| UPS |
Report |
U.S. Domestic Operating Margin (Q2 2026) |
BEAT |
pred ~8.1% vs. cons 7.76% |
MEDIUM |
| UPS |
Report |
Revenue Per Piece - U.S. Domestic (Q2 2026) |
IN-LINE |
pred ~$14.20 vs. cons $14.16 |
MEDIUM |
| UPS |
Report |
International Operating Margin (Q2 2026) |
IN-LINE |
pred ~13.5% vs. cons 13.40% |
MEDIUM |
| UPS |
Guide |
FY 2026 Revenue (FY2026) |
LOWER |
guide ~$89.7B (reaffirm) vs. cons $90.4B |
HIGH |
| UPS |
Guide |
FY 2026 Operating Margin (FY2026) |
BETTER |
guide ~9.6% (reaffirm) vs. cons 9.49% |
HIGH |
| UPS |
Guide |
FY 2026 Adj. EPS (FY2026) |
UNCHANGED |
guide ~$7.11 (reaffirm) vs. cons $7.12 |
HIGH |
| UPS |
Guide |
Q3 2026 U.S. Domestic Margin (3Q2026) |
BETTER |
guide ~8.5-9.5% vs. cons ~7.6% |
MEDIUM |
| UPS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| UPS |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE - sell-side trims H2 revenue estimates on FY guide below consensus; structural margin improvement story limits the damage |
MEDIUM |