) decreased 6.5% year over year, owing to a decline in volume in the Mail Innovations business. Operating profit (on an adjusted basis) rose more than 100% year over year to $206 million. The adjusted operating margin for the segment was 8.1%.The overall adjusted operating margin was 6.2%. Management has reinstated full-year 2026 sales guidance, projecting revenues of approximately $89.7 billion, above the 2025 reported figure of $88.7 billion.Adjusted operating margin is still expected to be around 9.6%. Capital expenditures are estimated to be around $3 billion, with dividend payments expected to be around $5.4 billion (subject to board approval). The effective tax rate is expected to be around 23%. It turns out, estimates revision have trended upward during the past month. The consensus estimate has shifted 5.6...

Lone Peak Global Investors reported a full exit from Thermon Group (NYSE:THR) as of its May 14, 2026, SEC filing, selling approximately 430,230 shares for an estimated $20.05 million based on quarterly average pricing. According to the SEC filing dated May 14, 2026, Lone Peak Global Investors fully liquidated its position in Thermon during the first quarter, reducing holdings by 430,230 shares. The estimated value of the shares sold was approximately $20.05 million, based on the mean unadjusted closing price for the quarter. The net position change for the stake, including price movement, was a decrease of $15.99 million. Lone Peak Global Investors sold out its Thermon position. Top holdings after the filing: NASDAQ:HSIC: $27.82 million (4.6% of AUM) NASDAQ:KDP: $27.24 million (4.5% of AUM) NYSE:UPS: $26.14 million (4.4% of AUM) NYSE:OPLN: $24.98 million (4.2% of AUM) NYSE:CAH: $24.12 million (4.0% of AUM) As of May 14, 2026, Thermon shares were priced at $68.61, up about 120% over the past year, outperforming the S&P 500’s 25% gain. Thermon Group offers engineered industrial process heating solutions, including electric and gas heating products, heat tracing systems, control and monitoring solutions, and specialty products for a range of industrial applications. The firm generates revenue through the design, manufacture, and sale of process heating equipment, complemented by engineering, installation, and maintenance services for process industries worldwide. It serves customers in chemical and petrochemical, oil and gas, power generation, rail and transit, commercial, transportation, food and beverage, pharmaceutical, mineral processing, data centers, and semiconductor sectors. Thermon Group is a leading provider of industrial process heating solutions with a global footprint and a diversified customer base across critical infrastructure sectors. The company leverages its engineering expertise and comprehensive service offerings to deliver tailored solutions that address complex thermal management needs. Its strategic focus on innovation and end-to-end project support positions Thermon as a preferred partner for process industries requiring reliability and operational efficiency. After the stock more than doubled over the past year, Lone Peak may simply be rotating capital elsewhere while Thermon trades near all-time highs — because ultimately, Thermon’s u...

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too