| UPS |
Report |
Adjusted EPS |
BEAT |
pred ~$1.70 vs. cons $1.65 |
MEDIUM |
| UPS |
Report |
Revenue |
IN-LINE |
pred ~$21.85B vs. cons $21.68B |
MEDIUM |
| UPS |
Report |
U.S. Domestic adjusted operating margin |
BEAT |
pred ~8.2% vs. cons 8.0% |
MEDIUM |
| UPS |
Guide |
Revenue |
LOWER |
guide ~$89.7B vs. cons $90.3B (FY2026) |
HIGH |
| UPS |
Guide |
Adjusted operating margin |
UNCHANGED |
guide ~9.6% vs. cons 9.6% (FY2026) |
MEDIUM |
| UPS |
Guide |
Adjusted EPS |
BETTER |
guide ~$7.16 vs. cons $7.10 (FY2026) |
MEDIUM |
| UPS |
Guide |
Free cash flow |
UNCHANGED |
guide ~$5.5B vs. cons $5.5B (FY2026) |
MEDIUM |
| UPS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.6% |
— |
MEDIUM |
| UPS |
Return |
5-day cumulative residual |
+1.1% (FADE) |
Day-1 residual of ~+2.6% fades to a ~+1.1% five-day residual: domestic-margin execution supports the initial move, but an unchanged ~$89.7B FY2026 revenue guide versus ~$90.3B consensus implies softer second-half revenue math and limits positive estimate revisions. |
MEDIUM |