| UPS |
Report |
Q2 2026 Adjusted EPS |
BEAT |
pred ~$1.70 vs. cons $1.65 |
MEDIUM |
| UPS |
Report |
Q2 2026 Consolidated Revenue |
IN-LINE |
pred ~$22.0B vs. cons $21.80B |
MEDIUM |
| UPS |
Report |
U.S. Domestic Segment Operating Margin |
MISS |
pred ~7.6% vs. cons/guide midpoint ~8.0% |
MEDIUM |
| UPS |
Guide |
FY2026 Revenue Guidance |
UNCHANGED |
guide ~$89.7B vs. cons $89.9B (FY2026) |
MEDIUM |
| UPS |
Guide |
FY2026 Diluted EPS Guidance |
LOWER |
guide ~$6.75 (flat to 2025) vs. cons $6.85 (FY2026) |
MEDIUM |
| UPS |
Guide |
Q3 2026 U.S. Domestic Operating Margin Outlook |
UNKNOWN |
guide ~8.5-9.5% vs. cons ~9.0% (Q3 2026) |
LOW |
| UPS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| UPS |
Return |
5-day cumulative residual |
-2.7% (FADE) |
Even with a modest headline EPS/revenue beat, the critical U.S. Domestic margin likely lands short of the guided 7.5-8.5% range, undercutting the 'inflection is real' thesis after the stock's run to $117. That, combined with cautious commentary on Europe de minimis elimination and the August 1 Teamsters wage step-up, should trigger sell-side trims to H2/2027 EPS even after any initial optics-driven bounce, causing an initial move to fade over the following days as analysts reconcile segment-level guidance against the print. |
MEDIUM |